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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
ASSURED GUARANTY LTD COM G0585R106 16,344 451,500 SH   SOLE   451,500 0 0
BIOSCRIP INC COM 09069N108 36,042 14,651,292 SH   SOLE   14,651,292 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 25,366 915,419 SH   SOLE   915,419 0 0
PEABODY ENERGY CORP NEW COM 704551100 42,584 1,166,687 SH   SOLE   1,166,687 0 0
VALE S A ADR 91912E105 13,992 11,000 SH Put SOLE   11,000 0 0
WILLSCOT CORP COM 971375126 31,544 2,310,926 SH   SOLE   2,310,926 0 0