The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3-D SYS CORP DEL COM NEW 88554D205 BBG001S7FHX1 4,653,054 1,418,614 SH   SOLE   1,418,614 0 0
AGCO CORP COM 001084102 BBG001S7WHW3 2,369,998 25,353 SH   SOLE   25,353 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 2,650,388 24,527 SH   SOLE   24,527 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,840,806 41,420 SH   SOLE   41,420 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 3,506,567 67,060 SH   SOLE   67,060 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 535,312 2,440 SH   SOLE   2,440 0 0
AMDOCS LTD SHS G02602103 BBG001SBX7P3 2,832,523 33,269 SH   SOLE   33,269 0 0
APPLE INC COM 037833100 BBG001S5N8V8 779,057 3,111 SH   SOLE   3,111 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 2,744,291 24,260 SH   SOLE   24,260 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 3,630,888 93,652 SH   SOLE   93,652 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 BBG014KG1GY8 10,836,000 600,000 SH   SOLE   600,000 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 22,599,000 775,000 SH   SOLE   775,000 0 0
BIOGEN INC COM 09062X103 BBG001S67826 2,492,596 16,300 SH   SOLE   16,300 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 2,341,373 160,368 SH   SOLE   160,368 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 2,695,084 47,650 SH   SOLE   47,650 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 BBG001SRHS16 3,876,456 185,743 SH   SOLE   185,743 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 221,040 800 SH   SOLE   800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 2,626,981 34,161 SH   SOLE   34,161 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,279,572 60,740 SH   SOLE   60,740 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 1,742,483 40,270 SH   SOLE   40,270 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 204,128 9,287 SH   SOLE   9,287 0 0
CROCS INC COM 227046109 BBG001SDGFR8 2,869,686 26,200 SH   SOLE   26,200 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,036,884 45,375 SH   SOLE   45,375 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 BBG01282ZKG1 1,360,932 331,127 SH   SOLE   331,127 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 10,869,615 85,500 SH   SOLE   85,500 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 27,810,595 2,231,990 SH   SOLE   2,231,990 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 2,227,570 111,490 SH   SOLE   111,490 0 0
EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 BBG01GMPK4G5 105,354,304 3,323,941 SH   SOLE   3,323,941 0 0
EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 3,002,180 145,384 SH   SOLE   145,384 0 0
EVERI HLDGS INC COM 30034T103 BBG001SLY556 3,822,830 282,963 SH   SOLE   282,963 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 239,236 2,224 SH   SOLE   2,224 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 11,359,726 55,300 SH   SOLE   55,300 0 0
FRONTDOOR INC COM 35905A109 BBG00H9MNF05 3,061,247 55,995 SH   SOLE   55,995 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 8,990,700 115,000 SH   SOLE   115,000 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,318,854 35,930 SH   SOLE   35,930 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 19,080,000 2,000,000 SH   SOLE   2,000,000 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 2,308,431 84,900 SH   SOLE   84,900 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 2,964,220 62,000 SH   SOLE   62,000 0 0
HARLEY DAVIDSON INC COM 412822108 BBG001S5RTY5 2,282,920 75,769 SH   SOLE   75,769 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 BBG001SCQ2H9 4,126,014 93,117 SH   SOLE   93,117 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 2,255,591 37,700 SH   SOLE   37,700 0 0
HP INC COM 40434L105 BBG001S6W7N7 2,855,060 87,498 SH   SOLE   87,498 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 3,335,943 48,298 SH   SOLE   48,298 0 0
INDIVIOR PLC ORD G4766E116 BBG003T4KGV1 3,199,482 257,400 SH   SOLE   257,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 671,581 3,055 SH   SOLE   3,055 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 593,665 4,105 SH   SOLE   4,105 0 0
KENVUE INC COM 49177J102 BBG01C79X614 18,147,500 850,000 SH   SOLE   850,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 2,509,007 81,700 SH   SOLE   81,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 8,952,671 42,575 SH   SOLE   42,575 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 3,119,828 34,874 SH   SOLE   34,874 0 0
LEAR CORP COM NEW 521865204 BBG001T60092 3,001,990 31,700 SH   SOLE   31,700 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 2,337,660 40,500 SH   SOLE   40,500 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 2,651,996 81,076 SH   SOLE   81,076 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 19,970,000 250,000 SH   SOLE   250,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 359,540 853 SH   SOLE   853 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 3,067,480 53,515 SH   SOLE   53,515 0 0
NETSCOUT SYS INC COM 64115T104 BBG001SD3PL6 2,661,191 122,862 SH   SOLE   122,862 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 2,719,296 17,214 SH   SOLE   17,214 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 2,958,930 81,000 SH   SOLE   81,000 0 0
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 2,712,755 31,529 SH   SOLE   31,529 0 0
OSHKOSH CORP COM 688239201 BBG001S6SX46 2,547,876 26,800 SH   SOLE   26,800 0 0
PATTERSON COS INC COM 703395103 BBG001S5V2S6 4,293,860 139,140 SH   SOLE   139,140 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106 BBG001S96T25 3,709,549 282,740 SH   SOLE   282,740 0 0
PERDOCEO ED CORP COM 71363P106 BBG001S6M491 3,782,192 142,886 SH   SOLE   142,886 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 10,265,855 85,300 SH   SOLE   85,300 0 0
PREMIER INC CL A 74051N102 BBG001SJLD58 2,555,512 120,543 SH   SOLE   120,543 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 963,988 5,750 SH   SOLE   5,750 0 0
PVH CORPORATION COM 693656100 BBG001S5VGY8 2,855,250 27,000 SH   SOLE   27,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 3,143,951 136,397 SH   SOLE   136,397 0 0
RESOURCES CONNECTION INC COM 76122Q105 BBG001S7QYK6 1,573,742 184,495 SH   SOLE   184,495 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 238,527 225 SH   SOLE   225 0 0
SHATTUCK LABS INC COM 82024L103 BBG00V776CR6 1,785,534 1,475,648 SH   SOLE   1,475,648 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 19,664,000 800,000 SH   SOLE   800,000 0 0
SOLARWINDS CORP COM NEW 83417Q204 BBG00M1CKT98 3,367,489 236,315 SH   SOLE   236,315 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 14,812,000 700,000 SH   SOLE   700,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 617,728 1,054 SH   SOLE   1,054 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 3,440,336 45,399 SH   SOLE   45,399 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,803,461 23,904 SH   SOLE   23,904 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 2,942,111 160,859 SH   SOLE   160,859 0 0
TERADATA CORP DEL COM 88076W103 BBG001SPRJ28 3,058,961 98,201 SH   SOLE   98,201 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 2,586,051 9,365 SH   SOLE   9,365 0 0
THRYV HLDGS INC COM NEW 886029206 BBG00FWL3JY2 1,521,351 102,794 SH   SOLE   102,794 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 2,853,165 193,173 SH   SOLE   193,173 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 13,324,500 235,000 SH   SOLE   235,000 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 324,378 1,350 SH   SOLE   1,350 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 2,951,571 237,074 SH   SOLE   237,074 0 0
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 3,057,681 83,841 SH   SOLE   83,841 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 2,241,402 211,453 SH   SOLE   211,453 0 0
WEX INC COM 96208T104 BBG001SCJLG6 2,150,124 12,264 SH   SOLE   12,264 0 0
WILEY JOHN & SONS INC CL A 968223206 BBG001S8K9L4 3,458,029 79,113 SH   SOLE   79,113 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TY49 2,690,000 200,000 SH   SOLE   200,000 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 3,232,741 59,491 SH   SOLE   59,491 0 0