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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
FRONTLINE LTD SHS NEW G3682E192 4,047 459,834 SH   SOLE   459,834 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 7,040 719,100 SH   SOLE   719,100 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 5,602 237,174 SH   SOLE   237,174 0 0
IAC INTERACTIVECORP NEW COM 44891N109 5,217 52,021 SH   SOLE   52,021 0 0
KKR & CO INC COM 48251W104 5,037 86,155 SH   SOLE   86,155 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 5,955 352,157 SH   SOLE   352,157 0 0
ENETI INC COM Y2294C107 3,835 603,908 SH   SOLE   603,908 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109 2,333 291,681 SH   SOLE   291,681 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 15,095 207,600 SH   SOLE   207,600 0 0
GROUP NINE ACQUISITION CORP *W EXP 01/15/202 39947R112 107 381,666 SH   SOLE   381,666 0 0
COLFAX CORP COM 194014106 3,991 100,300 SH   SOLE   100,300 0 0
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 22,761 1,672,349 SH   SOLE   1,672,349 0 0