ALLSTATE CORP COM 020002101 179973899 933523 SH SOLE 933523 0 0 ALPHABET INC CAP STK CL A 02079K305 62961180 332600 SH SOLE 332600 0 0 API GROUP CORP COM STK 00187Y100 94093923 2615900 SH SOLE 2615900 0 0 BGC GROUP INC CL A 088929104 40592651 4480425 SH SOLE 4480425 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 58865126 813100 SH SOLE 813100 0 0 CAPITAL ONE FINL CORP COM 14040H105 61011831 342148 SH SOLE 342148 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 20986678 123662 SH SOLE 123662 0 0 DISCOVER FINL SVCS COM 254709108 72600693 419100 SH SOLE 419100 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 193808307 91721 SH SOLE 91721 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 21196654 12617056 SH SOLE 12617056 0 0 ICICI BANK LIMITED ADR 45104G104 169490466 5676171 SH SOLE 5676171 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 83335439 899368 SH SOLE 899368 0 0 OKTA INC CL A 679295105 11025302 139915 SH SOLE 139915 0 0 SALESFORCE INC COM 79466L302 107639215 321955 SH SOLE 321955 0 0 SHARKNINJA INC COM SHS G8068L108 101496729 1042489 SH SOLE 1042489 0 0 UBER TECHNOLOGIES INC COM 90353T100 86166034 1428482 SH SOLE 1428482 0 0 VALVOLINE INC COM 92047W101 130439067 3605281 SH SOLE 3605281 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 113610000 1000000 SH SOLE 1000000 0 0