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
AECOM COM 00766T100   10,259,496 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   15,504,162 2,100,835 SH   SOLE   2,100,835 0 0
ALPHABET INC CAP STK CL C 02079K107   4,578,163 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   10,710,420 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   11,306,587 48,830 SH   SOLE   48,830 0 0
APPLIED MATLS INC COM 038222105   23,551,802 99,800 SH   SOLE   99,800 0 0
ARAMARK COM 03852U106   7,981,092 234,600 SH   SOLE   234,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   10,227,300 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   14,808,200 698,500 SH   SOLE   698,500 0 0
AXALTA COATING SYS LTD COM G0750C108   5,692,722 166,600 SH   SOLE   166,600 0 0
BANK AMERICA CORP COM 060505104   14,561,467 366,142 SH   SOLE   366,142 0 0
CENTENE CORP DEL COM 15135B101   14,506,440 218,800 SH   SOLE   218,800 0 0
CORPAY INC COM SHS 219948106   18,592,754 69,790 SH   SOLE   69,790 0 0
CORTEVA INC COM 22052L104   18,431,298 341,700 SH   SOLE   341,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   11,210,640 56,000 SH   SOLE   56,000 0 0
ELEVANCE HEALTH INC COM 036752103   22,812,306 42,100 SH   SOLE   42,100 0 0
FISERV INC COM 337738108   18,713,313 125,559 SH   SOLE   125,559 0 0
GLOBAL PMTS INC COM 37940X102   12,146,294 125,608 SH   SOLE   125,608 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,778,706 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105   11,013,132 272,400 SH   SOLE   272,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   14,362,920 702,000 SH   SOLE   702,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   3,755,240 53,800 SH   SOLE   53,800 0 0
MCKESSON CORP COM 58155Q103   24,062,448 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   24,656,358 48,900 SH   SOLE   48,900 0 0
MICROSOFT CORP COM 594918104   6,567,930 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   6,633,015 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103   8,574,630 296,700 SH   SOLE   296,700 0 0
ORACLE CORP COM 68389X105   19,033,760 134,800 SH   SOLE   134,800 0 0
OVINTIV INC COM 69047Q102   6,421,190 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,732,670 349,000 SH   SOLE   349,000 0 0
ROBERT HALF INC. COM 770323103   9,052,722 141,493 SH   SOLE   141,493 0 0
STAGWELL INC COM CL A 85256A109   6,481,332 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201   11,142,078 625,608 SH   SOLE   625,608 0 0
ULTA BEAUTY INC COM 90384S303   9,685,337 25,100 SH   SOLE   25,100 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   36,186,260 418,000 SH   SOLE   418,000 0 0
VESTIS CORPORATION COM SHS 29430C102   5,825,149 476,300 SH   SOLE   476,300 0 0
VONTIER CORPORATION COM 928881101   17,954,000 470,000 SH   SOLE   470,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   9,737,100 155,000 SH   SOLE   155,000 0 0