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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   54,379,221 488,100 SH   SOLE   488,100 0 0
ALPHABET INC CAP STK CL A 02079K305   101,717,478 777,300 SH   SOLE   777,300 0 0
API GROUP CORP COM STK 00187Y100   138,920,364 5,357,515 SH   SOLE   5,357,515 0 0
BATH & BODY WORKS INC COM 070830104   57,230,160 1,693,200 SH   SOLE   1,693,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   29,592,090 126,300 SH   SOLE   126,300 0 0
CSX CORP COM 126408103   38,631,225 1,256,300 SH   SOLE   1,256,300 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   295,290,336 213,963 SH   SOLE   213,963 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   49,077,114 192,203 SH   SOLE   192,203 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   33,504,284 10,985,011 SH   SOLE   10,985,011 0 0
HERBALIFE LTD COM SHS G4412G101   21,586,878 1,543,022 SH   SOLE   1,543,022 0 0
ICICI BANK LIMITED ADR 45104G104   131,233,074 5,676,171 SH   SOLE   5,676,171 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   143,308,000 400,000 SH Put SOLE   400,000 0 0
META PLATFORMS INC CL A 30303M102   102,011,358 339,800 SH   SOLE   339,800 0 0
NOBLE CORP PLC ORD SHS A G65431127   82,968,448 1,638,074 SH   SOLE   1,638,074 0 0
OCCIDENTAL PETE CORP COM 674599105   19,901,875 306,749 SH   SOLE   306,749 0 0
OKTA INC CL A 679295105   12,774,573 156,724 SH   SOLE   156,724 0 0
SALESFORCE INC COM 79466L302   65,286,035 321,955 SH   SOLE   321,955 0 0
SCHLUMBERGER LTD COM STK 806857108   94,645,095 1,623,415 SH   SOLE   1,623,415 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   19,304,625 234,251 SH   SOLE   234,251 0 0
TECHNIPFMC PLC COM G87110105   48,640,934 2,391,393 SH   SOLE   2,391,393 0 0
VALVOLINE INC COM 92047W101   94,641,777 2,935,539 SH   SOLE   2,935,539 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   34,672,629 383,844 SH   SOLE   383,844 0 0
WORKDAY INC CL A 98138H101   19,988,140 93,033 SH   SOLE   93,033 0 0