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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
DARLING INGREDIENTS INC COM 237266101 9,093 457,163 SH   DFND   457,163 0 0
EDISON INTL COM 281020107 15,098 223,976 SH   DFND   223,976 0 0
INSTRUCTURE INC COM 45781U103 19,160 450,834 SH   DFND   450,834 0 0
ORION ENGINEERED CARBONS S A COM L72967109 27,952 1,305,544 SH   DFND   1,305,544 0 0
TPI COMPOSITES INC COM 87266J104 20,327 822,278 SH   DFND   822,278 0 0