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 |
| ADIENT PLC | ORD SHS | G0084W101 | 4,390 | 89,245 | SH | DFND | 1 | 30,045 | 59,200 | 0 | |
| AERCAP HOLDINGS NV | SHS | N00985106 | 7,301 | 134,835 | SH | DFND | 1 | 45,393 | 89,442 | 0 | |
| ALCOA CORP | COM | 013872106 | 8,362 | 178,361 | SH | DFND | 1 | 60,046 | 118,315 | 0 | |
| ANADARKO PETE CORP | COM | 032511107 | 13,263 | 181,067 | SH | DFND | 1 | 60,957 | 120,110 | 0 | |
| APACHE CORP | COM | 037411105 | 15,990 | 342,035 | SH | DFND | 1 | 115,148 | 226,887 | 0 | |
| ASSURED GUARANTY LTD | COM | g0585r106 | 12,695 | 355,278 | SH | DFND | 1 | 119,606 | 235,672 | 0 | |
| BANK AMER CORP | COM | 060505104 | 7,060 | 250,447 | SH | DFND | 1 | 84,314 | 166,133 | 0 | |
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 5,522 | 137,797 | SH | DFND | 1 | 46,390 | 91,407 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 39,162 | 861,844 | SH | DFND | 1 | 290,144 | 571,700 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 10,507 | 157,006 | SH | DFND | 1 | 52,857 | 104,149 | 0 | |
| CONOCOPHILLIPS | COM | 20825c104 | 7,026 | 100,920 | SH | DFND | 1 | 33,975 | 66,945 | 0 | |
| DENBURY RES INC | COM NEW | 247916208 | 15,274 | 3,175,522 | SH | DFND | 1 | 1,069,055 | 2,106,467 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179m103 | 16,557 | 376,623 | SH | DFND | 1 | 126,792 | 249,831 | 0 | |
| DONNELLEY R R & SONS CO | COM | 257867200 | 5,162 | 896,042 | SH | DFND | 1 | 301,657 | 594,385 | 0 | |
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 8,047 | 524,630 | SH | DFND | 1 | 176,619 | 348,011 | 0 | |
| HOUGHTON MIFFLIN HARCOURT CO | COM | 44157R109 | 1,063 | 138,950 | SH | DFND | 1 | 46,769 | 92,181 | 0 | |
| MBIA INC | COM | 55262c100 | 11,498 | 1,271,925 | SH | DFND | 1 | 428,200 | 843,725 | 0 | |
| MURPHY OIL CORP | COM | 626717102 | 6,048 | 179,106 | SH | DFND | 1 | 60,297 | 118,809 | 0 | |
| NABORS INDUSTRIES LTD | SHS | g6359f103 | 6,333 | 987,935 | SH | DFND | 1 | 332,593 | 655,342 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 13,179 | 732,133 | SH | DFND | 1 | 246,476 | 485,657 | 0 | |
| POPULAR INC | COM NEW | 733174700 | 8,710 | 192,663 | SH | DFND | 1 | 64,861 | 127,802 | 0 | |
| RANGE RES CORP | COM | 75281a109 | 5,368 | 320,839 | SH | DFND | 1 | 108,012 | 212,827 | 0 | |
| RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 6,374 | 204,292 | SH | DFND | 1 | 68,776 | 135,516 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 3,891 | 734,196 | SH | DFND | 1 | 247,171 | 487,025 | 0 | |
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 1,135 | 113,005 | SH | DFND | 1 | 38,044 | 74,961 | 0 | |