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 |
| ARCH RESOURCES INC | CL A | 03940R107 | 16,805 | 383,928 | SH | SOLE | 1 | 383,928 | 0 | 0 | |
| AT HOME GROUP INC | COM | 04650Y100 | 4,889 | 316,213 | SH | SOLE | 316,213 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 4,332 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CENTURY CASINOS INC | COM | 156492100 | 498 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 8,889 | 5,387,175 | SH | SOLE | 5,387,175 | 0 | 0 | ||
| CONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 21240E105 | 9,315 | 750,000 | SH | SOLE | 1 | 750,000 | 0 | 0 | |
| GERDAU SA | SPON ADR REP PFD | 373737105 | 94,557 | 20,247,839 | SH | SOLE | 1 | 20,247,839 | 0 | 0 | |
| IHEARTMEDIA INC | COM CL A | 45174J509 | 19,057 | 1,468,151 | SH | SOLE | 1,468,151 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 2,511 | 223,194 | SH | SOLE | 223,194 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 560 | 50,676 | SH | SOLE | 50,676 | 0 | 0 | ||
| TERNIUM SA | SPONSORED ADS | 880890108 | 25,807 | 887,442 | SH | SOLE | 1 | 887,442 | 0 | 0 | |
| VALE S A | SPONSORED ADS | 91912E105 | 133,946 | 7,991,995 | SH | SOLE | 1 | 7,991,995 | 0 | 0 | |
| VEDANTA LIMITED | SPONSORED ADR | 92242Y100 | 20,845 | 2,374,099 | SH | SOLE | 1 | 2,374,099 | 0 | 0 | |