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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   32,732,137 320,338 SH   SOLE   320,338 0 0
ALLY FINL INC COM 02005N100   16,767,551 657,809 SH   SOLE   657,809 0 0
ALPHABET INC CAP STK CL A 02079K305   79,797,414 769,280 SH   SOLE   769,280 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   45,424,483 719,197 SH   SOLE   719,197 0 0
APPLOVIN CORP COM CL A 03831W108   10,788,750 685,000 SH   SOLE   685,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   47,235,090 224,929 SH   SOLE   224,929 0 0
AXALTA COATING SYS LTD COM G0750C108   33,815,665 1,116,397 SH   SOLE   1,116,397 0 0
BRUNSWICK CORP COM 117043109   80,201,494 978,067 SH   SOLE   978,067 0 0
CAPITAL ONE FINL CORP COM 14040H105   10,866,080 113,000 SH   SOLE   113,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   17,707,687 87,740 SH   SOLE   87,740 0 0
CITIGROUP INC COM NEW 172967424   84,392,622 1,799,800 SH   SOLE   1,799,800 0 0
COMCAST CORP NEW CL A 20030N101   57,462,007 1,515,748 SH   SOLE   1,515,748 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   36,128,359 3,427,738 SH   SOLE   3,427,738 0 0
DELL TECHNOLOGIES INC CL C 24703L202   80,444,448 2,000,608 SH   SOLE   2,000,608 0 0
FEDEX CORP COM 31428X106   27,830,082 121,800 SH   SOLE   121,800 0 0
FIRST AMERN FINL CORP COM 31847R102   63,430,359 1,139,604 SH   SOLE   1,139,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   25,530,252 26,236 SH   SOLE   26,236 0 0
GILDAN ACTIVEWEAR INC COM 375916103   11,362,663 342,352 SH   SOLE   342,352 0 0
GLOBAL PMTS INC COM 37940X102   18,890,580 179,500 SH   SOLE   179,500 0 0
GODADDY INC CL A 380237107   17,196,871 221,267 SH   SOLE   221,267 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   75,109,401 331,726 SH   SOLE   331,726 0 0
INSPERITY INC COM 45778Q107   43,522,558 358,063 SH   SOLE   358,063 0 0
KKR & CO INC COM 48251W104   35,298,692 672,100 SH   SOLE   672,100 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   5,290,994 271,333 SH   SOLE   271,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   13,128,653 644,193 SH   SOLE   644,193 0 0
META PLATFORMS INC CL A 30303M102   49,256,128 232,406 SH   SOLE   232,406 0 0
REVOLVE GROUP INC CL A 76156B107   1,841,000 70,000 SH   SOLE   70,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   1,583,989 70,088 SH   SOLE   70,088 0 0
SKECHERS U S A INC CL A 830566105   40,372,992 849,600 SH   SOLE   849,600 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   42,176,141 1,102,356 SH   SOLE   1,102,356 0 0
THE CIGNA GROUP COM 125523100   73,479,440 287,557 SH   SOLE   287,557 0 0
WESTROCK CO COM 96145D105   28,810,909 945,550 SH   SOLE   945,550 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   14,875,163 219,236 SH   SOLE   219,236 0 0
ZEVIA PBC CL A 98955K104   831,180 215,891 SH   SOLE   215,891 0 0