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 |
| ALLY FINL INC | COM | 02005N100 | 73,514 | 3,504,000 | SH | SOLE | SOLE | 3,504,000 | 0 | 0 | |
| ARDELYX INC | COM | 039697107 | 1,792 | 136,866 | SH | SOLE | SOLE | 136,866 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 74,374 | 960,900 | SH | SOLE | SOLE | 960,900 | 0 | 0 | |
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 5,576 | 405,197 | SH | SOLE | SOLE | 405,197 | 0 | 0 | |
| IRSA INVERSIONES Y REP S A | GLOBL DEP RCPT | 450047204 | 16,319 | 827,957 | SH | SOLE | SOLE | 827,957 | 0 | 0 | |
| KERYX BIOPHARMACEUTICALS INC | COM | 492515101 | 20,442 | 1,605,800 | SH | SOLE | SOLE | 1,605,800 | 0 | 0 | |
| MANITOWOC INC | COM | 563571108 | 51,450 | 2,386,349 | SH | SOLE | SOLE | 2,386,349 | 0 | 0 | |
| NCR CORP NEW | COM | 62886E108 | 6,116 | 207,267 | SH | SOLE | SOLE | 207,267 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 48,408 | 1,763,494 | SH | SOLE | SOLE | 1,763,494 | 0 | 0 | |