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
AERCAP HOLDINGS NV SHS N00985106 3,527,584 24,198 SH SOLE 24,198 0 0
AMAZON COM INC COM 023135106 5,779,507 24,249 SH SOLE 24,249 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 3,528,941 67,995 SH SOLE 67,995 0 0
CHEMOURS CO COM 163851108 7,659,439 373,267 SH SOLE 373,267 0 0
CORTEVA INC COM 22052L104 8,864,926 104,675 SH SOLE 104,675 0 0
DOORDASH INC CL A 25809K105 6,137,652 33,261 SH SOLE 33,261 0 0
ENERSYS COM 29275Y102 6,779,143 28,993 SH SOLE 28,993 0 0
HARMONIC INC COM 413160102 7,998,532 489,806 SH SOLE 489,806 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,351,619 8,125 SH SOLE 8,125 0 0
KKR & CO INC COM 48251W104 5,927,611 64,585 SH SOLE 64,585 0 0
LIVANOVA PLC SHS G5509L101 9,288,454 112,957 SH SOLE 112,957 0 0
MANNKIND CORP COM NEW 56400P706 2,960,534 694,961 SH SOLE 694,961 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 773,422 79,899 SH SOLE 79,899 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 9,054,965 1,532,143 SH SOLE 1,532,143 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 8,143,408 333,200 SH SOLE 333,200 0 0
REGAL REXNORD CORPORATION COM 758750103 7,986,749 33,531 SH SOLE 33,531 0 0
SIGMA LITHIUM CORPORATION COM 826599102 449,227 35,512 SH SOLE 35,512 0 0
VALVOLINE INC COM 92047W101 11,160,719 282,264 SH SOLE 282,264 0 0
VESTIS CORPORATION COM SHS 29430C102 3,357,953 231,264 SH SOLE 231,264 0 0