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
AERCAP HOLDINGS NV COM N00985106 232,246,491 1,593,130 SH SOLE 1,593,130 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 253,556,826 2,612,372 SH SOLE 2,612,372 0 0
EAGLE MATERIALS INC COM 26969P108 61,784,775 274,599 SH SOLE 274,599 0 0
ELEVANCE HEALTH INC COM 036752103 262,939,273 679,904 SH SOLE 679,904 0 0
HUMANA INC COM 444859102 177,941,848 447,968 SH SOLE 447,968 0 0
T-MOBILE US INC COM 872590104 149,308,549 890,172 SH SOLE 890,172 0 0
WARRIOR MET COAL INC COM 93627C101 915,322 11,278 SH SOLE 11,278 0 0