AERCAP HOLDINGS NV SHS N00985106 58933897 404266 SH SOLE 404266 0 0 AMERICAN PUB ED INC COM 02913V103 537000 10000 SH SOLE 10000 0 0 AZUL S A SPONSORED ADS 05501U601 7344749 816991 SH SOLE 816991 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 12675600 420000 SH SOLE 420000 0 0 CBL & ASSOC PPTYS INC COMMON STOCK 124830878 6244074 117613 SH SOLE 117613 0 0 CENTENE CORP DEL COM 15135B101 13383615 208500 SH SOLE 208500 0 0 ECHOSTAR CORP NOTE 3.875%11/3 278768AB2 5895390 1915906 PRN SOLE 1915906 0 0 ECHOSTAR CORP CL A 278768106 128913019 1270079 SH SOLE 1270079 0 0 EHEALTH INC COM 28238P109 696419 467395 SH SOLE 467395 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 32794704 84800 SH SOLE 84800 0 0 FORTUNE BRANDS INNOVATIONS I COM 34964C106 18226800 332000 SH SOLE 332000 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 103277248 10998642 SH SOLE 10998642 0 0 GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 10504440 583580 SH SOLE 583580 0 0 KBR INC COM 48242W106 19854750 575000 SH SOLE 575000 0 0 MASTERBRAND INC COMMON STOCK 57638P104 101067310 9821896 SH SOLE 9821896 0 0 MERCER INTL INC COM 588056101 3067768 4648133 SH SOLE 4648133 0 0 MOLINA HEALTHCARE INC COM 60855R100 45740000 200000 SH SOLE 200000 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5488600 260000 SH SOLE 260000 0 0 OFFICE PPTYS INCOME TR COM OF BENEFICIA 67623C307 73567857 4327521 SH SOLE 4327521 0 0 OPTIMUM COMMUNICATIONS INC CL A 02156K103 7524442 5189270 SH SOLE 5189270 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 9240000 3000000 SH SOLE 3000000 0 0 STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 5927503 3239073 SH SOLE 3239073 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 47198187 1275282 SH SOLE 1275282 0 0 UNITEDHEALTH GROUP INC COM 91324P102 11429825 27500 SH SOLE 27500 0 0 VIASAT INC COM 92552V100 197908908 2203640 SH SOLE 2203640 0 0