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

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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   16,258,410 424,280 SH   SOLE   424,280 0 0
AERCAP HOLDINGS NV SHS N00985106   136,061,301 2,142,023 SH   SOLE   2,142,023 0 0
ALLY FINL INC COM 02005N100   29,105,112 1,077,568 SH   SOLE   1,077,568 0 0
ALTICE USA INC CL A 02156K103   48,394,265 16,024,591 SH   SOLE   16,024,591 0 0
AMERICAN PUB ED INC COM 02913V103   6,692,321 1,411,882 SH   SOLE   1,411,882 0 0
CARNIVAL CORP COMMON STOCK 143658300   37,175,316 1,974,260 SH   SOLE   1,974,260 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878   2,555,450 115,946 SH   SOLE   115,946 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,575,192 18,824 SH   SOLE   18,824 0 0
CITIGROUP INC COM NEW 172967424   19,820,220 430,500 SH   SOLE   430,500 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   439,778 321,006 SH   SOLE   321,006 0 0
COINBASE GLOBAL INC NOTE 0.500% 6/0 19260QAB3   59,088,034 77,112,000 PRN   SOLE   77,112,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107   166,282 123,172 SH   SOLE   123,172 0 0
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   6,104,450 12,100,000 PRN   SOLE   12,100,000 0 0
DISH NETWORK CORPORATION NOTE 12/1 25470MAF6   3,696,000 7,000,000 PRN   SOLE   7,000,000 0 0
DOLE PLC ORD SHS G27907107   30,255,083 2,237,802 SH   SOLE   2,237,802 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   29,930,066 3,130,760 SH   SOLE   3,130,760 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   39,939,310 5,873,428 SH   SOLE   5,873,428 0 0
MERCER INTL INC COM 588056101   15,342,353 1,901,159 SH   SOLE   1,901,159 0 0
MGIC INVT CORP WIS COM 552848103   12,958,932 820,705 SH   SOLE   820,705 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   2,730,063 3,025,000 PRN   SOLE   3,025,000 0 0
SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2   3,887,500 5,000,000 PRN   SOLE   5,000,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   25,222,466 864,079 SH   SOLE   864,079 0 0
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106   22,681,708 3,268,870 SH   SOLE   3,268,870 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209   21,834,654 3,585,329 SH   SOLE   3,585,329 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   46,634,198 68,706,000 PRN   SOLE   68,706,000 0 0
VMWARE INC CL A COM 928563402   35,438,408 246,631 SH   SOLE   246,631 0 0
VROOM INC COM 92918V109   432,000 300,000 SH   SOLE   300,000 0 0
VROOM INC NOTE 0.750% 7/0 92918VAB5   27,697,100 58,930,000 PRN   SOLE   58,930,000 0 0