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 7,592 116,400 SH   SOLE   116,400 0 0
AERCAP HOLDINGS NV SHS N00985106 5,556 135,700 SH   SOLE   135,700 0 0
ALPHABET INC CAP STK CL A 02079K305 6,407 2,940 SH   SOLE   2,940 0 0
ALPHABET INC CAP STK CL C 02079K107 2,730 1,248 SH   SOLE   1,248 0 0
AMERICAN EXPRESS CO COM 025816109 6,769 48,830 SH   SOLE   48,830 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106 3,461 352,044 SH   SOLE   352,044 0 0
APPLIED MATLS INC COM 038222105 8,488 93,300 SH   SOLE   93,300 0 0
ARAMARK COM 03852U106 5,869 191,600 SH   SOLE   191,600 0 0
AXALTA COATING SYS LTD COM G0750C108 3,856 174,400 SH   SOLE   174,400 0 0
BAUSCH HEALTH COS INC COM 071734107 1,849 221,200 SH   SOLE   221,200 0 0
BK OF AMERICA CORP COM 060505104 7,320 235,142 SH   SOLE   235,142 0 0
CENTENE CORP DEL COM 15135B101 13,944 164,800 SH   SOLE   164,800 0 0
CNH INDL N V SHS N20944109 7,646 659,708 SH   SOLE   659,708 0 0
CORTEVA INC COM 22052L104 13,735 253,700 SH   SOLE   253,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,604 38,000 SH   SOLE   38,000 0 0
ELEVANCE HEALTH INC COM 036752103 15,973 33,100 SH   SOLE   33,100 0 0
FEDEX CORP COM 31428X106 7,731 34,100 SH   SOLE   34,100 0 0
FISERV INC COM 337738108 10,815 121,559 SH   SOLE   121,559 0 0
GLOBAL PMTS INC COM 37940X102 12,170 110,000 SH   SOLE   110,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,421 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105 8,196 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 12,491 673,000 SH   SOLE   673,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 6,327 82,800 SH   SOLE   82,800 0 0
MCKESSON CORP COM 58155Q103 13,440 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102 9,627 59,700 SH   SOLE   59,700 0 0
MICROSOFT CORP COM 594918104 3,774 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105 4,286 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103 13,069 276,700 SH   SOLE   276,700 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 12,938 557,200 SH   SOLE   557,200 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,523 316,800 SH   SOLE   316,800 0 0
ORACLE CORP COM 68389X105 8,580 122,800 SH   SOLE   122,800 0 0
OVINTIV INC COM 69047Q102 4,463 101,000 SH   SOLE   101,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 6,222 574,000 SH   SOLE   574,000 0 0
ROBERT HALF INTL INC COM 770323103 7,975 106,493 SH   SOLE   106,493 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,498 153,500 SH   SOLE   153,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,971 85,600 SH   SOLE   85,600 0 0
STAGWELL INC COM CL A 85256A109 5,160 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201 6,241 350,608 SH   SOLE   350,608 0 0
ULTA BEAUTY INC COM 90384S303 4,394 11,400 SH   SOLE   11,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,442 662,000 SH   SOLE   662,000 0 0
VONTIER CORPORATION COM 928881101 12,530 545,000 SH   SOLE   545,000 0 0
WYNN RESORTS LTD COM 983134107 3,305 58,000 SH   SOLE   58,000 0 0