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 |
| ADIENT PLC | ORD SHS | G0084W101 | 3,110 | 342,901 | SH | SOLE | 342,901 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 1,443 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 4,022 | 1,114,132 | SH | SOLE | 1,114,132 | 0 | 0 | ||
| AMPLIFY ENERGY CORP NEW | COM | 03212B103 | 17 | 29,221 | SH | SOLE | 29,221 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 780 | 96,415 | SH | SOLE | 96,415 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 47,247 | 3,048,163 | SH | SOLE | 3,048,163 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122157 | 1,900 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 10,816 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 8,912 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 4,430 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 12,636 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 205 | 321,006 | SH | SOLE | 321,006 | 0 | 0 | ||
| CONTURA ENERGY INC | COM | 21241B100 | 73 | 31,042 | SH | SOLE | 31,042 | 0 | 0 | ||
| CURO GROUP HLDGS CORP | COM | 23131L107 | 1,060 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 4,109 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EQT CORPORATION | COM | 26884L109 | 2,939 | 415,684 | SH | SOLE | 415,684 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 20,132 | 4,002,453 | SH | SOLE | 4,002,453 | 0 | 0 | ||
| ERA GROUP INC | COM | 26885G109 | 97 | 18,206 | SH | SOLE | 18,206 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 12,138 | 438,036 | SH | SOLE | 438,036 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 4,156 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 84 | 12,200 | SH | SOLE | 12,200 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 8,985 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HERC HLDGS INC | COM | 42704L104 | 9,480 | 463,352 | SH | SOLE | 463,352 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 6,012 | 381,214 | SH | SOLE | 381,214 | 0 | 0 | ||
| IHEARTMEDIA INC | COM CL A | 45174J509 | 113 | 15,451 | SH | SOLE | 15,451 | 0 | 0 | ||
| LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 16,474 | 4,640,434 | SH | SOLE | 4,640,434 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 3,097 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| MDC PARTNERS INC | CL A SUB VTG | 552697104 | 3,455 | 2,382,814 | SH | SOLE | 2,382,814 | 0 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 14,992 | 2,070,724 | SH | SOLE | 2,070,724 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 8,407 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,206 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MYLAN NV | SHS EURO | N59465109 | 1,491 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 1,228 | 45,042 | SH | SOLE | 45,042 | 0 | 0 | ||
| PENNEY J C CORP INC | COM | 708160106 | 540 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 96,063 | 10,685,548 | SH | SOLE | 10,685,548 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 7,601 | 4,343,629 | SH | SOLE | 4,343,629 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 107 | 119,347 | SH | SOLE | 119,347 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 4,156 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 4,758 | 2,415,287 | SH | SOLE | 2,415,287 | 0 | 0 | ||
| STUDIO CITY INTL HLDGS LTD | SPON ADS | 86389T106 | 24,635 | 1,219,536 | SH | SOLE | 1,219,536 | 0 | 0 | ||
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 12,568 | 827,955 | SH | SOLE | 827,955 | 0 | 0 | ||
| TAUBMAN CTRS INC | COM | 876664103 | 6,491 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 13,665 | 1,482,084 | SH | SOLE | 1,482,084 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 21,586 | 1,499,054 | SH | SOLE | 1,499,054 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 14,505 | 981,379 | SH | SOLE | 981,379 | 0 | 0 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 4,090 | 445,485 | SH | SOLE | 445,485 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,489 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 43,847 | 8,966,582 | SH | SOLE | 8,966,582 | 0 | 0 | ||
| VERSO CORP | CL A | 92531L207 | 6,705 | 594,433 | SH | SOLE | 594,433 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 5,383 | 384,200 | SH | SOLE | 384,200 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 33,188 | 1,994,465 | SH | SOLE | 1,994,465 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 20,871 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 3,671 | 880,385 | SH | SOLE | 880,385 | 0 | 0 | ||