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 | 117,300 | 3,289,399 | SH | SOLE | 3,289,399 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 17 | 1,060 | SH | SOLE | 1,060 | 0 | 0 | ||
| AMPLIFY ENERGY CORP NEW | COM | 03212B103 | 169 | 128,750 | SH | SOLE | 128,750 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 9,454 | 454,510 | SH | SOLE | 454,510 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 129,465 | 3,344,477 | SH | SOLE | 3,344,477 | 0 | 0 | ||
| CURO GROUP HLDGS CORP | COM | 23131L107 | 5,881 | 410,410 | SH | SOLE | 410,410 | 0 | 0 | ||
| CVR PARTNERS LP | COM | 126633106 | 3,783 | 236,131 | SH | SOLE | 236,131 | 0 | 0 | ||
| DANA INCORPORATED | COM | 235825205 | 136 | 6,963 | SH | SOLE | 6,963 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM | 247361702 | 8 | 189 | SH | SOLE | 189 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 22,686 | 361,133 | SH | SOLE | 361,133 | 0 | 0 | ||
| EPR PPTYS | COM SH BEN INT | 26884U109 | 150 | 4,618 | SH | SOLE | 4,618 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 8,954 | 292,533 | SH | SOLE | 292,533 | 0 | 0 | ||
| FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 11,166 | 2,044,964 | SH | SOLE | 2,044,964 | 0 | 0 | ||
| FTS INTERNATIONAL INC | COM | 30283W203 | 33,805 | 1,760,675 | SH | SOLE | 1,760,675 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 3 | 158 | SH | SOLE | 158 | 0 | 0 | ||
| NEXTIER OILFIELD SOLUTIONS I | COM | 65290C105 | 7,600 | 2,209,431 | SH | SOLE | 2,209,431 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 22,990 | 612,262 | SH | SOLE | 612,262 | 0 | 0 | ||
| OI S A | SPONSORED ADR NE | 670851500 | 357 | 175,936 | SH | SOLE | 175,936 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 33,705 | 2,705,046 | SH | SOLE | 2,705,046 | 0 | 0 | ||
| REALTY INCOME CORP | COM | 756109104 | 4,949 | 79,600 | SH | SOLE | 79,600 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 19 | 402 | SH | SOLE | 402 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 15,272 | 6,498,794 | SH | SOLE | 6,498,794 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 5 | 114 | SH | SOLE | 114 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 121,947 | 3,226,952 | SH | SOLE | 3,226,952 | 0 | 0 | ||
| VISTRA ENERGY CORP | COM | 92840M102 | 48,881 | 2,486,293 | SH | SOLE | 2,486,293 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387508 | 17,625 | 704,995 | SH | SOLE | 704,995 | 0 | 0 | ||