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 |
AMAZON COM INC | COM | 023135106 | 14,655,875 | 81,250 | SH | SOLE | 81,250 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 10,427,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 3,629,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 9,242,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 20,451,750 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 7,600,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 10,914,150 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 9,411,259 | 443,300 | SH | SOLE | 443,300 | 0 | 0 | ||
KENVUE INC | COM | 49177J102 | 18,777,500 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
KNIFE RIVER CORP | COMMON STOCK | 498894104 | 12,162,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | 19,663,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NEOGEN CORP | COM | 640491106 | 2,662,875 | 168,750 | SH | SOLE | 168,750 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 13,818,000 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 1,808,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SENDAS DISTRIBUIDORA S A | SPON ADS | 81689T104 | 14,780,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
VESTIS CORPORATION | COM SHS | 29430C102 | 9,153,250 | 475,000 | SH | SOLE | 475,000 | 0 | 0 |