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 90,880 1,148,776 SH   DFND 1, 2 0 0 1,148,776
ChampionX COM 15872M104 29 1,340 SH   DFND 1, 2 0 0 1,340
Cleveland-Cliffs Inc. COM 185899101 24,935 1,239,932 SH   DFND 1, 2 0 0 1,239,932
Delta Air Lines COM 247361702 331,565 6,867,535 SH   DFND 1, 2 0 6,867,535 0
Dominion Energy, Inc. COM 25746U109 369,117 4,859,365 SH   DFND 1, 2 0 4,859,365 0
Ecolab, Inc. COM 278865100 8,341 38,964 SH   DFND 1, 2 0 0 38,964
Franklin Resources Inc. COM 354613101 49,920 1,686,485 SH   DFND 1, 2 0 1,686,485 0
Gannett Co., Inc. CL A 36472T109 23,134 4,300,013 SH   DFND 1, 2 0 4,300,013 0
PG&E Corporation COM 69331C108 347,513 29,676,626 SH   DFND 1, 2 0 29,676,626 0
Viatris COM 92556V106 78,987 5,654,069 SH   DFND 1, 2 0 5,654,069 0