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 |
| AAR CORP | COM | 000361105 | 8,563 | 226,664 | SH | SOLE | 226,664 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 9,240 | 110,013 | SH | SOLE | 110,013 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 11,486 | 431,628 | SH | SOLE | 431,628 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 16,195 | 420,872 | SH | SOLE | 420,872 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 7,906 | 102,392 | SH | SOLE | 102,392 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,263 | 192,106 | SH | SOLE | 192,106 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 5,582 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EXTRACTION OIL AND GAS INC | COM | 30227M105 | 34,600 | 2,248,213 | SH | SOLE | 2,248,213 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 32,887 | 851,338 | SH | SOLE | 851,338 | 0 | 0 | ||
| KADMON HLDGS INC | COM | 48283N106 | 844 | 252,015 | SH | SOLE | 252,015 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 15,030 | 443,234 | SH | SOLE | 443,234 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 14,408 | 440,626 | SH | SOLE | 440,626 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 79,930 | 2,452,599 | SH | SOLE | 2,452,599 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 20,405 | 327,536 | SH | SOLE | 327,536 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 5,246 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 30,925 | 964,895 | SH | SOLE | 964,895 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 5,472 | 1,653,194 | SH | SOLE | 1,653,194 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 69,041 | 673,901 | SH | SOLE | 673,901 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 15,670 | 1,093,503 | SH | SOLE | 1,093,503 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 5,736 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
| WESTERN ASSET MTG CAP CORP | NOTE 6.750%10/0 | 95790DAA3 | 2,502 | 2,500,000 | PRN | SOLE | 2,500,000 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM | 966387102 | 11,281 | 2,066,095 | SH | SOLE | 2,066,095 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 3,897 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 16,659 | 484,001 | SH | SOLE | 484,001 | 0 | 0 | ||