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   12,433,848 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   14,537,778 2,100,835 SH   SOLE   2,100,835 0 0
ALPHABET INC CAP STK CL C 02079K107   4,753,382 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   11,130,840 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   14,492,256 48,830 SH   SOLE   48,830 0 0
APPLIED MATLS INC COM 038222105   16,230,474 99,800 SH   SOLE   99,800 0 0
ARAMARK COM 03852U106   8,752,926 234,600 SH   SOLE   234,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,930,800 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   14,717,395 698,500 SH   SOLE   698,500 0 0
AXALTA COATING SYS LTD COM G0750C108   7,412,052 216,600 SH   SOLE   216,600 0 0
BANK AMERICA CORP COM 060505104   16,091,941 366,142 SH   SOLE   366,142 0 0
CENTENE CORP DEL COM 15135B101   20,107,229 331,912 SH   SOLE   331,912 0 0
CORPAY INC COM SHS 219948106   23,618,332 69,790 SH   SOLE   69,790 0 0
CORTEVA INC COM 22052L104   19,463,232 341,700 SH   SOLE   341,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,174,480 56,000 SH   SOLE   56,000 0 0
ELEVANCE HEALTH INC COM 036752103   23,284,599 63,119 SH   SOLE   63,119 0 0
EXPEDIA GROUP INC COM NEW 30212P303   12,042,508 64,630 SH   SOLE   64,630 0 0
FISERV INC COM 337738108   25,792,330 125,559 SH   SOLE   125,559 0 0
GLOBAL PMTS INC COM 37940X102   16,316,832 145,608 SH   SOLE   145,608 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,379,472 21,619 SH   SOLE   21,619 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   12,397,320 702,000 SH   SOLE   702,000 0 0
LITHIA MTRS INC COM 536797103   11,064,961 30,957 SH   SOLE   30,957 0 0
MCKESSON CORP COM 58155Q103   19,091,985 33,500 SH   SOLE   33,500 0 0
META PLATFORMS INC CL A 30303M102   25,703,889 43,900 SH   SOLE   43,900 0 0
MICROSOFT CORP COM 594918104   6,193,943 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   7,459,364 15,758 SH   SOLE   15,758 0 0
ORACLE CORP COM 68389X105   22,463,072 134,800 SH   SOLE   134,800 0 0
OVINTIV INC COM 69047Q102   5,548,500 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   4,460,220 349,000 SH   SOLE   349,000 0 0
QUIDELORTHO CORP COM 219798105   8,687,250 195,000 SH   SOLE   195,000 0 0
ROBERT HALF INC. COM 770323103   9,969,597 141,493 SH   SOLE   141,493 0 0
STAGWELL INC COM CL A 85256A109   6,253,250 950,342 SH   SOLE   950,342 0 0
ULTA BEAUTY INC COM 90384S303   12,930,469 29,730 SH   SOLE   29,730 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   26,016,690 229,000 SH   SOLE   229,000 0 0
VESTIS CORPORATION COM SHS 29430C102   12,669,012 831,300 SH   SOLE   831,300 0 0
VONTIER CORPORATION COM 928881101   17,140,900 470,000 SH   SOLE   470,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   16,039,680 192,000 SH   SOLE   192,000 0 0