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   27,128,500 350,000 SH Call SOLE   350,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   18,241,048 235,338 SH   SOLE   235,338 0 0
ALLY FINL INC COM 02005N100   17,690,786 506,609 SH   SOLE   506,609 0 0
ALPHABET INC CAP STK CL A 02079K305   55,412,229 396,680 SH   SOLE   396,680 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   46,799,738 502,197 SH   SOLE   502,197 0 0
APPLOVIN CORP COM CL A 03831W108   996,250 25,000 SH   SOLE   25,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   35,304,317 156,929 SH   SOLE   156,929 0 0
AXALTA COATING SYS LTD COM G0750C108   35,715,956 1,051,397 SH   SOLE   1,051,397 0 0
BANDWIDTH INC COM CL A 05988J103   3,827,561 264,517 SH   SOLE   264,517 0 0
BANDWIDTH INC COM CL A 05988J103   1,157,600 80,000 SH Call SOLE   80,000 0 0
BARCLAYS PLC ADR 06738E204   3,152,000 400,000 SH Call SOLE   400,000 0 0
BRUNSWICK CORP COM 117043109   44,937,182 464,467 SH   SOLE   464,467 0 0
CAPITAL ONE FINL CORP COM 14040H105   13,243,120 101,000 SH   SOLE   101,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   27,833,736 117,740 SH   SOLE   117,740 0 0
CITIGROUP INC COM NEW 172967424   63,759,880 1,239,500 SH Call SOLE   1,239,500 0 0
CITIGROUP INC COM NEW 172967424   93,713,392 1,821,800 SH   SOLE   1,821,800 0 0
CNH INDL N V SHS N20944109   22,252,860 1,827,000 SH   SOLE   1,827,000 0 0
COMCAST CORP NEW CL A 20030N101   63,176,800 1,440,748 SH   SOLE   1,440,748 0 0
CS DISCO INC COM 126327105   5,210,998 686,561 SH   SOLE   686,561 0 0
DELL TECHNOLOGIES INC CL C 24703L202   41,356,512 540,608 SH   SOLE   540,608 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   9,839,333 67,550 SH   SOLE   67,550 0 0
ELEVANCE HEALTH INC COM 036752103   29,236,720 62,000 SH   SOLE   62,000 0 0
FEDEX CORP COM 31428X106   23,172,052 91,600 SH   SOLE   91,600 0 0
FIRST AMERN FINL CORP COM 31847R102   39,669,522 615,604 SH   SOLE   615,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   20,342,354 14,336 SH   SOLE   14,336 0 0
GILDAN ACTIVEWEAR INC COM 375916103   18,591,357 562,352 SH   SOLE   562,352 0 0
GLOBAL PMTS INC COM 37940X102   20,891,500 164,500 SH   SOLE   164,500 0 0
GOODRX HLDGS INC COM CL A 38246G108   14,807,570 2,210,085 SH   SOLE   2,210,085 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   93,166,941 305,726 SH   SOLE   305,726 0 0
INSPERITY INC COM 45778Q107   36,931,685 315,063 SH   SOLE   315,063 0 0
KEMPER CORP COM 488401100   24,335,000 500,000 SH   SOLE   500,000 0 0
KKR & CO INC COM 48251W104   39,080,345 471,700 SH   SOLE   471,700 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   12,007,758 644,193 SH   SOLE   644,193 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   4,821,587 271,333 SH   SOLE   271,333 0 0
META PLATFORMS INC CL A 30303M102   14,054,336 39,706 SH   SOLE   39,706 0 0
NATIONAL VISION HLDGS INC COM 63845R107   7,639,450 365,000 SH   SOLE   365,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   12,173,320 1,084,000 SH   SOLE   1,084,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106   5,368,589 1,239,859 SH   SOLE   1,239,859 0 0
THE CIGNA GROUP COM 125523100   92,487,229 308,857 SH   SOLE   308,857 0 0
WESTROCK CO COM 96145D105   41,416,698 997,512 SH   SOLE   997,512 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   13,608,267 169,236 SH   SOLE   169,236 0 0
ZEVIA PBC CL A 98955K104   433,941 215,891 SH   SOLE   215,891 0 0