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 |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 1,339 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| CLIPPER RLTY INC | COM | 18885T306 | 727 | 120,179 | SH | SOLE | 120,179 | 0 | 0 | ||
| COLONY CR REAL ESTATE INC | COM CL A | 19625T101 | 29,755 | 6,060,000 | SH | SOLE | 6,060,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 31,792 | 4,050,000 | SH | SOLE | 4,050,000 | 0 | 0 | ||
| EPR PPTYS | COM SH BEN INT | 26884U109 | 55,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 14,355 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HERC HLDGS INC | COM | 42704L104 | 29,708 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 39,840 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 12,474 | 369,602 | SH | SOLE | 369,602 | 0 | 0 | ||
| PAR PACIFIC HOLDINGS INC | COM NEW | 69888T207 | 14,720 | 2,174,319 | SH | SOLE | 2,174,319 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 46,950 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 40,442 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 12,610 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||