The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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-CL A CAP STK CL A 02079K305 282,231 129,508 SH   SOLE NONE 129,508 0 0
AMAZON.COM INC COM 023135106 84,968 800,000 SH   SOLE NONE 800,000 0 0
BLEND LABS INC-A CL A 09352U108 19,753 8,369,982 SH   SOLE NONE 8,369,982 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 1,860 3,389,215 SH   SOLE NONE 3,389,215 0 0
HCA HEALTHCARE INC COM 40412C101 202,546 1,205,201 SH   SOLE NONE 1,205,201 0 0
IVANHOE ELECTRIC INC / US COM 46578C108 22,213 2,553,191 SH   SOLE NONE 2,553,191 0 0
LIBERTY GLOBAL PLC- C SHS CL C G5480U120 148,146 6,706,460 SH   SOLE NONE 6,706,460 0 0
LITHIA MOTORS INC COM 536797103 233,884 851,077 SH   SOLE NONE 851,077 0 0
MICROSOFT CORP COM 594918104 118,604 461,800 SH   SOLE NONE 461,800 0 0
OAK STREET HEALTH INC COM 67181A107 38,393 2,335,329 SH   SOLE NONE 2,335,329 0 0
OCCIDENTAL PETROLEUM CORP *W EXP 08/03/202 674599162 210,381 5,690,600 SH   SOLE NONE 5,690,600 0 0
PAR TECHNOLOGY CORP/DEL COM 698884103 69,842 1,862,957 SH   SOLE NONE 1,862,957 0 0
PENNYMAC FINANCIAL SERVICES COM 70932M107 198,085 4,531,792 SH   SOLE NONE 4,531,792 0 0
STONECO LTD-A COM CL A G85158106 30,800 4,000,000 SH   SOLE NONE 4,000,000 0 0
WARBY PARKER INC-CLASS A CL A COM 93403J106 12,386 1,100,000 SH   SOLE NONE 1,100,000 0 0
XPO LOGISTICS INC COM 983793100 535,532 11,119,850 SH   SOLE NONE 11,119,850 0 0