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
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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
AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100   5,346,672 533,600 SH   SOLE   533,600 0 0
AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126   12,500 166,667 SH   SOLE   166,667 0 0
ALTUS POWER INC COM CL A 02217A102   7,349,996 1,127,300 SH   SOLE   1,127,300 0 0
APPLOVIN CORP COM CL A 03831W108   15,689,700 1,490,000 SH   SOLE   1,490,000 0 0
ATI INC COM 01741R102   23,768,560 796,000 SH   SOLE   796,000 0 0
BRUNSWICK CORP COM 117043109   155,947,459 2,163,533 SH   SOLE   2,163,533 0 0
BURLINGTON STORES INC COM 122017106   28,203,916 139,100 SH   SOLE   139,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208   118,078,504 787,400 SH   SOLE   787,400 0 0
CIGNA CORP NEW COM 125523100   72,430,924 218,600 SH   SOLE   218,600 0 0
DORIAN LPG LTD SHS USD Y2106R110   32,631,900 1,722,000 SH   SOLE   1,722,000 0 0
EQUIFAX INC COM 294429105   34,596,080 178,000 SH   SOLE   178,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   15,169,470 2,264,100 SH   SOLE   2,264,100 0 0
FAIR ISAAC CORP COM 303250104   175,683,230 293,500 SH   SOLE   293,500 0 0
FISERV INC COM 337738108   45,552,249 450,700 SH   SOLE   450,700 0 0
HOWMET AEROSPACE INC COM 443201108   284,185,510 7,211,000 SH   SOLE   7,211,000 0 0
IAC INC COM NEW 44891N208   5,962,920 134,300 SH   SOLE   134,300 0 0
ILLUMINA INC COM 452327109   23,273,220 115,100 SH   SOLE   115,100 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   112,253,978 1,094,200 SH   SOLE   1,094,200 0 0
IQVIA HLDGS INC COM 46266C105   97,466,173 475,700 SH   SOLE   475,700 0 0
MICROSOFT CORP COM 594918104   117,607,728 490,400 SH   SOLE   490,400 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109   21,608,950 2,139,500 SH   SOLE   2,139,500 0 0
MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125   30,000 400,000 SH   SOLE   400,000 0 0
NEXTERA ENERGY INC COM 65339F101   39,283,640 469,900 SH   SOLE   469,900 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   24,408,000 2,400,000 SH   SOLE   2,400,000 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   781,250 625,000 SH   SOLE   625,000 0 0
ROGERS CORP COM 775133101   49,788,648 417,200 SH   SOLE   417,200 0 0
SCHLUMBERGER LTD COM STK 806857108   57,934,602 1,083,700 SH   SOLE   1,083,700 0 0
SEALED AIR CORP NEW COM 81211K100   126,844,840 2,543,000 SH   SOLE   2,543,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   26,474,042 66,200 SH   SOLE   66,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   171,248,140 323,000 SH   SOLE   323,000 0 0
VISA INC COM CL A 92826C839   205,474,640 989,000 SH   SOLE   989,000 0 0