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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
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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
ARROW ELECTRS INC COM 042735100   11,493,945 94,020 SH   SOLE   94,020 0 0
BERRY GLOBAL GROUP INC COM 08579W103   50,402,935 747,929 SH   SOLE   747,929 0 0
CHEMOURS CO COM 163851108   27,472,129 871,025 SH   SOLE   871,025 0 0
DISCOVER FINL SVCS COM 254709108   39,992,707 355,807 SH   SOLE   355,807 0 0
HCI GROUP INC COM 40416E103   1,768,277 20,232 SH   SOLE   20,232 0 0
HUMANA INC COM 444859102   29,137,775 63,646 SH   SOLE   63,646 0 0
KEMPER CORP COM 488401100   4,027,102 82,743 SH   SOLE   82,743 0 0
NET POWER INC COM CL A 64107A105   4,061,170 402,096 SH   SOLE   402,096 0 0
REGIONAL MGMT CORP COM 75902K106   5,943,408 236,978 SH   SOLE   236,978 0 0
SEALED AIR CORP NEW COM 81211K100   3,614,859 98,983 SH   SOLE   98,983 0 0
SIGNET JEWELERS LIMITED SHS G81276100   46,674,189 435,150 SH   SOLE   435,150 0 0
SYNCHRONY FINANCIAL COM 87165B103   13,185,594 345,263 SH   SOLE   345,263 0 0
TD SYNNEX CORPORATION COM 87162W100   48,687,822 452,447 SH   SOLE   452,447 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   32,043,040 424,018 SH   SOLE   424,018 0 0