AMRIZE LTD SHS H2927K103 18279040 338000 SH SOLE 338000 0 0 BILL HOLDINGS INC COM 090043100 9271800 170000 SH SOLE 170000 0 0 CAPITAL ONE FINL CORP COM 14040H105 31879065 131536 SH SOLE 131536 0 0 CERENCE INC COM 156727109 7696800 720000 SH SOLE 720000 0 0 COPART INC COM 217204106 19770750 505000 SH SOLE 505000 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 11151500 25000 SH SOLE 25000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 24304800 1640000 SH SOLE 1640000 0 0 JELD-WEN HLDG INC COM 47580P103 4920000 2000000 SH SOLE 2000000 0 0 LITHIUM ARGENTINA AG NOTE 1.750% 1/1 53680QAA6 23385137 25525000 PRN SOLE 25525000 0 0 NEXTPOWER INC CLASS A COM 65290E101 26133000 300000 SH SOLE 300000 0 0 NORFOLK SOUTHN CORP COM 655844108 23097600 80000 SH SOLE 80000 0 0 NVIDIA CORPORATION COM 67066G104 22380000 120000 SH Put SOLE 120000 0 0 PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 5690787 436745 SH SOLE 436745 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 5395200 60000 SH SOLE 60000 0 0 ROCKET COS INC COM CL A 77311W101 25748800 1330000 SH SOLE 1330000 0 0 RXSIGHT INC COM 78349D107 2652755 254583 SH SOLE 254583 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 15788500 325000 SH SOLE 325000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 18012500 625000 SH SOLE 625000 0 0 YETI HLDGS INC COM 98585X104 13251000 300000 SH SOLE 300000 0 0