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
ACTIVISION BLIZZARD INC COM 00507V109 350,664 4,377,280 SH   SOLE 0 2,923,115 0 1,454,165
AT&T INC COM 00206R102 80,472 3,405,508 SH   SOLE 0 2,337,881 0 1,067,627
VERIZON COMMUNICATIONS INC COM 92343V104 154,853 3,039,908 SH   SOLE 0 2,311,585 0 728,323
DIDI GLOBAL INC SPONSORED ADS 23292E108 8,149 3,259,589 SH   SOLE 0 1,652,789 0 1,606,800
DOUYU INTERNATIONAL HOLD-ADR SPONSORED ADS 25985W105 5,095 2,449,617 SH   SOLE 0 1,554,510 0 895,107
FULL TRUCK ALLIANCE -SPN ADR SPONSORED ADS 35969L108 14,366 2,153,843 SH   SOLE 0 1,381,331 0 772,512
NAUTILUS INC COM 63910B102 6,797 1,649,777 SH   SOLE 0 1,053,676 0 596,101
BARCLAYS PLC-SPONS ADR ADR 06738E204 11,491 1,454,550 SH   SOLE 0 924,250 0 530,300
TENCENT MUSIC ENTERTAINM-ADR SPON ADS 88034P109 7,047 1,447,002 SH   SOLE 0 913,002 0 534,000
GAP INC/THE COM 364760108 18,820 1,336,613 SH   SOLE 0 907,913 0 428,700
GENWORTH FINANCIAL INC-CL A COM CL A 37247D106 3,227 853,719 SH   SOLE 0 853,719 0 0
ZYNGA INC - CL A CL A 98986T108 16,578 1,794,125 SH   SOLE 0 1,360,000 0 434,125
COMCAST CORP-CLASS A CL A 20030N101 68,947 1,472,603 SH   SOLE 0 1,061,793 0 410,810
STITCH FIX INC-CLASS A COM CL A 860897107 11,764 1,168,226 SH   SOLE 0 815,591 0 352,635
NIELSEN HOLDINGS PLC SHS EUR G6518L108 25,132 922,610 SH   SOLE 0 676,619 0 245,991
LYFT INC-A CL A COM 55087P104 49,166 1,280,352 SH   SOLE 0 918,100 0 362,252
ALTICE USA INC- A CL A 02156K103 11,272 903,187 SH   SOLE 0 655,887 0 247,300
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 15,982 945,106 SH   SOLE 0 632,689 0 312,417
RENT THE RUNWAY INC-A COM CL A 76010Y103 6,244 906,177 SH   SOLE 0 643,116 0 263,061
AMARIN CORP PLC -ADR SPONS ADR NEW 023111206 2,211 672,000 SH   SOLE 0 552,000 0 120,000
WEIBO CORP-SPON ADR SPONSORED ADR 948596101 19,227 784,437 SH   SOLE 0 511,606 0 272,831
HUYA INC-ADR ADS REP SHS A 44852D108 2,466 551,591 SH   SOLE 0 479,941 0 71,650
XEROX HOLDINGS CORP COM NEW 98421M106 17,021 843,871 SH   SOLE 0 562,824 0 281,047
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 659 503,004 SH   SOLE 0 393,004 0 110,000
ANAPLAN INC COM 03272L108 42,174 648,325 SH   SOLE 0 430,000 0 218,325
LIBERTY LATIN AMERIC-CL A COM CL A G9001E102 4,292 442,495 SH   SOLE 0 375,914 0 66,581
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 5,969 373,781 SH   SOLE 0 342,197 0 31,584
COMSCORE INC COM 20564W105 1,021 351,015 SH   SOLE 0 301,015 0 50,000
UNITI GROUP INC COM 91325V108 8,599 624,941 SH   SOLE 0 410,250 0 214,691
PINTEREST INC- CLASS A CL A 72352L106 12,245 497,575 SH   SOLE 0 301,875 0 195,700
STATE STREET CORP COM 857477103 31,863 365,737 SH   SOLE 0 288,040 0 77,697
GLOBAL CORD BLOOD CORP COM G39342103 1,249 324,494 SH   SOLE 0 277,832 0 46,662
NEWS CORP - CLASS A CL A 65249B109 9,741 439,772 SH   SOLE 0 264,772 0 175,000
CREDIT SUISSE GROUP-SPON ADR SPONSORED ADR 225401108 4,200 535,000 SH   SOLE 0 370,000 0 165,000
DOUGLAS ELLIMAN INC COM 25961D105 2,179 298,539 SH   SOLE 0 256,200 0 42,339
BLADE AIR MOBILITY INC CL A COM 092667104 2,688 316,577 SH   SOLE 0 253,498 0 63,079
ADT INC COM 00090Q103 2,797 368,502 SH   SOLE 0 235,702 0 132,800
META PLATFORMS INC-CLASS A CL A 30303M102 83,804 376,883 SH   SOLE 0 263,317 0 113,566
BIONTECH SE-ADR SPONSORED ADS 09075V102 68,606 402,239 SH   SOLE 0 263,785 0 138,454
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 8,978 405,348 SH   SOLE 0 253,036 0 152,312
WISDOMTREE INVESTMENTS INC COM 97717P104 1,193 203,291 SH   SOLE 0 203,291 0 0
PITNEY BOWES INC COM 724479100 1,256 241,500 SH   SOLE 0 201,500 0 40,000
CITIGROUP INC COM NEW 172967424 18,451 345,525 SH   SOLE 0 220,370 0 125,155
PARTY CITY HOLDCO INC COM 702149105 945 263,890 SH   SOLE 0 192,701 0 71,189
BANK OF NEW YORK MELLON CORP COM 064058100 12,137 244,559 SH   SOLE 0 190,400 0 54,159
SCULPTOR CAPITAL MANAGEMENT COM CL A 811246107 3,188 228,844 SH   SOLE 0 188,933 0 39,911
TWITTER INC COM 90184L102 10,074 260,380 SH   SOLE 0 185,830 0 74,550
OFFICE PROPERTIES INCOME TRU COM SHS BEN INT 67623C109 6,814 264,844 SH   SOLE 0 171,343 0 93,501
ADVANCED MICRO DEVICES COM 007903107 41,976 383,907 SH   SOLE 0 219,392 0 164,515
YANDEX NV-A SHS CLASS A N97284108 4,318 227,958 SH   SOLE 0 157,958 0 70,000
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 3,125 188,000 SH   SOLE 0 168,000 0 20,000
JOYY INC-ADR ADS REPSTG COM A 46591M109 7,206 196,186 SH   SOLE 0 144,986 0 51,200
GENERAL MOTORS CO COM 37045V100 7,324 167,437 SH   SOLE 0 144,044 0 23,393
AMBAC FINANCIAL GROUP INC COM NEW 023139884 1,976 190,000 SH   SOLE 0 160,000 0 30,000
NEWMARK GROUP INC-CLASS A CL A 65158N102 2,959 185,895 SH   SOLE 0 140,000 0 45,895
ANGI INC COM CL A NEW 00183L102 784 138,287 SH   SOLE 0 138,287 0 0
VIZIO HOLDING CORP-A CL A COM 92858V101 1,359 152,902 SH   SOLE 0 137,402 0 15,500
INTERACTIVE BROKERS GRO-CL A COM CL A 45841N107 11,524 174,838 SH   SOLE 0 135,638 0 39,200
FORD MOTOR CO COM 345370860 3,697 218,617 SH   SOLE 0 134,450 0 84,167
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 22,581 207,546 SH   SOLE 0 134,316 0 73,230
BROADWIND INC COM NEW 11161T207 270 124,232 SH   SOLE 0 124,232 0 0
INVESCO LTD SHS G491BT108 5,361 232,469 SH   SOLE 0 182,469 0 50,000
AMPLIFY ENERGY CORP COM 03212B103 1,247 226,708 SH   SOLE 0 120,686 0 106,022
REALOGY HOLDINGS CORP COM 75605Y106 1,799 114,761 SH   SOLE 0 114,761 0 0
RMR GROUP INC/THE - A CL A 74967R106 4,021 129,303 SH   SOLE 0 119,303 0 10,000
YELP INC CL A 985817105 4,716 138,256 SH   SOLE 0 109,738 0 28,518
DIEBOLD NIXDORF INC COM STK 253651103 954 141,724 SH   SOLE 0 106,076 0 35,648
KANDI TECHNOLOGIES GROUP INC COM 483709101 336 105,000 SH   SOLE 0 105,000 0 0
PALANTIR TECHNOLOGIES INC-A CL A 69608A108 1,373 100,000 SH   SOLE 0 100,000 0 0
DISCOVERY INC-C COM SER C 25470F302 4,741 189,849 SH   SOLE 0 93,960 0 95,889
BRIGHTHOUSE FINANCIAL INC COM 10922N103 5,867 113,568 SH   SOLE 0 101,468 0 12,100
DIVERSIFIED HEALTHCARE TRUST COM SH BEN INT 25525P107 288 90,000 SH   SOLE 0 90,000 0 0
KOHLS CORP COM 500255104 6,081 100,576 SH   SOLE 0 88,576 0 12,000
BLUEBIRD BIO INC COM 09609G100 683 140,824 SH   SOLE 0 93,324 0 47,500
KRANESHARES CSI CHINA INTERN CSI CHI INTERNET 500767306 6,337 222,290 SH   SOLE 0 81,110 0 141,180
BAIDU INC - SPON ADR SPON ADR REP A 056752108 14,074 106,381 SH   SOLE 0 80,070 0 26,311
SUNCOR ENERGY INC COM 867224107 4,250 130,420 SH   SOLE 0 97,000 0 33,420
AIRBNB INC-CLASS A COM CL A 009066101 17,891 104,161 SH   SOLE 0 74,758 0 29,403
BRITISH AMERICAN TOB-SP ADR SPONSORED ADR 110448107 3,837 91,000 SH   SOLE 0 70,000 0 21,000
PARAMOUNT GLOBAL-CLASS B CL B 92556H206 6,104 161,433 SH   SOLE 0 95,723 0 65,710
LENDINGCLUB CORP COM NEW 52603A208 2,242 142,063 SH   SOLE 0 123,904 0 18,159
CONDUENT INC COM 206787103 361 70,000 SH   SOLE 0 60,000 0 10,000
DALLASNEWS CORP COM SER A 235050101 402 57,486 SH   SOLE 0 57,486 0 0
SIRIUSPOINT LTD COM G8192H106 420 56,140 SH   SOLE 0 56,140 0 0
SONY GROUP CORP - SP ADR SPONSORED ADR 835699307 8,148 79,330 SH   SOLE 0 55,770 0 23,560
AMC NETWORKS INC-A CL A 00164V103 2,807 69,094 SH   SOLE 0 50,750 0 18,344
DISCOVER FINANCIAL SERVICES COM 254709108 8,362 75,885 SH   SOLE 0 50,500 0 25,385
SLM CORP COM 78442P106 1,324 72,113 SH   SOLE 0 50,113 0 22,000
ROCKET COS INC-CLASS A COM CL A 77311W101 677 60,900 SH   SOLE 0 48,900 0 12,000
EQUITABLE HOLDINGS INC COM 29452E101 1,654 53,500 SH   SOLE 0 42,500 0 11,000
IQIYI INC-ADR SPONSORED ADS 46267X108 191 42,133 SH   SOLE 0 42,133 0 0
MOLSON COORS BEVERAGE CO - B CL B 60871R209 4,610 86,354 SH   SOLE 0 40,354 0 46,000
HALL OF FAME RESORT & ENTERT COM 40619L102 59 53,247 SH   SOLE 0 40,000 0 13,247
NAVIENT CORP COM 63938C108 2,672 156,789 SH   SOLE 0 140,000 0 16,789
KB HOME COM 48666K109 1,417 43,756 SH   SOLE 0 39,756 0 4,000
CIRCOR INTERNATIONAL INC COM 17273K109 1,048 39,379 SH   SOLE 0 39,379 0 0
VIATRIS INC COM 92556V106 581 53,400 SH   SOLE 0 36,600 0 16,800
VANECK RUSSIA ETF VANECK RUSSIA ET 92189F403 260 46,000 SH   SOLE 0 36,000 0 10,000
RADIAN GROUP INC COM 750236101 791 35,603 SH   SOLE 0 35,603 0 0
BERRY GLOBAL GROUP INC COM 08579W103 2,000 34,500 SH   SOLE 0 34,500 0 0
HAWAIIAN HOLDINGS INC COM 419879101 898 45,600 SH   SOLE 0 34,500 0 11,100
UNITED INSURANCE HOLDINGS CO COM 910710102 111 33,514 SH   SOLE 0 33,514 0 0
DISH NETWORK CORP-A CL A 25470M109 1,041 32,894 SH   SOLE 0 32,894 0 0
NEURONETICS INC COM 64131A105 99 32,825 SH   SOLE 0 32,825 0 0
WALT DISNEY CO/THE COM 254687106 6,303 45,950 SH   SOLE 0 32,000 0 13,950
FEDEX CORP COM 31428X106 8,307 35,900 SH   SOLE 0 31,900 0 4,000
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 4,336 36,984 SH   SOLE 0 31,834 0 5,150
LION ELECTRIC CO/THE COMMON STOCK 536221104 261 31,052 SH   SOLE 0 31,052 0 0
HP INC COM 40434L105 5,929 163,330 SH   SOLE 0 116,560 0 46,770
COFFEE HOLDING CO INC COM 192176105 95 27,476 SH   SOLE 0 27,476 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 157 27,473 SH   SOLE 0 27,473 0 0
ALLEGHANY CORP COM 017175100 80,414 94,940 SH   SOLE 0 48,572 0 46,368
NATWEST GROUP PLC -SPON ADR SPONS ADR 2 ORD 639057108 148 26,000 SH   SOLE 0 26,000 0 0
PARAMOUNT GROUP INC COM 69924R108 284 26,000 SH   SOLE 0 26,000 0 0
WELLS FARGO & CO COM 949746101 5,516 113,825 SH   SOLE 0 82,365 0 31,460
BOEING CO/THE COM 097023105 12,465 65,089 SH   SOLE 0 45,400 0 19,689
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 68 22,500 SH   SOLE 0 22,500 0 0
FISKER INC CL A COM STK 33813J106 258 20,000 SH   SOLE 0 20,000 0 0
INTEL CORP COM 458140100 1,487 30,000 SH   SOLE 0 30,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 2,209 33,977 SH   SOLE 0 18,994 0 14,983
AVID BIOSERVICES INC COM 05368M106 469 23,000 SH   SOLE 0 15,000 0 8,000
PROTERRA INC COM 74374T109 113 15,000 SH   SOLE 0 15,000 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 4,805 64,048 SH   SOLE 0 64,048 0 0
ENOVIX CORP COM 293594107 207 14,508 SH   SOLE 0 14,508 0 0
AES CORP COM 00130H105 1,104 42,900 SH   SOLE 0 14,000 0 28,900
FOX CORP - CLASS B CL B COM 35137L204 2,402 66,197 SH   SOLE 0 41,827 0 24,370
T-MOBILE US INC COM 872590104 11,733 91,411 SH   SOLE 0 67,716 0 23,695
SONOS INC COM 83570H108 291 10,313 SH   SOLE 0 10,313 0 0
FOX CORP - CLASS A CL A COM 35137L105 2,069 52,445 SH   SOLE 0 18,245 0 34,200
WARNER BROS DISCOVERY INC COM SER A 25470F104 904 36,280 SH   SOLE 0 10,180 0 26,100
FRANKLIN RESOURCES INC COM 354613101 753 26,953 SH   SOLE 0 10,000 0 16,953
SPIRIT AIRLINES INC COM 848577102 219 10,000 SH   SOLE 0 10,000 0 0
UNITED THERAPEUTICS CORP COM 91307C102 2,046 11,403 SH   SOLE 0 9,403 0 2,000
ROKU INC COM CL A 77543R102 4,782 38,171 SH   SOLE 0 12,312 0 25,859
SCOTTS MIRACLE-GRO CO CL A 810186106 2,108 17,143 SH   SOLE 0 9,143 0 8,000
ZILLOW GROUP INC - C CL C CAP STK 98954M200 394 8,000 SH   SOLE 0 8,000 0 0
HASBRO INC COM 418056107 2,150 26,247 SH   SOLE 0 14,000 0 12,247
ROBINHOOD MARKETS INC - A COM CL A 770700102 688 50,933 SH   SOLE 0 6,924 0 44,009
TRINET GROUP INC COM 896288107 665 6,756 SH   SOLE 0 6,756 0 0
DOORDASH INC - A CL A 25809K105 2,058 17,560 SH   SOLE 0 7,060 0 10,500
PENN NATIONAL GAMING INC COM 707569109 250 5,893 SH   SOLE 0 5,893 0 0
MADISON SQUARE GARDEN ENTERT CL A 55826T102 433 5,193 SH   SOLE 0 5,193 0 0
TEGNA INC COM 87901J105 1,507 67,293 SH   SOLE 0 25,901 0 41,392
NEXTDOOR HOLDINGS INC COM CL A 65345M108 529 88,335 SH   SOLE 0 3,335 0 85,000
H&R BLOCK INC COM 093671105 807 31,006 SH   SOLE 0 10,306 0 20,700
AVIS BUDGET GROUP INC COM 053774105 1,100 4,177 SH   SOLE 0 2,177 0 2,000
HOWARD HUGHES CORP/THE COM 44267D107 456 4,400 SH   SOLE 0 2,000 0 2,400
INTL BUSINESS MACHINES CORP COM 459200101 260 2,000 SH   SOLE 0 2,000 0 0
ETSY INC COM 29786A106 211 1,700 SH   SOLE 0 1,700 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 209 1,572 SH   SOLE 0 1,572 0 0
NETFLIX INC COM 64110L106 2,894 7,726 SH   SOLE 0 2,760 0 4,966
BROOKFIELD ASSET MANAGE-CL A CL A LTD VT SH 112585104 5,301 93,700 SH   SOLE 0 67,700 0 26,000
BLUEGREEN VACATIONS HOLDING CLASS A 096308101 1,889 63,870 SH   SOLE 0 44,360 0 19,510
CVS HEALTH CORP COM 126650100 2,935 29,000 SH   SOLE 0 9,000 0 20,000
GREENLIGHT CAPITAL RE LTD-A CLASS A G4095J109 1,776 251,242 SH   SOLE 0 238,742 0 12,500
MICRON TECHNOLOGY INC COM 595112103 779 10,000 SH   SOLE 0 10,000 0 0
TELECOM ARGENTINA SA-SP ADR SPON ADR REP B 879273209 430 71,500 SH   SOLE 0 56,000 0 15,500
B RILEY PRINCIPAL 150 MERG-A COM CL A 05601V103 397 40,000 SH   SOLE 0 0 0 40,000
ST JOE CO/THE COM 790148100 237 4,000 SH   SOLE 0 0 0 4,000
MANDIANT INC COM 562662106 558 25,000 SH   SOLE 0 0 0 25,000
22ND CENTURY GROUP INC COM 90137F103 211 91,007 SH   SOLE 0 0 0 91,007