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 | 13,690,000 | 50,000 | SH | DFND | 1,2,3 | 0 | 50,000 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 2,095,350 | 15,000 | SH | DFND | 1,2,3 | 0 | 15,000 | 0 | |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 18,638,000 | 200,000 | SH | DFND | 1,2,3 | 0 | 200,000 | 0 | |
| APPLE INC | COM | 037833100 | BBG000B9Y5X2 | 5,775,900 | 30,000 | SH | DFND | 1,2,3 | 0 | 30,000 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 10,782,400 | 160,000 | SH | DFND | 1,2,3 | 0 | 160,000 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 10,669,375 | 62,500 | SH | DFND | 1,2,3 | 0 | 62,500 | 0 | |
| DIEBOLD NIXDORF INC | COM SHS | 253651202 | BBG01HVHYBY0 | 4,053,000 | 140,000 | SH | DFND | 1,2,3 | 0 | 140,000 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG000BR31S1 | 22,397,500 | 850,000 | SH | DFND | 1,2,3 | 0 | 850,000 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CH10 | 14,080,605 | 36,500 | SH | DFND | 1,2,3 | 0 | 36,500 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 10,827,200 | 40,000 | SH | DFND | 1,2,3 | 0 | 40,000 | 0 | |
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 13,023,600 | 120,000 | SH | DFND | 1,2,3 | 0 | 120,000 | 0 | |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 46431W507 | BBG0059KNK59 | 5,052,000 | 100,000 | SH | DFND | 1,2,3 | 0 | 100,000 | 0 | |
| ORACLE CORP | COM | 68389X105 | BBG000BQLY10 | 6,325,800 | 60,000 | SH | DFND | 1,2,3 | 0 | 60,000 | 0 | |
| PFIZER INC | COM | 717081103 | BBG000BR2F10 | 8,637,000 | 300,000 | SH | DFND | 1,2,3 | 0 | 300,000 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 6,180,200 | 65,000 | SH | DFND | 1,2,3 | 0 | 65,000 | 0 | |