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

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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
ALPHA METALLURGICAL RESOUR I COM 020764106 106,225,484 644,025 SH DFND 1,2,3 0 644,025 0
BLEICHROEDER ACQUISITI CORP USD CL A ORD SHS G1170E104 7,483,434 725,139 SH DFND 1,2,3 0 725,139 0
BLEICHROEDER ACQUISITI CORP *W EXP 12/23/203 G1170E112 1,453,332 666,666 SH DFND 1,2,3 0 666,666 0
CITIZENS INC CL A 174740100 15,199,049 2,647,918 SH DFND 1,2,3 0 2,647,918 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 88,973,685 6,644,786 SH DFND 1,2,3 0 6,644,786 0
GEO GROUP INC COM 36162J106 145,550,830 4,925,578 SH DFND 1,2,3 0 4,925,578 0
GROUPON INC COM NEW 399473206 59,646,785 2,479,085 SH DFND 1,2,3 0 2,479,085 0
JAMES RIV GROUP HOLDINGS INC COM SHS 46990A102 11,473,383 2,607,587 SH DFND 1,2,3 0 2,607,587 0
SABLE OFFSHORE CORP COM SHS 78574H104 43,549,377 14,139,408 SH DFND 1,2,3 0 14,139,408 0