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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
AERCAP HOLDINGS NV SHS N00985106   121,517,318 1,939,003 SH   SOLE   1,939,003 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   59,972,730 691,408 SH   SOLE   691,408 0 0
BURLINGTON STORES INC COM 122017106   32,106,690 237,300 SH   SOLE   237,300 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   48,049,574 3,599,219 SH   SOLE   3,599,219 0 0
ELEVANCE HEALTH INC COM 036752103   43,324,290 99,500 SH   SOLE   99,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105   152,985,683 3,758,862 SH   SOLE   3,758,862 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   92,370,214 3,046,511 SH   SOLE   3,046,511 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   530,220,000 3,000,000 SH Put SOLE   3,000,000 0 0
KROGER CO COM 501044101   61,992,175 1,385,300 SH   SOLE   1,385,300 0 0
LAMB WESTON HLDGS INC COM 513272104   111,007,753 1,200,603 SH   SOLE   1,200,603 0 0
MATCH GROUP INC NEW COM 57667L107   59,420,483 1,516,796 SH   SOLE   1,516,796 0 0
NEW YORK TIMES CO CL A 650111107   58,416,532 1,417,877 SH   SOLE   1,417,877 0 0
NUTANIX INC CL A 67059N108   97,178,401 2,786,078 SH   SOLE   2,786,078 0 0
R1 RCM INC COM 77634L105   45,610,862 3,026,600 SH   SOLE   3,026,600 0 0
ROVER GROUP INC COM CL A 77936F103   51,392,484 8,209,662 SH   SOLE   8,209,662 0 0
SHARKNINJA INC COM SHS G8068L108   93,122,219 2,008,676 SH   SOLE   2,008,676 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   49,948,452 594,200 SH   SOLE   594,200 0 0