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
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 19,680,500 350,000 SH   SOLE   290,500 59,500 0
ALGOMA STL GROUP INC COM 015658107 BBG012NKXV72 9,605,488 1,188,798 SH   SOLE   907,911 280,887 0
BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 BBG00JVRRR41 16,206,846 2,746,923 SH   SOLE   2,320,814 426,109 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 75,166,717 1,539,986 SH   SOLE   1,251,948 288,038 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 15,267,083 200,777 SH   SOLE   148,596 52,181 0
COMMSCOPE HLDG CO INC COM 20337X109 BBG004LTL7M1 5,295,012 831,242 SH   SOLE   479,943 351,299 0
CONSOLIDATED COMM HLDGS INC COM 209034107 BBG001S5PL29 400,806 155,351 SH   SOLE   109,842 45,509 0
DESTINATION XL GROUP INC COM 25065K104 BBG001SD3736 28,878,714 5,241,146 SH   SOLE   3,959,336 1,281,810 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 81,257,441 6,777,101 SH   SOLE   5,461,821 1,315,280 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 57,552,000 4,800,000 SH Call SOLE   4,209,300 590,700 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 46,323,516 9,377,230 SH   SOLE   7,510,687 1,866,543 0
GLOBANT S A COM L44385109 BBG00564Y4W2 50,387,644 307,223 SH   SOLE   250,755 56,468 0
GREEN PLAINS INC COM 393222104 BBG001SPVM17 87,843,851 2,834,587 SH   SOLE   2,266,250 568,337 0
MBIA INC COM 55262C100 BBG001S5T021 1,562,514 168,738 SH   SOLE   125,981 42,757 0
PERRIGO CO PLC SHS G97822103 BBG001S704D8 142,032,072 3,959,634 SH   SOLE   3,208,140 751,494 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 8,310,820 158,664 SH   SOLE   139,133 19,531 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 74,136,435 181,090 SH   SOLE   181,090 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 BBG001SKF1N8 78,679,920 2,278,596 SH   SOLE   1,851,546 427,050 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 158,962,158 1,491,902 SH   SOLE   1,200,791 291,111 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 713,885 6,700 SH Call SOLE   0 6,700 0
TREEHOUSE FOODS INC COM 89469A104 BBG001SP0625 37,104,226 735,757 SH   SOLE   593,671 142,086 0