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    <nameOfIssuer>AMBAC FINL GROUP INC</nameOfIssuer>
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    <nameOfIssuer>ASSURED GUARANTY LTD</nameOfIssuer>
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    <nameOfIssuer>BEAZER HOMES USA INC</nameOfIssuer>
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    <cusip>07556Q881</cusip>
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    <nameOfIssuer>GANNETT INC</nameOfIssuer>
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    <nameOfIssuer>HESS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42809H107</cusip>
    <value>10609</value>
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    <nameOfIssuer>HOVNANIAN ENTERPRISES INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>442487203</cusip>
    <value>15600</value>
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    <nameOfIssuer>LOUISIANA PAC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>546347105</cusip>
    <value>17052</value>
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    <nameOfIssuer>M D C HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552676108</cusip>
    <value>4536</value>
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    <nameOfIssuer>MELCO CROWN ENTMT LTD</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>585464100</cusip>
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    <nameOfIssuer>NAVIGATOR HOLDINGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y62132108</cusip>
    <value>2002</value>
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    <nameOfIssuer>PARKERVISION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>3775</value>
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    <nameOfIssuer>POPULAR INC</nameOfIssuer>
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    <nameOfIssuer>SCORPIO BULKERS INC</nameOfIssuer>
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    <cusip>Y7546A106</cusip>
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    <nameOfIssuer>YRC WORLDWIDE INC</nameOfIssuer>
    <titleOfClass>COM PAR $.01</titleOfClass>
    <cusip>984249607</cusip>
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    <nameOfIssuer>ZYNGA INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98986T108</cusip>
    <value>15623</value>
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