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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AIRCASTLE LTD COM G0129K104 6,505 296,916 SH   OTR   0 0 296,916
AMERICAN AIRLS GROUP INC COM 02376R102 2,060 49,838 SH   OTR   0 0 49,838
BAYTEX ENERGY CORP COM 07317Q105 529 182,250 SH   OTR   0 0 182,250
BRP INC COM SUN VTG 05577W200 7,083 151,088 SH   OTR   0 0 151,088
EURONAV NV ANTWERPEN SHS B38564108 23,358 2,684,843 SH   OTR   0 0 2,684,843
HALLIBURTON CO COM 406216101 3,501 86,383 SH   OTR   0 0 86,383
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 3,492 150,700 SH   OTR   0 0 150,700
ISHARES TR IBOXX HI YD ETF 464288513 3,008 34,799 SH   OTR   0 0 34,799
KOSMOS ENERGY LTD SHS G5315B107 5,675 692,731 SH   OTR   0 0 692,731
MDC PARTNERS INC CL A SUB VTG 552697104 7,338 1,768,116 SH   OTR   0 0 1,768,116
SKYLINE CHAMPION CORPORATION COM 830830105 194,265 6,799,631 SH   OTR   0 0 6,799,631
SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 510 10,764 SH   OTR   0 0 10,764
TRAVELPORT WORLDWIDE LTD SHS G9019D104 4,383 259,800 SH   OTR   0 0 259,800
VENATOR MATLS PLC SHS G9329Z100 1,238 137,500 SH   OTR   0 0 137,500
WHITING PETE CORP NEW NOTE 1.250% 4/0 966387AL6 5,235 5,429 SH   OTR   0 0 5,429
YUMA ENERGY INC NEW COM 98872F105 643 1,607,301 SH   OTR   0 0 1,607,301