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
OMB APPROVAL
OMB Number: 3235-0006
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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
ALTICE USA INC CL A 02156K103 11,590 638,947 SH   SOLE   638,947 0 0
AVAYA HLDGS CORP COM 05351X101 14,040 634,128 SH   SOLE   634,128 0 0
CONSTELLIUM NV CL A N22035104 31,189 2,525,407 SH   SOLE   2,525,407 0 0
DOWDUPONT INC COM 26078J100 24,206 376,400 SH   SOLE   376,400 0 0
ENZO BIOCHEM INC COM 294100102 18,797 4,562,304 SH   SOLE   4,562,304 0 0
FRONTLINE LTD SHS NEW G3682E192 33,045 5,687,632 SH   SOLE   5,687,632 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 27,014 1,929,598 SH   SOLE   1,929,598 0 0
GENTHERM INC COM 37253A103 13,994 307,900 SH   SOLE   307,900 0 0
KKR & CO INC CL A 48251W104 5,588 204,900 SH   SOLE   204,900 0 0
KRATON CORPORATION COM 50077C106 21,068 446,832 SH   SOLE   446,832 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 31,846 3,216,756 SH   SOLE   3,216,756 0 0
NAVIOS MARITIME PARTNERS LP UNIT LPI Y62267102 18,887 10,792,588 SH   SOLE   10,792,588 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 6,645 325,730 SH   SOLE   325,730 0 0
SAFE BULKERS INC COM Y7388L103 5,720 1,986,004 SH   SOLE   1,986,004 0 0
SCORPIO BULKERS INC COM Y7546A122 46,083 6,356,329 SH   SOLE   6,356,329 0 0
SCORPIO TANKERS INC SHS Y7542C106 20,316 10,107,521 SH   SOLE   10,107,521 0 0
XPERI CORPORATION COM 98421B100 19,348 1,302,905 SH   SOLE   1,302,905 0 0