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 |
| BASIC ENERGY SVCS INC NEW | COM NEW | 06985P209 | 9,273 | 642,176 | SH | SOLE | 1 | 642,176 | 0 | 0 | |
| BRASKEM S A | SP ADR PFD A | 105532105 | 82,934 | 2,860,767 | SH | SOLE | 2,3 | 2,860,767 | 0 | 0 | |
| CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 26,875 | 15,417,675 | SH | SOLE | 1 | 15,417,675 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 38,167 | 3,392,655 | SH | SOLE | 1 | 3,392,655 | 0 | 0 | |
| CGG | SPON ADR NEW | 12531Q204 | 328 | 143,197 | SH | SOLE | 1,2,3 | 143,197 | 0 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 55,285 | 7,954,715 | SH | SOLE | 1,2,3 | 7,954,715 | 0 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 30,302 | 4,360,000 | SH | Call | SOLE | 2,3 | 4,360,000 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 3,195 | 79,930 | SH | SOLE | 1 | 79,930 | 0 | 0 | |
| COMSTOCK RES INC | COM | 205768302 | 1,012 | 138,490 | SH | SOLE | 1 | 138,490 | 0 | 0 | |
| COMSTOCK RES INC | NOTE 7.750% 4/0 | 205768AM6 | 18,220 | 19,716,516 | SH | SOLE | 1 | 19,716,516 | 0 | 0 | |
| CONSTELLIUM NV | CL A | N22035104 | 4,342 | 400,194 | SH | SOLE | 1 | 400,194 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 2,101 | 131,300 | SH | SOLE | 1 | 131,300 | 0 | 0 | |
| GERDAU S A | SPON ADR REP PFD | 373737105 | 47,318 | 10,153,973 | SH | SOLE | 2,3 | 10,153,973 | 0 | 0 | |
| GERDAU S A | SPON ADR REP PFD | 373737105 | 4,660 | 1,000,000 | SH | Call | SOLE | 2,3 | 1,000,000 | 0 | 0 |
| GOL LINHAS AEREAS INTLG S A | SPON ADR PFD NEW | 38045R206 | 77,242 | 5,946,239 | SH | SOLE | 2,3 | 5,946,239 | 0 | 0 | |
| JONES ENERGY INC | COM CL A | 48019R108 | 1,067 | 1,333,782 | SH | SOLE | 1 | 1,333,782 | 0 | 0 | |
| KEY ENERGY SVCS INC DEL | COM | 49309J103 | 26,913 | 2,296,311 | SH | SOLE | 1 | 2,296,311 | 0 | 0 | |
| KRATON CORPORATION | COM | 50077C106 | 4,215 | 88,356 | SH | SOLE | 1 | 88,356 | 0 | 0 | |
| PEABODY ENERGY CORP NEW | COM | 704551100 | 364,477 | 9,985,667 | SH | SOLE | 1,2,3 | 9,985,667 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 40,352 | 1,151,589 | SH | SOLE | 1 | 1,151,589 | 0 | 0 | |
| QUORUM HEALTH CORP | COM | 74909E106 | 994 | 121,554 | SH | SOLE | 1 | 121,554 | 0 | 0 | |
| SUPERVALU INC | COM NEW | 868536301 | 2,712 | 178,058 | SH | SOLE | 1 | 178,058 | 0 | 0 | |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 2,974 | 122,645 | SH | SOLE | 1 | 122,645 | 0 | 0 | |
| TERNIUM SA | SPON ADR | 880890108 | 71,290 | 2,194,199 | SH | SOLE | 2,3 | 2,194,199 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 100,077 | 7,867,700 | SH | SOLE | 2,3 | 7,867,700 | 0 | 0 | |
| VENATOR MATLS PLC | SHS | G9329Z100 | 2,148 | 118,733 | SH | SOLE | 1 | 118,733 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 36,533 | 1,753,847 | SH | SOLE | 1 | 1,753,847 | 0 | 0 | |
| WILLSCOT CORP | COM | 971375126 | 3,042 | 222,882 | SH | SOLE | 1 | 222,882 | 0 | 0 | |
| WILLSCOT CORP | *W EXP 09/10/202 | 971375118 | 803 | 481,069 | SH | SOLE | 1 | 481,069 | 0 | 0 | |