The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SCULLY ROYALTY LTD COM SHS G7T96K107 12,163,956 1,985,952 SH SOLE 1,985,952 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 21,277 100 SH SOLE 100 0 0
NEXTNAV INC COMMON STOCK 65345N106 58,267,014 3,267,920 SH SOLE 3,267,920 0 0
PG&E CORP CALL 69331C908 590,000 5,000 SH Call SOLE 5,000 0 0
PG&E CORP CALL 69331C908 1,411,000 8,500 SH Call SOLE 8,500 0 0
PG&E CORP COM 69331C108 27,634,268 1,642,941 SH SOLE 1,642,941 0 0
BLACKSTONE SENI FLTN RAT 202 COM 09256U105 26 2 SH SOLE 2 0 0
ENERGY RECOVERY INC COM 29270J100 676,500 75,000 SH SOLE 75,000 0 0
VIASAT INC COM 92552V100 269,430 3,000 SH SOLE 3,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1,669,650 15,000 SH SOLE 15,000 0 0
OPTIMUM COMMUNICATIONS INC CL A 02156K103 23,084,716 15,920,494 SH SOLE 15,920,494 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 887,325 7,500 SH SOLE 7,500 0 0
SEADRILL LTD COM G7997W102 1,512,800 40,000 SH SOLE 40,000 0 0