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 97,404 1,136,173 SH   DFND 1, 2 0 0 1,136,173
Cleveland-Cliffs Inc. COM 185899101 25,461 1,180,942 SH   DFND 1, 2 0 0 1,180,942
Delta Air Lines COM 247361702 290,513 6,715,509 SH   DFND 1, 2 0 6,715,509 0
Dominion Energy, Inc. COM 25746U109 313,361 4,259,365 SH   DFND 1, 2 0 4,259,365 0
Franklin Resources Inc. COM 354613101 54,427 1,701,380 SH   DFND 1, 2 0 1,701,380 0
PG&E Corporation COM 69331C108 294,113 28,919,705 SH   DFND 1, 2 0 28,919,705 0
Viatris COM 92556V106 75,741 5,300,307 SH   DFND 1, 2 0 5,300,307 0