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
Ally Financial Inc Common 02005N100 78,595 3,504,000 SH   SOLE SOLE 3,504,000 0 0
ANTERO RESOURCES CORP Common 03674X106 44,358 1,291,733 SH   SOLE SOLE 1,291,733 0 0
Ardelyx Inc Common 039697107 2,186 136,866 SH   SOLE SOLE 136,866 0 0
Cheniere Energy Inc Common 16411R208 66,552 960,900 SH   SOLE SOLE 960,900 0 0
Cresud SACIF y A Common 226406106 6,324 485,711 SH   SOLE SOLE 485,711 0 0
IRSA Inversiones y Representaciones SA Common 450047204 20,589 1,146,996 SH   SOLE SOLE 1,146,996 0 0
Keryx Biopharmaceuticals Inc Common 492515101 16,026 1,605,800 SH   SOLE SOLE 1,605,800 0 0
Manitowoc Co Inc/The Common 563571108 71,449 3,645,349 SH   SOLE SOLE 3,645,349 0 0
YPF SA Common 984245100 38,498 1,403,494 SH   SOLE SOLE 1,403,494 0 0