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 |
| ALLY FINL INC | COM | 02005N100 | 16,542,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| AMCOR PLC | COM NEW | G0250X149 | 15,606,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| AMENTUM HOLDINGS INC | COM | 023939101 | 10,335,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 15,221,250 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ATLASSIAN CORPORATION | CL A | 049468101 | 52,897,200 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 21,780,000 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 297,000 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 12,777,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 69,794,400 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 16,551,150 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 23,000,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 16,969,710 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 12,075,440,414 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 9,820,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 14,286,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 11,718,300 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 10,155,630 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 13,080,550 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 6,629,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 7,283,948 | 496,520 | SH | SOLE | 496,520 | 0 | 0 | ||
| JBS N.V. | CL A SHS | N4732M103 | 15,760,500 | 1,330,000 | SH | SOLE | 1,330,000 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | 3,525,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 15,772,120 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 18,987,800 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 2,973,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 20,392,400 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| STANDARD BIOTOOLS INC | COM | 34385P108 | 1,028,375 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | 14,213,900 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 10,060,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||