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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VERMILION ENERGY INC | $43.43B | 3157600 | 22.58% |
| 2 | GRAN TIERRA ENERGY INC | $36.29B | 4045420 | 18.87% |
| 3 | LUMEN TECHNOLOGIES INC | $34.45B | 4957000 | 17.91% |
| 4 | LUMEN TECHNOLOGIES INCCALL | $26.48B | 3810000 | 13.77% |
| 5 | TELESAT CORP | $13.80B | 382650 | 7.18% |
| 6 | GOODYEAR TIRE & RUBR CO | $13.53B | 2040000 | 7.03% |
| 7 | BRANDYWINE RLTY TR | $10.14B | 3740000 | 5.27% |
| 8 | ALGOMA STL GROUP INC | $7.29B | 1765000 | 3.79% |
| 9 | GRAPHIC PACKAGING HLDG CO | $3.58B | 360000 | 1.86% |
| 10 | CLAROS MTG TR INC | $3.33B | 1400000 | 1.73% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.