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 1,054,308 1,074,000 PRN SOLE 1,074,000 0 0
AZUL S A SPONSORED ADS 05501U601 1,024,042 113,909 SH SOLE 113,909 0 0
AFFIRM HLDGS INC COM CL A 00827B106 41,924,855 514,100 SH SOLE 514,100 0 0
ALLY FINL INC COM 02005N100 95,723,913 2,083,219 SH SOLE 2,083,219 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 226,818 47,852 SH SOLE 47,852 0 0
BEACON FINANCIAL CORP. COM 084680107 11,607,053 381,184 SH SOLE 381,184 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 21,470,112 187,840 SH SOLE 187,840 0 0
CINEMARK HLDGS INC COM 17243V102 2,058,991 64,891 SH SOLE 64,891 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 18,327,592 215,568 SH SOLE 215,568 0 0
DIVERSIFIED ENERGY CO COMMON STOCK 25520W107 235,745 17,009 SH SOLE 17,009 0 0
ENACT HLDGS INC COM 29249E109 59,364,400 1,298,718 SH SOLE 1,298,718 0 0
EXPAND ENERGY CORPORATION COM 165167735 184,097,386 2,019,894 SH SOLE 2,019,894 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 6,103,514 1,158,162 SH SOLE 1,158,162 0 0
KILROY REALTY CORP COM 49427F108 2,976,954 79,449 SH SOLE 79,449 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206 6,379,831 1,678,903 SH SOLE 1,678,903 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106 6,229,336 143,500 SH SOLE 143,500 0 0
NRG ENERGY INC COM NEW 629377508 104,045,111 712,345 SH SOLE 712,345 0 0
OCEANFIRST FINL CORP COM 675234108 10,537,255 539,542 SH SOLE 539,542 0 0
SKINHEALTH SYSTEMS INC COM CL A 88331L108 441,091 636,954 SH SOLE 636,954 0 0
STEALTHGAS INC SHS Y81669106 36,445,734 4,613,384 SH SOLE 4,613,384 0 0
TALEN ENERGY CORP COM 87422Q109 30,661,258 79,793 SH SOLE 79,793 0 0
TRAEGER INC COM NEW 89269P202 2,992,387 37,960 SH SOLE 37,960 0 0
VALARIS LTD CL A G9460G101 47,771 658 SH SOLE 658 0 0
VISTRA CORP COM 92840M102 93,072,028 586,724 SH SOLE 586,724 0 0
WESBANCO INC COM 950810101 35,481,822 909,091 SH SOLE 909,091 0 0
EPR PPTYS PFD C CV 5.75% 26884U208 25,620 1,000 SH SOLE 1,000 0 0