Acadia Healthcare Company IN COM 00404A109 104363400 4215000 SH SOLE 4215000 0 0 ADMA Biologics Inc COM 000899104 131353600 8960000 SH SOLE 8960000 0 0 Coherent Corp COM 19247G107 219210200 2035000 SH SOLE 2035000 0 0 Confluent Inc CLASS A COM 20717M103 22869000 1155000 SH SOLE 1155000 0 0 CVS Health Corp COM 126650100 237478500 3150000 SH SOLE 3150000 0 0 Dicks Sporting Goods Inc COM 253393102 224131092 1008600 SH SOLE 1008600 0 0 Figure Technology Solutio COM CL A 349381103 33096700 910000 SH SOLE 910000 0 0 GDS Hldgs Ltd Sponsored ADS 36165L108 248260500 6415000 SH SOLE 6415000 0 0 Kenvue Inc COM 49177J102 495501900 30530000 SH SOLE 30530000 0 0 Performance Food Group Co COM 71377A103 348534000 3350000 SH SOLE 3350000 0 0 Six Flags Entertainment Corp COM 83001C108 114281600 5030000 SH SOLE 5030000 0 0 Somnigroup International Inc COM 88023U101 216306450 2565000 SH SOLE 2565000 0 0 Sotera Health Co COM 83601L102 124424300 7910000 SH SOLE 7910000 0 0 Sprinklr Inc CL A 85208T107 44351400 5745000 SH SOLE 5745000 0 0 Synchrony Financial COM 87165B103 155954750 2195000 SH SOLE 2195000 0 0 Talen Energy Corp COM 87422Q109 246720400 580000 SH SOLE 580000 0 0 Twilio Inc CL A 90138F102 329796550 3295000 SH SOLE 3295000 0 0 Warner Bros Discovery Inc COM SER A 934423104 75385800 3860000 SH SOLE 3860000 0 0 ZoomInfo Technologies Inc COMMON STOCK 98980F104 167959450 15395000 SH SOLE 15395000 0 0