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
3-D SYS CORP DEL COM NEW 88554D205 2,184,666 1,418,614 SH SOLE 1,418,614 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,686,072 17,750 SH SOLE 17,750 0 0
ALPHABET INC CAP STK CL A 02079K305 255,534 1,450 SH SOLE 1,450 0 0
ALTRIA GROUP INC COM 02209S103 2,850,180 48,613 SH SOLE 48,613 0 0
AMAZON COM INC COM 023135106 535,312 2,440 SH SOLE 2,440 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 1,771,884 33,200 SH SOLE 33,200 0 0
APPLE INC COM 037833100 638,284 3,111 SH SOLE 3,111 0 0
AVANOS MED INC COM 05350V106 6,045,091 493,880 SH SOLE 493,880 0 0
BATH & BODY WORKS INC COM 070830104 2,030,509 67,774 SH SOLE 67,774 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 11,058,500 850,000 SH SOLE 850,000 0 0
BAXTER INTL INC COM 071813109 24,375,400 805,000 SH SOLE 805,000 0 0
BIOGEN INC COM 09062X103 1,921,527 15,300 SH SOLE 15,300 0 0
BORGWARNER INC COM 099724106 1,439,640 43,000 SH SOLE 43,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,796,052 38,800 SH SOLE 38,800 0 0
CARS COM INC COM 14575E105 1,813,050 153,000 SH SOLE 153,000 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 2,472,021 113,918 SH SOLE 113,918 0 0
CHUBB LIMITED COM H1467J104 231,776 800 SH SOLE 800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,928,980 24,721 SH SOLE 24,721 0 0
COMCAST CORP NEW CL A 20030N101 1,568,790 43,956 SH SOLE 43,956 0 0
CONCENTRIX CORP COM 20602D101 1,540,300 29,142 SH SOLE 29,142 0 0
COUPANG INC CL A 22266T109 278,239 9,287 SH SOLE 9,287 0 0
CROCS INC COM 227046109 1,920,269 18,960 SH SOLE 18,960 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 934,557 239,630 SH SOLE 239,630 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,255,840 18,400 SH SOLE 18,400 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 14,621,800 145,000 SH SOLE 145,000 0 0
DISNEY WALT CO COM 254687106 15,501,250 125,000 SH SOLE 125,000 0 0
DXC TECHNOLOGY CO COM 23355L106 1,233,643 80,683 SH SOLE 80,683 0 0
EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 95,043,181 3,085,507 SH SOLE 3,085,507 0 0
EMBECTA CORP COMMON STOCK 29082K105 1,019,495 105,211 SH SOLE 105,211 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,922,952 11,400 SH SOLE 11,400 0 0
EXXON MOBIL CORP COM 30231G102 239,747 2,224 SH SOLE 2,224 0 0
FISERV INC COM 337738108 12,120,423 70,300 SH SOLE 70,300 0 0
GIBRALTAR INDS INC COM 374689107 2,065,000 35,000 SH SOLE 35,000 0 0
GILEAD SCIENCES INC COM 375558103 2,885,059 26,022 SH SOLE 26,022 0 0
HALEON PLC SPON ADS 405552100 18,666,000 1,800,000 SH SOLE 1,800,000 0 0
HALLIBURTON CO COM 406216101 1,252,147 61,440 SH SOLE 61,440 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,334,033 44,868 SH SOLE 44,868 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 1,896,000 60,000 SH SOLE 60,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 3,083,629 67,387 SH SOLE 67,387 0 0
HELEN OF TROY LTD COM G4388N106 970,596 34,200 SH SOLE 34,200 0 0
HP INC COM 40434L105 1,548,807 63,320 SH SOLE 63,320 0 0
INCYTE CORP COM 45337C102 2,380,231 34,952 SH SOLE 34,952 0 0
INDIVIOR PLC ORD G4766E116 3,001,064 203,600 SH SOLE 203,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 900,553 3,055 SH SOLE 3,055 0 0
IQVIA HLDGS INC COM 46266C105 24,457,968 155,200 SH SOLE 155,200 0 0
ISHARES TR MSCI EAFE ETF 464287465 211,854 2,370 SH SOLE 2,370 0 0
JOHNSON & JOHNSON COM 478160104 627,039 4,105 SH SOLE 4,105 0 0
JPMORGAN CHASE & CO. COM 46625H100 217,432 750 SH SOLE 750 0 0
KENVUE INC COM 49177J102 18,837,000 900,000 SH SOLE 900,000 0 0
KRAFT HEINZ CO COM 500754106 1,526,582 59,124 SH SOLE 59,124 0 0
LEAR CORP COM NEW 521865204 2,178,936 22,941 SH SOLE 22,941 0 0
LENNAR CORP CL A 526057104 1,880,370 17,000 SH SOLE 17,000 0 0
MADDEN STEVEN LTD COM 556269108 2,062,280 86,000 SH SOLE 86,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 1,184,084 29,309 SH SOLE 29,309 0 0
MATCH GROUP INC NEW COM 57667L107 2,001,672 64,800 SH SOLE 64,800 0 0
MAXIMUS INC COM 577933104 1,905,088 27,138 SH SOLE 27,138 0 0
MEDTRONIC PLC SHS G5960L103 21,792,500 250,000 SH SOLE 250,000 0 0
MICROSOFT CORP COM 594918104 424,291 853 SH SOLE 853 0 0
MINERALS TECHNOLOGIES INC COM 603158106 1,877,887 34,100 SH SOLE 34,100 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 1,862,430 38,728 SH SOLE 38,728 0 0
NETSCOUT SYS INC COM 64115T104 2,205,907 88,912 SH SOLE 88,912 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 2,154,438 12,457 SH SOLE 12,457 0 0
NEXTRACKER INC CLASS A COM 65290E101 2,708,605 49,818 SH SOLE 49,818 0 0
OMNICOM GROUP INC COM 681919106 1,812,888 25,200 SH SOLE 25,200 0 0
OSHKOSH CORP COM 688239201 2,202,108 19,395 SH SOLE 19,395 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106 2,458,342 171,313 SH SOLE 171,313 0 0
PFIZER INC COM 717081103 1,976,772 81,550 SH SOLE 81,550 0 0
PREMIER INC CL A 74051N102 1,913,042 87,234 SH SOLE 87,234 0 0
PROCTER AND GAMBLE CO COM 742718109 916,090 5,750 SH SOLE 5,750 0 0
PVH CORPORATION COM 693656100 1,872,780 27,300 SH SOLE 27,300 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 2,406,746 109,100 SH SOLE 109,100 0 0
SERVICENOW INC COM 81762P102 231,318 225 SH SOLE 225 0 0
SHATTUCK LABS INC COM 82024L103 1,168,418 1,475,648 SH SOLE 1,475,648 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,505,304 20,200 SH SOLE 20,200 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 20,675,250 675,000 SH SOLE 675,000 0 0
SMUCKER J M CO COM NEW 832696405 2,060,923 20,987 SH SOLE 20,987 0 0
SONY GROUP CORP SPONSORED ADR 835699307 10,412,000 400,000 SH SOLE 400,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 651,214 1,054 SH SOLE 1,054 0 0
TD SYNNEX CORPORATION COM 87162W100 2,347,474 17,299 SH SOLE 17,299 0 0
TEGNA INC COM 87901J105 1,951,032 116,410 SH SOLE 116,410 0 0
TELEFLEX INCORPORATED COM 879369106 1,775,400 15,000 SH SOLE 15,000 0 0
TERADATA CORP DEL COM 88076W103 1,865,116 83,600 SH SOLE 83,600 0 0
TRIPADVISOR INC COM 896945201 1,824,325 139,795 SH SOLE 139,795 0 0
UNILEVER PLC SPON ADR NEW 904767704 11,010,600 180,000 SH SOLE 180,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100 6,129,500 130,000 SH SOLE 130,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,752,835 6,100 SH SOLE 6,100 0 0
UPBOUND GROUP INC COM 76009N100 1,932,700 77,000 SH SOLE 77,000 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 319,923 1,350 SH SOLE 1,350 0 0
VIATRIS INC COM 92556V106 1,532,084 171,566 SH SOLE 171,566 0 0
VONTIER CORPORATION COM 928881101 2,238,871 60,674 SH SOLE 60,674 0 0
WESTERN UN CO COM 959802109 1,288,462 153,024 SH SOLE 153,024 0 0
WEX INC COM 96208T104 1,953,637 13,300 SH SOLE 13,300 0 0
WILEY JOHN & SONS INC CL A 968223206 2,555,157 57,252 SH SOLE 57,252 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 1,084,073 144,736 SH SOLE 144,736 0 0
YELP INC CL A 985817105 1,905,412 55,600 SH SOLE 55,600 0 0
YETI HLDGS INC COM 98585X104 1,865,984 59,200 SH SOLE 59,200 0 0
ZIFF DAVIS INC COM 48123V102 1,764,741 58,300 SH SOLE 58,300 0 0