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 |
| AerCap Holdings NV | SHS | N00985106 | 347,633,840 | 2,384,647 | SH | SOLE | 1,491,187 | 0 | 893,460 | ||
| Alcon AG | ORD SHS | H01301128 | 232,375,553 | 3,463,123 | SH | SOLE | 2,137,081 | 0 | 1,326,042 | ||
| Flutter Entmt PLC | SHS | G3643J108 | 48,568,451 | 475,369 | SH | SOLE | 273,676 | 0 | 201,693 | ||
| Shell PLC | Spon ADS | 780259305 | 318,394,593 | 4,106,198 | SH | SOLE | 2,574,643 | 0 | 1,531,555 | ||
| Check Point Software Tech LT | ORD | M22465104 | 160,131,026 | 1,218,375 | SH | SOLE | 759,947 | 0 | 458,428 | ||
| Canadian Pacific Kansas City | COM | 13646K108 | 37,374,225 | 431,324 | SH | SOLE | 324,628 | 0 | 106,696 | ||
| Sunbelt Rentals Holdings Inc | SHS | 866966104 | 11,329,825 | 151,448 | SH | SOLE | 130,034 | 0 | 21,414 | ||