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   11,416,512 116,400 SH   SOLE   116,400 0 0
ALIGHT INC COM CL A 01626W101   19,038,425 1,932,835 SH   SOLE   1,932,835 0 0
ALPHABET INC CAP STK CL C 02079K107   3,800,410 24,960 SH   SOLE   24,960 0 0
ALPHABET INC CAP STK CL A 02079K305   8,874,684 58,800 SH   SOLE   58,800 0 0
AMERICAN EXPRESS CO COM 025816109   11,118,103 48,830 SH   SOLE   48,830 0 0
APPLIED MATLS INC COM 038222105   24,190,779 117,300 SH   SOLE   117,300 0 0
ARAMARK COM 03852U106   4,962,552 152,600 SH   SOLE   152,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   9,704,700 10,000 SH   SOLE   10,000 0 0
AVANTOR INC COM 05352A100   17,860,645 698,500 SH   SOLE   698,500 0 0
AXALTA COATING SYS LTD COM G0750C108   5,729,374 166,600 SH   SOLE   166,600 0 0
BANK AMERICA CORP COM 060505104   13,884,105 366,142 SH   SOLE   366,142 0 0
CENTENE CORP DEL COM 15135B101   16,543,584 210,800 SH   SOLE   210,800 0 0
CORTEVA INC COM 22052L104   19,648,169 340,700 SH   SOLE   340,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109   11,097,520 56,000 SH   SOLE   56,000 0 0
ELEVANCE HEALTH INC COM 036752103   21,830,534 42,100 SH   SOLE   42,100 0 0
GLOBAL PMTS INC COM 37940X102   14,115,565 105,608 SH   SOLE   105,608 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,030,040 21,619 SH   SOLE   21,619 0 0
HILTON GRAND VACATIONS INC COM 43283X105   12,860,004 272,400 SH   SOLE   272,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   14,050,980 622,000 SH   SOLE   622,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   4,177,032 53,800 SH   SOLE   53,800 0 0
MCKESSON CORP COM 58155Q103   22,118,220 41,200 SH   SOLE   41,200 0 0
META PLATFORMS INC CL A 30303M102   28,503,546 58,700 SH   SOLE   58,700 0 0
MOSAIC CO NEW COM 61945C103   9,630,882 296,700 SH   SOLE   296,700 0 0
ORACLE CORP COM 68389X105   16,932,228 134,800 SH   SOLE   134,800 0 0
OVINTIV INC COM 69047Q102   7,110,300 137,000 SH   SOLE   137,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,589,580 349,000 SH   SOLE   349,000 0 0
STAGWELL INC COM CL A 85256A109   5,911,127 950,342 SH   SOLE   950,342 0 0
ULTA BEAUTY INC COM 90384S303   8,575,232 16,400 SH   SOLE   16,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   45,571,860 558,000 SH   SOLE   558,000 0 0
VESTIS CORPORATION COM SHS 29430C102   1,470,301 76,300 SH   SOLE   76,300 0 0