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
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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
AECOM COM 00766T100   9,814,848 116,400 SH   SOLE   116,400 0 0
AERCAP HOLDINGS NV SHS N00985106   7,068,112 125,700 SH   SOLE   125,700 0 0
ALPHABET INC CAP STK CL A 02079K305   6,099,324 58,800 SH   SOLE   58,800 0 0
ALPHABET INC CAP STK CL C 02079K107   2,595,840 24,960 SH   SOLE   24,960 0 0
AMERICAN EXPRESS CO COM 025816109   8,054,508 48,830 SH   SOLE   48,830 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106   1,140,712 216,044 SH   SOLE   216,044 0 0
APPLIED MATLS INC COM 038222105   14,407,960 117,300 SH   SOLE   117,300 0 0
ARAMARK COM 03852U106   6,859,280 191,600 SH   SOLE   191,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,807,100 10,000 SH   SOLE   10,000 0 0
AXALTA COATING SYS LTD COM G0750C108   5,046,314 166,600 SH   SOLE   166,600 0 0
BANK AMERICA CORP COM 060505104   4,512,565 157,782 SH   SOLE   157,782 0 0
BANK AMERICA CORP COM 060505104   4,529,096 158,360 SH   SOLE   158,360 0 0
CENTENE CORP DEL COM 15135B101   10,669,848 168,800 SH   SOLE   168,800 0 0
CNH INDL N V SHS N20944109   9,539,292 624,708 SH   SOLE   624,708 0 0
CORTEVA INC COM 22052L104   15,300,648 253,700 SH   SOLE   253,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,541,970 41,000 SH   SOLE   41,000 0 0
ELEVANCE HEALTH INC COM 036752103   15,219,711 33,100 SH   SOLE   33,100 0 0
FISERV INC COM 337738108   13,739,813 121,559 SH   SOLE   121,559 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   8,012,300 38,000 SH   SOLE   38,000 0 0
GLOBAL PMTS INC COM 37940X102   2,631,000 25,000 SH   SOLE   25,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   7,071,792 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105   10,192,242 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   16,669,600 622,000 SH   SOLE   622,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   6,833,484 82,800 SH   SOLE   82,800 0 0
MCKESSON CORP COM 58155Q103   14,669,260 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   15,619,978 73,700 SH   SOLE   73,700 0 0
MICROSOFT CORP COM 594918104   4,236,569 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   4,822,264 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103   13,612,596 296,700 SH   SOLE   296,700 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,815,750 135,000 SH   SOLE   135,000 0 0
ORACLE CORP COM 68389X105   10,853,056 116,800 SH   SOLE   116,800 0 0
OVINTIV INC COM 69047Q102   4,942,960 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   5,243,920 649,000 SH   SOLE   649,000 0 0
ROBERT HALF INTL INC COM 770323103   10,594,391 131,493 SH   SOLE   131,493 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   4,920,526 142,500 SH   SOLE   142,500 0 0
SPLUNK INC COM 848637104   5,656,920 59,000 SH   SOLE   59,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,744,442 48,600 SH   SOLE   48,600 0 0
STAGWELL INC COM CL A 85256A109   7,051,538 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201   2,991,074 150,608 SH   SOLE   150,608 0 0
ULTA BEAUTY INC COM 90384S303   6,220,638 11,400 SH   SOLE   11,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   10,904,220 762,000 SH   SOLE   762,000 0 0
VONTIER CORPORATION COM 928881101   9,678,360 354,000 SH   SOLE   354,000 0 0