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 |
| ADECOAGRO S A | COM | L00849106 | 5,400 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 3,974 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AMBAC FINL GROUP INC | COM NEW | 023139884 | 1,208 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 2,940 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 67,245 | 1,255,581 | SH | SOLE | 1,255,581 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 5,601 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 5,791 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EASTMAN KODAK CO | *W EXP 09/03/201 | 277461133 | 17 | 114,800 | SH | SOLE | 114,800 | 0 | 0 | ||
| EASTMAN KODAK CO | *W EXP 09/03/201 | 277461141 | 14 | 114,800 | SH | SOLE | 114,800 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 12,332 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | 5,456 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HERBALIFE LTD | NOTE 2.000% 8/1 | 42703MAB9 | 33,979 | 34,000,000 | PRN | SOLE | 34,000,000 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 27,132 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| IRSA INVERSIONES Y REP S A | GLOBL DEP RCPT | 450047204 | 22,709 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 22,405 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 59,272 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 62,132 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 5,565 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| KKR & CO L P DEL | COM UNITS | 48248M102 | 31,512 | 1,550,000 | SH | Call | SOLE | 1,550,000 | 0 | 0 | |
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 7,218 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| NORTHERN OIL & GAS INC NEV | COM | 665531109 | 900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 3,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 20,506 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 6,987 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PRICE T ROWE GROUP INC | COM | 74144T108 | 9,065 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| RED ROCK RESORTS INC | CL A | 75700L108 | 27,792 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 1,774 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 125,615 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 5,999 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||