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 |
| AMAZON COM INC | COM | 023135106 | 14,493,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 6,920,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| CITIZENS FINL GROUP INC | COM | 174610105 | 3,603,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 4,005,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| CONSTELLIUM SE | CL A SHS | F21107101 | 13,500,804 | 716,223 | SH | SOLE | 716,223 | 0 | 0 | |||
| EQUITABLE HLDGS INC | COM | 29452E101 | 4,849,750 | 118,750 | SH | SOLE | 118,750 | 0 | 0 | |||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 15,117,550 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| JELD-WEN HLDG INC | COM | 47580P103 | 4,641,237 | 344,561 | SH | SOLE | 344,561 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 13,635,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 10,820,638 | 154,272 | SH | SOLE | 154,272 | 0 | 0 | |||
| LEIDOS HOLDINGS INC | COM | 525327102 | 10,029,250 | 68,750 | SH | SOLE | 68,750 | 0 | 0 | |||
| NEOGEN CORP | COM | 640491106 | 12,269,550 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | |||
| OLIN CORP | COM PAR $1 | 680665205 | 10,608,750 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,565,913 | 21,250 | SH | SOLE | 21,250 | 0 | 0 | |||
| SENDAS DISTRIBUIDORA S A | SPON ADS | 81689T104 | 9,300,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| SILA REALTY TRUST INC | COMMON STOCK | 146280508 | 5,292,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| SOLVENTUM CORP | COM SHS | 83444M101 | 7,428,371 | 140,476 | SH | SOLE | 140,476 | 0 | 0 | |||
| VAIL RESORTS INC | COM | 91879Q109 | 1,801,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||