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
APOLLO GLOBAL MGMT INC COM 03769M106   78,540,000 875,000 SH   SOLE   875,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   128,835,074 1,034,903 SH   SOLE   1,034,903 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   36,805,469 794,077 SH   SOLE   794,077 0 0
CRH PLC ORD G25508105   165,558,250 3,025,000 SH   SOLE   3,025,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   71,878,800 3,612,000 SH   SOLE   3,612,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   29,143,050 267,000 SH   SOLE   267,000 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   13,475,000 2,450,000 SH   SOLE   2,450,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   70,150,000 500,000 SH Put SOLE   500,000 0 0
KENVUE INC COM 49177J102   10,040,000 500,000 SH Call SOLE   500,000 0 0
KENVUE INC COM 49177J102   27,610,000 1,375,000 SH   SOLE   1,375,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   22,301,950 126,500 SH   SOLE   126,500 0 0
UNITED HOMES GROUP INC CL A 91060H108   742,725 139,610 SH   SOLE   139,610 0 0
US FOODS HLDG CORP COM 912008109   58,343,319 1,469,605 SH   SOLE   1,469,605 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   74,457,787 1,790,281 SH   SOLE   1,790,281 0 0