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 15,373 1,838,918 SH   DFND 1,2,3 1,838,918 0 0
ALICO INC COM 016230104 12,428 321,224 SH   DFND 1,2,3 321,224 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 13,311 775,711 SH   DFND 1,2,3 775,711 0 0
BANK AMER CORP COM 060505104 1,017 60,400 SH   DFND 1,2,3 60,400 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 9,855 839,467 SH   DFND 1,2,3 839,467 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 23,043 412,667 SH   DFND 1,2,3 412,667 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,049 310,900 SH   DFND 1,2,3 310,900 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 4,997 373,477 SH   DFND 1,2,3 373,477 0 0
GTT COMMUNICATIONS INC COM 362393100 14,559 853,405 SH   DFND 1,2,3 853,405 0 0
HARVEST NATURAL RESOURCES IN COM 41754V103 125 294,891 SH   DFND 1,2,3 294,891 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 2,918 308,800 SH   DFND 1,2,3 308,800 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,627 102,426 SH   DFND 1,2,3 102,426 0 0
VIDEOCON D2H LTD ADR 92657J101 12,814 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