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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AECOM COM 00766T100 10,707 139,400 SH   SOLE   139,400 0 0
AERCAP HOLDINGS NV SHS N00985106 6,823 135,700 SH   SOLE   135,700 0 0
ALPHABET INC CAP STK CL A 02079K305 5,396 1,940 SH   SOLE   1,940 0 0
ALPHABET INC CAP STK CL C 02079K107 3,486 1,248 SH   SOLE   1,248 0 0
AMERICAN EXPRESS CO COM 025816109 9,131 48,830 SH   SOLE   48,830 0 0
ANTHEM INC COM 036752103 16,259 33,100 SH   SOLE   33,100 0 0
APPLIED MATLS INC COM 038222105 11,243 85,300 SH   SOLE   85,300 0 0
ARAMARK COM 03852U106 7,204 191,600 SH   SOLE   191,600 0 0
AXALTA COATING SYS LTD COM G0750C108 4,287 174,400 SH   SOLE   174,400 0 0
BAUSCH HEALTH COS INC COM 071734107 5,054 221,200 SH   SOLE   221,200 0 0
BELDEN INC COM 077454106 3,312 59,777 SH   SOLE   59,777 0 0
BK OF AMERICA CORP COM 060505104 9,693 235,142 SH   SOLE   235,142 0 0
CENTENE CORP DEL COM 15135B101 13,875 164,800 SH   SOLE   164,800 0 0
CNH INDL N V SHS N20944109 10,463 659,708 SH   SOLE   659,708 0 0
CORTEVA INC COM 22052L104 14,583 253,700 SH   SOLE   253,700 0 0
FEDEX CORP COM 31428X106 7,890 34,100 SH   SOLE   34,100 0 0
FISERV INC COM 337738108 9,588 94,559 SH   SOLE   94,559 0 0
GLOBAL PMTS INC COM 37940X102 8,074 59,000 SH   SOLE   59,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,136 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105 11,931 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 9,206 373,000 SH   SOLE   373,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 7,777 82,800 SH   SOLE   82,800 0 0
MCKESSON CORP COM 58155Q103 12,613 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102 7,938 35,700 SH   SOLE   35,700 0 0
MICROSOFT CORP COM 594918104 4,531 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105 5,317 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103 18,401 276,700 SH   SOLE   276,700 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 15,178 557,200 SH   SOLE   557,200 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,932 316,800 SH   SOLE   316,800 0 0
ORACLE CORP COM 68389X105 8,670 104,800 SH   SOLE   104,800 0 0
PLANTRONICS INC NEW COM 727493108 2,692 68,330 SH   SOLE   68,330 0 0
REALOGY HLDGS CORP COM 75605Y106 5,520 352,044 SH   SOLE   352,044 0 0
ROBERT HALF INTL INC COM 770323103 10,332 90,493 SH   SOLE   90,493 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,505 153,500 SH   SOLE   153,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,422 85,600 SH   SOLE   85,600 0 0
STAGWELL INC COM CL A 85256A109 7,604 1,050,342 SH   SOLE   1,050,342 0 0
TRIPADVISOR INC COM 896945201 6,796 250,608 SH   SOLE   250,608 0 0
ULTA BEAUTY INC COM 90384S303 4,540 11,400 SH   SOLE   11,400 0 0
VONTIER CORPORATION COM 928881101 8,836 348,000 SH   SOLE   348,000 0 0
WW INTL INC COM 98262P101 5,299 518,000 SH   SOLE   518,000 0 0
WYNN RESORTS LTD COM 983134107 4,625 58,000 SH   SOLE   58,000 0 0