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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
ALGONQUIN PWR UTILS CORP COM 015857105   35,433,489 6,183,855 SH   SOLE   6,183,855 0 0
ALPHABET INC CAP STK CL A 02079K305   39,776,697 225,709 SH   SOLE   225,709 0 0
AMAZON COM INC COM 023135106   148,094,612 675,029 SH   SOLE   675,029 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,707,014 398,835 SH   SOLE   398,835 0 0
CHENIERE ENERGY INC COM NEW 16411R208   14,090,798 57,863 SH   SOLE   57,863 0 0
CSX CORP COM 126408103   57,202,609 1,753,068 SH   SOLE   1,753,068 0 0
DOLLAR TREE INC COM 256746108   97,247,277 981,899 SH   SOLE   981,899 0 0
FLYEXCLUSIVE INC *W EXP 99/99/999 343928115   20,083 200,832 SH   SOLE   200,832 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   22,272,143 4,508,531 SH   SOLE   4,508,531 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   282,342,043 3,058,629 SH   SOLE   3,058,629 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102   45,872,661 1,002,462 SH   DFND   0 1,002,462 0
IAC INC COM NEW 44891N208   74,714,353 2,000,920 SH   SOLE   2,000,920 0 0
ILLUMINA INC COM 452327109   365,382,899 3,829,608 SH   SOLE   3,829,608 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   21,755,580 2,618,000 SH   SOLE   2,618,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,078,950 5,000 SH   SOLE   5,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   79,911,894 1,005,434 SH   SOLE   1,005,434 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   2,623,254 32,322 SH   SOLE   32,322 0 0
MDU RES GROUP INC COM 552690109   69,733,127 4,183,151 SH   SOLE   4,183,151 0 0
META PLATFORMS INC CL A 30303M102   1,771,416 2,400 SH   SOLE   2,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101   193,528,968 5,627,478 SH   SOLE   5,627,478 0 0
MICROSOFT CORP COM 594918104   86,380,718 173,661 SH   SOLE   173,661 0 0
NORFOLK SOUTHN CORP COM 655844108   76,133,413 297,431 SH   SOLE   297,431 0 0
NVIDIA CORPORATION COM 67066G104   2,567,338 16,250 SH   SOLE   16,250 0 0
ORACLE CORP COM 68389X105   21,753,685 99,500 SH   SOLE   99,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   57,883,301 873,183 SH   SOLE   873,183 0 0
SEMPRA COM 816851109   80,021,455 1,056,110 SH   SOLE   1,056,110 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   374,223,061 5,030,556 SH   SOLE   5,030,556 0 0
STANDARD BIOTOOLS INC COM 34385P108   53,280 44,400 SH   SOLE   44,400 0 0
TESLA INC COM 88160R101   905,331 2,850 SH   SOLE   2,850 0 0
VESTIS CORPORATION COM SHS 29430C102   107,746,341 18,803,899 SH   SOLE   18,803,899 0 0