The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 13,343 | 287,747 | SH | DFND | 1 | 0 | 287,747 | 0 | |
| AERCAP HOLDINGS NV | SHS | N00985106 | 10,759 | 263,057 | SH | DFND | 1 | 0 | 263,057 | 0 | |
| AERCAP HOLDINGS NV | SHS | N00985106 | 27,199 | 665,000 | SH | Call | DFND | 1 | 0 | 665,000 | 0 |
| AIR LEASE CORP | CL A | 00912X302 | 22,697 | 698,384 | SH | DFND | 1 | 0 | 698,384 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,753 | 218,507 | SH | DFND | 1 | 0 | 218,507 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 19,594 | 356,969 | SH | DFND | 1 | 0 | 356,969 | 0 | |
| DIANA SHIPPING INC | COM | Y2066G104 | 10,080 | 1,127,505 | SH | DFND | 1 | 0 | 1,127,505 | 0 | |
| GENCORP INC | COM | 368682100 | 12,567 | 786,896 | SH | DFND | 1 | 0 | 786,896 | 0 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 11,395 | 170,847 | SH | DFND | 1 | 0 | 170,847 | 0 | |
| METHANEX CORP | COM | 59151K108 | 25,469 | 381,273 | SH | DFND | 1 | 0 | 381,273 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 29,237 | 434,487 | SH | DFND | 1 | 0 | 434,487 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 5,260 | 322,500 | SH | DFND | 1 | 0 | 322,500 | 0 | |
| TRI POINTE HOMES INC | COM | 87265H109 | 5,766 | 445,632 | SH | DFND | 1 | 0 | 445,632 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 59,216 | 608,901 | SH | DFND | 1 | 0 | 608,901 | 0 | |