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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANSYS INC COM 03662Q105   300,098,880 948,000 SH   OTR   948,000 0 0
AZEK CO INC CL A 05478C105   55,734,600 1,140,000 SH   OTR   1,140,000 0 0
CHAMPIONX CORPORATION COM 15872M104   86,569,000 2,905,000 SH   OTR   2,905,000 0 0
DISCOVER FINL SVCS COM 254709108   815,946,000 4,780,000 SH   OTR   4,780,000 0 0
HESS CORP COM 42809H107   866,535,250 5,425,000 SH   OTR   5,425,000 0 0
JUNIPER NETWORKS INC COM 48203R104   10,676,050 295,000 SH   OTR   295,000 0 0
UNITED STATES STL CORP NEW COM 912909108   90,225,100 2,135,000 SH   OTR   2,135,000 0 0