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 |
| EQUITABLE HLDGS INC | COM | 29452E101 | 280,500,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 248,236,445 | 568,424 | SH | SOLE | 568,424 | 0 | 0 | |||
| LITHIA MTRS INC | COM | 536797103 | 168,910,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 38,731,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| RIMINI STR INC DEL | COM | 76674Q107 | 22,292,760 | 5,913,199 | SH | SOLE | 5,913,199 | 0 | 0 | |||
| SMITH DOUGLAS HOMES CORP | COM SHS CL A | 83207R107 | 9,710,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||