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
AECOM COM 00766T100   10,758,852 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   13,928,083 1,632,835 SH   SOLE   1,632,835 0 0
ALPHABET INC CAP STK CL C 02079K107   3,517,613 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   8,213,772 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   9,147,812 48,830 SH   SOLE   48,830 0 0
APPLIED MATLS INC COM 038222105   19,010,811 117,300 SH   SOLE   117,300 0 0
ARAMARK COM 03852U106   4,288,060 152,600 SH   SOLE   152,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   7,569,200 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   15,946,755 698,500 SH   SOLE   698,500 0 0
AXALTA COATING SYS LTD COM G0750C108   5,659,402 166,600 SH   SOLE   166,600 0 0
BANK AMERICA CORP COM 060505104   10,644,501 316,142 SH   SOLE   316,142 0 0
CENTENE CORP DEL COM 15135B101   14,381,898 193,800 SH   SOLE   193,800 0 0
CORTEVA INC COM 22052L104   12,636,504 263,700 SH   SOLE   263,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,358,280 41,000 SH   SOLE   41,000 0 0
ELEVANCE HEALTH INC COM 036752103   17,494,876 37,100 SH   SOLE   37,100 0 0
FISERV INC COM 337738108   16,147,898 121,559 SH   SOLE   121,559 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   14,353,762 50,790 SH   SOLE   50,790 0 0
GLOBAL PMTS INC COM 37940X102   10,999,216 86,608 SH   SOLE   86,608 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   8,339,962 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105   9,217,292 229,400 SH   SOLE   229,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   17,049,020 622,000 SH   SOLE   622,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   4,275,486 53,800 SH   SOLE   53,800 0 0
MCKESSON CORP COM 58155Q103   19,074,776 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   22,547,252 63,700 SH   SOLE   63,700 0 0
MICROSOFT CORP COM 594918104   5,525,908 14,695 SH   SOLE   14,695 0 0
MOODYS CORP COM 615369105   6,154,444 15,758 SH   SOLE   15,758 0 0
MOSAIC CO NEW COM 61945C103   10,601,091 296,700 SH   SOLE   296,700 0 0
ORACLE CORP COM 68389X105   14,211,964 134,800 SH   SOLE   134,800 0 0
OVINTIV INC COM 69047Q102   6,017,040 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,605,400 349,000 SH   SOLE   349,000 0 0
ROBERT HALF INC. COM 770323103   11,560,865 131,493 SH   SOLE   131,493 0 0
STAGWELL INC COM CL A 85256A109   6,300,767 950,342 SH   SOLE   950,342 0 0
TRIPADVISOR INC COM 896945201   3,242,590 150,608 SH   SOLE   150,608 0 0
ULTA BEAUTY INC COM 90384S303   5,585,886 11,400 SH   SOLE   11,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   27,713,310 577,000 SH   SOLE   577,000 0 0
VESTIS CORPORATION COM SHS 29430C102   1,612,982 76,300 SH   SOLE   76,300 0 0
VONTIER CORPORATION COM 928881101   13,785,450 399,000 SH   SOLE   399,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   10,197,450 155,000 SH   SOLE   155,000 0 0