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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG000BC4LR0 | 17,004,000 | 60,000 | SH | DFND | 1,2,3 | 0 | 60,000 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 8,178,750 | 62,500 | SH | DFND | 1,2,3 | 0 | 62,500 | 0 | |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 17,503,200 | 195,000 | SH | DFND | 1,2,3 | 0 | 195,000 | 0 | |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG0068KVVG3 | 5,143,500 | 50,000 | SH | DFND | 1,2,3 | 0 | 50,000 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 9,905,600 | 160,000 | SH | DFND | 1,2,3 | 0 | 160,000 | 0 | |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG000DQLWT2 | 14,510,000 | 250,000 | SH | DFND | 1,2,3 | 0 | 250,000 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 16,596,000 | 100,000 | SH | DFND | 1,2,3 | 0 | 100,000 | 0 | |
| DIEBOLD NIXDORF INC | COM SHS | 253651202 | BBG01HVHYBY0 | 8,532,356 | 450,494 | SH | DFND | 1,2,3 | 0 | 450,494 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG000BR31S1 | 21,896,000 | 800,000 | SH | DFND | 1,2,3 | 0 | 800,000 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 9,224,250 | 37,500 | SH | DFND | 1,2,3 | 0 | 37,500 | 0 | |
| HESS CORP | COM | 42809H107 | BBG000BBD2Z5 | 8,415,000 | 55,000 | SH | DFND | 1,2,3 | 0 | 55,000 | 0 | |
| HUMANA INC | COM | 444859102 | BBG000BLKM81 | 14,595,600 | 30,000 | SH | DFND | 1,2,3 | 0 | 30,000 | 0 | |
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 10,824,000 | 110,000 | SH | DFND | 1,2,3 | 0 | 110,000 | 0 | |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | BBG0059KNK59 | 4,989,000 | 100,000 | SH | DFND | 1,2,3 | 0 | 100,000 | 0 | |
| ORACLE CORP | COM | 68389X105 | BBG000BQLY10 | 10,856,800 | 102,500 | SH | DFND | 1,2,3 | 0 | 102,500 | 0 | |