The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| CHESAPEAKE ENERGY CORP | NOTE 5.500% 9/1 | 165167CY1 | 8,694 | 10,800,000 | PRN | SOLE | 0 | 0 | 0 | ||
| DHT HOLDINGS INC | DEBT 4.500%10/0 | 23335SAB2 | 587 | 600,000 | PRN | SOLE | 0 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 59,004 | 2,603,862 | SH | SOLE | 2,603,862 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 4,360 | 135,798 | SH | SOLE | 135,798 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,574 | 116,063 | SH | SOLE | 116,063 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,630 | 26,468 | SH | SOLE | 26,468 | 0 | 0 | ||
| ATLANTICA YIELD PLC | SHS | G0751N103 | 23,153 | 1,181,293 | SH | SOLE | 1,181,293 | 0 | 0 | ||
| BASIC ENERGY SVCS INC NEW | COM NEW | 06985P209 | 1,499 | 390,379 | SH | SOLE | 390,379 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 20,278 | 1,502,107 | SH | SOLE | 1,502,107 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 125,460 | 2,883,478 | SH | SOLE | 2,883,478 | 0 | 0 | ||
| CURO GROUP HLDGS CORP | COM | 23131L107 | 5,804 | 611,586 | SH | SOLE | 611,586 | 0 | 0 | ||
| CVR PARTNERS LP | COM | 126633106 | 6,348 | 1,866,989 | SH | SOLE | 1,866,989 | 0 | 0 | ||
| DANA INCORPORATED | COM | 235825205 | 6,471 | 474,732 | SH | SOLE | 474,732 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 4,968 | 99,550 | SH | SOLE | 99,550 | 0 | 0 | ||
| FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 14,192 | 2,044,964 | SH | SOLE | 2,044,964 | 0 | 0 | ||
| FTS INTERNATIONAL INC | COM | 30283W104 | 2,133 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 3 | 158 | SH | SOLE | 158 | 0 | 0 | ||
| ISTAR FINL INC | COM | 45031U101 | 2,565 | 279,710 | SH | SOLE | 279,710 | 0 | 0 | ||
| MIDSTATES PETE CO INC | COM PAR | 59804T407 | 1,879 | 250,249 | SH | SOLE | 250,249 | 0 | 0 | ||
| OI S A | SPONSORED ADR NE | 670851500 | 353 | 220,670 | SH | SOLE | 220,670 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 13,231 | 557,084 | SH | SOLE | 557,084 | 0 | 0 | ||
| PEABODY ENERGY CORP NEW | COM | 704551100 | 3,086 | 101,248 | SH | SOLE | 101,248 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 4,527 | 97,387 | SH | SOLE | 97,387 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 14,131 | 5,119,885 | SH | SOLE | 5,119,885 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 1,344 | 16,052 | SH | SOLE | 16,052 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 57,191 | 7,998,759 | SH | SOLE | 7,998,759 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387409 | 146 | 6,456 | SH | SOLE | 6,456 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 700 | 52,250 | SH | SOLE | 52,250 | 0 | 0 | ||