The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 95,638,350 | 4,215,000 | SH | SOLE | 4,215,000 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 202,729,725 | 2,272,500 | SH | SOLE | 2,272,500 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 208,319,600 | 3,020,000 | SH | SOLE | 3,020,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 129,090,806 | 652,600 | SH | SOLE | 652,600 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 210,305,856 | 6,879,485 | SH | SOLE | 6,879,485 | 0 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 120,795,480 | 1,653,600 | SH | SOLE | 1,653,600 | 0 | 0 | ||
| KENVUE INC | COM | 49177J102 | 212,648,800 | 10,160,000 | SH | SOLE | 10,160,000 | 0 | 0 | ||
| NCINO INC | COM | 63947X101 | 125,658,022 | 4,492,600 | SH | SOLE | 4,492,600 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 40,777,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 219,742,425 | 1,522,500 | SH | SOLE | 1,522,500 | 0 | 0 | ||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | 148,498,400 | 4,880,000 | SH | SOLE | 4,880,000 | 0 | 0 | ||
| SOTERA HEALTH CO | COM | 83601L102 | 87,959,200 | 7,910,000 | SH | SOLE | 7,910,000 | 0 | 0 | ||
| SPRINKLR INC | CL A | 85208T107 | 48,602,700 | 5,745,000 | SH | SOLE | 5,745,000 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 146,661,150 | 2,197,500 | SH | SOLE | 2,197,500 | 0 | 0 | ||
| TALEN ENERGY CORP | COM | 87422Q109 | 393,877,042 | 1,354,600 | SH | SOLE | 1,354,600 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 409,766,200 | 3,295,000 | SH | SOLE | 3,295,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 114,744,900 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 134,736,712 | 695,200 | SH | SOLE | 695,200 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 152,812,000 | 15,100,000 | SH | SOLE | 15,100,000 | 0 | 0 | ||