The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
HORIZON GLOBAL CORP COM 44052W104 14,126 2,473,904 SH   DFND   0 2,473,904 0
INTERNATIONAL PAPER CO COM 460146103 35,766 775,000 SH   DFND 1, 2 0 775,000 0
PILGRIMS PRIDE CORP COM 72147K108 21,335 850,000 SH   DFND 1,2 0 850,000 0
SYLVAMO CORP COMMON STOCK 871332102 72,566 2,180,454 SH   DFND 1, 2 0 2,180,454 0
TREEHOUSE FOODS INC COM 89469A104 210 6,500 SH   DFND 1, 2 0 6,500 0
VERSO CORP CL A 92531L207 72,890 2,700,646 SH   DFND 1, 2 0 2,700,646 0