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
AECOM COM 00766T100 8,124,720 116,400 SH SOLE 116,400 0 0
ALPHABET INC CAP STK CL C 02079K107 8,819,117 24,960 SH SOLE 24,960 0 0
ALPHABET INC CAP STK CL A 02079K305 24,587,056 68,800 SH SOLE 68,800 0 0
AMERICAN EXPRESS CO COM 025816109 16,516,748 48,830 SH SOLE 48,830 0 0
APPLIED MATLS INC COM 038222105 56,249,400 77,800 SH SOLE 77,800 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 19,894,400 10,000 SH SOLE 10,000 0 0
AXALTA COATING SYS LTD COM G0750C108 7,412,052 216,600 SH SOLE 216,600 0 0
BANK OF AMER CORP COM 060505104 18,327,161 321,642 SH SOLE 321,642 0 0
BLOOM ENERGY CORP COM CL A 093712107 27,182,460 89,800 SH SOLE 89,800 0 0
CENTENE CORP DEL COM 15135B101 26,300,055 409,722 SH SOLE 409,722 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 12,936,150 855,000 SH SOLE 855,000 0 0
CORPAY INC COM SHS 219948106 26,591,613 79,790 SH SOLE 79,790 0 0
CORTEVA INC COM 22052L104 22,163,373 261,700 SH SOLE 261,700 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 28,161,292 72,819 SH SOLE 72,819 0 0
EQUIPMENTSHARE COM INC COM CL A 29445S100 11,976,872 609,200 SH SOLE 609,200 0 0
ESAB CORPORATION COM 29605J106 11,174,779 113,300 SH SOLE 113,300 0 0
EXPEDIA GROUP INC COM NEW 30212P303 26,005,084 101,630 SH SOLE 101,630 0 0
FISERV INC COM 337738108 6,158,669 125,559 SH SOLE 125,559 0 0
ICON PUB LTD CO SHS G4705A100 24,347,194 140,160 SH SOLE 140,160 0 0
IQVIA HLDGS INC COM 46266C105 16,887,428 87,400 SH SOLE 87,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 49,449,740 166,000 SH SOLE 166,000 0 0
MCKESSON CORP COM 58155Q103 21,761,280 28,800 SH SOLE 28,800 0 0
META PLATFORMS INC CL A 30303M102 23,601,851 41,900 SH SOLE 41,900 0 0
MICROSOFT CORP COM 594918104 5,481,529 14,695 SH SOLE 14,695 0 0
MOODYS CORP COM 615369105 7,137,113 15,758 SH SOLE 15,758 0 0
ORACLE CORP COM 68389X105 23,418,690 159,800 SH SOLE 159,800 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 12,441,850 349,000 SH SOLE 349,000 0 0
POOL CORP COM 73278L105 13,323,800 62,000 SH SOLE 62,000 0 0
REGAL REXNORD CORPORATION COM 758750103 31,822,184 133,600 SH SOLE 133,600 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 19,092,283 667,329 SH SOLE 667,329 0 0
ROBERT HALF INC. COM 770323103 14,751,135 480,493 SH SOLE 480,493 0 0
STAGWELL INC COM CL A 85256A109 7,061,041 950,342 SH SOLE 950,342 0 0
ULTA BEAUTY INC COM 90384S303 10,701,755 23,730 SH SOLE 23,730 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 53,468,745 159,694 SH SOLE 159,694 0 0
VESTIS CORPORATION COM SHS 29430C102 29,636,874 2,041,107 SH SOLE 2,041,107 0 0
VONTIER CORPORATION COM 928881101 15,544,000 536,000 SH SOLE 536,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 15,782,400 192,000 SH SOLE 192,000 0 0