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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 15,015,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 8,065,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 7,413,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| GERDAU S A | SPON ADR REP PFD | 373737105 | 6,115,660 | 2,094,404 | SH | SOLE | 2,094,404 | 0 | 0 | ||
| ORION PROPERTIES INC | COM | 68629Y103 | 6,302,529 | 2,958,934 | SH | SOLE | 2,958,934 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 6,602,800 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||