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
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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
AES CORP COM 00130H105 27,450,469 1,872,474 SH SOLE 1,872,474 0 0
ALLIED GOLD CORP COM NEW 01921D204 31,934,491 1,345,274 SH SOLE 1,345,274 0 0
AVANOS MED INC COM 05350V106 17,985,254 722,880 SH SOLE 722,880 0 0
BIO-TECHNE CORP COM 09073M104 26,210,444 370,990 SH SOLE 370,990 0 0
ELECTRONIC ARTS INC COM 285512109 18,655,769 90,986 SH SOLE 90,986 0 0
NORFOLK SOUTHN CORP COM 655844108 31,173,038 99,091 SH SOLE 99,091 0 0
NUVALENT INC CALL 670703907 25,823,850 209,100 SH Call SOLE 0 0 209,100
ROKU INC COM CL A 77543R102 22,953,066 166,158 SH SOLE 166,158 0 0
SYNAPTICS INC COM 87157D109 15,877,961 127,811 SH SOLE 127,811 0 0
TWO HARBORS INVENTMENT CORPO COM 90187B804 55,782,578 4,494,970 SH SOLE 4,494,970 0 0
TXNM ENERGY INC COM 69349H107 28,761,682 506,546 SH SOLE 506,546 0 0
UNIFIRST CORP MASS COM 904708104 9,590,906 36,266 SH SOLE 36,266 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 39,340,669 1,475,644 SH SOLE 1,475,644 0 0
WEBSTER FINL CORP COM 947890109 31,693,132 414,723 SH SOLE 414,723 0 0