The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| HORIZON GLOBAL CORP | COM | 44052W104 | 3,043 | 2,473,904 | SH | DFND | 1,2 | 0 | 2,473,904 | 0 | |
| INTERNATIONAL PAPER CO | COM | 460146103 | 44,380 | 1,400,000 | SH | DFND | 1,2 | 0 | 1,400,000 | 0 | |
| LL FLOORING HOLDINGS INC | COM | 55003T107 | 6,999 | 1,010,000 | SH | DFND | 1,2 | 0 | 1,010,000 | 0 | |
| MERCER INTL INC | COM | 588056101 | 2,460 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | |
| PACKAGING CORP AMER | COM | 695156109 | 48,285 | 430,000 | SH | DFND | 1,2 | 0 | 430,000 | 0 | |
| PILGRIMS PRIDE CORP | COM | 72147K108 | 20,718 | 900,000 | SH | DFND | 1,2 | 0 | 900,000 | 0 | |
| SYLVAMO CORP | COMMON STOCK | 871332102 | 213,992 | 6,312,454 | SH | DFND | 1,2 | 0 | 6,312,454 | 0 | |