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

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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
AMBAC FINL GROUP INC *W EXP 04/30/202 023139116 1,049 182,677 SH   SOLE   182,677 0 0
CONSTELLIUM NV CL A N22035104 28,244 2,533,103 SH   SOLE   2,533,103 0 0
ENZO BIOCHEM INC COM 294100102 37,187 4,562,775 SH   SOLE   4,562,775 0 0
FRONTLINE LTD SHS NEW G3682E192 24,079 5,246,017 SH   SOLE   5,246,017 0 0
KRATON CORPORATION COM 50077C106 27,348 567,736 SH   SOLE   567,736 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 33,749 3,391,839 SH   SOLE   3,391,839 0 0
NAVIOS MARITIME PARTNERS LP UNIT LPI Y62267102 16,837 7,134,433 SH   SOLE   7,134,433 0 0
SAFE BULKERS INC COM Y7388L103 12,066 3,735,740 SH   SOLE   3,735,740 0 0
SCORPIO BULKERS INC COM Y7546A122 46,801 6,324,477 SH   SOLE   6,324,477 0 0
XPERI CORPORATION COM 98421B100 20,625 845,285 SH   SOLE   845,285 0 0