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 17,488,734 1,723,028 SH   DFND 1,2,3 1,723,028 0 0
ALICO INC COM 016230104 9,447,983 347,992 SH   DFND 1,2,3 347,992 0 0
AMAZON COM INC COM 023135106 224,961 300 SH   DFND 1,2,3 300 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 22,871,041 975,727 SH   DFND 1,2,3 975,727 0 0
BANK AMER CORP W EXP 01/16/201 060505146 174,125 17,500 SH   DFND 1,2,3 17,500 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 12,988,196 851,685 SH   DFND 1,2,3 851,685 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 14,571,988 226,978 SH   DFND 1,2,3 226,978 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 146,949 18,300 SH   DFND 1,2,3 18,300 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,463,680 254,400 SH   DFND 1,2,3 254,400 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,714,538 292,700 SH   DFND 1,2,3 292,700 0 0
GTT COMMUNICATIONS INC COM 362393100 25,265,730 878,808 SH   DFND 1,2,3 878,808 0 0
HRG GROUP INC COM 40434J100 2,257,756 145,100 SH   DFND 1,2,3 145,100 0 0
ISTAR INC COM 45031U101 173,180 14,000 SH   DFND 1,2,3 14,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,365,315 56,126 SH   DFND 1,2,3 56,126 0 0
VIDEOCON D2H LTD ADR 92657J101 11,034,429 1,342,388 SH   DFND 1,2,3 1,342,388 0 0
WORLD PT TERMS LP UNIT REP LTD PT 98159G107 6,173,895 373,045 SH   DFND 1,2,3 373,045 0 0
YATRA ONLINE INC ORD SHS G98338109 93,500 10,000 SH   DFND 1,2,3 10,000 0 0