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 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | 9,684,000 | 200,000 | SH | DFND | 0 | 200,000 | 0 | |||
| DARLING INGREDIENTS INC | COM | 237266101 | 10,440,000 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 92,222,000 | 2,600,000 | SH | DFND | 1,2 | 0 | 2,600,000 | 0 | ||
| LL FLOORING HOLDINGS INC | COM | 55003T107 | 1,204,600 | 380,000 | SH | DFND | 1,2 | 0 | 380,000 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 27,027,000 | 3,150,000 | SH | DFND | 1,2 | 0 | 3,150,000 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 70,633,000 | 460,000 | SH | DFND | 1,2 | 0 | 460,000 | 0 | ||
| PILGRIMS PRIDE CORP | COM | 72147K108 | 17,807,400 | 780,000 | SH | DFND | 1,2 | 0 | 780,000 | 0 | ||
| SUZANO S A | SPON ADS | 86959K105 | 11,287,500 | 1,050,000 | SH | DFND | 0 | 1,050,000 | 0 | |||
| SYLVAMO CORP | COMMON STOCK | 871332102 | 277,369,229 | 6,312,454 | SH | DFND | 1,2 | 0 | 6,312,454 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 12,622,500 | 250,000 | SH | DFND | 0 | 250,000 | 0 | |||
| WESTROCK CO | COM | 96145D105 | 75,180,000 | 2,100,000 | SH | DFND | 0 | 2,100,000 | 0 | |||