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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
BANK OF AMERICA CORP COM 060505104 2,400 58,223 SH   SOLE   58,223 0 0
BEAZER HOMES USA, INC COM 07556Q881 2,277 118,067 SH   SOLE   118,067 0 0
CEDAR FAIR, L.P. COM 150185106 2,357 52,578 SH   SOLE   52,578 0 0
CONSTELLIUM SE COM F21107101 3,098 163,458 SH   SOLE   163,458 0 0
CROWN HOLDINGS, INC. COM 228368106 4,386 42,776 SH   SOLE   42,776 0 0
EAGLE POINT CREDIT CO., INC COM 269808101 25 1,905 SH   SOLE   1,905 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 4,480 132,623 SH   SOLE   132,623 0 0
GFL ENVIRONMENTAL INC COM 36168Q104 2,328 72,958 SH   SOLE   72,958 0 0
HCA INC COM 40412C101 2,692 13,028 SH   SOLE   13,028 0 0
HEXION INC COM 42830K103 1,381 76,742 SH   SOLE   76,742 0 0
ISHARES IBOXX HIGH YIELD COR ETF 464288513 24,783 281,562 SH   SOLE   281,562 0 0
LAS VEGAS SANDS CORP COM 517834107 2,354 44,685 SH   SOLE   44,685 0 0
SIX FLAGS THEME PARKS, INC. COM 83001A102 1,702 39,347 SH   SOLE   39,347 0 0
SPDR BLACKSTONE / GSO SENIOR LOAN ETF ETF 78467V608 29,000 626,270 SH   SOLE   626,270 0 0
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF ETF 78468R622 17,642 160,453 SH   SOLE   160,453 0 0
TNT CRANE & RIGGING INC COM 0LX190659 244 16,281 SH   SOLE   16,281 0 0
WELLS FARGO BANK, N.A. COM 949746101 1,842 40,688 SH   SOLE   40,688 0 0
XYLEM INC COM 98419M100 4,381 36,523 SH   SOLE   36,523 0 0