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   12,020,628 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   15,546,179 2,100,835 SH   SOLE   2,100,835 0 0
ALPHABET INC CAP STK CL C 02079K107   4,173,062 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   9,751,980 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   13,242,696 48,830 SH   SOLE   48,830 0 0
APPLIED MATLS INC COM 038222105   20,164,591 99,800 SH   SOLE   99,800 0 0
ARAMARK COM 03852U106   9,086,058 234,600 SH   SOLE   234,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,332,500 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   18,070,196 698,500 SH   SOLE   698,500 0 0
AXALTA COATING SYS LTD COM G0750C108   7,838,754 216,600 SH   SOLE   216,600 0 0
BANK AMERICA CORP COM 060505104   14,528,515 366,142 SH   SOLE   366,142 0 0
CENTENE CORP DEL COM 15135B101   16,471,264 218,800 SH   SOLE   218,800 0 0
CORPAY INC COM SHS 219948106   21,827,520 69,790 SH   SOLE   69,790 0 0
CORTEVA INC COM 22052L104   20,088,544 341,700 SH   SOLE   341,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,654,400 56,000 SH   SOLE   56,000 0 0
ELEVANCE HEALTH INC COM 036752103   21,892,000 42,100 SH   SOLE   42,100 0 0
FISERV INC COM 337738108   22,556,675 125,559 SH   SOLE   125,559 0 0
GLOBAL PMTS INC COM 37940X102   14,913,171 145,608 SH   SOLE   145,608 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   10,703,784 21,619 SH   SOLE   21,619 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   14,952,600 702,000 SH   SOLE   702,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   3,955,376 53,800 SH   SOLE   53,800 0 0
MCKESSON CORP COM 58155Q103   20,370,104 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   27,992,316 48,900 SH   SOLE   48,900 0 0
MICROSOFT CORP COM 594918104   6,323,259 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   7,478,590 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103   7,945,626 296,700 SH   SOLE   296,700 0 0
ORACLE CORP COM 68389X105   22,969,920 134,800 SH   SOLE   134,800 0 0
OVINTIV INC COM 69047Q102   5,248,470 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   4,694,050 349,000 SH   SOLE   349,000 0 0
ROBERT HALF INC. COM 770323103   9,538,043 141,493 SH   SOLE   141,493 0 0
STAGWELL INC COM CL A 85256A109   6,671,401 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201   9,065,060 625,608 SH   SOLE   625,608 0 0
ULTA BEAUTY INC COM 90384S303   11,568,538 29,730 SH   SOLE   29,730 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   41,586,820 418,000 SH   SOLE   418,000 0 0
VESTIS CORPORATION COM SHS 29430C102   11,045,370 741,300 SH   SOLE   741,300 0 0
VONTIER CORPORATION COM 928881101   15,857,800 470,000 SH   SOLE   470,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   8,303,040 96,000 SH   SOLE   96,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   8,303,040 96,000 SH   SOLE   96,000 0 0