The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 2,051 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN CAP LTD | COM | 02503Y103 | 15,281 | 1,002,700 | SH | SOLE | 1,002,700 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 4,146 | 94,583 | SH | SOLE | 94,583 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 20,245 | 1,497,400 | SH | SOLE | 1,497,400 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 5,072 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125509109 | 77,147 | 562,130 | SH | SOLE | 562,130 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 32,148 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 926 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CONCORDIA HEALTHCARE CORP | COM | 206519100 | 768 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 9,505 | 126,700 | SH | SOLE | 126,700 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 46,246 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 1,437 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 29,982 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 2,815 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 19,867 | 632,100 | SH | SOLE | 632,100 | 0 | 0 | ||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V118 | 1,763 | 81,292 | SH | SOLE | 81,292 | 0 | 0 | ||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V126 | 1,110 | 81,292 | SH | SOLE | 81,292 | 0 | 0 | ||
| HARVEST NATURAL RESOURCES IN | COM | 41754V103 | 183 | 303,396 | SH | SOLE | 303,396 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 18,164 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 887 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 616 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 26,649 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 5,511 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 11,019 | 256,500 | SH | SOLE | 256,500 | 0 | 0 | ||
| MDC PARTNERS INC | CL A SUB VTG | 552697104 | 9,557 | 404,940 | SH | SOLE | 404,940 | 0 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 19,905 | 2,106,367 | SH | SOLE | 2,106,367 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 8,788 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,376 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 11,068 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NORTEL INVERSORA S A | SPON ADR PFD B | 656567401 | 8,362 | 442,435 | SH | SOLE | 442,435 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 586 | 45,042 | SH | SOLE | 45,042 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | COM | 67018T105 | 383 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PACIFIC ETHANOL INC | COM PAR $.001 | 69423U305 | 702 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PETROBRAS ARGENTINA S A | SPONS ADR | 71646J109 | 1,332 | 203,300 | SH | SOLE | 203,300 | 0 | 0 | ||
| PRUDENTIAL FINL INC | COM | 744320102 | 17,044 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 3,844 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 8,526 | 2,415,287 | SH | SOLE | 2,415,287 | 0 | 0 | ||
| STEEL PARTNERS HLDGS L P | LTD PRTRSHIP U | 85814R107 | 282 | 18,462 | SH | SOLE | 18,462 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 135 | 2,500 | SH | Put | SOLE | 2,500 | 0 | 0 | |
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 2,684 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 29,624 | 494,885 | SH | SOLE | 494,885 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 4,208 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 82,507 | 9,301,777 | SH | SOLE | 9,301,777 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 12,856 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| WMIH CORP | COM | 92936P100 | 605 | 258,649 | SH | SOLE | 258,649 | 0 | 0 | ||
| XERIUM TECHNOLOGIES INC | COM NEW | 98416J118 | 691 | 132,423 | SH | SOLE | 132,423 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 36,810 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 32,450 | 1,814,900 | SH | SOLE | 1,814,900 | 0 | 0 | ||