The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
Centennial Resource Dev Inc Cl A 15136A102 14,412 1,307,828 SH   DFND 1 0 1,307,828 0
Enviva Partners LP Com Unit 29414J107 308,715 11,124,865 SH   DFND 1 0 11,124,865 0
Fang Hldgs Ltd ADR 30711Y102 17,600 12,307,691 SH   DFND 1, 2 0 12,307,691 0
Golden Ocean Group Ltd Shs New G39637205 26,349 4,277,447 SH   DFND 1 0 4,277,447 0
Liberty Oilfield Svcs Inc Com Cl A 53115L104 620,598 47,922,643 SH   DFND 1 0 47,922,643 0
Onesmart Intl Ed Group Ltd Sponsored Ads 68276W103 180,626 23,157,142 SH   DFND 1, 2 0 23,157,142 0
Seacor Marine Hldgs Inc Com 78413P101 11,767 1,000,585 SH   DFND 1 0 1,000,585 0
Sequential Brnds Group Inc N Com 81734P107 5,096 6,369,812 SH   DFND 1 0 6,369,812 0
Sirius International Insuran Com G8196D101 2,316 174,170 SH   DFND 3 0 174,170 0
Wesco Aircraft Hldgs Inc Com 950814103 182,465 23,096,882 SH   DFND 1 0 23,096,882 0