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   5,396,886 58,200 SH   SOLE   58,200 0 0
ALIGHT INC COM CL A 01626W101   9,193,908 1,550,406 SH   SOLE   1,550,406 0 0
ALPHABET INC CAP STK CL C 02079K107   1,965,373 12,580 SH   SOLE   12,580 0 0
ALPHABET INC CAP STK CL A 02079K305   4,564,973 29,520 SH   SOLE   29,520 0 0
AMERICAN EXPRESS CO COM 025816109   6,589,304 24,491 SH   SOLE   24,491 0 0
APPLIED MATLS INC COM 038222105   7,248,744 49,950 SH   SOLE   49,950 0 0
ARAMARK COM 03852U106   4,049,196 117,300 SH   SOLE   117,300 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,313,150 5,000 SH   SOLE   5,000 0 0
AVANTOR INC COM 05352A100   8,092,843 499,250 SH   SOLE   499,250 0 0
AXALTA COATING SYS LTD COM G0750C108   3,592,311 108,300 SH   SOLE   108,300 0 0
BANK AMERICA CORP COM 060505104   7,651,613 183,360 SH   SOLE   183,360 0 0
CENTENE CORP DEL COM 15135B101   10,072,518 165,912 SH   SOLE   165,912 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105   4,444,125 262,500 SH   SOLE   262,500 0 0
CORPAY INC COM SHS 219948106   12,166,841 34,890 SH   SOLE   34,890 0 0
CORTEVA INC COM 22052L104   10,751,591 170,850 SH   SOLE   170,850 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,476,640 28,000 SH   SOLE   28,000 0 0
ELEVANCE HEALTH INC COM 036752103   13,743,431 31,597 SH   SOLE   31,597 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,846,713 40,730 SH   SOLE   40,730 0 0
FISERV INC COM 337738108   13,901,028 62,949 SH   SOLE   62,949 0 0
GLOBAL PMTS INC COM 37940X102   7,128,576 72,800 SH   SOLE   72,800 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   7,739,760 476,000 SH   SOLE   476,000 0 0
MCKESSON CORP COM 58155Q103   11,277,293 16,757 SH   SOLE   16,757 0 0
META PLATFORMS INC CL A 30303M102   12,651,102 21,950 SH   SOLE   21,950 0 0
MICROSOFT CORP COM 594918104   2,765,123 7,366 SH   SOLE   7,366 0 0
MOODYS CORP COM 615369105   3,692,922 7,930 SH   SOLE   7,930 0 0
ORACLE CORP COM 68389X105   9,423,194 67,400 SH   SOLE   67,400 0 0
OVINTIV INC COM 69047Q102   2,931,800 68,500 SH   SOLE   68,500 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   1,757,215 174,500 SH   SOLE   174,500 0 0
QUIDELORTHO CORP COM 219798105   6,032,325 172,500 SH   SOLE   172,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   2,290,000 100,000 SH   SOLE   100,000 0 0
ROBERT HALF INC. COM 770323103   3,867,650 70,901 SH   SOLE   70,901 0 0
STAGWELL INC COM CL A 85256A109   2,881,343 476,255 SH   SOLE   476,255 0 0
ULTA BEAUTY INC COM 90384S303   5,424,792 14,800 SH   SOLE   14,800 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,349,900 129,500 SH   SOLE   129,500 0 0
VESTIS CORPORATION COM SHS 29430C102   10,845,975 1,095,553 SH   SOLE   1,095,553 0 0
VONTIER CORPORATION COM 928881101   8,803,800 268,000 SH   SOLE   268,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   7,375,680 96,000 SH   SOLE   96,000 0 0