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 |
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| 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 | 258,505,000 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 372,020,000 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 334,464,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 36,907,752 | 2,072,305 | SH | SOLE | 2,072,305 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 21,278,728 | 4,092,063 | SH | SOLE | 4,092,063 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 448,142,500 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 369,472,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 327,300,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 378,165,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 320,062,500 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 221,070,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| SOTERA HEALTH CO | COM | 83601L102 | 29,073,951 | 2,449,364 | SH | SOLE | 2,449,364 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 331,380,000 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 210,805,650 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||