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
ANIXTER INTL INC common 035290105 11,092 139,875 SH   DFND   139,875 0 0
ANIXTER INTL INC common 035290105 142,514 1,797,147 SH   DFND 3 1,797,147 0 0
ARCHROCK INC common 03957W106 20,026 1,615,000 SH   DFND   1,615,000 0 0
BLACKSTONE GROUP L P common 09253U108 2,970 100,000 SH   DFND   100,000 0 0
COVANTA HLDG CORP common 22282E102 31,832 2,027,500 SH   DFND   2,027,500 0 0
COVANTA HLDG CORP common 22282E102 171,470 10,921,682 SH   DFND 1 10,921,682 0 0
EQUITY COMWLTH common 294628102 80,682 2,584,300 SH   DFND   2,584,300 0 0
EQUITY LIFESTYLE PPTYS INC common 29472R108 3,665 47,554 SH   DFND   47,554 0 0
EQUITY LIFESTYLE PPTYS INC common 29472R108 68,738 892,000 SH   DFND 4 892,000 0 0
EQUITY RESIDENTIAL common 29476L107 233 3,738 SH   DFND   3,738 0 0
EQUITY RESIDENTIAL common 29476L107 75,098 1,206,968 SH   DFND 4 1,206,968 0 0
EXTERRAN CORP common 30227H106 101,063 3,213,442 SH   DFND   3,213,442 0 0
GENIE ENERGY LTD class B 372284208 1,397 193,000 SH   DFND   193,000 0 0
KKR & CO L P common 48248M102 912 50,000 SH   DFND   50,000 0 0
NOVAGOLD RES INC common 66987E206 2,435 500,000 SH   DFND   500,000 0 0
OCI PARTNERS L P common 67091N108 10,056 1,005,644 SH   DFND   1,005,644 0 0
PAR PACIFIC HOLDINGS INC common 69888T207 14,472 877,632 SH   DFND   877,632 0 0
PAR PACIFIC HOLDINGS INC common 69888T207 200,663 12,168,744 SH   DFND 2 12,168,744 0 0
PENN VA CORP common 70788V102 17,980 397,355 SH   DFND   397,355 0 0
REAL IND INC common 75601W104 5,307 1,862,208 SH   DFND 2 1,862,208 0 0
SIMON PPTY GROUP INC common 828806109 17,578 102,180 SH   DFND   102,180 0 0
SPDR GOLD TRUST common 78463V107 4,155 35,000 SH   DFND   35,000 0 0
TURQUOISE HILL RES LTD common 900435108 1,522 500,000 SH   DFND   500,000 0 0