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
AKORN INC COMMON CMN 009728106 5,776 10,292,773 SH   SOLE   10,292,773 0 0
ALLERGAN PLC COMMON CMN G0177J108 40,626 229,395 SH   SOLE   229,395 0 0
ALLIANT ENERGY CORPORATION COMMON CMN 018802108 889 18,400 SH   SOLE   18,400 0 0
AMEREN CORPORATION COMMON CMN 023608102 889 12,200 SH   SOLE   12,200 0 0
AMERICAN ELECTRIC POWER COMPANY COMMON CMN 025537101 832 10,400 SH   SOLE   10,400 0 0
BAUSCH HEALTH COMPANIES INC COMMON CMN 071734107 3,310 213,554 SH   SOLE   213,554 0 0
BENEFYTT TECHNOLOGIES INC COMMON CMN 08182C106 12,490 557,821 SH   SOLE   557,821 0 0
CAESARS ENTERTAINMENT CORP COMMON CMN 127686103 14,513 2,146,910 SH   SOLE   2,146,910 0 0
CLEAR CHANNEL OUTDOOR HOLDINGS, INC. COMMON CMN 18453H106 1,442 2,253,750 SH   SOLE   2,253,750 0 0
CONSOLIDATED EDISON INC COMMON CMN 209115104 881 11,300 SH   SOLE   11,300 0 0
D.R. HORTON INC COMMON CMN 23331A109 2,914 85,700 SH   SOLE   85,700 0 0
EDISON INTERNATIONAL COMMON CMN 281020107 2,324 42,416 SH   SOLE   42,416 0 0
EVERSOURCE ENERGY COMMON CMN 30040W108 837 10,700 SH   SOLE   10,700 0 0
FIVE POINTS HOLDINGS LLC - CL A COMMON CMN 33833Q106 100 19,797 SH   SOLE   19,797 0 0
HCA HEALTHCARE INC COMMON CMN 40412C101 14,070 156,598 SH   SOLE   156,598 0 0
IAC/INTERCATIVECORP COMMON CMN 44919P508 46,423 259,013 SH   SOLE   259,013 0 0
IRSA ADR CMN 450047204 1,436 412,699 SH   SOLE   412,699 0 0
IRSA PROPIEDADES COMERCIALES S.A. ADR CMN 463588103 91 12,614 SH   SOLE   12,614 0 0
LENNAR CORPORATION CL A COMMON CMN 526057104 3,927 102,807 SH   SOLE   102,807 0 0
LORAL SPACE & COMMUNICATIONS COMMON CMN 543881106 7,540 464,024 SH   SOLE   464,024 0 0
MDC PARTNERS INC CL A COMMON CMN 552697104 4,288 2,957,279 SH   SOLE   2,957,279 0 0
OI SA ADR CMN 670851500 472 1,075,780 SH   SOLE   1,075,780 0 0
P G & E CORP COMMON CMN 69331C108 56,450 6,279,168 SH   SOLE   6,279,168 0 0
RETAIL VALUE INC COMMON CMN 76133Q102 5,816 474,751 SH   SOLE   474,751 0 0
TAYLOR MORRISON HOME CORP COMMON CMN 87724P106 4,761 432,811 SH   SOLE   432,811 0 0
TENET HEALTHCARE CORP COMMON CMN 88033G407 3,250 225,724 SH   SOLE   225,724 0 0
TOLL BROTHERS INC COMMON CMN 889478103 688 35,718 SH   SOLE   35,718 0 0
TRINITY BIOTECH PLC ADR CMN 896438306 3,303 3,002,572 SH   SOLE   3,002,572 0 0
TRINITY BIOTECH SR UNSEC CONV NOTE 89643QAB4 22,055 32,500,000 PRN   SOLE   32,500,000 0 0
VEDANTA LTD ADR CMN 92242Y100 1,699 477,200 SH   SOLE   477,200 0 0
VICI PROPERTIES INC COMMON CMN 925652109 38,139 2,291,988 SH   SOLE   2,291,988 0 0