The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
| ||||||||||||||||||||
| 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 |
| BANK AMERICA CORP | COM | 060505104 | 252,525,000 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 172,640,000 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 328,875,000 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 314,275,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 46,969,780 | 5,242,163 | SH | SOLE | 5,242,163 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 381,640,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 364,180,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 215,410,000 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 353,960,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 244,950,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 127,425,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||