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
CBRE Group Inc. CL A 12504L109 110,375 1,133,676 SH   DFND 1, 2 0 0 1,133,676
Cleveland-Cliffs Inc. COM 185899101 22,281 1,124,732 SH   DFND 1, 2 0 0 1,124,732
Delta Air Lines COM 247361702 281,884 6,615,432 SH   DFND 1, 2 0 6,615,432 0
Dominion Energy, Inc. COM 25746U109 201,489 2,759,365 SH   DFND 1, 2 0 2,759,365 0
Franklin Resources Inc. COM 354613101 52,236 1,757,619 SH   DFND 1, 2 0 1,757,619 0
PG&E Corporation COM 69331C108 266,509 27,761,331 SH   DFND 1, 2 0 27,761,331 0