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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   35,976,000 300,000 SH Put SOLE   300,000 0 0
ADIENT PLC ORD SHS G0084W101   38,302,408 1,104,134 SH   SOLE   1,104,134 0 0
AERCAP HOLDINGS NV SHS N00985106   124,725,776 2,138,645 SH   SOLE   2,138,645 0 0
ALLY FINL INC COM 02005N100   26,346,538 1,077,568 SH   SOLE   1,077,568 0 0
ALTICE USA INC CL A 02156K103   70,332,615 15,289,699 SH   SOLE   15,289,699 0 0
AMERICAN PUB ED INC COM 02913V103   22,763,440 1,852,192 SH   SOLE   1,852,192 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109   1,465,800 30,000 SH   SOLE   30,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   15,912,536 1,974,260 SH   SOLE   1,974,260 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878   2,676,034 115,946 SH   SOLE   115,946 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,776,421 18,824 SH   SOLE   18,824 0 0
CITIGROUP INC COM NEW 172967424   33,470,200 740,000 SH   SOLE   740,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   337,056 321,006 SH   SOLE   321,006 0 0
COINBASE GLOBAL INC NOTE 0.500% 6/0 19260QAB3   61,250,910 110,362,000 PRN   SOLE   110,362,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107   437,261 123,172 SH   SOLE   123,172 0 0
DOLE PLC ORD SHS G27907107   24,681,680 2,557,687 SH   SOLE   2,557,687 0 0
ENACT HLDGS INC COM 29249E109   13,157,098 545,485 SH   SOLE   545,485 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   20,976,092 3,130,760 SH   SOLE   3,130,760 0 0
HERC HLDGS INC COM 42704L104   1,644,625 12,500 SH   SOLE   12,500 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   43,986,378 71,233,000 PRN   SOLE   71,233,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   40,232,982 5,873,428 SH   SOLE   5,873,428 0 0
MERCER INTL INC COM 588056101   22,129,491 1,901,159 SH   SOLE   1,901,159 0 0
MGIC INVT CORP WIS COM 552848103   10,669,165 820,705 SH   SOLE   820,705 0 0
NCL CORP LTD NOTE 6.000% 5/1 62886HAT8   4,618,480 4,000,000 PRN   SOLE   4,000,000 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   14,074,957 20,525,000 PRN   SOLE   20,525,000 0 0
REDFIN CORP NOTE 10/1 75737FAC2   5,276,250 9,000,000 PRN   SOLE   9,000,000 0 0
ROYAL CARIBBEAN GROUP NOTE 4.250% 6/1 780153BB7   637,329 640,000 PRN   SOLE   640,000 0 0
SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2   5,393,401 5,000,000 PRN   SOLE   5,000,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   35,936,738 1,214,079 SH   SOLE   1,214,079 0 0
STAGWELL INC COM CL A 85256A109   4,239,617 682,708 SH   SOLE   682,708 0 0
STEALTHGAS INC SHS Y81669106   5,671,172 2,116,109 SH   SOLE   2,116,109 0 0
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106   19,524,430 3,275,911 SH   SOLE   3,275,911 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209   19,540,043 3,585,329 SH   SOLE   3,585,329 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   19,473,943 399,138 SH   SOLE   399,138 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   38,566,973 74,706,000 PRN   SOLE   74,706,000 0 0
VORNADO RLTY TR SH BEN INT 929042109   19,392,860 931,901 SH   SOLE   931,901 0 0
VROOM INC COM 92918V109   306,000 300,000 SH   SOLE   300,000 0 0
VROOM INC NOTE 0.750% 7/0 92918VAB5   20,719,729 58,930,000 PRN   SOLE   58,930,000 0 0