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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 4,895 | 96,501 | SH | DFND | 1 | 32,306 | 64,195 | 0 | |
| ALCOA CORP | COM | 013872106 | 8,064 | 179,357 | SH | DFND | 1 | 60,044 | 119,313 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 3,967 | 72,906 | SH | DFND | 1 | 24,407 | 48,499 | 0 | |
| ANADARKO PETE CORP | COM | 032511107 | 10,999 | 182,085 | SH | DFND | 1 | 60,957 | 121,128 | 0 | |
| APACHE CORP | COM | 037411105 | 13,236 | 343,958 | SH | DFND | 1 | 115,148 | 228,810 | 0 | |
| ASSURED GUARANTY LTD | COM | G0585R106 | 15,759 | 435,339 | SH | DFND | 1 | 145,740 | 289,599 | 0 | |
| BANK AMER CORP | COM | 060505104 | 7,554 | 251,854 | SH | DFND | 1 | 84,314 | 167,540 | 0 | |
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 3,811 | 74,130 | SH | DFND | 1 | 24,817 | 49,313 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 14,864 | 866,688 | SH | DFND | 1 | 290,144 | 576,544 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 10,658 | 157,888 | SH | DFND | 1 | 52,857 | 105,031 | 0 | |
| CONOCOPHILLIPS | COM | 20825C104 | 6,017 | 101,486 | SH | DFND | 1 | 33,975 | 67,511 | 0 | |
| DENBURY RES INC | COM NEW | 247916208 | 8,728 | 3,185,644 | SH | DFND | 1 | 1,069,055 | 2,116,589 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 12,040 | 378,740 | SH | DFND | 1 | 126,792 | 251,948 | 0 | |
| DONNELLEY R R & SONS CO | COM | 257867200 | 5,818 | 666,424 | SH | DFND | 1 | 223,101 | 443,323 | 0 | |
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 7,834 | 394,652 | SH | DFND | 1 | 132,119 | 262,533 | 0 | |
| LSC COMMUNICATIONS INC | COM | 50218P107 | 4,946 | 283,428 | SH | DFND | 1 | 97,950 | 185,478 | 0 | |
| MBIA INC | COM | 55262C100 | 16,452 | 1,776,616 | SH | DFND | 1 | 608,291 | 1,168,325 | 0 | |
| MURPHY OIL CORP | COM | 626717102 | 4,654 | 180,113 | SH | DFND | 1 | 60,297 | 119,816 | 0 | |
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 6,942 | 993,054 | SH | DFND | 1 | 332,448 | 660,606 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 11,659 | 665,824 | SH | DFND | 1 | 222,900 | 442,924 | 0 | |
| POPULAR INC | COM NEW | 733174700 | 8,064 | 193,746 | SH | DFND | 1 | 64,861 | 128,885 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 4,691 | 322,642 | SH | DFND | 1 | 108,012 | 214,630 | 0 | |
| RENT A CTR INC NEW | COM | 76009N100 | 6,710 | 777,485 | SH | DFND | 1 | 266,046 | 511,439 | 0 | |
| RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 7,118 | 205,440 | SH | DFND | 1 | 68,776 | 136,664 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 3,197 | 738,323 | SH | DFND | 1 | 247,171 | 491,152 | 0 | |