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   171,634,893 852,590 SH   SOLE   852,590 0 0
API GROUP CORP COM STK 00187Y100   74,431,308 1,458,008 SH   SOLE   1,458,008 0 0
ARAMARK COM 03852U106   33,128,633 791,226 SH   SOLE   791,226 0 0
AUTOZONE INC COM 053332102   70,161,147 18,900 SH   SOLE   18,900 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   54,614,980 1,110,512 SH   SOLE   1,110,512 0 0
BURLINGTON STORES INC COM 122017106   40,618,944 174,600 SH   SOLE   174,600 0 0
CAPITAL ONE FINL CORP COM 14040H105   136,716,597 642,586 SH   SOLE   642,586 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   79,939,408 40,859 SH   SOLE   40,859 0 0
FLUTTER ENTMT PLC SHS G3643J108   120,419,264 421,400 SH   SOLE   421,400 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   21,061,353 9,617,056 SH   SOLE   9,617,056 0 0
ICICI BANK LIMITED ADR 45104G104   138,116,320 4,105,717 SH   SOLE   4,105,717 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   93,983,956 899,368 SH   SOLE   899,368 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   47,875,954 3,489,501 SH   SOLE   3,489,501 0 0
ROKU INC COM CL A 77543R102   47,593,753 541,515 SH   SOLE   541,515 0 0
SALESFORCE INC COM 79466L302   28,111,339 103,089 SH   SOLE   103,089 0 0
SHARKNINJA INC COM SHS G8068L108   131,997,424 1,333,442 SH   SOLE   1,333,442 0 0
SYNOPSYS INC COM 871607107   26,351,752 51,400 SH   SOLE   51,400 0 0
VALVOLINE INC COM 92047W101   141,517,615 3,736,932 SH   SOLE   3,736,932 0 0