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 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 114,923 | 1,275,644 | SH | DFND | 1 | 1,275,644 | 0 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 56,679 | 923,112 | SH | DFND | 1 | 923,112 | 0 | 0 | |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 87,201 | 997,151 | SH | DFND | 1 | 997,151 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 158,952 | 3,764,851 | SH | DFND | 1 | 3,764,851 | 0 | 0 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 121,828 | 5,606,459 | SH | DFND | 1 | 5,606,459 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 144,470 | 633,640 | SH | DFND | 1 | 633,640 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 151,184 | 1,402,841 | SH | DFND | 1 | 1,402,841 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 165,413 | 9,043,922 | SH | DFND | 1 | 9,043,922 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 165,559 | 3,901,931 | SH | DFND | 1 | 3,901,931 | 0 | 0 | |
| IAA INC | COM | 449253103 | 127,222 | 2,307,258 | SH | DFND | 1 | 2,307,258 | 0 | 0 | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 84,238 | 603,381 | SH | DFND | 1 | 603,381 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 67,387 | 4,682,885 | SH | DFND | 1 | 4,682,885 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 29,663 | 717,370 | SH | DFND | 1 | 717,370 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 15,241 | 6,626,660 | SH | DFND | 1 | 6,626,660 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 203,296 | 2,969,999 | SH | DFND | 1 | 2,969,999 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 186,730 | 529,175 | SH | DFND | 1 | 529,175 | 0 | 0 | |
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 148,090 | 3,106,565 | SH | DFND | 1 | 3,106,565 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 120,082 | 4,252,196 | SH | DFND | 1 | 4,252,196 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 182,372 | 5,686,684 | SH | DFND | 1 | 5,686,684 | 0 | 0 | |
| VONTIER CORPORATION | COM | 928881101 | 153,701 | 5,077,661 | SH | DFND | 1 | 5,077,661 | 0 | 0 | |
| WABTEC | COM | 929740108 | 103,536 | 1,307,932 | SH | DFND | 1 | 1,307,932 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 52,636 | 3,239,109 | SH | DFND | 1 | 3,239,109 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 106,858 | 1,531,355 | SH | DFND | 1 | 1,531,355 | 0 | 0 | |