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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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
AERCAP HOLDINGS NV SHS N00985106 19,199,700 164,100 SH SOLE 164,100 0 0
AIR LEASE CORP CL A 00912X302 10,721,217 183,300 SH SOLE 183,300 0 0
ALIGHT INC COM CL A 01626W101 11,224,969 1,983,210 SH SOLE 1,983,210 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 20,190,609 431,700 SH SOLE 431,700 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 12,757,926 350,300 SH SOLE 350,300 0 0
CHURCHILL DOWNS INC COM 171484108 11,352,400 112,400 SH SOLE 112,400 0 0
DOLLAR TREE INC COM 256746108 9,557,360 96,500 SH SOLE 96,500 0 0
GOLAR LNG LTD SHS G9456A100 10,087,431 244,900 SH SOLE 244,900 0 0
JBS N.V. CL A SHS N4732M103 12,605,727 862,815 SH SOLE 862,815 0 0
LIONSGATE STUDIOS CORP COM 53626N102 23,560,602 4,055,181 SH SOLE 4,055,181 0 0
MCGRATH RENTCORP COM 580589109 10,442,082 90,049 SH SOLE 90,049 0 0
MOHAWK INDS INC COM 608190104 6,426,692 61,300 SH SOLE 61,300 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 15,968,142 539,100 SH SOLE 539,100 0 0
QUIDELORTHO CORP COM 219798105 8,646,000 300,000 SH Call SOLE 300,000 0 0
QUIDELORTHO CORP COM 219798105 5,249,966 182,164 SH SOLE 182,164 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 29,556,000 300,000 SH SOLE 300,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 6,390,300 210,000 SH SOLE 210,000 0 0
TJX COS INC NEW COM 872540109 13,349,269 108,100 SH SOLE 108,100 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 23,114,916 425,141 SH SOLE 425,141 0 0
VALVOLINE INC COM 92047W101 4,264,162 112,600 SH SOLE 112,600 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 4,470,728 241,400 SH SOLE 241,400 0 0
WESCO INTL INC COM 95082P105 26,816,960 144,800 SH SOLE 144,800 0 0
WOODWARD INC COM 980745103 15,367,143 62,700 SH SOLE 62,700 0 0