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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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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
CENTENE CORP DEL COM 15135B101   29,043,520 814,000 SH   SOLE 0 814,000 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   30,373,280 94,000 SH   SOLE 0 94,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   32,917,500 154,000 SH   SOLE 0 154,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   5,743,616 89,744 SH   SOLE 0 89,744 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   8,291,000 100,000 SH   SOLE 0 100,000 0 0
MATTEL INC COM 577081102   35,343,000 2,100,000 SH   SOLE 0 2,100,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   29,865,000 660,000 SH   SOLE 0 660,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   33,096,000 2,800,000 SH   SOLE 0 2,800,000 0 0
QUALCOMM INC COM 747525103   29,944,800 180,000 SH   SOLE 0 180,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   35,816,000 2,200,000 SH   SOLE 0 2,200,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102   29,626,020 498,000 SH   SOLE 0 498,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,085,500 35,000 SH   SOLE 0 35,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   31,483,760 154,000 SH   SOLE 0 154,000 0 0
WESTERN UN CO COM 959802109   25,568,000 3,200,000 SH   SOLE 0 3,200,000 0 0