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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 16,083 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| ANADARKO PETE CORP | COM | 032511107 | 19,780 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 29,064 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
| BON-TON STORES INC | COM | 09776J101 | 4,605 | 280,649 | SH | SOLE | 280,649 | 0 | 0 | |||
| BOYD GAMING CORP | COM | 103304101 | 11,310 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| CALPINE CORP | COM NEW | 131347304 | 13,163 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| CF INDS HLDGS INC | COM | 125269100 | 93,280 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| COLE REAL ESTATE INVTS INC | COM | 19329V105 | 27,880 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| DARLING INTL INC | COM | 237266101 | 12,093 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | |||
| DRYSHIPS INC. | NOTE 5.000%12/0 | 262498AB4 | 22,871 | 22,885,000 | SH | SOLE | 22,885,000 | 0 | 0 | |||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V118 | 2,394 | 76,910 | SH | SOLE | 76,910 | 0 | 0 | |||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V126 | 1,775 | 76,910 | SH | SOLE | 76,910 | 0 | 0 | |||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 21,098 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| HESS CORP | COM | 42809H107 | 25,770 | 310,253 | SH | SOLE | 310,253 | 0 | 0 | |||
| ISHARES | MSCI BRZ CAP ETF | 464286400 | 4,893 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| ISHARES | MSCI EMG MKT ETF | 464287234 | 15,385 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | |||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 5,468 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP | DEB 3.750% 2/1 | 530715AL5 | 24,093 | 36,784,251 | SH | SOLE | 36,784,251 | 0 | 0 | |||
| LIBERTY MEDIA CORP | DEB 4.000%11/1 | 530715AG6 | 8,271 | 12,148,834 | SH | SOLE | 12,148,834 | 0 | 0 | |||
| MACYS INC | COM | 55616P104 | 17,352 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 19,643 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 11,674 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
| NOBLE CORP | COM | H5833N103 | 14,848 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| NRG ENERGY INC | COM NEW | 629377508 | 9,738 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | |||
| PINNACLE ENTMT INC | COM | 723456109 | 29,429 | 1,131,897 | SH | SOLE | 1,131,897 | 0 | 0 | |||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 10,558 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| SUNCOKE ENERGY INC | COM | 86722A103 | 12,485 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| TERADATA CORP DEL | COM | 88076W103 | 8,003 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| TRONOX LTD | SHS CL A | Q9235V101 | 9,314 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| UNITED STATES CELLULAR CORP | COM | 911684108 | 3,119 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||