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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | 7.18% | 426,307 | $113,717,392 | 21,000 | 5.18% | $266.75 | 13F |
| ICLR | ICON PLC | 5.23% | 747,700 | $82,740,482 | 415,200 | 124.87% | $110.66 | 13F |
| AXTA | AXALTA COATING SYS LTD | 5.07% | 2,895,648 | $80,209,450 | 966,000 | 50.06% | $27.7 | 13F |
| GPI | GROUP 1 AUTOMOTIVE INC | 4.45% | 213,076 | $70,449,318 | 101,800 | 91.48% | $330.63 | 13F |
| ALLY | ALLY FINL INC | 4.1% | 1,652,809 | $64,839,697 | 616,000 | 59.41% | $39.23 | 13F |
| SSNC | SS&C TECH HLDGS | 4.04% | 946,954 | $63,985,682 | 128,000 | 15.63% | $67.57 | 13F |
| SHC | SOTERA HEALTH CO | 3.72% | 4,104,581 | $58,859,692 | 705,000 | 20.74% | $14.34 | 13F |
| VTRS | VIATRIS INC | 3.13% | 3,670,900 | $49,593,859 | 1,989,600 | 118.34% | $13.51 | 13F |
| AMRZ | AMRIZE LTD | 2.88% | 814,200 | $45,611,484 | 115,000 | 16.45% | $56.02 | 13F |
| META | META PLATFORMS INC | 2.56% | 70,855 | $40,538,271 | 15,285 | 27.51% | $572.13 | 13F |
| TFSL | TFS FINL CORP | 2.52% | 2,835,382 | $39,837,117 | 85,000 | 3.09% | $14.05 | 13F |
| IQV | IQVIA HLDGS INC | 2.5% | 232,400 | $39,633,496 | 75,400 | 48.03% | $170.54 | 13F |
| UNFI | UNITED NAT FOODS INC | 1.86% | 655,000 | $29,514,300 | 105,000 | 19.09% | $45.06 | 13F |
| JD | JD.COM INC | 1.69% | 904,050 | $26,732,759 | 265,000 | 41.47% | $29.57 | 13F |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 1.67% | 135,629 | $26,503,263 | 28,500 | 26.6% | $195.41 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 1.58% | 224,197 | $24,980,030 | 73,000 | 48.28% | $111.42 | 13F |
| RELY | REMITLY GLOBAL INC | 1.19% | 1,201,200 | $18,822,804 | 80,000 | 7.14% | $15.67 | 13F |
| GOOGL | ALPHABET INC | 1.05% | 57,580 | $16,557,705 | 7,800 | 15.67% | $287.56 | 13F |
| BZH | BEAZER HOMES USA INC | 0.95% | 777,506 | $14,959,215 | 76,500 | 10.91% | $19.24 | 13F |
| DKNG | DRAFTKINGS INC NEW | 0.5% | 364,500 | $7,880,490 | 199,500 | 120.91% | $21.62 | 13F |
| LAW | CS DISCO INC | 0.27% | 1,106,531 | $4,226,948 | 25,000 | 2.31% | $3.82 | 13F |
| KLAR | KLARNA GROUP PLC | 0.22% | 270,000 | $3,534,300 | 100,000 | 58.82% | $13.09 | 13F |