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
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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 COM N00985106 362,078,014 2,483,729 SH SOLE 1 1,762,851 720,878 0
Affiliated Managers Group, Inc. COM 008252108 160,024,622 472,886 SH SOLE 1 447,340 25,546 0
Ameriprise Financial, Inc. COM 03076C106 298,577,065 650,835 SH SOLE 1 481,157 169,678 0
Aptiv PLC COM G3265R107 10,073,256 164,113 SH SOLE 164,113 0 0
Arrow Electronics, Inc. COM 042735100 264,232,738 1,238,146 SH SOLE 1 820,452 417,694 0
Assurant, Inc. COM 04621X108 156,500,090 582,803 SH SOLE 1 551,045 31,758 0
AutoNation, Inc. COM 05329W102 66,962,060 360,418 SH SOLE 1 339,995 20,423 0
Centene Corporation COM 15135B101 157,262,740 2,449,957 SH SOLE 1 2,316,000 133,957 0
Cigna Group COM 125523100 204,993,443 743,592 SH SOLE 1 551,384 192,208 0
Concentrix Corporation COM 20602D101 31,064,353 1,386,492 SH SOLE 1 873,853 512,639 0
Corpay, Inc. COM 219948106 197,423,149 592,382 SH SOLE 1 552,074 40,308 0
Crown Holdings, Inc. COM 228368106 13,346,835 119,360 SH SOLE 119,360 0 0
eBay Inc. COM 278642103 380,060,297 3,400,987 SH SOLE 1 2,559,655 841,332 0
Expedia Group, Inc. COM 30212P303 367,092,613 1,434,628 SH SOLE 1 1,037,151 397,477 0
F5, Inc. COM 315616102 383,451,894 921,848 SH SOLE 1 658,895 262,953 0
Fidelity National Information Services, Inc. COM 31620M106 142,463,863 3,664,194 SH SOLE 1 2,701,576 962,618 0
Flex Ltd COM Y2573F102 751,196,071 4,635,010 SH SOLE 1 3,609,179 1,025,831 0
Gen Digital Inc. COM 668771108 198,707,523 7,983,428 SH SOLE 1 5,695,945 2,287,483 0
Global Payments Inc. COM 37940X102 133,126,485 1,834,709 SH SOLE 1 1,326,334 508,375 0
Grab Holdings Limited Class A ADR G4124C109 1,625,956 431,288 SH SOLE 431,288 0 0
HCA Healthcare Inc COM 40412C101 255,015,742 654,071 SH SOLE 1 463,505 190,566 0
Henry Schein, Inc. COM 806407102 122,553,156 1,467,351 SH SOLE 1 1,393,477 73,874 0
ICON Plc COM G4705A100 153,069,604 881,179 SH SOLE 1 834,494 46,685 0
Invesco S&P 500 Equal Weight ETF ETF 46137V357 208,302 979 SH SOLE 979 0 0
IQVIA Holdings Inc COM 46266C105 243,436,719 1,259,894 SH SOLE 1 1,179,283 80,611 0
Johnson Controls International plc COM G51502105 437,807,365 2,996,423 SH SOLE 1 2,222,507 773,916 0
Lithia Motors, Inc. COM 536797103 144,678,545 498,050 SH SOLE 1 333,729 164,321 0
LKQ Corporation COM 501889208 76,184,802 2,893,460 SH SOLE 1 2,741,782 151,678 0
NetApp, Inc. COM 64110D104 381,612,006 2,465,831 SH SOLE 1 1,811,883 653,948 0
Nintendo Co., Ltd. Unsponsored ADR ADR 654445303 2,560,505 244,323 SH SOLE 244,323 0 0
NRG Energy, Inc. COM 629377508 392,846,335 2,689,623 SH SOLE 1 1,948,864 740,759 0
NXP Semiconductors NV COM N6596X109 249,447,568 887,619 SH SOLE 1 830,140 57,479 0
Primerica, Inc. COM 74164M108 137,790,107 484,835 SH SOLE 1 464,309 20,526 0
Sony Group Corporation Sponsored ADR COM 835699307 562,583 28,045 SH SOLE 28,045 0 0
SS&C Technologies Holdings, Inc. COM 78467J100 137,759,004 2,220,129 SH SOLE 1 2,072,844 147,285 0
Sunbelt Rentals Holdings Inc COM 866966104 13,078,284 174,820 SH SOLE 174,820 0 0
TD SYNNEX Corporation COM 87162W100 309,370,393 1,157,217 SH SOLE 1 754,107 403,110 0
Uber Technologies, Inc. COM 90353T100 235,234,961 3,259,908 SH SOLE 1 2,388,787 871,121 0
Versigent PLC COM G9600F104 3,000,774 71,430 SH SOLE 71,430 0 0
WESCO International, Inc. COM 95082P105 198,960,771 575,980 SH SOLE 1 547,760 28,220 0
WEX Inc. COM 96208T104 108,713,231 770,524 SH SOLE 1 500,108 270,416 0