The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CALUMET SPECIALTY PRODS PTNR | UT LTD PARTNER | 131476103 | 1,733 | 1,650,443 | SH | SOLE | 1,650,443 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 12,363 | 2,373,019 | SH | SOLE | 2,373,019 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 3,415 | 35,350 | SH | SOLE | 35,350 | 0 | 0 | ||
| ENZO BIOCHEM INC | COM | 294100102 | 10,140 | 4,007,851 | SH | SOLE | 4,007,851 | 0 | 0 | ||
| FRONTLINE LTD | SHS NEW | G3682E192 | 45,254 | 4,709,072 | SH | SOLE | 4,709,072 | 0 | 0 | ||
| GENCO SHIPPING & TRADING LTD | SHS | Y2685T131 | 14,264 | 2,221,798 | SH | SOLE | 2,221,798 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 6,283 | 35,058 | SH | SOLE | 35,058 | 0 | 0 | ||
| KKR & CO INC | CL A | 48251W104 | 9,043 | 385,314 | SH | SOLE | 385,314 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 32,492 | 2,940,458 | SH | SOLE | 2,940,458 | 0 | 0 | ||
| NAVIOS MARITIME CONTAINERS L | COM UNIT RP LP | Y62151108 | 3,487 | 4,910,973 | SH | SOLE | 4,910,973 | 0 | 0 | ||
| NAVIOS MARITIME PARTNERS L P | COM UNIT LPI | Y62267409 | 457 | 85,928 | SH | SOLE | 85,928 | 0 | 0 | ||
| PAR PACIFIC HOLDINGS INC | COM NEW | 69888T207 | 5,379 | 757,580 | SH | SOLE | 757,580 | 0 | 0 | ||
| SCORPIO BULKERS INC | COM | Y7546A122 | 14,428 | 5,702,744 | SH | SOLE | 5,702,744 | 0 | 0 | ||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 7,084 | 1,256,057 | SH | SOLE | 1,256,057 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 26,639 | 1,393,267 | SH | SOLE | 1,393,267 | 0 | 0 | ||
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L108 | 3,813 | 1,169,591 | SH | SOLE | 1,169,591 | 0 | 0 | ||
| XPERI CORP | COM | 98421B100 | 8,892 | 639,241 | SH | SOLE | 639,241 | 0 | 0 | ||
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | 46138W107 | 8,819 | 100,000 | SH | Call | SOLE | 0 | 0 | 100,000 | |
| INVESCO EXCHANGE-TRADED FD T | SR LN ETF | 46138G508 | 14,322 | 700,000 | SH | Put | SOLE | 0 | 0 | 700,000 | |
| DUPONT DE NEMOURS INC | COM | 26614N102 | 1,483 | 43,500 | SH | Call | SOLE | 0 | 0 | 43,500 | |
| FRONTLINE LTD | SHS NEW | G3682E192 | 11,532 | 1,200,000 | SH | Call | SOLE | 0 | 0 | 1,200,000 | |
| SCORPIO TANKERS INC | SHS | Y7542C130 | 4,302 | 225,000 | SH | Call | SOLE | 0 | 0 | 225,000 | |