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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 9,858,200 220,000 SH SOLE 0 220,000 0 0
ALPHABET INC CAP STK CL A 02079K305 22,204,980 126,000 SH SOLE 0 126,000 0 0
ELEVANCE HEALTH INC COM 036752103 19,448,000 50,000 SH SOLE 0 50,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,229,520 114,000 SH SOLE 0 114,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 5,715,795 89,744 SH SOLE 0 89,744 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 21,105,792 255,549 SH SOLE 0 255,549 0 0
MATTEL INC COM 577081102 22,983,936 1,165,514 SH SOLE 0 1,165,514 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 19,973,749 415,341 SH SOLE 0 415,341 0 0
PEABODY ENERGY CORP COM 704551100 6,657,514 496,089 SH SOLE 0 496,089 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 23,356,960 2,024,000 SH SOLE 0 2,024,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 20,335,145 2,196,020 SH SOLE 0 2,196,020 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 23,900,220 529,000 SH SOLE 0 529,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 22,347,130 433,000 SH SOLE 0 433,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,726,680 44,000 SH SOLE 0 44,000 0 0