Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting SELECT SECTOR SPDR TR,XLI,sbi int-inds,New,81369Y704,270077500.0,2750000.0,8.49 ELEMENT SOLUTIONS INC,ESI,,Sell,28618M106,171974590.0,9454348.0,5.406 RENTOKIL INITIAL PLC,RTOKY,sponsored adr,New,760125104,160315460.0,5203358.0,5.04 S&P GLOBAL INC,SPGI,,Buy,78409V104,156695650.0,467832.0,4.926 OTIS WORLDWIDE CORP,OTIS,,Sell,68902V107,155650679.0,1987622.0,4.893 CARRIER GLOBAL CORPORATION,CARR,,Sell,14448C104,154263739.0,3739727.0,4.849 SELECT SECTOR SPDR TR,XLI,sbi int-inds,New,81369Y704,147315000.0,1500000.0,4.631 OTIS WORLDWIDE CORP,OTIS,,Sell,68902V107,137042500.0,1750000.0,4.308 FORTIVE CORP,FTV,,Sell,34959J108,135689575.0,2111900.0,4.266 CHAMPIONX CORPORATION,CHX,,Sell,15872M104,135382285.0,4669965.0,4.256 ARMSTRONG WORLD INDS INC NEW,AWI,,Buy,04247X102,134912483.0,1966941.0,4.241 GAMING & LEISURE PPTYS INC,GLPI,,Sell,36467J108,134059345.0,2573610.0,4.214 VISTA OUTDOOR INC,VSTO,,Sell,928377100,131839044.0,5409891.0,4.145 ENTEGRIS INC,ENTG,,Buy,29362U104,117217070.0,1787118.0,3.685 WYNDHAM HOTELS & RESORTS INC,WH,,Sell,98311A105,116224318.0,1629846.0,3.654 ATKORE INC,ATKR,,Sell,047649108,115165420.0,1015389.0,3.62 PENTAIR PLC,PNR,,Buy,G7S00T104,104743217.0,2328662.0,3.293 VICI PPTYS INC,VICI,,Sell,925652109,95636279.0,2951737.0,3.006 ENVISTA HOLDINGS CORPORATION,,note 2.375% 6/0, ,29415FAB0,90281250.0,53500000.0,2.838 CONSTELLATION BRANDS INC,STZ,cl a,Buy,21036P108,88422590.0,381543.0,2.78 DAVITA INC,DVA,,Sell,23918K108,78491163.0,1051174.0,2.467 GXO LOGISTICS INCORPORATED,,,Sell,36262G101,74490720.0,1744922.0,2.342 ENVISTA HOLDINGS CORPORATION,NVST,,Buy,29415F104,63246772.0,1878431.0,1.988 CONSENSUS CLOUD SOLUTIONS IN,,,Sell,20848V105,57914949.0,1077287.0,1.821 MASTERBRAND INC,,,New,57638P104,57166327.0,7571699.0,1.797 ZURN ELKAY WATER SOLNS CORP,,,Buy,98983L108,52758760.0,2494504.0,1.659 GE HEALTHCARE TECHNOLOGIES I,,,New,36266G107,44075732.0,754980.0,1.386 BOYD GAMING CORP,BYD,,Exit,103304101,0.0,-223720.0,-0.391 ARMSTRONG WORLD INDS INC NEW,AWI,,Exit,04247X102,0.0,-500000.0,-1.453 CONSTELLATION BRANDS INC,STZ,cl a,Exit,21036P108,0.0,-300000.0,-2.527 S&P GLOBAL INC,SPGI,,Exit,78409V104,0.0,-343000.0,-3.841 TERMINIX GLOBAL HOLDINGS INC,TMX,,Exit,88087E100,0.0,-3995390.0,-5.611