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
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   20,413,218 235,338 SH   SOLE   235,338 0 0
ALLY FINL INC COM 02005N100   17,283,544 647,809 SH   SOLE   647,809 0 0
ALPHABET INC CAP STK CL A 02079K305   58,975,985 450,680 SH   SOLE   450,680 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   46,154,323 514,197 SH   SOLE   514,197 0 0
APPLOVIN CORP COM CL A 03831W108   3,196,800 80,000 SH   SOLE   80,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   38,865,495 168,929 SH   SOLE   168,929 0 0
AXALTA COATING SYS LTD COM G0750C108   28,282,579 1,051,397 SH   SOLE   1,051,397 0 0
BANDWIDTH INC COM CL A 05988J103   901,600 80,000 SH Call SOLE   80,000 0 0
BANDWIDTH INC COM CL A 05988J103   2,981,107 264,517 SH   SOLE   264,517 0 0
BRUNSWICK CORP COM 117043109   69,477,893 879,467 SH   SOLE   879,467 0 0
CAPITAL ONE FINL CORP COM 14040H105   11,354,850 117,000 SH   SOLE   117,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   17,195,285 87,740 SH   SOLE   87,740 0 0
CITIGROUP INC COM NEW 172967424   79,660,584 1,936,800 SH   SOLE   1,936,800 0 0
COMCAST CORP NEW CL A 20030N101   63,882,766 1,440,748 SH   SOLE   1,440,748 0 0
CS DISCO INC COM 126327105   1,802,229 271,420 SH   SOLE   271,420 0 0
DELL TECHNOLOGIES INC CL C 24703L202   77,967,791 1,131,608 SH   SOLE   1,131,608 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   10,077,109 67,550 SH   SOLE   67,550 0 0
ELEVANCE HEALTH INC COM 036752103   26,996,040 62,000 SH   SOLE   62,000 0 0
FEDEX CORP COM 31428X106   24,266,672 91,600 SH   SOLE   91,600 0 0
FIRST AMERN FINL CORP COM 31847R102   53,191,210 941,604 SH   SOLE   941,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   23,235,364 16,836 SH   SOLE   16,836 0 0
GILDAN ACTIVEWEAR INC COM 375916103   12,390,280 442,352 SH   SOLE   442,352 0 0
GLOBAL PMTS INC COM 37940X102   20,712,505 179,500 SH   SOLE   179,500 0 0
GODADDY INC CL A 380237107   16,479,966 221,267 SH   SOLE   221,267 0 0
GOODRX HLDGS INC COM CL A 38246G108   8,192,129 1,455,085 SH   SOLE   1,455,085 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   87,257,123 324,726 SH   SOLE   324,726 0 0
INSPERITY INC COM 45778Q107   40,998,149 420,063 SH   SOLE   420,063 0 0
KKR & CO INC COM 48251W104   38,198,160 620,100 SH   SOLE   620,100 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   4,645,221 271,333 SH   SOLE   271,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   11,956,222 644,193 SH   SOLE   644,193 0 0
META PLATFORMS INC CL A 30303M102   14,171,713 47,206 SH   SOLE   47,206 0 0
SKECHERS U S A INC CL A 830566105   1,889,470 38,600 SH   SOLE   38,600 0 0
TABOOLA.COM LTD ORD SHS M8744T106   2,546,346 671,859 SH   SOLE   671,859 0 0
THE CIGNA GROUP COM 125523100   90,214,177 315,357 SH   SOLE   315,357 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   23,717,250 415,000 SH   SOLE   415,000 0 0
WESTROCK CO COM 96145D105   37,500,930 1,047,512 SH   SOLE   1,047,512 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   11,768,671 169,236 SH   SOLE   169,236 0 0
ZEVIA PBC CL A 98955K104   479,278 215,891 SH   SOLE   215,891 0 0