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 |
| SCORPIO TANKERS INC | COM | Y7542C106 | 59,344 | 6,299,744 | SH | SOLE | 6,299,744 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | COM | 984245100 | 69,389 | 2,527,831 | SH | SOLE | 2,527,831 | 0 | 0 | ||
| MGIC INVESTMENT CORP | COM | 552848103 | 30,829 | 3,201,300 | SH | SOLE | 3,201,300 | 0 | 0 | ||
| STAR BULK CARRIERS CORP | COM | Y8162K121 | 34,888 | 9,611,004 | SH | SOLE | 9,611,004 | 0 | 0 | ||
| WCI COMMUNITIES INC | COM | 92923C807 | 80,532 | 3,362,493 | SH | SOLE | 3,362,493 | 0 | 0 | ||
| TRADE STR RESIDENTIAL INC | COM | 89255N203 | 60,521 | 8,452,678 | SH | SOLE | 8,452,678 | 0 | 0 | ||
| SCORPIO BULKERS INC | COM | Y7546A106 | 80,447 | 33,944,050 | SH | SOLE | 33,944,050 | 0 | 0 | ||