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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
AVALONBAY CMNTYS INC COM 053484101   22,267,200 120,000 SH   SOLE   120,000 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105   15,936,000 6,400,000 SH   SOLE   6,400,000 0 0
BRAEMAR HOTELS & RESORTS INC NOTE 4.500% 6/0 10482BAB7   5,872,021 6,700,000 PRN   SOLE   0 0 6,700,000
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   7,205,647 11,500,000 PRN   SOLE   0 0 11,500,000
EQUITY RESIDENTIAL SH BEN INT 29476L107   8,519,850 135,000 SH   SOLE   135,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   273,390,000 1,300,000 SH Call SOLE   0 0 1,300,000
PLUM ACQUISITION CORP III *W EXP 03/31/202 G63290103   43,700 333,333 SH   SOLE   333,333 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   11,491,490 14,800,000 PRN   SOLE   0 0 14,800,000