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 |
| FIRST AMERN FINL CORP | COM | 31847R102 | 46,298,250 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 8,956,265 | 2,163,349 | SH | SOLE | 2,163,349 | 0 | 0 | ||
| OPTIMUM COMMUNICATIONS INC | CL A | 02156K103 | 1,452,529 | 1,001,744 | SH | SOLE | 1,001,744 | 0 | 0 | ||
| PENN ENTERTAINMENT INC | COM | 707569109 | 115,313,882 | 5,398,590 | SH | SOLE | 5,398,590 | 0 | 0 | ||
| UGI CORP NEW | CONV NOTE | 902681AB1 | 24,793,701 | 18,380,000 | PRN | SOLE | 18,380,000 | 0 | 0 | ||