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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 40,732 14,060 SH   SOLE   14,060 0 0
AMAZON COM INC COM 023135106 25,341 7,600 SH   SOLE   7,600 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 35,563 1,117,280 SH   SOLE   1,117,280 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 161,182 1,880,549 SH   SOLE   1,880,549 0 0
BUMBLE INC COM CL A 12047B105 43,664 1,289,556 SH   SOLE   1,289,556 0 0
CANADIAN PAC RY LTD COM 13645T100 126,333 1,756,082 SH   SOLE   1,756,082 0 0
CROWN HLDGS INC COM 228368106 18,928 171,107 SH   SOLE   171,107 0 0
D R HORTON INC COM 23331A109 91,558 844,240 SH   SOLE   844,240 0 0
DARLING INGREDIENTS INC COM 237266101 17,384 250,890 SH   SOLE   250,890 0 0
DATADOG INC CL A COM 23804L103 62,741 352,259 SH   SOLE   352,259 0 0
EXPEDIA GROUP INC COM NEW 30212P303 162,634 899,923 SH   SOLE   899,923 0 0
GLOBAL PMTS INC COM 37940X102 35,112 259,740 SH   SOLE   259,740 0 0
GODADDY INC CL A 380237107 43,421 511,681 SH   SOLE   511,681 0 0
HESS CORP COM 42809H107 27,776 375,198 SH   SOLE   375,198 0 0
LAMB WESTON HLDGS INC COM 513272104 67,905 1,071,396 SH   SOLE   1,071,396 0 0
LYFT INC CL A COM 55087P104 31,392 734,651 SH   SOLE   734,651 0 0
MICROSOFT CORP COM 594918104 78,536 233,517 SH   SOLE   233,517 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 55,320 1,000,000 SH   SOLE   1,000,000 0 0
OUTFRONT MEDIA INC COM 69007J106 63,919 2,383,255 SH   SOLE   2,383,255 0 0
OVINTIV INC COM 69047Q102 85,056 2,523,917 SH   SOLE   2,523,917 0 0
PALO ALTO NETWORKS INC COM 697435105 174,332 313,119 SH   SOLE   313,119 0 0
PFIZER INC COM 717081103 17,798 301,400 SH   SOLE   301,400 0 0
RIMINI STR INC DEL COM 76674Q107 615 102,951 SH   SOLE   102,951 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 10,980 227,140 SH   SOLE   227,140 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 17,586 408,120 SH   SOLE   408,120 0 0
TAPESTRY INC COM 876030107 30,165 742,984 SH   SOLE   742,984 0 0
TECK RESOURCES LTD CL B 878742204 126,464 4,388,079 SH   SOLE   4,388,079 0 0
XPO LOGISTICS INC COM 983793100 24,024 310,270 SH   SOLE   310,270 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 24,808 386,413 SH   SOLE   386,413 0 0