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
ALIGHT INC COM CL A 01626W101   1,291,500 175,000 SH   SOLE   175,000 0 0
ALPHABET INC CAP STK CL C 02079K107   21,185,010 115,500 SH   SOLE   115,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   20,390,474 202,106 SH   SOLE   202,106 0 0
BEACON ROOFING SUPPLY INC COM 073685109   15,206,625 168,029 SH   SOLE   168,029 0 0
CAMECO CORP COM 13321L108   5,913,840 120,200 SH   SOLE   120,200 0 0
CBRE GROUP INC CL A 12504L109   5,676,307 63,700 SH   SOLE   63,700 0 0
CEVA INC COM 157210105   2,744,813 142,292 SH   SOLE   142,292 0 0
CF INDS HLDGS INC COM 125269100   1,537,990 20,750 SH   SOLE   20,750 0 0
COPART INC COM 217204106   19,724,422 364,188 SH   SOLE   364,188 0 0
ESAB CORPORATION COM 29605J106   3,479,368 36,846 SH   SOLE   36,846 0 0
FISERV INC COM 337738108   9,627,984 64,600 SH   SOLE   64,600 0 0
FOX CORP CL B COM 35137L204   3,522,200 110,000 SH   SOLE   110,000 0 0
HF SINCLAIR CORP COM 403949100   11,549,604 216,528 SH   SOLE   216,528 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   5,011,109 188,246 SH   SOLE   188,246 0 0
LL FLOORING HOLDINGS INC COM 55003T107   198,882 139,078 SH   SOLE   139,078 0 0
META PLATFORMS INC CL A 30303M102   9,914,982 19,664 SH   SOLE   19,664 0 0
NASDAQ INC COM 631103108   3,798,730 63,039 SH   SOLE   63,039 0 0
NU SKIN ENTERPRISES INC CL A 67018T105   1,153,171 109,409 SH   SOLE   109,409 0 0
NUTRIEN LTD COM 67077M108   1,578,210 31,000 SH   SOLE   31,000 0 0
ONEOK INC NEW COM 682680103   9,622,737 117,998 SH   SOLE   117,998 0 0
PAYPAL HLDGS INC COM 70450Y103   6,290,394 108,399 SH   SOLE   108,399 0 0
QORVO INC COM 74736K101   6,821,411 58,785 SH   SOLE   58,785 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   4,084,436 137,755 SH   SOLE   137,755 0 0
SYNOPSYS INC COM 871607107   15,888,102 26,700 SH   SOLE   26,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   20,821,363 439,826 SH   SOLE   439,826 0 0
WILLIAMS COS INC COM 969457100   18,482,485 434,882 SH   SOLE   434,882 0 0