The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 45,847,355 | 815,354 | SH | SOLE | 815,354 | 0 | 0 | |||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 42,994,477 | 1,367,074 | SH | SOLE | 1,367,074 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 89,244,766 | 1,136,876 | SH | SOLE | 1,136,876 | 0 | 0 | |||
| D R HORTON INC | COM | 23331A109 | 37,141,543 | 380,198 | SH | SOLE | 380,198 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 77,146,376 | 171,608 | SH | SOLE | 171,608 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 66,216,816 | 495,079 | SH | SOLE | 495,079 | 0 | 0 | |||
| MDU RES GROUP INC | COM | 552690109 | 83,099,788 | 2,726,371 | SH | SOLE | 2,726,371 | 0 | 0 | |||
| MSC INDL DIRECT INC | CL A | 553530106 | 47,531,904 | 565,856 | SH | SOLE | 565,856 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 86,824,942 | 5,027,501 | SH | SOLE | 5,027,501 | 0 | 0 | |||
| NEWS CORP NEW | CL B | 65249B208 | 25,349,599 | 1,454,366 | SH | SOLE | 1,454,366 | 0 | 0 | |||
| SPDR SER TR | S&P OILGAS EXP | 78468R556 | 42,254,746 | 331,176 | SH | SOLE | 331,176 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 39,669,624 | 667,614 | SH | SOLE | 667,614 | 0 | 0 | |||