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
Expires: July 31, 2015
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
AFFIRM HLDGS INC NOTE 11/1 00827BAB2 1,036,838 1,074,000 PRN SOLE 1,074,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 23,556,062 514,100 SH SOLE 514,100 0 0
ALLY FINL INC COM 02005N100 81,724,681 2,083,219 SH SOLE 2,083,219 0 0
BEACON FINANCIAL CORP COM 084680107 11,435,520 381,184 SH SOLE 381,184 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 566,889 636,954 SH SOLE 636,954 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 26,707,091 187,840 SH SOLE 187,840 0 0
CINEMARK HLDGS INC COM 17243V102 7,402,737 259,563 SH SOLE 259,563 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 16,262,450 215,568 SH SOLE 215,568 0 0
DIVERSIFIED ENERGY CO COMMON STOCK 25520W107 296,637 17,009 SH SOLE 17,009 0 0
ENACT HLDGS INC COM 29249E109 53,000,682 1,298,718 SH SOLE 1,298,718 0 0
EXPAND ENERGY CORPORATION COM 165167735 221,627,492 2,019,894 SH SOLE 2,019,894 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 5,605,504 1,158,162 SH SOLE 1,158,162 0 0
KILROY REALTY CORP COM 49427F108 2,241,256 79,449 SH SOLE 79,449 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206 5,120,654 1,678,903 SH SOLE 1,678,903 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106 6,253,730 143,500 SH SOLE 143,500 0 0
NRG ENERGY INC COM NEW 629377508 83,736,028 572,985 SH SOLE 572,985 0 0
OCEANFIRST FINL CORP COM 675234108 4,970,020 275,500 SH SOLE 275,500 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 938,129 692,346 SH SOLE 692,346 0 0
STEALTHGAS INC SHS Y81669106 43,512,300 4,739,902 SH SOLE 4,739,902 0 0
TALEN ENERGY CORP COM 87422Q109 82,049,772 257,024 SH SOLE 257,024 0 0
TRAEGER INC COMMON STOCK 89269P202 1,100,840 37,960 SH SOLE 37,960 0 0
VALARIS LTD CL A G9460G101 64,510 658 SH SOLE 658 0 0
VISTRA CORP COM 92840M102 94,611,538 629,359 SH SOLE 629,359 0 0
WESBANCO INC COM 950810101 31,354,549 909,091 SH SOLE 909,091 0 0
EPR PPTYS PFD C CV 5.75% 26884U208 22,610 1,000 SH SOLE 1,000 0 0