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 |
| API GROUP CORP | COM STK | 00187Y100 | 94,055 | 4,548,093 | SH | SOLE | 4,548,093 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 15,046 | 398,255 | SH | SOLE | 398,255 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 18,544 | 918,498 | SH | SOLE | 918,498 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 83,522 | 2,631,428 | SH | SOLE | 2,631,428 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 113,220 | 5,181,707 | SH | SOLE | 5,181,707 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 75,690 | 1,971,611 | SH | SOLE | 1,971,611 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 11,048 | 439,272 | SH | SOLE | 439,272 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 259,349 | 6,873,815 | SH | SOLE | 6,873,815 | 0 | 0 | ||
| NRG ENERGY INC | CALL | 629377908 | 924 | 24,500 | SH | Call | SOLE | 0 | 0 | 0 | |
| VISTRA CORP | COM | 92840M102 | 6,595 | 373,047 | SH | SOLE | 373,047 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 125,123 | 4,508,943 | SH | SOLE | 4,508,943 | 0 | 0 | ||