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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLY FINL INC COM 02005N100 42,519 1,527,809 SH   SOLE   1,527,809 0 0
ALPHABET INC CAP STK CL A 02079K305 66,666 696,980 SH   SOLE   696,980 0 0
ANGI INC COM CL A NEW 00183L102 1,033 350,000 SH   SOLE   350,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 36,055 775,368 SH   SOLE   775,368 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 47,132 311,929 SH   SOLE   311,929 0 0
AXALTA COATING SYS LTD COM G0750C108 57,098 2,711,200 SH   SOLE   2,711,200 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 1,068 43,303 SH   SOLE   43,303 0 0
BRUNSWICK CORP COM 117043109 86,706 1,324,764 SH   SOLE   1,324,764 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,129 35,000 SH   SOLE   35,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,415 113,000 SH   SOLE   113,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 20,810 105,740 SH   SOLE   105,740 0 0
CIGNA CORP NEW COM 125523100 78,401 282,557 SH   SOLE   282,557 0 0
CITIGROUP INC COM NEW 172967424 71,777 1,722,500 SH   SOLE   1,722,500 0 0
COMCAST CORP NEW CL A 20030N101 44,457 1,515,748 SH   SOLE   1,515,748 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 66,959 5,847,947 SH   SOLE   5,847,947 0 0
DELL TECHNOLOGIES INC CL C 24703L202 75,195 2,200,608 SH   SOLE   2,200,608 0 0
DESIGNER BRANDS INC CL A 250565108 1,265 82,600 SH   SOLE   82,600 0 0
FEDEX CORP COM 31428X106 18,084 121,800 SH   SOLE   121,800 0 0
FIRST AMERN FINL CORP COM 31847R102 51,383 1,114,604 SH   SOLE   1,114,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 19,327 24,236 SH   SOLE   24,236 0 0
GILDAN ACTIVEWEAR INC COM 375916103 5,438 192,352 SH   SOLE   192,352 0 0
GLOBAL PMTS INC COM 37940X102 16,262 150,500 SH   SOLE   150,500 0 0
GODADDY INC CL A 380237107 15,683 221,267 SH   SOLE   221,267 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 47,394 331,726 SH   SOLE   331,726 0 0
INSPERITY INC COM 45778Q107 41,149 403,063 SH   SOLE   403,063 0 0
KKR & CO INC COM 48251W104 19,079 443,700 SH   SOLE   443,700 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 13,318 540,500 SH Call SOLE   540,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 10,629 644,193 SH   SOLE   644,193 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 4,230 271,333 SH   SOLE   271,333 0 0
META PLATFORMS INC CL A 30303M102 54,795 403,853 SH   SOLE   403,853 0 0
OXFORD INDS INC COM 691497309 1,504 16,750 SH   SOLE   16,750 0 0
POSHMARK INC COM CL A 73739W104 2,194 140,000 SH   SOLE   140,000 0 0
SKECHERS U S A INC CL A 830566105 32,342 1,019,600 SH   SOLE   1,019,600 0 0
SYNEOS HEALTH INC CL A 87166B102 24,433 518,200 SH   SOLE   518,200 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 45,063 1,932,356 SH   SOLE   1,932,356 0 0
WESTROCK CO COM 96145D105 42,383 1,372,050 SH   SOLE   1,372,050 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 13,450 219,236 SH   SOLE   219,236 0 0
ZEVIA PBC CL A 98955K104 1,200 277,873 SH   SOLE   277,873 0 0