3M CO COM 88579Y101 33150 300000 SH Put SOLE 300000 0 0 ADIENT PLC ORD SHS G0084W101 30640 1104134 SH SOLE 1104134 0 0 AERCAP HOLDINGS NV SHS N00985106 104539 2469625 SH SOLE 2469625 0 0 ALLY FINL INC COM 02005N100 11065 397585 SH SOLE 397585 0 0 ALTICE USA INC CL A 02156K103 63195 10839699 SH SOLE 10839699 0 0 AMERICAN PUB ED INC COM 02913V103 16929 1852192 SH SOLE 1852192 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 1316 30000 SH SOLE 30000 0 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 22017 700058 SH SOLE 700058 0 0 CARNIVAL CORP COMMON STOCK 143658300 13879 1974260 SH SOLE 1974260 0 0 CBL & ASSOC PPTYS INC COMMON STOCK 124830878 2969 115946 SH SOLE 115946 0 0 CHESAPEAKE ENERGY CORP COM 165167735 1773 18824 SH SOLE 18824 0 0 CITIGROUP INC COM NEW 172967424 37086 890000 SH SOLE 890000 0 0 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 440 321006 SH SOLE 321006 0 0 CURO GROUP HOLDINGS CORP COM 23131L107 494 123172 SH SOLE 123172 0 0 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 746 753801 SH SOLE 753801 0 0 DOLE PLC ORD SHS G27907107 18671 2557687 SH SOLE 2557687 0 0 ENACT HLDGS INC COM 29249E109 15712 708728 SH SOLE 708728 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 23418 3130760 SH SOLE 3130760 0 0 HERC HLDGS INC COM 42704L104 1299 12500 SH SOLE 12500 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 44439 66683000 PRN SOLE 66683000 0 0 LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 36591 5873428 SH SOLE 5873428 0 0 LOYALTY VENTURES INC COMMON STOCK 54911Q107 2396 1979885 SH SOLE 1979885 0 0 MERCER INTL INC COM 588056101 23384 1901159 SH SOLE 1901159 0 0 META PLATFORMS INC CL A 30303M102 4070 30000 SH SOLE 30000 0 0 MGIC INVT CORP WIS COM 552848103 10521 820705 SH SOLE 820705 0 0 NCL CORP LTD NOTE 6.000% 5/1 62886HAT8 4984 4000000 PRN SOLE 4000000 0 0 REDFIN CORP NOTE 0.500% 4/0 75737FAE8 1470 3000000 PRN SOLE 3000000 0 0 REDFIN CORP NOTE 10/1 75737FAC2 3510 6000000 PRN SOLE 6000000 0 0 ROYAL CARIBBEAN GROUP NOTE 4.250% 6/1 780153BB7 626 640000 PRN SOLE 640000 0 0 SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2 4749 5000000 PRN SOLE 5000000 0 0 SERVICE PPTYS TR COM SH BEN INT 81761L102 4838 932122 SH SOLE 932122 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 26613 1214079 SH SOLE 1214079 0 0 STAGWELL INC COM CL A 85256A109 4745 682708 SH SOLE 682708 0 0 STEALTHGAS INC SHS Y81669106 6157 2404887 SH SOLE 2404887 0 0 STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 7174 3275911 SH SOLE 3275911 0 0 TELECOM ARGENTINA SA SPON ADR REP B 879273209 14377 3585329 SH SOLE 3585329 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 20588 399138 SH SOLE 399138 0 0 UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3 10061 17956000 PRN SOLE 17956000 0 0 VORNADO RLTY TR SH BEN INT 929042109 21583 931901 SH SOLE 931901 0 0 VROOM INC COM 92918V109 348 300000 SH SOLE 300000 0 0 VROOM INC NOTE 0.750% 7/0 92918VAB5 18191 58930000 PRN SOLE 58930000 0 0