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
ALIGHT INC COM CL A 01626W101   13,116,160 1,849,952 SH   SOLE 0 1,849,952 0 0
ALLSTATE CORP COM 020002101   22,304,282 200,200 SH Call SOLE 0 200,200 0 0
AMAZON COM INC COM 023135106   83,883,564 659,877 SH   SOLE 0 659,877 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   104,420,950 445,672 SH   SOLE 0 445,672 0 0
CONSTELLATION BRANDS INC CL A 21036P108   132,241,552 526,167 SH   SOLE 0 526,167 0 0
CONSTELLATION BRANDS INC CL A 21036P108   25,133,000 100,000 SH Call SOLE 0 100,000 0 0
CRANE COMPANY COMMON STOCK 224408104   35,254,022 396,826 SH   SOLE 0 396,826 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   7,168,469 569,378 SH   SOLE 0 569,378 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   4,309,557 342,300 SH Call SOLE 0 342,300 0 0
EATON CORP PLC SHS G29183103   160,827,196 754,066 SH   SOLE 0 754,066 0 0
EVEREST GROUP LTD COM G3223R108   158,669,268 426,909 SH   SOLE 0 426,909 0 0
FIVE9 INC COM 338307101   11,572,393 179,975 SH   SOLE 0 179,975 0 0
GALLAGHER ARTHUR J & CO COM 363576109   28,059,323 123,105 SH   SOLE 0 123,105 0 0
GLOBAL E ONLINE LTD SHS M5216V106   22,392,497 563,475 SH   SOLE 0 563,475 0 0
GLOBANT S A COM L44385109   55,561,424 280,826 SH   SOLE 0 280,826 0 0
HALEON PLC SPON ADS 405552100   84,795,160 10,179,491 SH   SOLE 0 10,179,491 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   85,956,326 1,456,640 SH   SOLE 0 1,456,640 0 0
ISHARES TR MSCI EAFE ETF 464287465   40,056,304 581,200 SH Put SOLE 0 581,200 0 0
KENVUE INC COM 49177J102   10,040,000 500,000 SH Call SOLE 0 500,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   109,902,059 1,764,078 SH   SOLE 0 1,764,078 0 0
MICROSOFT CORP COM 594918104   137,160,537 434,396 SH   SOLE 0 434,396 0 0
REGAL REXNORD CORPORATION COM 758750103   11,004,046 77,016 SH   SOLE 0 77,016 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   15,173,081 104,505 SH   SOLE 0 104,505 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   4,536,513 122,443 SH   SOLE 0 122,443 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   62,747,839 911,900 SH Put SOLE 0 911,900 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   47,243,080 466,000 SH Put SOLE 0 466,000 0 0
SYNOPSYS INC COM 871607107   110,897,708 241,623 SH   SOLE 0 241,623 0 0
TRANSDIGM GROUP INC COM 893641100   145,296,593 172,330 SH   SOLE 0 172,330 0 0
TRIP COM GROUP LTD ADS 89677Q107   46,241,006 1,322,305 SH   SOLE 0 1,322,305 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   212,855,201 5,721,914 SH   SOLE 0 5,721,914 0 0
WORKDAY INC CL A 98138H101   87,717,239 408,272 SH   SOLE 0 408,272 0 0