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
ALLY FINL INC COM 02005N100   11,408,292 316,809 SH   SOLE   316,809 0 0
ALPHABET INC CAP STK CL A 02079K305   41,017,524 216,680 SH   SOLE   216,680 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   19,025,937 115,197 SH   SOLE   115,197 0 0
ARROW ELECTRS INC COM 042735100   22,551,603 199,360 SH   SOLE   199,360 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   31,260,706 128,629 SH   SOLE   128,629 0 0
AXALTA COATING SYS LTD COM G0750C108   28,330,635 827,897 SH   SOLE   827,897 0 0
BANDWIDTH INC COM CL A 05988J103   3,075,871 180,721 SH   SOLE   180,721 0 0
BARCLAYS PLC ADR 06738E204   5,316,000 400,000 SH Call SOLE   400,000 0 0
BRUNSWICK CORP COM 117043109   44,012,606 680,467 SH   SOLE   680,467 0 0
CAPITAL ONE FINL CORP COM 14040H105   7,489,440 42,000 SH   SOLE   42,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   20,627,204 111,740 SH   SOLE   111,740 0 0
CITIGROUP INC COM NEW 172967424   40,263,080 572,000 SH Call SOLE   572,000 0 0
CITIGROUP INC COM NEW 172967424   59,585,135 846,500 SH   SOLE   846,500 0 0
COMCAST CORP NEW CL A 20030N101   41,686,372 1,110,748 SH   SOLE   1,110,748 0 0
CROWN CASTLE INC COM 22822V101   2,813,560 31,000 SH   SOLE   31,000 0 0
CS DISCO INC COM 126327105   5,072,490 1,016,531 SH   SOLE   1,016,531 0 0
ELEVANCE HEALTH INC COM 036752103   65,903,985 178,650 SH   SOLE   178,650 0 0
ETF OPPORTUNITIES TRUST T REX 2X LONG MS 26923N462   1,337,600 176,000 SH Put SOLE   176,000 0 0
FEDEX CORP COM 31428X106   13,596,679 48,330 SH   SOLE   48,330 0 0
FIRST AMERN FINL CORP COM 31847R102   43,558,394 697,604 SH   SOLE   697,604 0 0
GILDAN ACTIVEWEAR INC COM 375916103   10,870,479 231,041 SH   SOLE   231,041 0 0
GLOBAL PMTS INC COM 37940X102   27,376,258 244,300 SH   SOLE   244,300 0 0
GOODRX HLDGS INC COM CL A 38246G108   22,718,724 4,885,747 SH   SOLE   4,885,747 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,700,000 300,000 SH Call SOLE   300,000 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207   1,034,189 24,700 SH   SOLE   24,700 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   9,141,470 123,500 SH   SOLE   123,500 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   59,945,414 142,226 SH   SOLE   142,226 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   27,201,918 512,760 SH   SOLE   512,760 0 0
JD.COM INC SPON ADS CL A 47215P106   6,547,430 188,850 SH   SOLE   188,850 0 0
KEMPER CORP COM 488401100   62,326,700 938,090 SH   SOLE   938,090 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   7,007,511 549,178 SH   SOLE   549,178 0 0
MERCURY GENL CORP NEW COM 589400100   11,747,016 176,700 SH   SOLE   176,700 0 0
META PLATFORMS INC CL A 30303M102   6,715,800 11,470 SH   SOLE   11,470 0 0
NICE LTD SPONSORED ADR 653656108   11,888,800 70,000 SH   SOLE   70,000 0 0
ROOT INC CL A NEW 77664L207   6,837,978 94,200 SH   SOLE   94,200 0 0
SEADRILL 2021 LTD COM G7997W102   19,581,790 503,000 SH   SOLE   503,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   48,103,160 596,000 SH   SOLE   596,000 0 0
SLEEP NUMBER CORP COM 83125X103   10,515,600 690,000 SH   SOLE   690,000 0 0
SMURFIT WESTROCK PLC SHS G8267P108   62,493,596 1,160,297 SH   SOLE   1,160,297 0 0
SOTERA HEALTH CO COM 83601L102   36,221,070 2,647,739 SH   SOLE   2,647,739 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   49,101,954 647,954 SH   SOLE   647,954 0 0
TABOOLA.COM LTD ORD SHS M8744T106   5,279,875 1,446,541 SH   SOLE   1,446,541 0 0
TELADOC HEALTH INC COM 87918A105   2,045,250 225,000 SH   SOLE   225,000 0 0
THE CIGNA GROUP COM 125523100   98,059,247 355,107 SH   SOLE   355,107 0 0
TRINSEO PLC SHS G9059U107   1,434,523 281,279 SH   SOLE   281,279 0 0