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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADIENT PLCORD SHSG0084W1015,630342,901SH SOLE 342,90100
ALLY FINL INCCOM02005N1001,983100,000SH SOLE 100,00000
AMERICAN AXLE & MFG HLDGS INCOM0240611038,4671,114,132SH SOLE 1,114,13200
AMPLIFY ENERGY CORP NEWCOM03212B1033629,221SH SOLE 29,22100
BAUSCH HEALTH COS INCCOM07173410759,4093,248,163SH SOLE 3,248,16300
BRISTOL-MYERS SQUIBB CORIGHT 99/99/99991101221571,790500,000SH SOLE 500,00000
CITIGROUP INCCOM NEW17296742415,330300,000SH SOLE 300,00000
CLEAR CHANNEL OUTDOOR HLDGSCOM18453H106334321,006SH SOLE 321,00600
CONTURA ENERGY INCCOM21241B1009431,042SH SOLE 31,04200
CURO GROUP HOLDINGS CORPCOM23131L1071,634200,000SH SOLE 200,00000
EDISON INTLCOM2810201074,07375,000SH SOLE 75,00000
EPR PPTYSCOM SH BEN INT26884U109139,0924,198,360SH SOLE 4,198,36000
EQUITRANS MIDSTREAM CORPCOM29460010133,2604,002,453SH SOLE 4,002,45300
GAMING & LEISURE PPTYS INCCOM36467J1085,888170,159SH SOLE 170,15900
HALLIBURTON COCOM40621610115812,200SH SOLE 12,20000
HERC HLDGS INCCOM42704L10414,239463,352SH SOLE 463,35200
HILTON GRAND VACATIONS INCCOM43283X1057,453381,214SH SOLE 381,21400
IHEARTMEDIA INCCOM CL A45174J50912915,451SH SOLE 15,45100
LAUREATE EDUCATION INCCL A51861320310,7621,079,985SH SOLE 1,079,98500
LOMA NEGRA CORPSPONSORED ADS54150E10426,7046,268,658SH SOLE 6,268,65800
MDC PARTNERS INCCL A SUB VTG5526971044,9562,382,814SH SOLE 2,382,81400
MERCER INTL INCCOM58805610116,8972,070,724SH SOLE 2,070,72400
METLIFE INCCOM59156R10810,043275,000SH SOLE 275,00000
MICRON TECHNOLOGY INCCOM5951121035,152100,000SH SOLE 100,00000
MYLAN NVSHS EURON594651091,608100,000SH SOLE 100,00000
PG&E CORPCOM69331C108173,73719,586,986SH SOLE 19,586,98600
PLAYA HOTELS & RESORTS NVSHSN7054410615,7244,343,629SH SOLE 4,343,62900
SANDRIDGE ENERGY INCCOM NEW80007P869154119,347SH SOLE 119,34700
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8864,23275,000SH SOLE 75,00000
SERVICE PPTYS TRCOM SH BEN INT81761L1022,422341,606SH SOLE 341,60600
STEALTHGAS INCSHSY816691066,6422,415,287SH SOLE 2,415,28700
STUDIO CITY INTL HLDGS LTDSPON ADS86389T10619,3911,219,536SH SOLE 1,219,53600
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS87406020514,845827,955SH SOLE 827,95500
TAUBMAN CTRS INCCOM87666410336,598969,221SH SOLE 969,22100
TELECOM ARGENTINA S ASPON ADR REP B87927320913,2651,482,084SH SOLE 1,482,08400
TENET HEALTHCARE CORPCOM NEW88033G40727,1481,499,054SH SOLE 1,499,05400
TPI COMPOSITES INCCOM87266J10411,552494,307SH SOLE 494,30700
VEREIT INCCOM92339V100172,95626,898,323SH SOLE 26,898,32300
VERSO CORPCL A92531L2077,109594,433SH SOLE 594,43300
VIACOMCBS INCCL B92556H2068,960384,200SH SOLE 384,20000
VICI PPTYS INCCOM92565210911,438566,531SH SOLE 566,53100
VORNADO RLTY TRSH BEN INT92904210933,713882,312SH SOLE 882,31200
YPF SOCIEDAD ANONIMASPON ADR CL D9842451005,062880,385SH SOLE 880,38500