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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLY FINL INC COM 02005N100 86,237 3,439,859 SH   SOLE   3,439,859 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15 1,193 SH   SOLE   1,193 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 128 150,025 SH   SOLE   150,025 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 192 6,695 SH   SOLE   6,695 0 0
BAUSCH HEALTH COS INC COM 071734107 7,832 504,019 SH   SOLE   504,019 0 0
CF INDS HLDGS INC COM 125269100 108,798 3,542,767 SH   SOLE   3,542,767 0 0
CURO GROUP HLDGS CORP COM 23131L107 2,893 410,410 SH   SOLE   410,410 0 0
CVR PARTNERS LP COM 126633106 2,049 2,361,308 SH   SOLE   2,361,308 0 0
DANA INCORPORATED COM 235825205 7,695 624,558 SH   SOLE   624,558 0 0
DELTA AIR LINES INC DEL COM 247361702 6 212 SH   SOLE   212 0 0
EDISON INTL COM 281020107 18,360 361,133 SH   SOLE   361,133 0 0
EPR PPTYS COM SH BEN INT 26884U109 11,138 405,025 SH   SOLE   405,025 0 0
FIRSTENERGY CORP COM 337932107 8,757 305,000 SH   SOLE   305,000 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 8,527 2,044,964 SH   SOLE   2,044,964 0 0
FTS INTERNATIONAL INC COM 30283W203 50 14,999 SH   SOLE   14,999 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 2 158 SH   SOLE   158 0 0
NEXTIER OILFIELD SOLUTIONS I COM 65290C105 4,488 2,425,751 SH   SOLE   2,425,751 0 0
NRG ENERGY INC COM NEW 629377508 19,317 628,387 SH   SOLE   628,387 0 0
OI S A SPONSORED ADR NE 670851500 255 175,936 SH   SOLE   175,936 0 0
PG&E CORP COM 69331C108 26,461 2,818,012 SH   SOLE   2,818,012 0 0
SOUTHWEST AIRLS CO COM 844741108 17 452 SH   SOLE   452 0 0
STEALTHGAS INC SHS Y81669106 19,301 6,498,794 SH   SOLE   6,498,794 0 0
UNITED AIRLS HLDGS INC COM 910047109 4 128 SH   SOLE   128 0 0
VEREIT INC COM 92339V100 75,005 11,539,261 SH   SOLE   11,539,261 0 0
VISTRA ENERGY CORP COM 92840M102 48,931 2,594,459 SH   SOLE   2,594,459 0 0
WHITING PETE CORP NEW COM NEW 966387508 12,627 730,307 SH   SOLE   730,307 0 0