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
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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
AIR LEASE CORP CL A 00912X302   3,774,600 90,000 SH   SOLE   90,000 0 0
AMAZON COM INC COM 023135106   14,434,300 95,000 SH   SOLE   95,000 0 0
AMEDISYS INC COM 023436108   77,195,279 812,069 SH   SOLE   812,069 0 0
AUTOLIV INC COM 052800109   47,057,741 427,060 SH   SOLE   427,060 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   54,692,505 1,166,649 SH   SOLE   1,166,649 0 0
CINEMARK HLDGS INC COM 17243V102   16,555,750 1,175,000 SH   SOLE   1,175,000 0 0
COMPLETE SOLARIA INC COM 20460L104   3,879,731 2,417,278 SH   SOLE   2,417,278 0 0
COMPLETE SOLARIA INC *W EXP 07/31/202 20460L112   11,642 600,105 SH   SOLE   600,105 0 0
ENOVIX CORPORATION COM 293594107   15,024,000 1,200,000 SH   SOLE   1,200,000 0 0
FERGUSON PLC NEW SHS G3421J106   11,584,200 60,000 SH   SOLE   60,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   57,366,850 955,000 SH   SOLE   955,000 0 0
FIRST AMERN FINL CORP COM 31847R102   12,694,680 197,000 SH   SOLE   197,000 0 0
FIRST SOLAR INC COM 336433107   26,358,840 153,000 SH   SOLE   153,000 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106   1,074,500 350,000 SH   SOLE   350,000 0 0
FLEX LTD ORD Y2573F102   66,639,474 2,187,770 SH   SOLE   2,187,770 0 0
FULGENT GENETICS INC COM 359664109   12,280,477 424,783 SH   SOLE   424,783 0 0
GEN DIGITAL INC COM 668771108   102,963,794 4,511,998 SH   SOLE   4,511,998 0 0
GRINDR INC COM 39854F101   1,652,018 188,157 SH   SOLE   188,157 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   45,711,000 150,000 SH   SOLE   150,000 0 0
HCI GROUP INC COM 40416E103   11,896,975 136,121 SH   SOLE   136,121 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107   14,668,247 1,090,576 SH   SOLE   1,090,576 0 0
HUNT J B TRANS SVCS INC COM 445658107   9,987,000 50,000 SH   SOLE   50,000 0 0
IQVIA HLDGS INC COM 46266C105   8,387,525 36,250 SH   SOLE   36,250 0 0
KIRBY CORP COM 497266106   61,823,719 787,764 SH   SOLE   787,764 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   21,143,356 1,542,185 SH   SOLE   1,542,185 0 0
LENSAR INC COM 52634L108   3,916,058 1,115,686 SH   SOLE   1,115,686 0 0
META PLATFORMS INC CL A 30303M102   44,245,000 125,000 SH   SOLE   125,000 0 0
ONEMAIN HLDGS INC COM 68268W103   23,517,600 478,000 SH   SOLE   478,000 0 0
OPORTUN FINL CORP COM 68376D104   2,210,069 565,235 SH   SOLE   565,235 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   96,711,761 2,870,637 SH   SOLE   2,870,637 0 0
OSCAR HEALTH INC CL A 687793109   6,167,713 674,067 SH   SOLE   674,067 0 0
RAMBUS INC DEL COM 750917106   14,332,500 210,000 SH   SOLE   210,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   10,116,000 900,000 SH   SOLE   900,000 0 0
TOAST INC CL A 888787108   13,533,235 741,141 SH   SOLE   741,141 0 0
UBER TECHNOLOGIES INC COM 90353T100   29,245,750 475,000 SH   SOLE   475,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   30,903,789 58,700 SH   SOLE   58,700 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   22,704,745 1,813,478 SH   SOLE   1,813,478 0 0
VESTIS CORPORATION COM SHS 29430C102   21,282,632 1,006,747 SH   SOLE   1,006,747 0 0
YANDEX N V SHS CLASS A N97284108   3,026,888 175,000 SH   SOLE   175,000 0 0