The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| DARLING INGREDIENTS INC | COM | 237266101 | 12,758,000 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 63,620,000 | 2,000,000 | SH | DFND | 1,2 | 0 | 2,000,000 | 0 | ||
| LL FLOORING HOLDINGS INC | COM | 55003T107 | 1,455,400 | 380,000 | SH | DFND | 1,2 | 0 | 380,000 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 25,420,500 | 3,150,000 | SH | DFND | 1,2 | 0 | 3,150,000 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 51,542,400 | 390,000 | SH | DFND | 1,2 | 0 | 390,000 | 0 | ||
| PILGRIMS PRIDE CORP | COM | 72147K108 | 20,522,950 | 955,000 | SH | DFND | 1,2 | 0 | 955,000 | 0 | ||
| SUZANO S A | SPON ADS | 86959K105 | 13,830,000 | 1,500,000 | SH | DFND | 0 | 1,500,000 | 0 | |||
| SYLVAMO CORP | COMMON STOCK | 871332102 | 255,338,764 | 6,312,454 | SH | DFND | 1,2 | 0 | 6,312,454 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 78,489,000 | 2,700,000 | SH | DFND | 0 | 2,700,000 | 0 | |||