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
Estimated average burden
hours per response: 23.8
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
ANAPTYSBIO INC COM 032724106 7,779 527,404 SH   SOLE   527,404 0 0
AXALTA COATING SYS LTD COM G0750C108 49,661 2,240,000 SH   SOLE   2,240,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,897 725,000 SH   SOLE   725,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 65 25,951 SH   SOLE   25,951 0 0
CARS COM INC COM 14575E105 4,040 500,000 SH   SOLE   500,000 0 0
CHEMOURS CO COM 163851108 204,614 9,785,480 SH   SOLE   9,785,480 0 0
COMPX INTL INC CL A 20563P101 5,402 361,327 SH   SOLE   361,327 0 0
CORTEVA INC COM 22052L104 178,625 6,200,100 SH   SOLE   6,200,100 0 0
DISH NETWORK CORPORATION CL A 25470M109 11,856 408,399 SH   SOLE   408,399 0 0
DUPONT DE NEMOURS INC COM 26614N102 167,522 3,019,508 SH   SOLE   3,019,508 0 0
EQUITABLE HLDGS INC COM 29452E101 94,473 5,179,439 SH   SOLE   5,179,439 0 0
HD SUPPLY HLDGS INC COM 40416M105 20,620 500,000 SH   SOLE   500,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,349 125,000 SH   SOLE   125,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 41,296 492,200 SH Put SOLE   492,200 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 18,400 684,278 SH   SOLE   684,278 0 0
MARATHON PETE CORP COM 56585A102 13,238 451,201 SH   SOLE   451,201 0 0
NVENT ELECTRIC PLC SHS G6700G107 17,690 1,000,000 SH   SOLE   1,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 73,014 585,000 SH   SOLE   585,000 0 0
PG&E CORP COM 69331C108 37,560 4,000,000 SH   SOLE   4,000,000 0 0
PARK HOTELS RESORTS INC COM 700517105 999 100,000 SH   SOLE   100,000 0 0
WEIBO CORP SPONSORED ADR 948596101 14,579 400,200 SH   SOLE   400,200 0 0
WELLS FARGO CO NEW COM 949746101 47,648 2,026,700 SH Call SOLE   2,026,700 0 0
WELLS FARGO CO NEW COM 949746101 103,049 4,383,210 SH   SOLE   4,383,210 0 0
WW INTL INC COM 98262P101 48,009 2,544,205 SH   SOLE   2,544,205 0 0
XERIS PHARMACEUTICALS INC COM 98422L107 24,743 4,172,459 SH   SOLE   4,172,459 0 0
XERIS PHARMACEUTICALS INC NOTE 5.000% 7/1 98422LAA5 14,444 7,450,000 PRN   SOLE   7,450,000 0 0