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
ALICO INC COM 016230104 10,266 347,992 SH   DFND 1, 2, 3 347,992 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 3,513 92,900 SH   DFND 1, 2, 3 92,900 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 8,472 697,291 SH   DFND 1, 2, 3 697,291 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 10,979 168,939 SH   DFND 1, 2, 3 168,939 0 0
COMMSCOPE HLDG CO INC COM 20337X109 7,362 194,600 SH   DFND 1, 2, 3 194,600 0 0
DYNEGY INC NEW DEL COM 26817R108 694 58,600 SH   DFND 1, 2, 3 58,600 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 1,004 56,000 SH   DFND 1, 2, 3 56,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 32,454 1,088,681 SH   DFND 1, 2, 3 1,088,681 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205 5,310 651,526 SH   DFND 1, 2, 3 651,526 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 805 24,915 SH   DFND 1, 2, 3 24,915 0 0
GTT COMMUNICATIONS INC COM 362393100 30,392 647,319 SH   DFND 1, 2, 3 647,319 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 7,246 735,629 SH   DFND 1, 2, 3 735,629 0 0
SAFE BULKERS INC COM Y7388L103 3,281 1,015,811 SH   DFND 1, 2, 3 1,015,811 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,856 57,926 SH   DFND 1, 2, 3 57,926 0 0
VIDEOCON D2H LTD ADR 92657J101 17,544 1,844,845 SH   DFND 1, 2, 3 1,844,845 0 0