ADVANCED MICRO DEVICES INC COM 007903107 15325200 108000 SH SOLE 108000 0 0 AFFIRM HLDGS INC COM CL A 00827B106 4494100 65000 SH SOLE 65000 0 0 AMRIZE LTD SHS H2927K103 20563250 415000 SH SOLE 415000 0 0 APTIV PLC COM SHS G3265R107 6822000 100000 SH SOLE 100000 0 0 CAPITAL ONE FINL CORP COM 14040H105 27985599 131536 SH SOLE 131536 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 10620000 600000 SH SOLE 600000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 27920400 1590000 SH SOLE 1590000 0 0 FEDEX CORP COM 31428X106 29209335 128500 SH SOLE 128500 0 0 FORWARD AIR CORP COM 34986A104 8220900 335000 SH SOLE 335000 0 0 GRAIL INC COM 384747101 35994000 700000 SH SOLE 700000 0 0 HENRY SCHEIN INC COM 806407102 12418500 170000 SH SOLE 170000 0 0 INTEL CORP COM 458140100 12320000 550000 SH SOLE 550000 0 0 LITHIUM ARGENTINA AG NOTE 1.750% 1/1 53680QAA6 24669375 29500000 PRN SOLE 29500000 0 0 MR COOPER GROUP INC COM 62482R107 20143350 135000 SH SOLE 135000 0 0 RITHM CAPITAL CORP COM NEW 64828T201 11854500 1050000 SH SOLE 1050000 0 0 SKECHERS U S A INC CL A 830566105 12620000 200000 SH SOLE 200000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 7487280 24000 SH SOLE 24000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 7162500 625000 SH SOLE 625000 0 0