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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
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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   150,825,872 1,656,517 SH   SOLE   1,656,517 0 0
ELEVANCE HEALTH INC COM 036752103   94,455,824 242,842 SH   SOLE   242,842 0 0
HUMANA INC COM 444859102   121,111,235 495,383 SH   SOLE   495,383 0 0
REV GROUP INC COM 749527107   90,972,710 1,911,593 SH   SOLE   1,911,593 0 0
T-MOBILE US INC COM 872590104   6,233,834 26,164 SH   SOLE   26,164 0 0
WARRIOR MET COAL INC COM 93627C101   13,476,723 294,059 SH   SOLE   294,059 0 0