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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALAMOS GOLD INC | $33.3M | 750000 | 23.73% |
| 2 | PUBLIC STORAGE OPER CO | $20.3M | 75000 | 14.47% |
| 3 | CONSTELLIUM SE | $19.7M | 800000 | 14.01% |
| 4 | TELEFLEX INCORPORATED | $14.2M | 118750 | 10.12% |
| 5 | CITIZENS FINL GROUP INC | $13.5M | 225000 | 9.61% |
| 6 | VAIL RESORTS INC | $10.3M | 80000 | 7.31% |
| 7 | BECTON DICKINSON & CO | $7.7M | 48750 | 5.46% |
| 8 | ANGI INC | $6.8M | 1000000 | 4.88% |
| 9 | HDFC BANK LTD | $6.2M | 250000 | 4.43% |
| 10 | AMAZON COM INC | $4.9M | 23500 | 3.49% |
| 11 | WORKDAY INC | $2.3M | 17500 | 1.62% |
| 12 | BUILDERS FIRSTSOURCE INC | $1.2M | 15000 | 0.88% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.