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 | 4,746 | 2,081,562 | SH | SOLE | 2,081,562 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 8,376 | 1,090,688 | SH | SOLE | 1,090,688 | 0 | 0 | ||
| ENZO BIOCHEM INC | COM | 294100102 | 7,205 | 3,216,704 | SH | SOLE | 3,216,704 | 0 | 0 | ||
| FRONTLINE LTD | SHS NEW | G3682E192 | 21,716 | 3,111,210 | SH | SOLE | 3,111,210 | 0 | 0 | ||
| GENCO SHIPPING & TRADING LTD | SHS | Y2685T131 | 13,027 | 2,074,426 | SH | SOLE | 2,074,426 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 11,338 | 35,058 | SH | SOLE | 35,058 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 6,965 | 225,562 | SH | SOLE | 225,562 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 16,997 | 1,650,241 | SH | SOLE | 1,650,241 | 0 | 0 | ||
| NAVIOS MARITIME CONTAINERS L | COM UNIT RP LP | Y62151108 | 3,035 | 3,746,989 | SH | SOLE | 3,746,989 | 0 | 0 | ||
| SCORPIO BULKERS INC | COM | Y7546A130 | 4,345 | 283,988 | SH | SOLE | 283,988 | 0 | 0 | ||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 3,645 | 552,264 | SH | SOLE | 552,264 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 6,492 | 506,757 | SH | SOLE | 506,757 | 0 | 0 | ||
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L108 | 478 | 237,853 | SH | SOLE | 237,853 | 0 | 0 | ||
| XPERI HOLDING CORP | COM | 98390M103 | 5,006 | 339,167 | SH | SOLE | 339,167 | 0 | 0 | ||
| UNITED STS OIL FD LP | UNITS | 91232N207 | 14,030 | 500,000 | SH | Call | SOLE | 0 | 0 | 500,000 | |
| INVESCO EXCHANGE-TRADED FD T | SR LN ETF | 46138G508 | 14,945 | 700,000 | SH | Put | SOLE | 0 | 0 | 700,000 | |
| INVESCO CURRENCYSHARES EURO | EURO SHS | 46138K103 | 52,995 | 500,000 | SH | Put | SOLE | 0 | 0 | 500,000 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 1,129 | 220,000 | SH | Call | SOLE | 0 | 0 | 220,000 | |
| FRONTLINE LTD | SHS NEW | G3682E192 | 698 | 100,000 | SH | Call | SOLE | 0 | 0 | 100,000 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 3,719 | 11,500 | SH | Call | SOLE | 0 | 0 | 11,500 | |
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 990 | 150,000 | SH | Call | SOLE | 0 | 0 | 150,000 | |
| SCORPIO TANKERS INC | SHS | Y7542C130 | 1,281 | 100,000 | SH | Call | SOLE | 0 | 0 | 100,000 | |