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 7,958 116,400 SH   SOLE   116,400 0 0
AERCAP HOLDINGS NV SHS N00985106 5,321 125,700 SH   SOLE   125,700 0 0
ALPHABET INC CAP STK CL C 02079K107 2,400 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305 5,624 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109 6,588 48,830 SH   SOLE   48,830 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106 1,752 216,044 SH   SOLE   216,044 0 0
APPLIED MATLS INC COM 038222105 7,152 87,300 SH   SOLE   87,300 0 0
ARAMARK COM 03852U106 5,978 191,600 SH   SOLE   191,600 0 0
AXALTA COATING SYS LTD COM G0750C108 3,509 166,600 SH   SOLE   166,600 0 0
BK OF AMERICA CORP COM 060505104 6,588 218,142 SH   SOLE   218,142 0 0
CENTENE CORP DEL COM 15135B101 12,823 164,800 SH   SOLE   164,800 0 0
CNH INDL N V SHS N20944109 6,978 624,708 SH   SOLE   624,708 0 0
CORTEVA INC COM 22052L104 14,499 253,700 SH   SOLE   253,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,939 41,000 SH   SOLE   41,000 0 0
ELEVANCE HEALTH INC COM 036752103 15,035 33,100 SH   SOLE   33,100 0 0
FEDEX CORP COM 31428X106 5,063 34,100 SH   SOLE   34,100 0 0
FISERV INC COM 337738108 11,374 121,559 SH   SOLE   121,559 0 0
GLOBAL PMTS INC COM 37940X102 11,886 110,000 SH   SOLE   110,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,335 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,545 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 9,828 622,000 SH   SOLE   622,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 7,903 61,300 SH   SOLE   61,300 0 0
MANPOWERGROUP INC WIS COM 56418H100 5,356 82,800 SH   SOLE   82,800 0 0
MCKESSON CORP COM 58155Q103 14,003 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102 7,286 53,700 SH   SOLE   53,700 0 0
MICROSOFT CORP COM 594918104 3,422 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105 3,831 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103 14,340 296,700 SH   SOLE   296,700 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 8,822 318,242 SH   SOLE   318,242 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,534 135,000 SH   SOLE   135,000 0 0
ORACLE CORP COM 68389X105 7,133 116,800 SH   SOLE   116,800 0 0
OVINTIV INC COM 69047Q102 5,106 111,000 SH   SOLE   111,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 5,198 649,000 SH   SOLE   649,000 0 0
ROBERT HALF INTL INC COM 770323103 10,059 131,493 SH   SOLE   131,493 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,124 142,500 SH   SOLE   142,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,424 113,600 SH   SOLE   113,600 0 0
STAGWELL INC COM CL A 85256A109 6,605 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201 3,325 150,608 SH   SOLE   150,608 0 0
ULTA BEAUTY INC COM 90384S303 4,574 11,400 SH   SOLE   11,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 6,435 662,000 SH   SOLE   662,000 0 0
VONTIER CORPORATION COM 928881101 5,915 354,000 SH   SOLE   354,000 0 0
WYNN RESORTS LTD COM 983134107 296 4,700 SH   SOLE   4,700 0 0