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
AECOM COM 00766T100 13,136,904 116,400 SH SOLE 116,400 0 0
ALIGHT INC COM CL A 01626W101 15,739,526 2,780,835 SH SOLE 2,780,835 0 0
ALPHABET INC CAP STK CL C 02079K107 4,427,654 24,960 SH SOLE 24,960 0 0
ALPHABET INC CAP STK CL A 02079K305 12,124,624 68,800 SH SOLE 68,800 0 0
AMERICAN EXPRESS CO COM 025816109 15,575,793 48,830 SH SOLE 48,830 0 0
APPLIED MATLS INC COM 038222105 19,734,946 107,800 SH SOLE 107,800 0 0
ARAMARK COM 03852U106 9,822,702 234,600 SH SOLE 234,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,013,900 10,000 SH SOLE 10,000 0 0
AVANTOR INC COM 05352A100 17,747,010 1,318,500 SH SOLE 1,318,500 0 0
AXALTA COATING SYS LTD COM G0750C108 6,430,854 216,600 SH SOLE 216,600 0 0
BANK AMERICA CORP COM 060505104 16,284,799 344,142 SH SOLE 344,142 0 0
CENTENE CORP DEL COM 15135B101 18,016,183 331,912 SH SOLE 331,912 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,199,250 275,000 SH SOLE 275,000 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,199,250 275,000 SH SOLE 275,000 0 0
CORPAY INC COM SHS 219948106 26,475,918 79,790 SH SOLE 79,790 0 0
CORTEVA INC COM 22052L104 25,466,901 341,700 SH SOLE 341,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,694,400 56,000 SH SOLE 56,000 0 0
ELEVANCE HEALTH INC COM 036752103 21,050,126 54,119 SH SOLE 54,119 0 0
EXPEDIA GROUP INC COM NEW 30212P303 17,142,948 101,630 SH SOLE 101,630 0 0
FISERV INC COM 337738108 23,371,727 135,559 SH SOLE 135,559 0 0
GLOBAL PMTS INC COM 37940X102 12,935,104 161,608 SH SOLE 161,608 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 15,051,120 952,000 SH SOLE 952,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 9,907,200 128,000 SH SOLE 128,000 0 0
MCKESSON CORP COM 58155Q103 24,548,130 33,500 SH SOLE 33,500 0 0
META PLATFORMS INC CL A 30303M102 32,402,151 43,900 SH SOLE 43,900 0 0
MICROSOFT CORP COM 594918104 7,309,440 14,695 SH SOLE 14,695 0 0
MOODYS CORP COM 615369105 7,904,055 15,758 SH SOLE 15,758 0 0
ORACLE CORP COM 68389X105 29,471,324 134,800 SH SOLE 134,800 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 4,858,080 349,000 SH SOLE 349,000 0 0
QUIDELORTHO CORP COM 219798105 10,865,140 377,000 SH SOLE 377,000 0 0
REGAL REXNORD CORPORATION COM 758750103 19,366,656 133,600 SH SOLE 133,600 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 9,922,776 413,449 SH SOLE 413,449 0 0
ROBERT HALF INC. COM 770323103 12,376,288 301,493 SH SOLE 301,493 0 0
STAGWELL INC COM CL A 85256A109 4,276,539 950,342 SH SOLE 950,342 0 0
ULTA BEAUTY INC COM 90384S303 14,937,493 31,930 SH SOLE 31,930 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 46,227,600 360,000 SH SOLE 360,000 0 0
VESTIS CORPORATION COM SHS 29430C102 10,549,543 1,841,107 SH SOLE 1,841,107 0 0
VONTIER CORPORATION COM 928881101 19,778,400 536,000 SH SOLE 536,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 14,972,160 192,000 SH SOLE 192,000 0 0