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 73,067 1,164,976 SH   DFND 1, 2 0 0 1,164,976
ChampionX COM 15872M104 21 1,340 SH   DFND 1, 2 0 0 1,340
Cleveland-Cliffs Inc. COM 185899101 19,078 1,310,317 SH   DFND 1, 2 0 0 1,310,317
Delta Air Lines COM 247361702 286,462 7,124,141 SH   DFND 1, 2 0 7,124,141 0
Dominion Energy, Inc. COM 25746U109 365,424 4,859,365 SH   DFND 1, 2 0 4,859,365 0
Ecolab, Inc. COM 278865100 9,528 44,037 SH   DFND 1, 2 0 0 44,037
Franklin Resources Inc. COM 354613101 42,867 1,715,351 SH   DFND 1, 2 0 1,715,351 0
Gannett Co., Inc. CL A 36472T109 15,605 4,644,248 SH   DFND 1, 2 0 4,644,248 0
PG&E Corporation COM 69331C108 377,929 30,331,361 SH   DFND 1, 2 0 30,331,361 0
Viatris COM 92556V106 110,204 5,880,698 SH   DFND 1, 2 0 5,880,698 0