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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
ADIENT PLC ORD SHS G0084W101   17,378,509 424,280 SH   SOLE   424,280 0 0
AERCAP HOLDINGS NV SHS N00985106   120,445,953 2,142,023 SH   SOLE   2,142,023 0 0
ALLY FINL INC COM 02005N100   2,549,000 100,000 SH   SOLE   100,000 0 0
ALTICE USA INC CL A 02156K103   20,829,483 6,090,492 SH   SOLE   6,090,492 0 0
AMERICAN PUB ED INC COM 02913V103   10,038,881 1,852,192 SH   SOLE   1,852,192 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109   1,562,100 30,000 SH   SOLE   30,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   20,038,739 1,974,260 SH   SOLE   1,974,260 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878   2,972,855 115,946 SH   SOLE   115,946 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,431,377 18,824 SH   SOLE   18,824 0 0
CITIGROUP INC COM NEW 172967424   20,186,145 430,500 SH   SOLE   430,500 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   385,207 321,006 SH   SOLE   321,006 0 0
COINBASE GLOBAL INC NOTE 0.500% 6/0 19260QAB3   51,431,680 80,362,000 PRN   SOLE   80,362,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107   213,088 123,172 SH   SOLE   123,172 0 0
DOLE PLC ORD SHS G27907107   29,842,200 2,541,925 SH   SOLE   2,541,925 0 0
ENACT HLDGS INC COM 29249E109   11,450,483 500,896 SH   SOLE   500,896 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   18,095,793 3,130,760 SH   SOLE   3,130,760 0 0
IQIYI INC NOTE 4.000%12/1 46267XAE8   64,886,061 71,233,000 PRN   SOLE   71,233,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   40,820,325 5,873,428 SH   SOLE   5,873,428 0 0
MERCER INTL INC COM 588056101   18,583,829 1,901,159 SH   SOLE   1,901,159 0 0
MGIC INVT CORP WIS COM 552848103   11,013,861 820,705 SH   SOLE   820,705 0 0
NCL CORP LTD NOTE 6.000% 5/1 62886HAT8   4,805,469 4,000,000 PRN   SOLE   4,000,000 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   14,675,375 20,525,000 PRN   SOLE   20,525,000 0 0
REDFIN CORP NOTE 10/1 75737FAC2   6,412,500 9,000,000 PRN   SOLE   9,000,000 0 0
ROYAL CARIBBEAN GROUP NOTE 4.250% 6/1 780153BB7   658,299 640,000 PRN   SOLE   640,000 0 0
SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2   4,468,250 5,000,000 PRN   SOLE   5,000,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   29,836,648 864,079 SH   SOLE   864,079 0 0
STEALTHGAS INC SHS Y81669106   4,542,126 1,740,278 SH   SOLE   1,740,278 0 0
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106   21,786,373 3,272,898 SH   SOLE   3,272,898 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209   17,890,792 3,585,329 SH   SOLE   3,585,329 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   39,377,126 68,706,000 PRN   SOLE   68,706,000 0 0
VMWARE INC CL A COM 928563402   30,791,880 246,631 SH   SOLE   246,631 0 0
VORNADO RLTY TR SH BEN INT 929042109   14,323,318 931,901 SH   SOLE   931,901 0 0
VROOM INC COM 92918V109   269,610 300,000 SH   SOLE   300,000 0 0
VROOM INC NOTE 0.750% 7/0 92918VAB5   22,135,581 58,930,000 PRN   SOLE   58,930,000 0 0