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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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 645,273 232,000 SH   SOLE   232,000 0 0
AMAZON COM INC COM 023135106 979,615 300,500 SH   SOLE   300,500 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 230,811 26,198,792 SH   SOLE   26,198,792 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 303,706 10,003,500 SH   SOLE   10,003,500 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 941,286 34,555,300 SH   SOLE   34,555,300 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 242,200 20,000,000 SH   SOLE   20,000,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 395,830 28,314,000 SH   SOLE   28,314,000 0 0
SAP SE SPON ADR 803054204 162,956 1,468,600 SH   SOLE   1,468,600 0 0
TRANSDIGM GROUP INC COM 893641100 471,976 724,400 SH   SOLE   724,400 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 382,596 7,449,300 SH   SOLE   7,449,300 0 0