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 | 17,376 | 1,672,349 | SH | SOLE | 1,672,349 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM NEW | 44891n208 | 3,952 | 52,021 | SH | SOLE | 52,021 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 3,988 | 86,155 | SH | SOLE | 86,155 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 4,270 | 293,857 | SH | SOLE | 293,857 | 0 | 0 | ||
| EURONAV NV | SHS | B38564108 | 3,066 | 255,090 | SH | SOLE | 255,090 | 0 | 0 | ||
| FRONTLINE LTD | SHS NEW | G3682E192 | 799 | 89,954 | SH | SOLE | 89,954 | 0 | 0 | ||
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | 10,643 | 225,350 | SH | SOLE | 225,350 | 0 | 0 | ||
| ENETI INC | COM | Y2294C107 | 3,708 | 603,908 | SH | SOLE | 603,908 | 0 | 0 | ||
| GENCO SHIPPING & TRADING LTD | SHS | Y2685T131 | 4,521 | 237,174 | SH | SOLE | 237,174 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 1,224 | 58,200 | SH | SOLE | 58,200 | 0 | 0 | ||
| ENOVIS CORPORATION | COM | 194014502 | 1,839 | 33,433 | SH | SOLE | 33,433 | 0 | 0 | ||
| ESAB CORPORATION | COM | 29605J106 | 2,368 | 54,133 | SH | SOLE | 54,133 | 0 | 0 | ||