The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB Number: 3235-0006
Estimated average burden
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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
3-D SYS CORP DEL COM NEW 88554D205 BBG001S7FHX1 3,007,462 1,418,614 SH   SOLE   1,418,614 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 1,698,142 17,750 SH   SOLE   17,750 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 6,405,189 41,420 SH   SOLE   41,420 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,917,752 48,613 SH   SOLE   48,613 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 464,234 2,440 SH   SOLE   2,440 0 0
AMDOCS LTD SHS G02602103 BBG001SBX7P3 2,202,954 24,076 SH   SOLE   24,076 0 0
APPLE INC COM 037833100 BBG001S5N8V8 691,046 3,111 SH   SOLE   3,111 0 0
AVANOS MED INC COM 05350V106 BBG005L86G14 7,077,300 493,880 SH   SOLE   493,880 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 2,054,908 67,774 SH   SOLE   67,774 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 BBG014KG1GY8 9,019,000 622,000 SH   SOLE   622,000 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 25,672,500 750,000 SH   SOLE   750,000 0 0
BIOGEN INC COM 09062X103 BBG001S67826 1,614,165 11,796 SH   SOLE   11,796 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 1,231,950 43,000 SH   SOLE   43,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 2,106,473 34,538 SH   SOLE   34,538 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 BBG001SRHS16 3,259,636 134,418 SH   SOLE   134,418 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 241,592 800 SH   SOLE   800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 1,891,156 24,721 SH   SOLE   24,721 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 1,621,976 43,956 SH   SOLE   43,956 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 1,621,461 29,142 SH   SOLE   29,142 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 203,664 9,287 SH   SOLE   9,287 0 0
CROCS INC COM 227046109 BBG001SDGFR8 2,013,552 18,960 SH   SOLE   18,960 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,227,959 32,885 SH   SOLE   32,885 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 BBG01282ZKG1 692,531 239,630 SH   SOLE   239,630 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 19,386,150 185,000 SH   SOLE   185,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 23,850,901 2,667,886 SH   SOLE   2,667,886 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 1,375,645 80,683 SH   SOLE   80,683 0 0
EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 BBG01GMPK4G5 96,572,693 3,151,696 SH   SOLE   3,151,696 0 0
EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 1,341,440 105,211 SH   SOLE   105,211 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 264,500 2,224 SH   SOLE   2,224 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 5,586,999 25,300 SH   SOLE   25,300 0 0
FRONTDOOR INC COM 35905A109 BBG00H9MNF05 1,556,855 40,522 SH   SOLE   40,522 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 2,421,300 30,000 SH   SOLE   30,000 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 2,915,765 26,022 SH   SOLE   26,022 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 20,580,000 2,000,000 SH   SOLE   2,000,000 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 1,558,733 61,440 SH   SOLE   61,440 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 2,863,027 44,868 SH   SOLE   44,868 0 0
HARLEY DAVIDSON INC COM 412822108 BBG001S5RTY5 1,384,508 54,832 SH   SOLE   54,832 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 BBG00WBPG548 1,991,400 60,000 SH   SOLE   60,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 BBG001SCQ2H9 2,886,185 67,387 SH   SOLE   67,387 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 1,829,358 34,200 SH   SOLE   34,200 0 0
HP INC COM 40434L105 BBG001S6W7N7 1,753,331 63,320 SH   SOLE   63,320 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 2,116,344 34,952 SH   SOLE   34,952 0 0
INDIVIOR PLC ORD G4766E116 BBG003T4KGV1 1,775,201 186,275 SH   SOLE   186,275 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 759,656 3,055 SH   SOLE   3,055 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 16,783,760 95,200 SH   SOLE   95,200 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 680,773 4,105 SH   SOLE   4,105 0 0
KENVUE INC COM 49177J102 BBG01C79X614 20,383,000 850,000 SH   SOLE   850,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 1,799,143 59,124 SH   SOLE   59,124 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 2,463,131 25,237 SH   SOLE   25,237 0 0
LEAR CORP COM NEW 521865204 BBG001T60092 2,023,855 22,941 SH   SOLE   22,941 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 1,951,260 17,000 SH   SOLE   17,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 1,696,405 29,309 SH   SOLE   29,309 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 2,021,760 64,800 SH   SOLE   64,800 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 1,850,540 27,138 SH   SOLE   27,138 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 22,465,000 250,000 SH   SOLE   250,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 320,208 853 SH   SOLE   853 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 2,357,373 38,728 SH   SOLE   38,728 0 0
NETSCOUT SYS INC COM 64115T104 BBG001SD3PL6 1,868,041 88,912 SH   SOLE   88,912 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 2,232,544 12,457 SH   SOLE   12,457 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 2,470,163 58,618 SH   SOLE   58,618 0 0
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 2,089,332 25,200 SH   SOLE   25,200 0 0
OSHKOSH CORP COM 688239201 BBG001S6SX46 1,824,682 19,395 SH   SOLE   19,395 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106 BBG001S96T25 2,964,842 204,613 SH   SOLE   204,613 0 0
PERDOCEO ED CORP COM 71363P106 BBG001S6M491 2,603,688 103,403 SH   SOLE   103,403 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,066,477 81,550 SH   SOLE   81,550 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 7,984,119 50,300 SH   SOLE   50,300 0 0
PREMIER INC CL A 74051N102 BBG001SJLD58 1,681,872 87,234 SH   SOLE   87,234 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 979,915 5,750 SH   SOLE   5,750 0 0
PVH CORPORATION COM 693656100 BBG001S5VGY8 1,263,001 19,539 SH   SOLE   19,539 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 1,931,070 109,100 SH   SOLE   109,100 0 0
SHATTUCK LABS INC COM 82024L103 BBG00V776CR6 1,402,013 1,475,648 SH   SOLE   1,475,648 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 1,305,526 20,200 SH   SOLE   20,200 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 24,114,500 850,000 SH   SOLE   850,000 0 0
SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 2,485,071 20,987 SH   SOLE   20,987 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 15,234,000 600,000 SH   SOLE   600,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 589,597 1,054 SH   SOLE   1,054 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 1,798,404 17,299 SH   SOLE   17,299 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 2,120,990 116,410 SH   SOLE   116,410 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 2,072,850 15,000 SH   SOLE   15,000 0 0
TERADATA CORP DEL COM 88076W103 BBG001SPRJ28 1,879,328 83,600 SH   SOLE   83,600 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 2,229,633 6,777 SH   SOLE   6,777 0 0
THRYV HLDGS INC COM NEW 886029206 BBG00FWL3JY2 952,936 74,390 SH   SOLE   74,390 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,980,895 139,795 SH   SOLE   139,795 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 13,994,250 235,000 SH   SOLE   235,000 0 0
UPBOUND GROUP INC COM 76009N100 BBG001S6BR38 1,844,920 77,000 SH   SOLE   77,000 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 299,362 1,350 SH   SOLE   1,350 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 1,494,340 171,566 SH   SOLE   171,566 0 0
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 1,993,141 60,674 SH   SOLE   60,674 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 1,618,994 153,024 SH   SOLE   153,024 0 0
WEX INC COM 96208T104 BBG001SCJLG6 2,088,366 13,300 SH   SOLE   13,300 0 0
WILEY JOHN & SONS INC CL A 968223206 BBG001S8K9L4 2,551,149 57,252 SH   SOLE   57,252 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TY49 1,205,651 144,736 SH   SOLE   144,736 0 0
YETI HLDGS INC COM 98585X104 BBG00D8JC891 1,959,520 59,200 SH   SOLE   59,200 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 1,617,894 43,052 SH   SOLE   43,052 0 0