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
1LIFE HEALTHCARE INC NOTE 3.000% 6/1 68269GAB3 4,203 4,870,000 PRN   SOLE   4,870,000 0 0
ADIENT PLC ORD SHS G0084W101 45,016 1,104,134 SH   SOLE   1,104,134 0 0
AERCAP HOLDINGS NV SHS N00985106 82,187 1,634,593 SH   SOLE   1,634,593 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 50,281 895,478 SH   SOLE   895,478 0 0
ALLY FINL INC COM 02005N100 4,348 100,000 SH   SOLE   100,000 0 0
ALTICE USA INC CL A 02156K103 125,919 10,089,699 SH   SOLE   10,089,699 0 0
AMERICAN PUB ED INC COM 02913V103 39,341 1,852,192 SH   SOLE   1,852,192 0 0
AT&T INC COM 00206R102 26,466 1,120,000 SH   SOLE   1,120,000 0 0
BAUSCH HEALTH COS INC COM 071734107 54,912 2,403,137 SH   SOLE   2,403,137 0 0
CARNIVAL CORP COMMON STOCK 143658300 39,920 1,974,260 SH   SOLE   1,974,260 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878 3,813 115,946 SH   SOLE   115,946 0 0
CHESAPEAKE ENERGY CORP COM 165167735 1,636 18,824 SH   SOLE   18,824 0 0
CITIGROUP INC COM NEW 172967424 47,526 890,000 SH   SOLE   890,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 1,111 321,006 SH   SOLE   321,006 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 1,607 123,172 SH   SOLE   123,172 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 2,412 753,801 SH   SOLE   753,801 0 0
DOLE PLC ORD SHS G27907107 31,715 2,557,687 SH   SOLE   2,557,687 0 0
ENACT HLDGS INC COM 29249E109 33,375 1,500,000 SH   SOLE   1,500,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 26,424 3,130,760 SH   SOLE   3,130,760 0 0
HERC HLDGS INC COM 42704L104 2,089 12,500 SH   SOLE   12,500 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8 46,171 66,683,000 PRN   SOLE   66,683,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 33,596 5,873,428 SH   SOLE   5,873,428 0 0
LOYALTY VENTURES INC COMMON STOCK 54911Q107 32,618 1,973,241 SH   SOLE   1,973,241 0 0
MERCER INTL INC COM 588056101 43,484 3,117,131 SH   SOLE   3,117,131 0 0
META PLATFORMS INC CL A 30303M102 6,671 30,000 SH   SOLE   30,000 0 0
MGIC INVT CORP WIS COM 552848103 11,121 820,705 SH   SOLE   820,705 0 0
NCL CORP LTD NOTE 6.000% 5/1 62886HAT8 7,136 4,000,000 PRN   SOLE   4,000,000 0 0
OAK STR HEALTH INC NOTE 3/1 67181AAB3 17,690 22,440,000 PRN   SOLE   22,440,000 0 0
PG&E CORP COM 69331C108 13,021 1,090,539 SH   SOLE   1,090,539 0 0
PINDUODUO INC NOTE 12/0 722304AC6 28,187 22,820,000 PRN   SOLE   22,820,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 6,496 751,002 SH   SOLE   751,002 0 0
RADIAN GROUP INC COM 750236101 31,729 1,428,589 SH   SOLE   1,428,589 0 0
REDFIN CORP NOTE 10/1 75737FAC2 4,421 6,000,000 PRN   SOLE   6,000,000 0 0
ROYAL CARIBBEAN GROUP NOTE 4.250% 6/1 780153BB7 836 640,000 PRN   SOLE   640,000 0 0
SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2 8,203 5,000,000 PRN   SOLE   5,000,000 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 8,231 932,122 SH   SOLE   932,122 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 54,467 1,114,079 SH   SOLE   1,114,079 0 0
STAGWELL INC COM CL A 85256A109 7,627 1,053,518 SH   SOLE   1,053,518 0 0
STEALTHGAS INC SHS Y81669106 5,772 2,404,887 SH   SOLE   2,404,887 0 0
STELLANTIS N.V SHS N82405106 9,111 560,000 SH   SOLE   560,000 0 0
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 19,120 3,275,911 SH   SOLE   3,275,911 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 2,546 177,815 SH   SOLE   177,815 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 21,548 3,585,329 SH   SOLE   3,585,329 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 34,310 399,138 SH   SOLE   399,138 0 0
VORNADO RLTY TR SH BEN INT 929042109 42,234 931,901 SH   SOLE   931,901 0 0
VROOM INC COM 92918V109 798 300,000 SH   SOLE   300,000 0 0