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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
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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
AMAZON COM INC COM 023135106   14,655,875 81,250 SH   SOLE   81,250 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   10,427,500 50,000 SH   SOLE   50,000 0 0
CITIZENS FINL GROUP INC COM 174610105   3,629,000 100,000 SH   SOLE   100,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   9,242,500 50,000 SH   SOLE   50,000 0 0
CONSTELLIUM SE CL A SHS F21107101   20,451,750 925,000 SH   SOLE   925,000 0 0
EQUITABLE HLDGS INC COM 29452E101   7,600,000 200,000 SH   SOLE   200,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   10,914,150 195,000 SH   SOLE   195,000 0 0
JELD-WEN HLDG INC COM 47580P103   9,411,259 443,300 SH   SOLE   443,300 0 0
KENVUE INC COM 49177J102   18,777,500 875,000 SH   SOLE   875,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   12,162,000 150,000 SH   SOLE   150,000 0 0
LEIDOS HOLDINGS INC COM 525327102   19,663,500 150,000 SH   SOLE   150,000 0 0
NEOGEN CORP COM 640491106   2,662,875 168,750 SH   SOLE   168,750 0 0
OLIN CORP COM PAR $1 680665205   13,818,000 235,000 SH   SOLE   235,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,808,500 25,000 SH   SOLE   25,000 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104   14,780,000 1,000,000 SH   SOLE   1,000,000 0 0
VESTIS CORPORATION COM SHS 29430C102   9,153,250 475,000 SH   SOLE   475,000 0 0