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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Brookfield Property REIT Inc. Common Stock 11282X103 240 11,783 SH   SOLE 1 0 0 0
Regency CTRS Corp. Common Stock 758849103 50 721 SH   DFND 1 721 0 0
CLEAR CHANNEL OUTDOOR HLDGS COMMON 18453H106 3,064 1,215,894 SH   DFND 2 1,215,894 0 0
FALCON MINERALS CORP COMMON CL A 30607B109 1,085 188,757 SH   DFND 2 188,757 0 0
FAR PT ACQUISITION CORP COMMON CL A 30734W109 5,621 550,000 SH   DFND 2 550,000 0 0
INVESCO QQQ TR PUTS UNIT SER 1 46090E103 19,825 105,000 SH Put DFND 2 105,000 0 0
ISHARES TR PUT 20 YR TR BD ETF 464287432 32,193 225,000 SH Put DFND 2 225,000 0 0
KRATON CORP COMMON 50077C106 12,974 401,809 SH   DFND 2 401,809 0 0
KRATON CORP COMMON 50077C106 3,229 100,000 SH Call DFND 2 100,000 0 0
MSG NETWORK INC COMMON CL A 55354G100 6,584 405,906 SH   DFND 2 405,906 0 0
NESCO HLDGS INC COMMON 64083J104 6,277 1,049,621 SH   DFND 2 1,049,621 0 0
NESCO HLDGS INC WARRANT 64083J112 1,388 1,613,450 SH   DFND 2 1,613,450 0 0
OI S A SPONSORED ADR 670851500 44,011 40,010,443 SH   DFND 2 0 40,010,443 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 5,600 200,000 SH Put DFND 2 200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 292,318 985,000 SH Put DFND 2 985,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 445,155 1,500,000 SH Call DFND 2 1,500,000 0 0
TIDEWATER INC COMMON 88642R109 626 41,445 SH   DFND 2 41,445 0 0
TRANSOCEAN LTD COMMON H8817H100 1,764 394,633 SH   DFND 2 394,633 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 3,205 120,000 SH   DFND 2 120,000 0 0
TERRAFORM POWER INC Common Stock 88104R100 2,490,449 136,650,152 SH   DFND 3 0 0 0
Cincinnati Bell Inc Common Stock 171871502 12,113 2,389,118 SH   DFND 3 0 0 0
Pattern Energy Group, Inc. Class A Shares 70338P100 35,498 1,318,169 SH   DFND 3 0 0 0
TRANSALTA CORPORATION Common Stock 89346D107 91,300 14,023,072 SH   DFND 3 0 0 0
Enbridge Inc. Common Stock 29250N105 21,423 610,686 SH   DFND 3 0 0 0
Macquarie Infrastructure Corporation Common Stock 55608B105 60,990 1,545,227 SH   DFND 3 0 0 0
Vistra Energy Corp COM 92840M102 488,166 18,000,135 SH   DFND 3 0 0 0
Teekay Offshore Partners LP PARTNERSHIP UN Y8565J101 232,454 262,607,628 SH   DFND 4 0 0 0
GrafTech International Ltd COM 384313508 3,621,939 229,440,087 SH   DFND 4 0 0 0
Vistra Energy Corp COM 92840M102 641,008 23,590,052 SH   DFND   0 0 0
Teekay Offshore Partners LP PARTNERSHIP UN Y8565J101 116,227 37,979,856 SH   DFND   0 0 0
Norbord Inc. COM 65548P403 1,104,852 34,787,535 SH   DFND   0 0 0
OI S A SPONSORED ADR 670851500 73,701 67,001,316 SH   DFND   0 0 0
Brookfield Property Partners LP LP Units G16249107 1,658,995 81,723,887 SH   SOLE   0 0 0
Brookfield Property REIT Inc Class A 11282X103 61,910 3,036,315 SH   SOLE   0 0 0
Brookfield Renewable Partners LP LP Units G16258108 2,277,521 56,068,944 SH   SOLE   0 0 0
Brookfield Infrastructure Partners LP LP Units G16252101 12,385 249,645 SH   SOLE   0 0 0
Brookfield Business Partners LP LP Units G16234109 973,773 24,784,250 SH   SOLE   0 0 0