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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AECOM COM 00766T100 10,009 129,400 SH   SOLE   129,400 0 0
AERCAP HOLDINGS NV SHS N00985106 8,223 125,700 SH   SOLE   125,700 0 0
APPLIED MATLS INC COM 038222105 12,479 79,300 SH   SOLE   79,300 0 0
ANTHEM INC COM 036752103 14,416 31,100 SH   SOLE   31,100 0 0
ARAMARK COM 03852U106 6,545 177,600 SH   SOLE   177,600 0 0
AMERICAN EXPRESS CO COM 025816109 7,334 44,830 SH   SOLE   44,830 0 0
AXALTA COATING SYS LTD COM G0750C108 5,346 161,400 SH   SOLE   161,400 0 0
BK OF AMERICA CORP COM 060505104 9,705 218,142 SH   SOLE   218,142 0 0
BELDEN INC COM 077454106 3,929 59,777 SH   SOLE   59,777 0 0
BAUSCH HEALTH COS INC COM 071734107 5,666 205,200 SH   SOLE   205,200 0 0
CENTENE CORP DEL COM 15135B101 12,591 152,800 SH   SOLE   152,800 0 0
CNH INDL N V SHS N20944109 9,729 500,708 SH   SOLE   500,708 0 0
CORTEVA INC COM 22052L104 11,144 235,700 SH   SOLE   235,700 0 0
META PLATFORMS INC CL A 30303M102 7,635 22,700 SH   SOLE   22,700 0 0
FEDEX CORP COM 31428X106 7,526 29,100 SH   SOLE   29,100 0 0
FISERV INC COM 337738108 9,088 87,559 SH   SOLE   87,559 0 0
ALPHABET INC CAP STK CL C 02079K107 3,611 1,248 SH   SOLE   1,248 0 0
ALPHABET INC CAP STK CL A 02079K305 5,620 1,940 SH   SOLE   1,940 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,505 19,619 SH   SOLE   19,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105 11,068 212,400 SH   SOLE   212,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 10,003 346,000 SH   SOLE   346,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 7,086 72,800 SH   SOLE   72,800 0 0
MCKESSON CORP COM 58155Q103 9,495 38,200 SH   SOLE   38,200 0 0
MOODYS CORP COM 615369105 6,155 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103 10,086 256,700 SH   SOLE   256,700 0 0
MICROSOFT CORP COM 594918104 4,942 14,695 SH   SOLE   14,695 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,704 226,800 SH   SOLE   226,800 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 10,608 517,200 SH   SOLE   517,200 0 0
ORACLE CORP COM 68389X105 8,442 96,800 SH   SOLE   96,800 0 0
PLANTRONICS INC NEW COM 727493108 7,729 263,414 SH   SOLE   263,414 0 0
ROBERT HALF INTL INC COM 770323103 10,092 90,493 SH   SOLE   90,493 0 0
REALOGY HLDGS CORP COM 75605Y106 5,918 352,044 SH   SOLE   352,044 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 6,140 142,500 SH   SOLE   142,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,116 74,600 SH   SOLE   74,600 0 0
STAGWELL INC COM CL A 85256A109 9,106 1,050,342 SH   SOLE   1,050,342 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 3,371 96,420 SH   SOLE   96,420 0 0
TRIPADVISOR INC COM 896945201 6,341 232,608 SH   SOLE   232,608 0 0
ULTA BEAUTY INC COM 90384S303 4,288 10,400 SH   SOLE   10,400 0 0
VONTIER CORPORATION COM 928881101 6,668 217,000 SH   SOLE   217,000 0 0
WW INTL INC COM 98262P101 5,420 336,000 SH   SOLE   336,000 0 0
WYNN RESORTS LTD COM 983134107 4,592 54,000 SH   SOLE   54,000 0 0