The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BANK AMERICA CORP | COM | 060505104 | 177,970,000 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830104 | 76,050,000 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 244,978,500 | 5,525,000 | SH | SOLE | 5,525,000 | 0 | 0 | |||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 219,913,750 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | |||
| GRAY TELEVISION INC | COM | 389375106 | 27,683,052 | 4,000,441 | SH | SOLE | 4,000,441 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 225,000,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 300,360,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| KKR & CO INC | COM | 48251W104 | 246,400,000 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 315,220,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
| NEW YORK TIMES CO | CL A | 650111107 | 206,000,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||