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 |
| BMC STK HLDGS INC | COM | 05591B109 | 5,060 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 7,210 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HC2 HLDGS INC | COM | 404139107 | 60 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 69,570 | 7,150,000 | SH | SOLE | 7,150,000 | 0 | 0 | ||
| MOSAIC ACQUISITION CORP | UNIT 99/99/9999 | G62848117 | 2,030 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 74,925 | 4,050,000 | SH | SOLE | 4,050,000 | 0 | 0 | ||
| VALE S A | ADR | 91912E105 | 31,798 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 4,891 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 33,120 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||