The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 560,506 | 257,200 | SH | SOLE | 257,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 652,979 | 6,148,000 | SH | SOLE | 6,148,000 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 203,827 | 26,198,792 | SH | SOLE | 26,198,792 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 206,208 | 10,083,500 | SH | SOLE | 10,083,500 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 2,279,974 | 98,190,100 | SH | SOLE | 98,190,100 | 0 | 0 | ||
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 234,144 | 21,600,000 | SH | SOLE | 21,600,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 139,854 | 1,541,600 | SH | SOLE | 1,541,600 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 278,210 | 518,400 | SH | SOLE | 518,400 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 208,357 | 7,449,300 | SH | SOLE | 7,449,300 | 0 | 0 | ||