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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
HUDBAY MINERALS INC COM 443628102   640 116,280 SH   SOLE   116,280 0 0
ISHARES 20 YEAR TREASURY BOND ETF CALL 464287432   19,776 200,000 SH Call SOLE   200,000 0 0
ISHARES 20 YEAR TREASURY BOND ETF CALL 464287432   19,776 200,000 SH Call SOLE   200,000 0 0
ISHARES 20 YEAR TREASURY BOND ETF CALL 464287432   19,776 200,000 SH Call SOLE   200,000 0 0
ISHARES 20 YEAR TREASURY BOND ETF 20 YR TR BD ETF 464287432   12,986 131,335 SH   SOLE   131,335 0 0
US SILICA HOLDINGS INC COM 90346E103   6,489 573,778 SH   SOLE   573,778 0 0
VANGUARD LONG TERM CORPORATE BOND ETF LG-TERM COR BD 92206C813   56,069 699,548 SH   SOLE   699,548 0 0
GOL FINANCE PUT 38045R206   2,031 561,000 SH Put SOLE   561,000 0 0
NCL CORP LTD NOTE 2.500% 2/1 62886HBK6   18,564 19,750,000 PRN   SOLE   19,750,000 0 0
HESS CORP COM 42809H107   2,883 20,000 SH   SOLE   20,000 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508   25,558 1,206,697 SH   SOLE   1,206,697 0 0
TECK RESOURCES LTD CL B 878742204   9,910 234,446 SH   SOLE   234,446 0 0
VERTEX ENERGY INC COM 92534K907   5,007 1,476,987 SH   SOLE   1,476,987 0 0
SUNRUN INC NOTE 2/0 86771WAB1   4,064 5,250,000 PRN   SOLE   5,250,000 0 0