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 |
| ALLY FINL INC | COM | 02005N100 | 25,034 | 1,059,860 | SH | SOLE | 1,059,860 | 0 | 0 | ||
| AMERICAN CAP LTD | COM | 02503Y103 | 1,225 | 83,864 | SH | SOLE | 83,864 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 20,066 | 199,486 | SH | SOLE | 199,486 | 0 | 0 | ||
| BOARDWALK PIPELINE PARTNERS | UT LTD PARTNER | 096627104 | 3,927 | 221,001 | SH | SOLE | 221,001 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 30,525 | 867,920 | SH | SOLE | 867,920 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 10,768 | 225,137 | SH | SOLE | 225,137 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 9,340 | 243,490 | SH | SOLE | 243,490 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 23,536 | 478,480 | SH | SOLE | 478,480 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 17,681 | 295,761 | SH | SOLE | 295,761 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 27,831 | 916,992 | SH | SOLE | 916,992 | 0 | 0 | ||
| EAGLE BULK SHIPPING INC | SHS NEW 2014 | Y2187A127 | 39,442 | 2,688,591 | SH | SOLE | 2,688,591 | 0 | 0 | ||
| FAIRPOINT COMMUNICATIONS INC | COM NEW | 305560302 | 26,053 | 1,833,392 | SH | SOLE | 1,833,392 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 2,114 | 163,145 | SH | SOLE | 163,145 | 0 | 0 | ||
| FORTRESS INVESTMENT GROUP LL | CL A | 34958B106 | 2,286 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 19,821 | 870,089 | SH | SOLE | 870,089 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | COM | 459902102 | 12,248 | 710,054 | SH | SOLE | 710,054 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 16,016 | 260,590 | SH | SOLE | 260,590 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 17,297 | 1,855,924 | SH | SOLE | 1,855,924 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 10,746 | 378,631 | SH | SOLE | 378,631 | 0 | 0 | ||
| OI S.A. | SPN ADR PFD NEW | 670851401 | 9,174 | 28,757,798 | SH | SOLE | 28,757,798 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 6,706 | 420,170 | SH | SOLE | 420,170 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 15,077 | 338,880 | SH | SOLE | 338,880 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 12,122 | 1,189,550 | SH | SOLE | 1,189,550 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 1,634,920 | 8,140,000 | SH | Put | SOLE | 8,140,000 | 0 | 0 | |
| TRIBUNE MEDIA CO | CL A | 896047503 | 35,277 | 590,212 | SH | SOLE | 590,212 | 0 | 0 | ||