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 |
| AMCOR PLC | COM NEW | G0250X149 | 17,167,429 | 431,885 | SH | DFND | 431,885 | 0 | 0 | ||
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | 46,669,478 | 11,523,328 | SH | DFND | 11,523,328 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 17,967,550 | 305,000 | SH | DFND | 305,000 | 0 | 0 | ||
| BRIDGER AEROSPACE GRP HLDGS | *W EXP 01/24/202 | 96812F110 | 68,250 | 175,000 | PRN | DFND | 175,000 | 0 | 0 | ||
| CBL & ASSOC PPTYS INC | COMMON STOCK | 124830878 | 325,359,678 | 8,466,294 | SH | DFND | 8,466,294 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 25,584,079 | 3,499,874 | SH | DFND | 3,499,874 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 56,266,897 | 275,994 | SH | DFND | 275,994 | 0 | 0 | ||
| FIRST FNDTN INC | COM | 32026V104 | 48,099,113 | 8,152,392 | SH | DFND | 8,152,392 | 0 | 0 | ||
| FLUSHING FINL CORP | COM | 343873105 | 1,400,141 | 91,155 | SH | DFND | 91,155 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 7,551,378 | 398,700 | SH | DFND | 398,700 | 0 | 0 | ||
| KENVUE INC | COM | 49177J102 | 12,930,000 | 750,000 | SH | DFND | 750,000 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | 7,703,100 | 810,000 | SH | DFND | 810,000 | 0 | 0 | ||
| MASTERBRAND INC | COMMON STOCK | 57638P104 | 14,059,697 | 1,691,901 | SH | DFND | 1,691,901 | 0 | 0 | ||
| OCEANFIRST FINL CORP | COM | 675234108 | 11,062,669 | 613,230 | SH | DFND | 613,230 | 0 | 0 | ||
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | 16,387,500 | 187,500 | SH | DFND | 187,500 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 48,140,865 | 621,975 | SH | DFND | 621,975 | 0 | 0 | ||
| SEADRILL LTD | COM | G7997W102 | 57,410,945 | 1,261,779 | SH | DFND | 1,261,779 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 33,493,200 | 2,470,000 | SH | DFND | 2,470,000 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 24,714,000 | 900,000 | SH | DFND | 900,000 | 0 | 0 | ||