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 |
| AVNET INC | COM | 053807103 | 89,611,500 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | |||
| COPA HOLDINGS SA | CL A | P31076105 | 39,412,800 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | |||
| ELEVANCE HEALTH INC | COM | 036752103 | 71,760,000 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | |||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 41,699,700 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| SEADRILL 2021 LTD | COM | G7997W102 | 36,692,339 | 923,310 | SH | SOLE | 923,310 | 0 | 0 | |||