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 |
| AKORN INC | COM | 009728106 | 440 | 26,500 | SH | Call | SOLE | 1 | 26,500 | 0 | 0 |
| ALCOA CORP | COM | 013872106 | 53,400 | 1,139,086 | SH | SOLE | 2,3 | 1,139,086 | 0 | 0 | |
| ALTA MESA RES INC | CL A | 02133L109 | 8,780 | 1,289,307 | SH | SOLE | 1 | 1,289,307 | 0 | 0 | |
| BASIC ENERGY SVCS INC NEW | COM NEW | 06985P209 | 7,135 | 642,176 | SH | SOLE | 1 | 642,176 | 0 | 0 | |
| BRASKEM S A | SP ADR PFD A | 105532105 | 83,820 | 3,223,859 | SH | SOLE | 2,3 | 3,223,859 | 0 | 0 | |
| CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 26,369 | 15,417,675 | SH | SOLE | 1 | 15,417,675 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 38,178 | 3,568,018 | SH | SOLE | 1 | 3,568,018 | 0 | 0 | |
| CGG | SPON ADR NEW | 12531Q204 | 336 | 133,197 | SH | SOLE | 1,2,3 | 133,197 | 0 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 66,175 | 7,849,973 | SH | SOLE | 1,2,3 | 7,849,973 | 0 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 34,394 | 4,080,000 | SH | Call | SOLE | 2,3 | 4,080,000 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 2,499 | 85,573 | SH | SOLE | 1 | 85,573 | 0 | 0 | |
| CONSTELLIUM NV | CL A | N22035104 | 3,418 | 331,875 | SH | SOLE | 1 | 331,875 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 2,493 | 119,100 | SH | SOLE | 1 | 119,100 | 0 | 0 | |
| GERDAU S A | SPON ADR REP PFD | 373737105 | 40,754 | 11,512,531 | SH | SOLE | 2,3 | 11,512,531 | 0 | 0 | |
| GERDAU S A | SPON ADR REP PFD | 373737105 | 21,240 | 6,000,000 | SH | Call | SOLE | 2,3 | 6,000,000 | 0 | 0 |
| GOL LINHAS AEREAS INTLG S A | SPON ADR PFD NEW | 38045R206 | 34,467 | 6,454,443 | SH | SOLE | 2,3 | 6,454,443 | 0 | 0 | |
| KEY ENERGY SVCS INC DEL | COM | 49309J103 | 36,672 | 2,258,134 | SH | SOLE | 1 | 2,258,134 | 0 | 0 | |
| KRATON CORPORATION | COM | 50077C106 | 3,201 | 69,380 | SH | SOLE | 1 | 69,380 | 0 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 981 | 52,598 | SH | SOLE | 1 | 52,598 | 0 | 0 | |
| PACIFIC ETHANOL INC | COM PAR $.001 | 69423U305 | 1,093 | 420,571 | SH | SOLE | 1 | 420,571 | 0 | 0 | |
| PEABODY ENERGY CORP NEW | COM | 704551100 | 363,309 | 7,988,321 | SH | SOLE | 1,2,3 | 7,988,321 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 67,364 | 793,549 | SH | SOLE | 1 | 793,549 | 0 | 0 | |
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 2,958 | 891,070 | SH | SOLE | 1 | 891,070 | 0 | 0 | |
| SMART & FINAL STORES INC | COM | 83190B101 | 1,440 | 259,431 | SH | SOLE | 1 | 259,431 | 0 | 0 | |
| SUPERVALU INC | COM NEW | 868536301 | 2,497 | 121,664 | SH | SOLE | 1 | 121,664 | 0 | 0 | |
| TERNIUM SA | SPON ADR | 880890108 | 75,117 | 2,157,284 | SH | SOLE | 2,3 | 2,157,284 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 94,376 | 7,361,650 | SH | SOLE | 2,3 | 7,361,650 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 37,169 | 1,570,970 | SH | SOLE | 1 | 1,570,970 | 0 | 0 | |
| WILLSCOT CORP | COM | 971375126 | 1,996 | 134,881 | SH | SOLE | 1 | 134,881 | 0 | 0 | |
| WILLSCOT CORP | *W EXP 09/10/202 | 971375118 | 1,087 | 481,069 | SH | SOLE | 1 | 481,069 | 0 | 0 | |