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        <nameOfIssuer>ACADIA RLTY TR</nameOfIssuer>
        <titleOfClass>COM SH BEN INT</titleOfClass>
        <cusip>004239109</cusip>
        <value>2095000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADT INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00090Q103</cusip>
        <value>20350000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGREE RLTY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>008492100</cusip>
        <value>42454500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>550000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>550000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALKAMI TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>01644J108</cusip>
        <value>5250000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>025537101</cusip>
        <value>120197000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03769M106</cusip>
        <value>27388000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ATLANTIC UN BANKSHARES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04911A107</cusip>
        <value>7785000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ATLAS ENERGY SOLUTIONS INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>642045108</cusip>
        <value>8474000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>475000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>475000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BBB FOODS INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>G0896C103</cusip>
        <value>9338000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>350000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>350000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BEIGENE LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>07725L102</cusip>
        <value>27217000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOEING CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>097023105</cusip>
        <value>86980500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>510000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>510000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAMPING WORLD HLDGS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>13462K109</cusip>
        <value>8080000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHEWY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>16679L109</cusip>
        <value>8127500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLEARWATER ANALYTICS HLDGS I</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>185123106</cusip>
        <value>8040000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSOLIDATED EDISON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>209115104</cusip>
        <value>44236000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>400000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>400000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COREBRIDGE FINL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>21871X109</cusip>
        <value>7892500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COREWEAVE INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>21873S108</cusip>
        <value>36508695</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1001980</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1001980</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COUSINS PPTYS INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>222795502</cusip>
        <value>11800000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>400000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>400000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DT MIDSTREAM INC</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>23345M107</cusip>
        <value>7236000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>75000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29364G103</cusip>
        <value>68925201</value>
        <shrsOrPrnAmt>
            <sshPrnamt>806237</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>806237</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>F&amp;G ANNUITIES &amp; LIFE INC</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>30190A104</cusip>
        <value>3605000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FLOWCO HLDGS INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>342909108</cusip>
        <value>2949750</value>
        <shrsOrPrnAmt>
            <sshPrnamt>115000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>115000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FRONTVIEW REIT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>35922N100</cusip>
        <value>3837000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>363576109</cusip>
        <value>63869400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>185000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>185000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GATES INDL CORP PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G39108108</cusip>
        <value>6443500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>350000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>350000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GE HEALTHCARE TECHNOLOGIES I</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>36266G107</cusip>
        <value>24213000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GFL ENVIRONMENTAL INC</nameOfIssuer>
        <titleOfClass>SUB VTG SHS</titleOfClass>
        <cusip>36168Q104</cusip>
        <value>9662000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HAWAIIAN ELEC INDUSTRIES</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>419870100</cusip>
        <value>10950000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1000000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1000000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HESS MIDSTREAM LP</nameOfIssuer>
        <titleOfClass>CL A SHS</titleOfClass>
        <cusip>428103105</cusip>
        <value>10572500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INFINITY NAT RES INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>456941103</cusip>
        <value>937500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INGRAM MICRO HLDG CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>457152106</cusip>
        <value>5055900</value>
        <shrsOrPrnAmt>
            <sshPrnamt>285000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>285000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KARMAN HLDGS INC</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>485924104</cusip>
        <value>7519500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>225000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>225000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KIMBELL RTY PARTNERS LP</nameOfIssuer>
        <titleOfClass>UNIT</titleOfClass>
        <cusip>49435R102</cusip>
        <value>2800000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KINDERCARE LEARNING COMPANIE</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49456W105</cusip>
        <value>8113000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>700000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>700000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KINETIK HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM NEW CL A</titleOfClass>
        <cusip>02215L209</cusip>
        <value>5194000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KKR &amp; CO INC</nameOfIssuer>
        <titleOfClass>6.25 CON SER D</titleOfClass>
        <cusip>48251W500</cusip>
        <value>4940000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KODIAK GAS SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>50012A108</cusip>
        <value>11190000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LANDBRIDGE COMPANY LLC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>514952100</cusip>
        <value>17976008</value>
        <shrsOrPrnAmt>
            <sshPrnamt>249875</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>249875</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIFE TIME GROUP HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>53190C102</cusip>
        <value>46473089</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1538844</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1538844</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LINEAGE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>53566V106</cusip>
        <value>23452000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>400000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>400000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LPL FINL HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>50212V100</cusip>
        <value>27806900</value>
        <shrsOrPrnAmt>
            <sshPrnamt>85000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>85000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MACERICH CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>554382101</cusip>
        <value>8585000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEBIUS GROUP N.V.</nameOfIssuer>
        <titleOfClass>SHS CLASS A</titleOfClass>
        <cusip>N97284108</cusip>
        <value>18476172</value>
        <shrsOrPrnAmt>
            <sshPrnamt>952380</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>952380</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ONESTREAM INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>68278B107</cusip>
        <value>12804000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>600000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>600000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>69331C108</cusip>
        <value>12885000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>750000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>750000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PRIMO BRANDS CORPORATION</nameOfIssuer>
        <titleOfClass>CLASS A COM SHS</titleOfClass>
        <cusip>741623102</cusip>
        <value>53235000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUIDELORTHO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>219798105</cusip>
        <value>6994000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QXO INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>82846H405</cusip>
        <value>1015500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>75000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REDDIT INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>75734B100</cusip>
        <value>15735000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>150000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>150000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SAILPOINT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78781J109</cusip>
        <value>8437500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>450000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>450000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>808513105</cusip>
        <value>74366000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>950000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>950000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEMTECH CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>816850101</cusip>
        <value>8600000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SERVICETITAN INC</nameOfIssuer>
        <titleOfClass>SHS CL A</titleOfClass>
        <cusip>81764X103</cusip>
        <value>9511000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SMITHFIELD FOODS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>832248207</cusip>
        <value>4078000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STANDARDAERO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>85423L103</cusip>
        <value>46620000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1750000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1750000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SUN CTRY AIRLS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>866683105</cusip>
        <value>1232000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TITAN AMER SA</nameOfIssuer>
        <titleOfClass>COMMON SHARES</titleOfClass>
        <cusip>B9151N105</cusip>
        <value>2704000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TPG INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>872657101</cusip>
        <value>23715000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UL SOLUTIONS INC</nameOfIssuer>
        <titleOfClass>CLASS A COM SHS</titleOfClass>
        <cusip>903731107</cusip>
        <value>28200000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>500000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VALLEY NATL BANCORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>919794107</cusip>
        <value>11557000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VENTURE GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92333F101</cusip>
        <value>10300000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1000000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1000000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VIKING HOLDINGS LTD</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G93A5A101</cusip>
        <value>29812500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>750000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>750000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VIPER ENERGY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>927959106</cusip>
        <value>27090000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>600000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>600000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VONTIER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>928881101</cusip>
        <value>9855000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>300000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WAYSTAR HLDG CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>946784105</cusip>
        <value>33624000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>900000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>900000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98389B100</cusip>
        <value>29023900</value>
        <shrsOrPrnAmt>
            <sshPrnamt>410000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>410000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
</informationTable>
