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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
AERCAP HOLDINGS NV COM N00985106 166,203,584 1,211,573 SH SOLE 1,211,573 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 172,192,333 1,793,857 SH SOLE 1,793,857 0 0
ELEVANCE HEALTH INC COM 036752103 100,748,156 344,144 SH SOLE 344,144 0 0
HUMANA INC COM 444859102 88,581,309 510,879 SH SOLE 510,879 0 0
WARRIOR MET COAL INC COM 93627C101 10,902,928 117,047 SH SOLE 117,047 0 0