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
BALLYS CORPORATION COM 05875B106 17,784 354,685 SH   SOLE None 354,685 0 0
BRISTOW GROUP INC COM 11040G103 142,715 4,483,657 SH   SOLE None 4,483,657 0 0
CHEVRON CORP NEW COM 166764100 18,907 186,365 SH   SOLE None 186,365 0 0
EXXON MOBIL CORP COM 30231G102 19,375 329,402 SH   SOLE None 329,402 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 91,615 3,287,239 SH   SOLE None 3,287,239 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5,178 398,306 SH   SOLE None 398,306 0 0
OI SA SPONSORED ADR NE 670851500 22,790 25,240,538 SH   SOLE None 25,240,538 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 20,105 419,472 SH   SOLE None 419,472 0 0
US FOODS HLDG CORP COM 912008109 50,301 1,451,266 SH   SOLE None 1,451,266 0 0
VALERO ENERGY CORP COM 91913Y100 14,436 204,564 SH   SOLE None 204,564 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 31,517 560,205 SH   SOLE None 560,205 0 0