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   19,615,422 235,338 SH   SOLE   235,338 0 0
ALLY FINL INC COM 02005N100   17,767,421 657,809 SH   SOLE   657,809 0 0
ALPHABET INC CAP STK CL A 02079K305   65,078,496 543,680 SH   SOLE   543,680 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   49,327,152 642,197 SH   SOLE   642,197 0 0
APPLOVIN CORP COM CL A 03831W108   10,986,710 427,000 SH   SOLE   427,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   45,422,310 188,929 SH   SOLE   188,929 0 0
AXALTA COATING SYS LTD COM G0750C108   33,840,136 1,031,397 SH   SOLE   1,031,397 0 0
BRUNSWICK CORP COM 117043109   80,494,365 929,067 SH   SOLE   929,067 0 0
CAPITAL ONE FINL CORP COM 14040H105   12,358,810 113,000 SH   SOLE   113,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   18,447,335 87,740 SH   SOLE   87,740 0 0
CITIGROUP INC COM NEW 172967424   83,323,192 1,809,800 SH   SOLE   1,809,800 0 0
COMCAST CORP NEW CL A 20030N101   59,863,079 1,440,748 SH   SOLE   1,440,748 0 0
DELL TECHNOLOGIES INC CL C 24703L202   96,943,909 1,791,608 SH   SOLE   1,791,608 0 0
ELEVANCE HEALTH INC COM 036752103   26,657,400 60,000 SH   SOLE   60,000 0 0
FEDEX CORP COM 31428X106   22,707,640 91,600 SH   SOLE   91,600 0 0
FIRST AMERN FINL CORP COM 31847R102   59,392,260 1,041,604 SH   SOLE   1,041,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   29,373,037 22,886 SH   SOLE   22,886 0 0
GILDAN ACTIVEWEAR INC COM 375916103   11,037,428 342,352 SH   SOLE   342,352 0 0
GLOBAL PMTS INC COM 37940X102   17,684,340 179,500 SH   SOLE   179,500 0 0
GODADDY INC CL A 380237107   16,623,790 221,267 SH   SOLE   221,267 0 0
GOODRX HLDGS INC COM CL A 38246G108   5,225,663 946,678 SH   SOLE   946,678 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   83,811,781 324,726 SH   SOLE   324,726 0 0
INSPERITY INC COM 45778Q107   46,758,774 393,063 SH   SOLE   393,063 0 0
KKR & CO INC COM 48251W104   36,237,600 647,100 SH   SOLE   647,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   11,447,310 644,193 SH   SOLE   644,193 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   4,574,674 271,333 SH   SOLE   271,333 0 0
META PLATFORMS INC CL A 30303M102   30,478,998 106,206 SH   SOLE   106,206 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   1,841,212 70,088 SH   SOLE   70,088 0 0
SKECHERS U S A INC CL A 830566105   6,456,116 122,600 SH   SOLE   122,600 0 0
THE CIGNA GROUP COM 125523100   93,259,374 332,357 SH   SOLE   332,357 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   22,349,460 381,000 SH   SOLE   381,000 0 0
WESTROCK CO COM 96145D105   23,910,424 822,512 SH   SOLE   822,512 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   11,604,513 169,236 SH   SOLE   169,236 0 0
ZEVIA PBC CL A 98955K104   930,490 215,891 SH   SOLE   215,891 0 0