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
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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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   4,415,000 500,000 SH   SOLE   500,000 0 0
ALPHABET INC CAP STK CL C 02079K107   41,600,000 400,000 SH   SOLE   400,000 0 0
AMAZON COM INC COM 023135106   33,569,250 325,000 SH   SOLE   325,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   90,003,000 1,425,000 SH   SOLE   1,425,000 0 0
APTIV PLC SHS G6095L109   39,266,500 350,000 SH   SOLE   350,000 0 0
ARGENX SE SPONSORED ADR 04016X101   9,314,500 25,000 SH   SOLE   25,000 0 0
AZUL S A SPONSR ADR PFD 05501U106   10,725,000 1,500,000 SH   SOLE   1,500,000 0 0
BIOGEN INC COM 09062X103   11,121,200 40,000 SH   SOLE   40,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   25,015,000 500,000 SH   SOLE   500,000 0 0
BOWLERO CORP CL A COM 10258P102   6,780,000 400,000 SH   SOLE   400,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   5,775,000 150,000 SH   SOLE   150,000 0 0
CATALENT INC COM 148806102   98,565,000 1,500,000 SH   SOLE   1,500,000 0 0
CAZOO GROUP LTD DEBT 2.000% 2/1 14986TAA3   16,732,652 32,500,000 PRN   SOLE   32,500,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103   25,987,500 1,350,000 SH   SOLE   1,350,000 0 0
EXXON MOBIL CORP COM 30231G102   43,864,000 400,000 SH   SOLE   400,000 0 0
FERGUSON PLC NEW SHS G3421J106   60,187,500 450,000 SH   SOLE   450,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   34,773,500 850,000 SH   SOLE   850,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   81,260,000 850,000 SH   SOLE   850,000 0 0
GOGORO INC *W EXP 04/04/202 G9491K113   5,467,500 1,350,000 SH   SOLE   1,350,000 0 0
GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H117   10,130,000 1,000,000 SH   SOLE   1,000,000 0 0
IHEARTMEDIA INC COM CL A 45174J509   1,852,500 475,000 SH   SOLE   475,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   67,788,500 650,000 SH   SOLE   650,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   63,867,500 250,000 SH   SOLE   250,000 0 0
MERCK & CO INC COM 58933Y105   69,153,500 650,000 SH   SOLE   650,000 0 0
META PLATFORMS INC CL A 30303M102   132,462,500 625,000 SH   SOLE   625,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   46,641,000 1,050,000 SH   SOLE   1,050,000 0 0
MICROSOFT CORP COM 594918104   57,660,000 200,000 SH   SOLE   200,000 0 0
NCR CORP NEW COM 62886E108   35,385,000 1,500,000 SH   SOLE   1,500,000 0 0
NOVO-NORDISK A S ADR 670100205   67,634,500 425,000 SH   SOLE   425,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   45,701,250 1,050,000 SH   SOLE   1,050,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   11,580,000 1,000,000 SH   SOLE   1,000,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   13,736,000 1,700,000 SH   SOLE   1,700,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   20,707,500 750,000 SH   SOLE   750,000 0 0
PROGRESSIVE CORP COM 743315103   77,252,400 540,000 SH   SOLE   540,000 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108   13,415,000 125,000 SH   SOLE   125,000 0 0
S&P GLOBAL INC COM 78409V104   77,573,250 225,000 SH   SOLE   225,000 0 0
SALESFORCE INC COM 79466L302   39,956,000 200,000 SH   SOLE   200,000 0 0
SHIFT4 PMTS INC CL A 82452J109   49,270,000 650,000 SH   SOLE   650,000 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D110   113,565 150,000 SH   SOLE   150,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   11,930,000 100,000 SH   SOLE   100,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   55,475,000 1,750,000 SH   SOLE   1,750,000 0 0
UBS GROUP AG SHS H42097107   18,139,000 850,000 SH   SOLE   850,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   41,499,000 2,900,000 SH   SOLE   2,900,000 0 0
VULCAN MATLS CO COM 929160109   120,092,000 700,000 SH   SOLE   700,000 0 0
WYNN RESORTS LTD COM 983134107   37,489,850 335,000 SH   SOLE   335,000 0 0