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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
AERCAP HOLDINGS NV SHS N00985106   66,040,847 690,082 SH   SOLE   690,082 0 0
AMAZON COM INC COM 023135106   27,457,097 125,152 SH   SOLE   125,152 0 0
BURLINGTON STORES INC COM 122017106   5,379,367 18,871 SH   SOLE   18,871 0 0
CARVANA CO CL A 146869102   1,580,514 7,772 SH   SOLE   7,772 0 0
CHEMOURS CO COM 163851108   23,636,796 1,398,627 SH   SOLE   1,398,627 0 0
CORTEVA INC COM 22052L104   69,212,836 1,215,113 SH   SOLE   1,215,113 0 0
DOLLAR TREE INC COM 256746108   48,653,521 649,233 SH   SOLE   649,233 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   30,691,934 825,052 SH   SOLE   825,052 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   18,374,664 1,138,455 SH   SOLE   1,138,455 0 0
ENERSYS COM 29275Y102   35,755,067 386,834 SH   SOLE   386,834 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   7,964,986 427,077 SH   SOLE   427,077 0 0
HARMONIC INC COM 413160102   76,953,631 5,816,601 SH   SOLE   5,816,601 0 0
HUMANA INC COM 444859102   7,644,282 30,130 SH   SOLE   30,130 0 0
HUNT J B TRANS SVCS INC COM 445658107   39,756,100 232,955 SH   SOLE   232,955 0 0
IMPINJ INC COM 453204109   2,318,059 15,958 SH   SOLE   15,958 0 0
INDIVIOR PLC ORD G4766E116   18,435,231 1,483,124 SH   SOLE   1,483,124 0 0
JFROG LTD ORD SHS M6191J100   35,195,741 1,196,727 SH   SOLE   1,196,727 0 0
KBR INC COM 48242W106   63,316,216 1,092,978 SH   SOLE   1,092,978 0 0
LESLIES INC COM 527064109   217,884 97,706 SH   SOLE   97,706 0 0
MAGNERA CORP COM SHS 55939A107   17,207,626 947,035 SH   SOLE   947,035 0 0
MANNKIND CORP COM NEW 56400P706   4,468,599 694,961 SH   SOLE   694,961 0 0
MERCURY SYS INC COM 589378108   55,776,882 1,328,021 SH   SOLE   1,328,021 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,591,588 79,899 SH   SOLE   79,899 0 0
PEGASYSTEMS INC COM 705573103   2,673,722 28,688 SH   SOLE   28,688 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   36,534,275 4,199,342 SH   SOLE   4,199,342 0 0
REGAL REXNORD CORPORATION COM 758750103   70,442,982 454,090 SH   SOLE   454,090 0 0
SHARKNINJA INC COM SHS G8068L108   36,118,710 370,981 SH   SOLE   370,981 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   23,479,855 487,235 SH   SOLE   487,235 0 0
TEMPUR SEALY INTL INC COM 88023U101   61,336,142 1,081,957 SH   SOLE   1,081,957 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   14,045,953 272,684 SH   SOLE   272,684 0 0
TPI COMPOSITES INC COM 87266J104   124,880 66,074 SH   SOLE   66,074 0 0
VESTIS CORPORATION COM SHS 29430C102   42,994,936 2,821,190 SH   SOLE   2,821,190 0 0