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
ALLY FINL INC COM 02005N100 14,072 690,527 SH   SOLE   690,527 0 0
COMMUNITYONE BANCORP COM 20416Q108 5,060 465,503 SH   SOLE   465,503 0 0
JONES ENERGY INC COM CL A 48019R108 4,790 1,000,000 SH   SOLE   1,000,000 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 5,604 970,919 SH   SOLE   970,919 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 3,891 265,100 SH   SOLE   265,100 0 0
ABENGOA YIELD PLC ORD SHS G00349103 7,490 452,600 SH   SOLE   452,600 0 0