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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
CBRE Group Inc. CL A 12504L109 60,994 1,298,576 SH   DFND 1, 2 0 0 1,298,576
ChampionX COM 15872M104 12 1,446 SH   DFND 1, 2 0 0 1,446
Cleveland-Cliffs Inc. COM 185899101 8,618 1,342,379 SH   DFND 1, 2 0 0 1,342,379
Delta Air Lines COM 247361702 228,037 7,457,071 SH   DFND 1, 2 0 0 7,457,071
Dominion Energy, Inc. COM 25746U109 387,102 4,904,365 SH   DFND 01, 2 0 4,904,365 0
Ecolab, Inc. COM 278865100 9,529 47,685 SH   DFND 1, 2 0 0 47,685
Franklin Resources Inc. COM 354613101 36,426 1,789,995 SH   DFND 1, 2 0 1,789,995 0
PG&E Corporation COM 69331C108 296,033 31,526,378 SH   DFND 1, 2 0 0 31,526,378