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 |
| AIR GLOBAL PLC | SHS | G0180Y100 | 64,380,828 | 9,666,791 | SH | SOLE | 9,666,791 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 184,296,000 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 281,561,390 | 967,000 | SH | SOLE | 967,000 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 28,956,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| RIMINI STR INC DEL | COM | 76674Q107 | 25,190,228 | 5,913,199 | SH | SOLE | 5,913,199 | 0 | 0 | ||
| SMITH DOUGLAS HOMES CORP | COM SHS CL A | 83207R107 | 22,274,259 | 1,433,350 | SH | SOLE | 1,433,350 | 0 | 0 | ||