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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SONIDA SENIOR LIVING ORD COM 140475203   40,529,810 4,052,981 SH   SOLE   4,052,981 0 0
CLEAR CHANNEL OUTDOOR HLDG ORD COM 18453H106   15,970,966 8,775,256 SH   SOLE   8,775,256 0 0
DIGITALBRIDGE GROUP CL A ORD CL A NEW 25401T603   26,310,000 1,500,000 SH   SOLE   1,500,000 0 0
NEWPARK RSC ORD COM PAR $.01NEW 651718504   29,593,497 4,456,852 SH   SOLE   4,456,852 0 0
OUTFRONT MEDIA ORD COM 69007J106   13,960,000 1,000,000 SH   SOLE   1,000,000 0 0
P10 CL A ORD COM CL A 69376K106   13,236,780 1,295,184 SH   SOLE   1,295,184 0 0
PENNYMAC FINANCIAL ORD COM 70932M107   26,511,000 300,000 SH   SOLE   300,000 0 0
REXFORD INDUSTRIAL REALTY REIT ORD COM 76169C100   16,830,000 300,000 SH   SOLE   300,000 0 0
TARGET HOSPITALITY ORD COM 87615L107   45,905,751 4,717,960 SH   SOLE   4,717,960 0 0
UNITED HOMES GROUP CL A ORD CL A 91060H108   4,511,508 535,173 SH   SOLE   535,173 0 0