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
AECOM COM 00766T100   9,665,856 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   8,350,850 1,177,835 SH   SOLE   1,177,835 0 0
ALPHABET INC CAP STK CL C 02079K107   3,290,976 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   7,694,568 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   7,284,948 48,830 SH   SOLE   48,830 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106   1,389,163 216,044 SH   SOLE   216,044 0 0
APPLIED MATLS INC COM 038222105   16,240,185 117,300 SH   SOLE   117,300 0 0
ARAMARK COM 03852U106   5,295,220 152,600 SH   SOLE   152,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,886,600 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   9,665,180 458,500 SH   SOLE   458,500 0 0
AXALTA COATING SYS LTD COM G0750C108   4,481,540 166,600 SH   SOLE   166,600 0 0
BANK AMERICA CORP COM 060505104   8,655,968 316,142 SH   SOLE   316,142 0 0
CENTENE CORP DEL COM 15135B101   11,626,944 168,800 SH   SOLE   168,800 0 0
CNH INDL N V SHS N20944109   7,558,967 624,708 SH   SOLE   624,708 0 0
CORTEVA INC COM 22052L104   12,979,292 253,700 SH   SOLE   253,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,350,080 41,000 SH   SOLE   41,000 0 0
ELEVANCE HEALTH INC COM 036752103   14,412,402 33,100 SH   SOLE   33,100 0 0
FISERV INC COM 337738108   13,731,305 121,559 SH   SOLE   121,559 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   12,511,660 49,000 SH   SOLE   49,000 0 0
GLOBAL PMTS INC COM 37940X102   4,038,650 35,000 SH   SOLE   35,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,995,260 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105   9,336,580 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   18,859,040 622,000 SH   SOLE   622,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   3,944,616 53,800 SH   SOLE   53,800 0 0
MCKESSON CORP COM 58155Q103   17,915,820 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   19,123,377 63,700 SH   SOLE   63,700 0 0
MICROSOFT CORP COM 594918104   4,639,946 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   4,982,207 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103   10,562,520 296,700 SH   SOLE   296,700 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   3,032,320 184,000 SH   SOLE   184,000 0 0
ORACLE CORP COM 68389X105   12,371,456 116,800 SH   SOLE   116,800 0 0
OVINTIV INC COM 69047Q102   6,517,090 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,946,460 649,000 SH   SOLE   649,000 0 0
ROBERT HALF INC. COM 770323103   9,635,807 131,493 SH   SOLE   131,493 0 0
SPLUNK INC COM 848637104   13,747,500 94,000 SH   SOLE   94,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,553,444 48,600 SH   SOLE   48,600 0 0
STAGWELL INC COM CL A 85256A109   4,457,104 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201   2,497,081 150,608 SH   SOLE   150,608 0 0
ULTA BEAUTY INC COM 90384S303   4,553,730 11,400 SH   SOLE   11,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   25,742,400 692,000 SH   SOLE   692,000 0 0
VONTIER CORPORATION COM 928881101   12,337,080 399,000 SH   SOLE   399,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   7,125,350 155,000 SH   SOLE   155,000 0 0