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 |
| ADIENT PLC | ORD SHS | G0084W101 | 1,968 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| AETNA INC NEW | COM | 00817Y108 | 169,614 | 924,330 | SH | SOLE | 1 | 924,330 | 0 | 0 | |
| AKORN INC | COM | 009728106 | 15,761 | 950,000 | SH | SOLE | 1 | 950,000 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 4,168 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | |
| ALLY FINL INC | COM | 02005N100 | 2,627 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 438,129 | 5,984,547 | SH | SOLE | 1 | 5,984,547 | 0 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 6,799 | 436,933 | SH | SOLE | 1 | 436,933 | 0 | 0 | |
| ARCONIC INC | COM | 03965L100 | 13,335 | 783,969 | SH | SOLE | 1 | 783,969 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 9,633 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| AVAYA HLDGS CORP | COM | 05351X101 | 2,196 | 109,354 | SH | SOLE | 1 | 109,354 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 24,593 | 872,400 | SH | SOLE | 1 | 872,400 | 0 | 0 | |
| BRUNSWICK CORP | COM | 117043109 | 16,475 | 255,500 | SH | SOLE | 1 | 255,500 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 18,553 | 330,000 | SH | SOLE | 1 | 330,000 | 0 | 0 | |
| CIT GROUP INC | COM NEW | 125581801 | 20,164 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 51,528 | 770,000 | SH | SOLE | 1 | 770,000 | 0 | 0 | |
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 62,372 | 737,431 | SH | SOLE | 1 | 737,431 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 49,540 | 1,000,000 | SH | SOLE | 1 | 1,000,000 | 0 | 0 | |
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 24,505 | 556,803 | SH | SOLE | 1 | 556,803 | 0 | 0 | |
| ERA GROUP INC | COM | 26885G109 | 236 | 18,206 | SH | SOLE | 1 | 18,206 | 0 | 0 | |
| FORTERRA INC | COM | 34960W106 | 13,815 | 1,419,830 | SH | SOLE | 1 | 1,419,830 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 19,700 | 500,000 | SH | Call | SOLE | 1 | 5,000 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 | 15,760 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| HERC HLDGS INC | COM | 42704L104 | 12,573 | 223,161 | SH | SOLE | 1 | 223,161 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 36,814 | 353,300 | SH | SOLE | 1 | 353,300 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 18,907 | 1,070,000 | SH | SOLE | 1 | 1,070,000 | 0 | 0 | |
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 4,220 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| MAGNA INTL INC | COM | 559222401 | 5,813 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| MDC PARTNERS INC | CL A SUB VTG | 552697104 | 6,508 | 1,414,769 | SH | SOLE | 1 | 1,414,769 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 35,247 | 2,014,096 | SH | SOLE | 1 | 2,014,096 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 36,708 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 3,614 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| NEWELL BRANDS INC | COM | 651229106 | 14,996 | 581,456 | SH | SOLE | 1 | 581,456 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 1,383 | 45,042 | SH | SOLE | 1 | 45,042 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 13,112 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 34,900 | 820,000 | SH | SOLE | 1 | 820,000 | 0 | 0 | |
| PRUDENTIAL FINL INC | COM | 744320102 | 9,351 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 12,627 | 225,000 | SH | SOLE | 1 | 225,000 | 0 | 0 | |
| QUALITY CARE PPTYS INC | COM | 747545101 | 7,007 | 325,753 | SH | SOLE | 1 | 325,753 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 2,117 | 119,347 | SH | SOLE | 1 | 119,347 | 0 | 0 | |
| SOLARCITY CORP | NOTE 1.625%11/0 | 83416TAC4 | 912 | 980,000 | PRN | SOLE | 1 | 980,000 | 0 | 0 | |
| STEALTHGAS INC | SHS | Y81669106 | 9,589 | 2,415,287 | SH | SOLE | 1 | 2,415,287 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 1,440 | 24,102 | SH | SOLE | 1 | 24,102 | 0 | 0 | |
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 22,743 | 1,281,992 | SH | SOLE | 1 | 1,281,992 | 0 | 0 | |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 21,568 | 642,477 | SH | SOLE | 1 | 642,477 | 0 | 0 | |
| TPI COMPOSITES INC | COM | 87266J104 | 8,772 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 548 | 237,139 | SH | SOLE | 1 | 237,139 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 20,919 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| VEREIT INC | COM | 92339V100 | 69,205 | 9,301,777 | SH | SOLE | 1 | 9,301,777 | 0 | 0 | |
| VERSO CORP | CL A | 92531L207 | 24,539 | 1,127,703 | SH | SOLE | 1 | 1,127,703 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 13,270 | 440,000 | SH | SOLE | 1 | 440,000 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 5,544 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| XERIUM TECHNOLOGIES INC | COM NEW | 98416J118 | 1,753 | 132,423 | SH | SOLE | 1 | 132,423 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 11,956 | 880,385 | SH | SOLE | 1 | 880,385 | 0 | 0 | |