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 9,873,048 116,400 SH SOLE 116,400 0 0
ALPHABET INC CAP STK CL C 02079K107 7,160,026 24,960 SH SOLE 24,960 0 0
ALPHABET INC CAP STK CL A 02079K305 19,784,128 68,800 SH SOLE 68,800 0 0
AMERICAN EXPRESS CO COM 025816109 14,770,098 48,830 SH SOLE 48,830 0 0
APPLIED MATLS INC COM 038222105 33,768,852 98,800 SH SOLE 98,800 0 0
ARAMARK COM 03852U106 9,510,684 234,600 SH SOLE 234,600 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 13,208,300 10,000 SH SOLE 10,000 0 0
AVANTOR INC COM 05352A100 7,201,040 918,500 SH SOLE 918,500 0 0
AXALTA COATING SYS LTD COM G0750C108 5,999,820 216,600 SH SOLE 216,600 0 0
BANK AMERICA CORP COM 060505104 15,680,048 321,642 SH SOLE 321,642 0 0
BLOOM ENERGY CORP COM CL A 093712107 15,852,330 117,000 SH SOLE 117,000 0 0
BRIGHTSTAR LOTTERY PLC SHS USD G4863A108 10,918,180 857,000 SH SOLE 857,000 0 0
CENTENE CORP DEL COM 15135B101 10,631,398 324,722 SH SOLE 324,722 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 10,534,250 725,000 SH SOLE 725,000 0 0
CORPAY INC COM SHS 219948106 23,218,092 79,790 SH SOLE 79,790 0 0
CORTEVA INC COM 22052L104 21,906,907 261,700 SH SOLE 261,700 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 17,131,437 58,519 SH SOLE 58,519 0 0
EXPEDIA GROUP INC COM NEW 30212P303 23,465,351 101,630 SH SOLE 101,630 0 0
FISERV INC COM 337738108 7,006,192 125,559 SH SOLE 125,559 0 0
GLOBAL PMTS INC COM 37940X102 9,193,718 136,608 SH SOLE 136,608 0 0
ICON PLC SHS G4705A100 11,066,000 100,000 SH SOLE 100,000 0 0
INTUIT COM 461202103 8,344,934 19,300 SH SOLE 19,300 0 0
IQVIA HLDGS INC COM 46266C105 11,494,396 67,400 SH SOLE 67,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 18,126,150 183,000 SH SOLE 183,000 0 0
MCKESSON CORP COM 58155Q103 24,922,368 28,800 SH SOLE 28,800 0 0
META PLATFORMS INC CL A 30303M102 23,972,247 41,900 SH SOLE 41,900 0 0
MICROSOFT CORP COM 594918104 5,439,648 14,695 SH SOLE 14,695 0 0
MOODYS CORP COM 615369105 6,874,428 15,758 SH SOLE 15,758 0 0
ORACLE CORP COM 68389X105 23,508,178 159,800 SH SOLE 159,800 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 8,522,580 349,000 SH SOLE 349,000 0 0
QUIDELORTHO CORP COM 219798105 4,140,360 252,000 SH SOLE 252,000 0 0
REGAL REXNORD CORPORATION COM 758750103 25,017,936 133,600 SH SOLE 133,600 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 19,622,397 623,329 SH SOLE 623,329 0 0
ROBERT HALF INC. COM 770323103 6,362,522 250,493 SH SOLE 250,493 0 0
STAGWELL INC COM CL A 85256A109 5,977,651 950,342 SH SOLE 950,342 0 0
ULTA BEAUTY INC COM 90384S303 12,403,908 23,730 SH SOLE 23,730 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 47,785,606 190,700 SH SOLE 190,700 0 0
VESTIS CORPORATION COM SHS 29430C102 15,257,101 1,941,107 SH SOLE 1,941,107 0 0
VONTIER CORPORATION COM 928881101 19,011,920 536,000 SH SOLE 536,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 13,603,200 192,000 SH SOLE 192,000 0 0