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
CHENIERE ENERGY INC COM NEW 16411R208 12,486 335,207 SH   SOLE 335,207 0 0
CHESAPEAKE ENERGY CORP NOTE 2.500% 5/1 165167BZ9 3,760 8,000,000 PRN   SOLE 8,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,014 276,456 SH   SOLE 276,456 0 0
ENPRO INDS INC COM 29355X107 5,617 128,117 SH   SOLE 128,117 0 0
INTERXION HOLDING N.V SHS N47279109 16,384 543,431 SH   SOLE 543,431 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 25,639 605,261 SH   SOLE 605,261 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 24,747 606,996 SH   SOLE 606,996 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,225 29,601 SH   SOLE 29,601 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,262 29,345 SH   SOLE 29,345 0 0
MGM RESORTS INTERNATIONAL COM 552953101 30,681 1,350,376 SH   SOLE 1,350,376 0 0
SANDERSON FARMS INC COM 800013104 30,404 392,203 SH   SOLE 392,203 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 27,347 840,418 SH   SOLE 840,418 0 0
STEALTHGAS INC SHS Y81669106 6,015 1,753,699 SH   SOLE 1,753,699 0 0
TIME WARNER CABLE INC COM 88732J207 36,012 194,042 SH   SOLE 194,042 0 0
VEREIT INC COM 92339V100 10,223 1,290,783 SH   SOLE 1,290,783 0 0
WHITING PETE CORP NEW COM 966387102 19,448 2,060,156 SH   SOLE 2,060,156 0 0
ZAYO GROUP HLDGS INC COM 98919V105 22,944 862,895 SH   SOLE 862,895 0 0