ARCO PLATFORM LTD COM CL A G04553106 3990 175000 SH SOLE 175000 0 0 BAUSCH HEALTH COS INC COM 071734107 10494 408798 SH SOLE 408798 0 0 CLEVELAND CLIFFS INC COM 185899101 26381 2083810 SH SOLE 2083810 0 0 CORPORACION AMER ARPTS S A COM L1995B107 15010 1757656 SH SOLE 1757656 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 878 43914 SH SOLE 43914 0 0 DISH NETWORK CORP CL A 25470M109 83050 2322433 SH SOLE 2322433 0 0 ENSCO PLC SHS CLASS A G3157S106 1940 229814 SH SOLE 229814 0 0 FIRST HAWAIIAN INC COM 32051X108 40740 1500000 SH SOLE 1500000 0 0 LILIS ENERGY INC COM NEW 532403201 3674 749726 SH SOLE 749726 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 33525 300000 SH SOLE 300000 0 0 NIO INC SPON ADS 62914V106 6980 1000000 SH SOLE 1000000 0 0 OASIS PETE INC NEW COM 674215108 13626 960936 SH SOLE 960936 0 0 PHILIP MORRIS INTL INC COM 718172109 35765 438617 SH SOLE 438617 0 0 ROSEHILL RES INC CL A 777385105 3050 500000 SH SOLE 500000 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 14873 789849 SH SOLE 789849 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 16565 584304 SH SOLE 584304 0 0 SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 3570 350000 SH SOLE 350000 0 0 SOUTHWESTERN ENERGY CO COM 845467109 24233 4742346 SH SOLE 4742346 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 5093 292388 SH SOLE 292388 0 0 TRANSOCEAN LTD REG SHS H8817H100 3379 242190 SH SOLE 242190 0 0 ULTRA PETROLEUM CORP COM NEW 903914208 501 447165 SH SOLE 447165 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 18278 171703 SH SOLE 171703 0 0 VERITIV CORP COM 923454102 7276 199900 SH SOLE 199900 0 0 ZAYO GROUP HLDGS INC COM 98919V105 34801 1002333 SH SOLE 1002333 0 0