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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
COUPANG INC CL A 22266T109 2,185,653 99,665 SH SOLE 99,665 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 545,426 6,413 SH SOLE 0 0 6,413
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 1,510,500 150,000 SH SOLE 150,000 0 0
CONMED CORP COM 207410101 4,529,250 75,000 SH SOLE 75,000 0 0
CLOUDFLARE INC CL A COM 18915M107 482,877 4,285 SH SOLE 4,285 0 0
ALPHABET INC CAP STK CL A 02079K305 1,327,120 8,582 SH SOLE 8,582 0 0
META PLATFORMS INC CL A 30303M102 2,416,677 4,193 SH SOLE 4,193 0 0
IDT CORP CL B NEW 448947507 1,579,630 30,786 SH SOLE 30,786 0 0
AERCAP HOLDINGS NV SHS N00985106 1,921,511 18,807 SH SOLE 18,807 0 0
CONMED CORP COM 207410101 974,695 16,140 SH SOLE 16,140 0 0
NIKE INC CL B 654106103 1,969,848 31,031 SH SOLE 31,031 0 0
RH COM 74967X103 1,470,220 6,272 SH SOLE 6,272 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 370,010 4,384 SH SOLE 4,384 0 0
AVANTOR INC COM 05352A100 3,015,822 186,047 SH SOLE 186,047 0 0
CAMECO CORP COM 13321L108 801,385 19,470 SH SOLE 19,470 0 0
ARCOSA INC COM 039653100 6,748,000 87,500 SH SOLE 87,500 0 0
KKR & CO INC COM 48251W104 1,734,150 15,000 SH SOLE 15,000 0 0
AVANTOR INC COM 05352A100 12,157,500 750,000 SH SOLE 750,000 0 0
CLEAN HARBORS INC COM 184496107 10,347,750 52,500 SH SOLE 52,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,312,500 25,000 SH SOLE 25,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,233,125 12,500 SH SOLE 12,500 0 0
MATCH GROUP INC NEW COM 57667L107 3,923,650 125,758 SH SOLE 125,758 0 0
AMAZON COM INC COM 023135106 3,258,012 17,124 SH SOLE 17,124 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,074,625 12,500 SH SOLE 12,500 0 0
CBIZ INC COM 124805102 9,482,500 125,000 SH SOLE 125,000 0 0
EPAM SYS INC COM 29414B104 3,376,800 20,000 SH SOLE 20,000 0 0
PAYPAL HLDGS INC COM 70450Y103 4,893,750 75,000 SH SOLE 75,000 0 0
METLIFE INC COM 59156R108 3,010,875 37,500 SH SOLE 37,500 0 0
WOODWARD INC COM 980745103 5,930,925 32,500 SH SOLE 32,500 0 0
DANAHER CORPORATION COM 235851102 7,175,000 35,000 SH SOLE 35,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,201,562 13,750 SH SOLE 13,750 0 0
STANDARD BIOTOOLS INC COM 34385P108 1,701,000 1,575,000 SH SOLE 1,575,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 5,447,750 175,000 SH SOLE 175,000 0 0
TRANSUNION COM 89400J107 1,244,850 15,000 SH SOLE 15,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 891,381 2,036 SH SOLE 2,036 0 0
KBR INC COM 48242W106 2,864,075 57,500 SH SOLE 57,500 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 4,000,000 200,000 SH SOLE 200,000 0 0
AERCAP HOLDINGS NV SHS N00985106 6,130,200 60,000 SH SOLE 60,000 0 0
CRH PLC ORD G25508105 6,597,750 75,000 SH SOLE 75,000 0 0
ICU MED INC COM 44930G107 12,844,550 92,500 SH SOLE 92,500 0 0
ELEVANCE HEALTH INC COM 036752103 5,437,000 12,500 SH SOLE 12,500 0 0