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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 BBG009S4MT03 7,877,875 47,500 SH   DFND 1,2,3 0 47,500 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG011Y7QJ21 21,234,700 170,000 SH   DFND 1,2,3 0 170,000 0
ARROW ELECTRS INC COM 042735100 BBG000BCD5L1 12,618,850 95,000 SH   DFND 1,2,3 0 95,000 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG002S8JL91 12,916,200 190,000 SH   DFND 1,2,3 0 190,000 0
BLUE OWL CAP CORP III COM SHS 69122G102 BBG01L54DRV0 16,632,186 1,160,655 SH   DFND 1,2,3 0 1,160,655 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 20,681,600 115,000 SH   DFND 1,2,3 0 115,000 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG000BM2JF8 8,827,500 550,000 SH   DFND 1,2,3 0 550,000 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG000BR31S1 30,565,500 1,050,000 SH   DFND 1,2,3 0 1,050,000 0
INGREDION INC COM 457187102 BBG000BXQ1T2 13,055,850 95,000 SH   DFND 1,2,3 0 95,000 0
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBZW1 10,543,000 50,000 SH   DFND 1,2,3 0 50,000 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG000WCFWH2 8,631,000 90,000 SH   DFND 1,2,3 0 90,000 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKZ7 11,735,020 20,500 SH   DFND 1,2,3 0 20,500 0