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
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
COUPANG INC CL A 22266T109 BBG00XMJRPQ8 2,185,653 99,665 SH   SOLE   99,665 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZW5 545,426 6,413 SH   SOLE   0 0 6,413
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   1,510,500 150,000 SH   SOLE   150,000 0 0
CONMED CORP COM 207410101   4,529,250 75,000 SH   SOLE   75,000 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 482,877 4,285 SH   SOLE   4,285 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 1,327,120 8,582 SH   SOLE   8,582 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 2,416,677 4,193 SH   SOLE   4,193 0 0
IDT CORP CL B NEW 448947507 BBG000NRVQJ2 1,579,630 30,786 SH   SOLE   30,786 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 1,921,511 18,807 SH   SOLE   18,807 0 0
CONMED CORP COM 207410101 BBG000BFZVH8 974,695 16,140 SH   SOLE   16,140 0 0
NIKE INC CL B 654106103 BBG000C5HS04 1,969,848 31,031 SH   SOLE   31,031 0 0
RH COM 74967X103 BBG002293PJ4 1,470,220 6,272 SH   SOLE   6,272 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 370,010 4,384 SH   SOLE   4,384 0 0
AVANTOR INC COM 05352A100 BBG00G2HHYD7 3,015,822 186,047 SH   SOLE   186,047 0 0
CAMECO CORP COM 13321L108 BBG000DSZTN6 801,385 19,470 SH   SOLE   19,470 0 0
ARCOSA INC COM 039653100   6,748,000 87,500 SH   SOLE   87,500 0 0
KKR & CO INC COM 48251W104   1,734,150 15,000 SH   SOLE   15,000 0 0
AVANTOR INC COM 05352A100   12,157,500 750,000 SH   SOLE   750,000 0 0
CLEAN HARBORS INC COM 184496107   10,347,750 52,500 SH   SOLE   52,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,312,500 25,000 SH   SOLE   25,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,233,125 12,500 SH   SOLE   12,500 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNC3 3,923,650 125,758 SH   SOLE   125,758 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 3,258,012 17,124 SH   SOLE   17,124 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101   1,074,625 12,500 SH   SOLE   12,500 0 0
CBIZ INC COM 124805102   9,482,500 125,000 SH   SOLE   125,000 0 0
EPAM SYS INC COM 29414B104   3,376,800 20,000 SH   SOLE   20,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,893,750 75,000 SH   SOLE   75,000 0 0
METLIFE INC COM 59156R108   3,010,875 37,500 SH   SOLE   37,500 0 0
WOODWARD INC COM 980745103   5,930,925 32,500 SH   SOLE   32,500 0 0
DANAHER CORPORATION COM 235851102   7,175,000 35,000 SH   SOLE   35,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,201,562 13,750 SH   SOLE   13,750 0 0
STANDARD BIOTOOLS INC COM 34385P108   1,701,000 1,575,000 SH   SOLE   1,575,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   5,447,750 175,000 SH   SOLE   175,000 0 0
TRANSUNION COM 89400J107   1,244,850 15,000 SH   SOLE   15,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 891,381 2,036 SH   SOLE   2,036 0 0
KBR INC COM 48242W106   2,864,075 57,500 SH   SOLE   57,500 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   4,000,000 200,000 SH   SOLE   200,000 0 0
AERCAP HOLDINGS NV SHS N00985106   6,130,200 60,000 SH   SOLE   60,000 0 0
CRH PLC ORD G25508105   6,597,750 75,000 SH   SOLE   75,000 0 0
ICU MED INC COM 44930G107   12,844,550 92,500 SH   SOLE   92,500 0 0
ELEVANCE HEALTH INC COM 036752103   5,437,000 12,500 SH   SOLE   12,500 0 0