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 | 18,722,215 | 431,885 | SH | DFND | 431,885 | 0 | 0 | ||
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | 49,228,270 | 10,385,711 | SH | DFND | 10,385,711 | 0 | 0 | ||
| ASHLAND INC | COM | 044186104 | 11,794,310 | 179,000 | SH | DFND | 179,000 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 10,622,788 | 139,700 | SH | DFND | 139,700 | 0 | 0 | ||
| AZUL S A | SPONSORED ADS | 05501U601 | 6,496,452 | 721,828 | SH | DFND | 721,828 | 0 | 0 | ||
| BRIDGER AEROSPACE GRP HLDGS | *W EXP 01/24/202 | 96812F110 | 49,000 | 175,000 | PRN | DFND | 175,000 | 0 | 0 | ||
| CBL & ASSOC PPTYS INC | COMMON STOCK | 124830878 | 393,731,048 | 7,416,294 | SH | DFND | 7,416,294 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 42,700,787 | 3,463,162 | SH | DFND | 3,463,162 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | 24,607,500 | 510,000 | SH | DFND | 510,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 20,504,000 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| FIRSTSUN CAP BANCORP | COM | 33767U107 | 74,886,197 | 1,931,052 | SH | DFND | 1,931,052 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 12,690,703 | 484,748 | SH | DFND | 484,748 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | 9,517,500 | 810,000 | SH | DFND | 810,000 | 0 | 0 | ||
| MASTERBRAND INC | COMMON STOCK | 57638P104 | 11,087,712 | 1,077,523 | SH | DFND | 1,077,523 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 36,179,713 | 387,903 | SH | DFND | 387,903 | 0 | 0 | ||
| SEADRILL LTD | COM | G7997W102 | 12,580,067 | 332,630 | SH | DFND | 332,630 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 8,271,600 | 122,000 | SH | DFND | 122,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 33,048,600 | 2,470,000 | SH | DFND | 2,470,000 | 0 | 0 | ||
| TPG INC | COM CL A | 872657101 | 23,689,310 | 584,200 | SH | DFND | 584,200 | 0 | 0 | ||
| UNIFIRST CORP MASS | COM | 904708104 | 19,834,500 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 | 5,796,439 | 2,531,196 | SH | DFND | 2,531,196 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 55,986,000 | 2,100,000 | SH | DFND | 2,100,000 | 0 | 0 | ||