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
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 12,394 1,838,918 SH   DFND 1,2,3 1,838,918 0 0
ALICO INC COM 116230104 13,038 321,224 SH   DFND 1,2,3 321,224 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 13,633 725,911 SH   DFND 1,2,3 725,911 0 0
BANK AMER CORP COM 060505104 941 60,400 SH   DFND 1,2,3 60,400 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 9,311 782,467 SH   DFND 1,2,3 782,467 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 22,005 418,273 SH   DFND 1,2,3 418,273 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,937 330,900 SH   DFND 1,2,3 330,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,942 510,000 SH   DFND 1,2,3 510,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,974 393,600 SH   DFND 1,2,3 393,600 0 0
GTT COMMUNICATIONS INC COM 362393100 17,604 756,845 SH   DFND 1,2,3 756,845 0 0
HARVEST NATURAL RESOURCES IN COM 41754V103 2,948 2,120,884 SH   DFND 1,2,3 2,120,884 0 0
SCORPIO TANKERS INC SHS Y7542C106 5,346 582,989 SH   DFND 1,2,3 582,989 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,147 112,426 SH   DFND 1,2,3 112,426 0 0
VIDEOCON D2H LTD ADR 92657J101 13,925 1,443,033 SH   DFND 1,2,3 1,443,033 0 0
WORLD PT TERMS LP UNIT REP LTD PT 98159G107 6,275 468,279 SH   DFND 1,2,3 468,279 0 0