ARMSTRONG WORLD INDS INC NEW COM 04247X102 103384 890322 SH DFND 1 890322 0 0 AXALTA COATING SYS LTD COM G0750C108 118744 3585275 SH DFND 1 3585275 0 0 BATH & BODY WORKS INC COM 070830104 81941 1174101 SH DFND 1 1174101 0 0 BERRY GLOBAL GROUP INC COM 08579W103 66842 905966 SH DFND 1 905966 0 0 BOYD GAMING CORP COM 103304101 129991 1982484 SH DFND 1 1982484 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 99388 1062634 SH DFND 1 1062634 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 164738 3037198 SH DFND 1 3037198 0 0 CHAMPIONX CORPORATION COM 15872M104 98761 4886728 SH DFND 1 4886728 0 0 CONSENSUS CLOUD SOLUTIONS IN COM 20848V105 56853 982419 SH DFND 1 982419 0 0 CONSTELLATION BRANDS INC CL A 21036P108 104513 416436 SH DFND 1 416436 0 0 DAVITA INC COM 23918K108 182181 1601450 SH DFND 1 1601450 0 0 ELEMENT SOLUTIONS INC COM 28618M106 233862 9631880 SH DFND 1 9631880 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 6493 144096 SH DFND 1 144096 0 0 ENVISTA HOLDINGS CORPORATION NOTE 2.375% 6/0 29415FAB0 119038 53500000 PRN DFND 1 53500000 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 144090 2961154 SH DFND 1 2961154 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 166223 1830044 SH DFND 1 1830044 0 0 IAA INC COM 449253103 85214 1683407 SH DFND 1 1683407 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 91494 607328 SH DFND 1 607328 0 0 ION GEOPHYSICAL CORP COM NEW 462044207 2351 2672096 SH DFND 1 2672096 0 0 ION GEOPHYSICAL CORP NOTE 8.000%12/1 462044AJ7 52338 70479000 PRN DFND 1 70479000 0 0 MERCER INTL INC COM 588056101 41912 3495572 SH DFND 1 3495572 0 0 NUVERRA ENVIRONMENTAL SOLUTI COM PAR 67091K302 20145 6626660 SH DFND 1 6626660 0 0 OTIS WORLDWIDE CORP COM 68902V107 212931 2445510 SH DFND 1 2445510 0 0 S&P GLOBAL INC COM 78409V104 186694 395597 SH DFND 1 395597 0 0 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 234384 5182045 SH DFND 1 5182045 0 0 VICI PPTYS INC COM 925652109 155903 5177785 SH DFND 1 5177785 0 0 VISTA OUTDOOR INC COM 928377100 246218 5344435 SH DFND 1 5344435 0 0 VONTIER CORPORATION COM 928881101 82862 2696438 SH DFND 1 2696438 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 156394 1744498 SH DFND 1 1744498 0 0 XPO LOGISTICS INC COM 983793100 92223 1191047 SH DFND 1 1191047 0 0 ZURN WATER SOLUTIONS CORP COM 98983L108 78497 2156516 SH DFND 1 2156516 0 0