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 |
| ALLY FINL INC | COM | 02005N100 | 14,122,800 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 23,867,480 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 29,157,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AMCOR PLC | COM NEW | G0250X149 | 25,479,750 | 641,000 | SH | SOLE | 641,000 | 0 | 0 | ||
| ATLASSIAN CORPORATION | CL A | 049468101 | 50,505,000 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 15,680,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 235,200 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 17,604,450 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 60,924,200 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 23,715,900 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 11,407,204,769 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 9,187,200 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 14,052,000 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 10,565,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 17,462,300 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 7,254,157 | 496,520 | SH | SOLE | 496,520 | 0 | 0 | ||
| JBS N.V. | CL A SHS | N4732M103 | 23,886,800 | 1,330,000 | SH | SOLE | 1,330,000 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | 2,853,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 33,469,605 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 21,921,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 5,946,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 21,086,800 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | 20,828,800 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 21,579,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UNITED PARKS & RESORTS INC | COM | 81282V100 | 3,266,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 10,523,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||