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
AIR PRODS & CHEMS INC COM 009158106   163,012,650 547,500 SH   SOLE   547,500 0 0
COHERENT CORP COM 19247G107   73,217,385 823,500 SH   SOLE   823,500 0 0
CVS HEALTH CORP COM 126650100   221,337,600 3,520,000 SH   SOLE   3,520,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   57,630,000 2,825,000 SH   SOLE   2,825,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   44,153,100 2,430,000 SH   SOLE   2,430,000 0 0
MOOG INC CL A 615394202   72,525,180 359,000 SH   SOLE   359,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   107,005,400 2,855,000 SH   SOLE   2,855,000 0 0
SOTERA HEALTH CO COM 83601L102   132,097,000 7,910,000 SH   SOLE   7,910,000 0 0
SPRINKLR INC CL A 85208T107   51,752,350 6,695,000 SH   SOLE   6,695,000 0 0
TALEN ENERGY CORP COM 87422Q109   167,723,840 941,000 SH   SOLE   941,000 0 0
TWILIO INC CL A 90138F102   214,899,900 3,295,000 SH   SOLE   3,295,000 0 0
US FOODS HLDG CORP COM 912008109   296,737,500 4,825,000 SH   SOLE   4,825,000 0 0
WESTERN DIGITAL CORP. COM 958102105   138,628,700 2,030,000 SH   SOLE   2,030,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980f104   165,429,600 16,030,000 SH   SOLE   16,030,000 0 0