The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 11,533,972 | 128,900 | SH | DFND | 1 | 128,900 | 0 | 0 | |
| TFI INTL INC | COM | 87241L109 | 45,425,548 | 316,400 | SH | DFND | 1 | 316,400 | 0 | 0 | |
| UNITED NAT FOODS INC | COM | 911163103 | 10,080,465 | 220,724 | SH | DFND | 1 | 220,724 | 0 | 0 | |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 15,996,000 | 600,000 | SH | DFND | 1 | 600,000 | 0 | 0 | |