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
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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
ACADIA RLTY TR COM SH BEN INT 004239109   2,095,000 100,000 SH   SOLE   100,000 0 0
ADT INC DEL COM 00090Q103   20,350,000 2,500,000 SH   SOLE   2,500,000 0 0
AGREE RLTY CORP COM 008492100   42,454,500 550,000 SH   SOLE   550,000 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   5,250,000 200,000 SH   SOLE   200,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101   120,197,000 1,100,000 SH   SOLE   1,100,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   27,388,000 200,000 SH   SOLE   200,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   7,785,000 250,000 SH   SOLE   250,000 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   8,474,000 475,000 SH   SOLE   475,000 0 0
BBB FOODS INC CL A COM G0896C103   9,338,000 350,000 SH   SOLE   350,000 0 0
BEIGENE LTD SPONSORED ADS 07725L102   27,217,000 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105   86,980,500 510,000 SH   SOLE   510,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   8,080,000 500,000 SH   SOLE   500,000 0 0
CHEWY INC CL A 16679L109   8,127,500 250,000 SH   SOLE   250,000 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   8,040,000 300,000 SH   SOLE   300,000 0 0
CONSOLIDATED EDISON INC COM 209115104   44,236,000 400,000 SH   SOLE   400,000 0 0
COREBRIDGE FINL INC COM 21871X109   7,892,500 250,000 SH   SOLE   250,000 0 0
COREWEAVE INC COM CL A 21873S108   36,508,695 1,001,980 SH   SOLE   1,001,980 0 0
COUSINS PPTYS INC COM NEW 222795502   11,800,000 400,000 SH   SOLE   400,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   7,236,000 75,000 SH   SOLE   75,000 0 0
ENTERGY CORP NEW COM 29364G103   68,925,201 806,237 SH   SOLE   806,237 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   3,605,000 100,000 SH   SOLE   100,000 0 0
FLOWCO HLDGS INC COM CL A 342909108   2,949,750 115,000 SH   SOLE   115,000 0 0
FRONTVIEW REIT INC COM 35922N100   3,837,000 300,000 SH   SOLE   300,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   63,869,400 185,000 SH   SOLE   185,000 0 0
GATES INDL CORP PLC ORD SHS G39108108   6,443,500 350,000 SH   SOLE   350,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   24,213,000 300,000 SH   SOLE   300,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   9,662,000 200,000 SH   SOLE   200,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   10,950,000 1,000,000 SH   SOLE   1,000,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   10,572,500 250,000 SH   SOLE   250,000 0 0
INFINITY NAT RES INC COM CL A 456941103   937,500 50,000 SH   SOLE   50,000 0 0
INGRAM MICRO HLDG CORP COM 457152106   5,055,900 285,000 SH   SOLE   285,000 0 0
KARMAN HLDGS INC COMMON STOCK 485924104   7,519,500 225,000 SH   SOLE   225,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   2,800,000 200,000 SH   SOLE   200,000 0 0
KINDERCARE LEARNING COMPANIE COM 49456W105   8,113,000 700,000 SH   SOLE   700,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   5,194,000 100,000 SH   SOLE   100,000 0 0
KKR & CO INC 6.25 CON SER D 48251W500   4,940,000 100,000 SH   SOLE   100,000 0 0
KODIAK GAS SVCS INC COM 50012A108   11,190,000 300,000 SH   SOLE   300,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   17,976,008 249,875 SH   SOLE   249,875 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   46,473,089 1,538,844 SH   SOLE   1,538,844 0 0
LINEAGE INC COM 53566V106   23,452,000 400,000 SH   SOLE   400,000 0 0
LPL FINL HLDGS INC COM 50212V100   27,806,900 85,000 SH   SOLE   85,000 0 0
MACERICH CO COM 554382101   8,585,000 500,000 SH   SOLE   500,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   18,476,172 952,380 SH   SOLE   952,380 0 0
ONESTREAM INC CL A 68278B107   12,804,000 600,000 SH   SOLE   600,000 0 0
PG&E CORP COM 69331C108   12,885,000 750,000 SH   SOLE   750,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   53,235,000 1,500,000 SH   SOLE   1,500,000 0 0
QUIDELORTHO CORP COM 219798105   6,994,000 200,000 SH   SOLE   200,000 0 0
QXO INC COM NEW 82846H405   1,015,500 75,000 SH   SOLE   75,000 0 0
REDDIT INC CL A 75734B100   15,735,000 150,000 SH   SOLE   150,000 0 0
SAILPOINT INC COM 78781J109   8,437,500 450,000 SH   SOLE   450,000 0 0
SCHWAB CHARLES CORP COM 808513105   74,366,000 950,000 SH   SOLE   950,000 0 0
SEMTECH CORP COM 816850101   8,600,000 250,000 SH   SOLE   250,000 0 0
SERVICETITAN INC SHS CL A 81764X103   9,511,000 100,000 SH   SOLE   100,000 0 0
SMITHFIELD FOODS INC COM 832248207   4,078,000 200,000 SH   SOLE   200,000 0 0
STANDARDAERO INC COM 85423L103   46,620,000 1,750,000 SH   SOLE   1,750,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105   1,232,000 100,000 SH   SOLE   100,000 0 0
TITAN AMER SA COMMON SHARES B9151N105   2,704,000 200,000 SH   SOLE   200,000 0 0
TPG INC COM CL A 872657101   23,715,000 500,000 SH   SOLE   500,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   28,200,000 500,000 SH   SOLE   500,000 0 0
VALLEY NATL BANCORP COM 919794107   11,557,000 1,300,000 SH   SOLE   1,300,000 0 0
VENTURE GLOBAL INC COM CL A 92333F101   10,300,000 1,000,000 SH   SOLE   1,000,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   29,812,500 750,000 SH   SOLE   750,000 0 0
VIPER ENERGY INC CL A 927959106   27,090,000 600,000 SH   SOLE   600,000 0 0
VONTIER CORPORATION COM 928881101   9,855,000 300,000 SH   SOLE   300,000 0 0
WAYSTAR HLDG CORP COM 946784105   33,624,000 900,000 SH   SOLE   900,000 0 0
XCEL ENERGY INC COM 98389B100   29,023,900 410,000 SH   SOLE   410,000 0 0