ALPHABET INC CAP STK CL C 02079K107 341157 1087181 SH SOLE 1087181 0 0 AMAZON COM INC COM 023135106 489659 2121391 SH SOLE 2121391 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 44697 3475685 SH SOLE 3475685 0 0 CRH PLC ORD G25508105 133905 1072957 SH SOLE 1072957 0 0 DOLLAR GEN CORP NEW COM 256677105 273881 2062821 SH SOLE 2062821 0 0 EAGLE MATLS INC COM 26969P108 244967 1185248 SH SOLE 1185248 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 444954 1269302 SH SOLE 1269302 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 253138 1137035 SH SOLE 1137035 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 299323 4503801 SH SOLE 4503801 0 0 FISERV INC COM 337738108 147774 2200000 SH SOLE 2200000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 106264 3044818 SH SOLE 3044818 0 0 GENUINE PARTS CO COM 372460105 182729 1486088 SH SOLE 1486088 0 0 GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 106620 4855180 SH SOLE 4855180 0 0 HERBALIFE LTD COM SHS G4412G101 119359 9259844 SH SOLE 9259844 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 23176 2080456 SH SOLE 2080456 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 230568 20884781 SH SOLE 20884781 0 0 MOLINA HEALTHCARE INC COM 60855R100 108463 625000 SH SOLE 625000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 551325 8080112 SH SOLE 8080112 0 0 TAMBORAN RES CORP COM 87507T101 7004 257226 SH SOLE 257226 0 0 UNION PAC CORP COM 907818108 376416 1627254 SH SOLE 1627254 0 0 WESCO INTL INC COM 95082P105 347103 1418831 SH SOLE 1418831 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 446108 1357601 SH SOLE 1357601 0 0