The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 29,126 21,259,625 SH   SOLE   21,259,625 0 0
CYXTERA TECHNOLOGIES INC COM CL A 23284C102 6,018 1,475,113 SH   SOLE   1,475,113 0 0
FERROGLOBE PLC COM G33856108 7,104 1,345,425 SH   SOLE   1,345,425 0 0
GEO GROUP INC COM 36162J106 40,348 5,240,005 SH   SOLE   5,240,005 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,113 5,353 SH   SOLE   5,353 0 0
LOCKHEED MARTIN CORP COM 539830109 2,520 6,524 SH   SOLE   6,524 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,876 3,989 SH   SOLE   3,989 0 0
WEATHERFORD INTERNATIONAL PL ORD SHS G48833118 55,869 1,730,228 SH   SOLE   1,730,228 0 0
OCCIDENTAL PETE CORP W EXP 08/03/2027 36467W109 20,541 518,445 SH   SOLE   518,445 0 0
PEABODY ENERGY CORP COM 704551100 10,860 437,555 SH   SOLE   437,555 0 0
TWITTER INC COM 90184L102 82,025 1,871,000 SH   SOLE   1,871,000 0 0
FORWARD PHARMA A/S SPONSORED ADS NEW 34986J204 445 150,217 SH   SOLE   150,217 0 0