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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
ARCH CAP GROUP LTD ORD G0450A105   16,075,085 214,764 SH   SOLE   214,764 0 0
AUTONATION INC COM 05329W102   24,836,028 150,878 SH   SOLE   150,878 0 0
AUTOZONE INC COM 053332102   8,103,420 3,250 SH   SOLE   3,250 0 0
BOEING CO COM 097023105   23,549,197 111,523 SH   SOLE   111,523 0 0
FIRST SOLAR INC COM 336433107   19,845,396 104,400 SH   SOLE   104,400 0 0
LAMB WESTON HLDGS INC COM 513272104   16,964,551 147,582 SH   SOLE   147,582 0 0
LENNOX INTL INC COM 526107107   23,815,827 73,039 SH   SOLE   73,039 0 0
LIGHT & WONDER INC COM 80874P109   4,455,098 64,792 SH   SOLE   64,792 0 0
MAXIMUS INC COM 577933104   19,030,300 225,184 SH   SOLE   225,184 0 0
MEDPACE HLDGS INC COM 58506Q109   17,100,104 71,200 SH   SOLE   71,200 0 0
OSCAR HEALTH INC CL A 687793109   4,795,700 595,000 SH   SOLE   595,000 0 0
SHOPIFY INC CL A 82509L107   6,007,800 93,000 SH   SOLE   93,000 0 0
UBS GROUP AG SHS H42097107   1,084,769 53,516 SH   SOLE   53,516 0 0