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
3M CO COM 88579Y101   30,033,641 293,900 SH   SOLE   293,900 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   137,479,395 6,960,982 SH   SOLE   6,960,982 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   76,635,384 2,662,800 SH   SOLE   2,662,800 0 0
BIO RAD LABS INC CL A 090572207   35,198,963 128,882 SH   SOLE   128,882 0 0
CLOROX CO DEL COM 189054109   126,897,858 929,859 SH   SOLE   929,859 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   48,439,152 5,208,511 SH   SOLE   5,208,511 0 0
ELEVANCE HEALTH INC COM 036752103   43,559,584 80,389 SH   SOLE   80,389 0 0
GLOBUS MED INC CL A 379577208   61,469,775 897,500 SH   SOLE   897,500 0 0
HAWAIIAN HOLDINGS INC COM 419879101   14,724,578 1,184,600 SH Call SOLE   1,184,600 0 0
HILTON GRAND VACATIONS INC COM 43283X105   142,299,005 3,519,639 SH   SOLE   3,519,639 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   78,053,979 3,814,955 SH   SOLE   3,814,955 0 0
LAMB WESTON HLDGS INC COM 513272104   61,062,259 726,240 SH   SOLE   726,240 0 0
NUTANIX INC CL A 67059N108   47,743,199 839,810 SH   SOLE   839,810 0 0
SHARKNINJA INC COM SHS G8068L108   158,806,905 2,113,199 SH   SOLE   2,113,199 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   45,415,056 1,370,400 SH   SOLE   1,370,400 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   108,825,470 6,696,952 SH   SOLE   6,696,952 0 0
THE CIGNA GROUP COM 125523100   48,678,085 147,255 SH   SOLE   147,255 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   46,609,996 431,614 SH   SOLE   431,614 0 0
WESTERN DIGITAL CORP. COM 958102105   73,953,111 976,021 SH   SOLE   976,021 0 0