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 | SHS | Y7542C106 | 74,435 | 6,313,390 | SH | DFND | 0 | 6,313,390 | 0 | ||
| U S CONCRETE INC | COM NEW | 90333L201 | 7,086 | 313,115 | SH | DFND | 0 | 313,115 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 68,344 | 2,073,531 | SH | DFND | 0 | 2,073,531 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 22,450 | 2,660,000 | SH | DFND | 0 | 2,660,000 | 0 | ||
| STAR BULK CARRIERS CORP | SHS NEW | Y8162K121 | 82,126 | 6,161,004 | SH | DFND | 0 | 6,161,004 | 0 | ||
| WCI CMNTYS INC | COM PAR $0.01 | 92923C807 | 64,417 | 3,374,389 | SH | DFND | 0 | 3,374,389 | 0 | ||
| TRADE STR RESIDENTIAL INC | COM NEW | 89255N203 | 172 | 27,121 | SH | DFND | 0 | 27,121 | 0 | ||