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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
ARCH CAPITAL GROUP LTD COM G0450A105   36,896,594 399,141 SH   SOLE   308,348 0 0
CENTENE CORP DEL COM 15135B101   8,575,588 109,271 SH   SOLE   109,271 0 0
DOLE PLC COM G27907107   5,916,122 495,903 SH   SOLE   495,903 0 0
EAGLE MATERIALS INC COM 26969P108   3,748,791 13,795 SH   SOLE   24,429 0 0
ELEVANCE HEALTH INC COM 036752103   32,859,879 63,370 SH   SOLE   63,370 0 0
HUMANA INC COM 444859102   78,689,144 226,953 SH   SOLE   160,297 0 0
MOODYS CORP COM 615369105   7,911,693 20,130 SH   SOLE   41,130 0 0
TECK RESOURCES LTD-CLS B COM 878742204   5,468,100 119,443 SH   SOLE   256,119 0 0
TIDEWATER INC COM 88642R109   413,908 4,499 SH   SOLE   236,390 0 0
T-MOBILE US INC COM 872590104   23,243,833 142,408 SH   SOLE   123,280 0 0
WARRIOR MET COAL INC COM 93627C101   4,663,277 76,825 SH   SOLE   76,825 0 0