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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| DARLING INGREDIENTS INC | COM | 237266101 | 12,518,000 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | ||
| HORIZON GLOBAL CORP | COM | 44052W104 | 961,854 | 2,473,904 | SH | DFND | 0 | 2,473,904 | 0 | |||
| INTERNATIONAL PAPER CO | COM | 460146103 | 71,857,250 | 2,075,000 | SH | DFND | 1,2 | 0 | 2,075,000 | 0 | ||
| LL FLOORING HOLDINGS INC | COM | 55003T107 | 2,135,600 | 380,000 | SH | DFND | 1,2 | 0 | 380,000 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 25,608,000 | 2,200,000 | SH | DFND | 1,2 | 0 | 2,200,000 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 70,350,500 | 550,000 | SH | DFND | 1,2 | 0 | 550,000 | 0 | ||
| PILGRIMS PRIDE CORP | COM | 72147K108 | 24,916,500 | 1,050,000 | SH | DFND | 1,2 | 0 | 1,050,000 | 0 | ||
| SYLVAMO CORP | COMMON STOCK | 871332102 | 306,722,140 | 6,312,454 | SH | DFND | 1,2 | 0 | 6,312,454 | 0 | ||