The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 4,604,280 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,199,600 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| CERENCE INC | COM | 156727109 | 16,187,600 | 1,430,000 | SH | SOLE | 1,430,000 | 0 | 0 | |||
| COLUMBIA FINL INC | COM | 197641103 | 12,307,600 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | |||
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 24,395,000 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
| ENVIRI CORP | COM | 29390K102 | 9,999,388 | 455,553 | SH | SOLE | 455,553 | 0 | 0 | |||
| HONEYWELL AEROSPACE INC | COM | 43849R105 | 10,280,220 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | |||
| HONEYWELL INTL INC | COM | 438516205 | 10,411,350 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | |||
| NEXTPOWER INC | CLASS A COM | 65290E101 | 35,742,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 24,010,800 | 120,000 | SH | Put | SOLE | 120,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 14,943,025 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | |||
| NRG ENERGY INC | COM NEW | 629377508 | 11,246,620 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | |||
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | G70077105 | 9,177,084 | 843,482 | SH | SOLE | 843,482 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 12,407,700 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | |||
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | 6,721,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| QIAGEN NV | ORD SHARES | N72482156 | 15,640,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| ROCKET COS INC | COM CL A | 77311W101 | 11,655,000 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | |||
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | 16,834,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 13,715,790 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| VERSIGENT PLC | ORDINARY SHARES | G9600F104 | 12,813,050 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 16,662,500 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | |||
| YETI HLDGS INC | COM | 98585X104 | 13,237,476 | 267,100 | SH | SOLE | 267,100 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 1,576,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||