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
ALTICE USA INC CL A 02156K103 6,989 385,265 SH   SOLE   385,265 0 0
AVAYA HLDGS CORP COM 05351X101 10,309 465,606 SH   SOLE   465,606 0 0
CONSTELLIUM NV CL A N22035104 18,683 1,512,770 SH   SOLE   1,512,770 0 0
DOWDUPONT INC COM 26078J100 21,763 338,400 SH   SOLE   338,400 0 0
ENZO BIOCHEM INC COM 294100102 15,076 3,659,149 SH   SOLE   3,659,149 0 0
FRONTLINE LTD SHS NEW G3682E192 14,949 2,572,996 SH   SOLE   2,572,996 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 14,188 1,013,461 SH   SOLE   1,013,461 0 0
GENTHERM INC COM 37253A103 12,653 278,400 SH   SOLE   278,400 0 0
KKR & CO INC CL A 48251W104 5,176 189,800 SH   SOLE   189,800 0 0
KRATON CORPORATION COM 50077C106 16,128 342,048 SH   SOLE   342,048 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 24,122 2,436,529 SH   SOLE   2,436,529 0 0
NAVIOS MARITIME PARTNERS LP UNIT LPI Y62267102 13,920 7,954,353 SH   SOLE   7,954,353 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 5,876 288,035 SH   SOLE   288,035 0 0
SAFE BULKERS INC COM Y7388L103 3,215 1,116,196 SH   SOLE   1,116,196 0 0
SCORPIO BULKERS INC COM Y7546A122 22,759 3,139,201 SH   SOLE   3,139,201 0 0
SCORPIO TANKERS INC SHS Y7542C106 15,121 7,522,860 SH   SOLE   7,522,860 0 0
XPERI CORPORATION COM 98421B100 15,591 1,049,902 SH   SOLE   1,049,902 0 0