The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
BURLINGTON STORES INC COM 122017106   130,105,945 456,416 SH   SOLE 0 456,416 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   132,808,728 442,018 SH   SOLE 0 442,018 0 0
CAPITAL ONE FINL CORP COM 14040H105   10,199,904 57,200 SH Call SOLE 0 57,200 0 0
CAPITAL ONE FINL CORP COM 14040H105   125,178,322 701,987 SH   SOLE 0 701,987 0 0
COMFORT SYS USA INC COM 199908104   87,238,895 205,723 SH   SOLE 0 205,723 0 0
COUPANG INC CL A 22266T109   23,130,235 1,052,331 SH   SOLE 0 1,052,331 0 0
CRANE COMPANY COMMON STOCK 224408104   65,442,795 431,254 SH   SOLE 0 431,254 0 0
EQUITABLE HLDGS INC COM 29452E101   33,153,387 702,849 SH   SOLE 0 702,849 0 0
GALLAGHER ARTHUR J & CO COM 363576109   168,158,417 592,420 SH   SOLE 0 592,420 0 0
GE VERNOVA INC COM 36828A101   130,580,605 396,986 SH   SOLE 0 396,986 0 0
HALEON PLC SPON ADS 405552100   27,131,855 2,844,010 SH   SOLE 0 2,844,010 0 0
HEICO CORP NEW COM 422806109   110,502,978 464,806 SH   SOLE 0 464,806 0 0
HUBBELL INC COM 443510607   95,868,003 228,862 SH   SOLE 0 228,862 0 0
HYATT HOTELS CORP COM CL A 448579102   96,063,597 611,948 SH   SOLE 0 611,948 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   25,305,885 49,500 SH Put SOLE 0 49,500 0 0
KKR & CO INC COM 48251W104   108,662,229 734,651 SH   SOLE 0 734,651 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   224,650,186 2,424,457 SH   SOLE 0 2,424,457 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   21,842,895 168,671 SH   SOLE 0 168,671 0 0
LOAR HOLDINGS INC COM SHS 53947R105   22,913,283 310,016 SH   SOLE 0 310,016 0 0
MARVELL TECHNOLOGY INC COM 573874104   38,726,531 350,625 SH   SOLE 0 350,625 0 0
MASTEC INC COM 576323109   21,639,181 158,948 SH   SOLE 0 158,948 0 0
MICROSOFT CORP COM 594918104   96,935,727 229,978 SH   SOLE 0 229,978 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   176,215,474 2,084,157 SH   SOLE 0 2,084,157 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   30,706,108 143,735 SH   SOLE 0 143,735 0 0
SYNOPSYS INC COM 871607107   18,333,503 37,773 SH   SOLE 0 37,773 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   92,971,577 470,766 SH   SOLE 0 470,766 0 0
TETRA TECH INC NEW COM 88162G103   96,011,532 2,409,928 SH   SOLE 0 2,409,928 0 0