ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4604280 37000 SH SOLE 37000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 5199600 280000 SH SOLE 280000 0 0 CERENCE INC COM 156727109 16187600 1430000 SH SOLE 1430000 0 0 COLUMBIA FINL INC COM 197641103 12307600 580000 SH SOLE 580000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 24395000 1750000 SH SOLE 1750000 0 0 ENVIRI CORP COM 29390K102 9999388 455553 SH SOLE 455553 0 0 HONEYWELL AEROSPACE INC COM 43849R105 10280220 46500 SH SOLE 46500 0 0 HONEYWELL INTL INC COM 438516205 10411350 46500 SH SOLE 46500 0 0 NEXTPOWER INC CLASS A COM 65290E101 35742000 300000 SH SOLE 300000 0 0 NVIDIA CORPORATION COM 67066G104 24010800 120000 SH Put SOLE 120000 0 0 NORFOLK SOUTHN CORP COM 655844108 14943025 47500 SH SOLE 47500 0 0 NRG ENERGY INC COM NEW 629377508 11246620 77000 SH SOLE 77000 0 0 PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 9177084 843482 SH SOLE 843482 0 0 PINTEREST INC CL A 72352L106 12407700 590000 SH SOLE 590000 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 6721000 275000 SH SOLE 275000 0 0 QIAGEN NV ORD SHARES N72482156 15640000 400000 SH SOLE 400000 0 0 ROCKET COS INC COM CL A 77311W101 11655000 740000 SH SOLE 740000 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 16834000 190000 SH SOLE 190000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 13715790 33000 SH SOLE 33000 0 0 VERSIGENT PLC ORDINARY SHARES G9600F104 12813050 305000 SH SOLE 305000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 16662500 625000 SH SOLE 625000 0 0 YETI HLDGS INC COM 98585X104 13237476 267100 SH SOLE 267100 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1576000 50000 SH SOLE 50000 0 0