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 24,432 2,443,168 SH   DFND 1,2,3 2,443,168 0 0
ALCOA INC COM 013817101 122 12,000 SH   DFND 1,2,3 12,000 0 0
ALICO INC COM 016230104 9,347 347,992 SH   DFND 1,2,3 347,992 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 22,846 1,028,635 SH   DFND 1,2,3 1,028,635 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 156 10,000 SH   DFND 1,2,3 10,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 10,029 759,185 SH   DFND 1,2,3 759,185 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 13,771 240,378 SH   DFND 1,2,3 240,378 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 192 24,200 SH   DFND 1,2,3 24,200 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,443 280,400 SH   DFND 1,2,3 280,400 0 0
DYNEGY INC NEW DEL COM 26817R108 171 13,800 SH   DFND 1,2,3 13,800 0 0
GTT COMMUNICATIONS INC COM 362393100 20,346 864,674 SH   DFND 1,2,3 864,674 0 0
PACIFIC ETHANOL INC COM PAR $.001 69423U305 73 10,600 SH   DFND 1,2,3 10,600 0 0
PROSHARES TR II VIX SHORT TERM F 74347W262 241 8,500 SH   DFND 1,2,3 8,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,009 56,126 SH   DFND 1,2,3 56,126 0 0
VIDEOCON D2H LTD ADR 92657J101 12,025 1,229,557 SH   DFND 1,2,3 1,229,557 0 0
WORLD PT TERMS LP UNIT REP LTD PT 98159G107 7,083 472,541 SH   DFND 1,2,3 472,541 0 0