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 |
| AMERICOLD REALTY TRUST INC | COM | 03064D108 | 3,772,800 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 10,899,000 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| BBB FOODS INC | CL A COM | G0896C103 | 7,021,395 | 168,500 | SH | SOLE | 168,500 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 6,631,920 | 226,500 | SH | SOLE | 226,500 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 15,955,920 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 6,386,114 | 110,410 | SH | SOLE | 110,410 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 9,171,625 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 20,874,850 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 7,682,080 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | 12,324,650 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 17,394,160 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 3,506,925 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| JBS N.V. | CL A SHS | N4732M103 | 10,131,750 | 855,000 | SH | SOLE | 855,000 | 0 | 0 | ||
| LINEAGE INC | COM | 53566V106 | 3,762,750 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| LIONSGATE STUDIOS CORP | COM | 53626N102 | 11,023,200 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | 15,006,160 | 614,000 | SH | SOLE | 614,000 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 7,949,687 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 20,096,270 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | 12,138,200 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 11,461,680 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 9,696,000 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | 10,674,500 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 11,898,788 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 6,705,360 | 402,000 | SH | SOLE | 402,000 | 0 | 0 | ||
| VSE CORP | COM | 918284100 | 8,545,900 | 37,400 | SH | SOLE | 37,400 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 13,022,711 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 16,464,528 | 38,700 | SH | SOLE | 38,700 | 0 | 0 | ||