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 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | 3,821,272 | 40,600 | SH | DFND | 1 | 40,600 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 15,422,147 | 107,900 | SH | DFND | 1 | 107,900 | 0 | 0 | ||
| QXO INC | COM | 82846H405 | 3,975,000 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | ||
| RXO INC | COM | 74982T103 | 3,125,424 | 131,100 | SH | DFND | 1 | 131,100 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 21,361,512 | 158,128 | SH | DFND | 1 | 158,128 | 0 | 0 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 19,011,857 | 696,150 | SH | DFND | 1 | 696,150 | 0 | 0 | ||
| VESTIS CORP | COM | 29430C102 | 2,537,460 | 166,500 | SH | DFND | 1 | 166,500 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 23,359,700 | 2,210,000 | SH | DFND | 1 | 2,210,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 14,096,784 | 77,900 | SH | DFND | 1 | 77,900 | 0 | 0 | ||
| XPO INC | COM | 983793100 | 33,089,145 | 252,300 | SH | DFND | 1 | 252,300 | 0 | 0 | ||