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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   9,858,200 220,000 SH   SOLE 0 220,000 0 0
ALPHABET INC CAP STK CL A 02079K305   22,204,980 126,000 SH   SOLE 0 126,000 0 0
ELEVANCE HEALTH INC COM 036752103   19,448,000 50,000 SH   SOLE 0 50,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   19,229,520 114,000 SH   SOLE 0 114,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   5,715,795 89,744 SH   SOLE 0 89,744 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   21,105,792 255,549 SH   SOLE 0 255,549 0 0
MATTEL INC COM 577081102   22,983,936 1,165,514 SH   SOLE 0 1,165,514 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   19,973,749 415,341 SH   SOLE 0 415,341 0 0
PEABODY ENERGY CORP COM 704551100   6,657,514 496,089 SH   SOLE 0 496,089 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   23,356,960 2,024,000 SH   SOLE 0 2,024,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   20,335,145 2,196,020 SH   SOLE 0 2,196,020 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   23,900,220 529,000 SH   SOLE 0 529,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102   22,347,130 433,000 SH   SOLE 0 433,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,726,680 44,000 SH   SOLE 0 44,000 0 0