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
ALIGHT INC COM CL A 01626W101   38,588,230 4,615,817 SH   SOLE   4,615,817 0 0
AMAZON COM INC COM 023135106   32,707,080 389,370 SH   SOLE   389,370 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   17,710,957 2,487,494 SH   SOLE   2,487,494 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,243,905 19,500 SH   SOLE   19,500 0 0
APPIAN CORP CL A 03782L101   683,760 21,000 SH   SOLE   21,000 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   55,089,749 4,579,364 SH   SOLE   4,579,364 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104   2,040,000 1,500,000 SH   SOLE   1,500,000 0 0
CIGNA CORP NEW COM 125523100   42,610,324 128,600 SH   SOLE   128,600 0 0
COUCHBASE INC COM 22207T101   23,158,033 1,746,458 SH   SOLE   1,746,458 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   20,523,000 300,000 SH   SOLE   300,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   17,400,746 1,169,405 SH   SOLE   1,169,405 0 0
HUMANA INC COM 444859102   23,202,207 45,300 SH   SOLE   45,300 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   16,330,000 1,420,000 SH   SOLE   1,420,000 0 0
MISTER CAR WASH INC COM 60646V105   3,192,592 345,893 SH   SOLE   345,893 0 0
NUTANIX INC CL A 67059N108   11,772,985 451,938 SH   SOLE   451,938 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   1,740,000 1,500,000 SH   SOLE   1,500,000 0 0
PG&E CORP COM 69331C108   17,174,625 1,056,250 SH   SOLE   1,056,250 0 0
POST HOLDINGS PARTNERING COR *W EXP 04/12/202 737465112   29,333 366,666 SH   SOLE   366,666 0 0
PROG HOLDINGS INC COM NPV 74319R101   22,788,968 1,349,258 SH   SOLE   1,349,258 0 0
PRUDENTIAL PLC ADR 74435K204   9,338,364 339,824 SH   SOLE   339,824 0 0
ROSS STORES INC COM 778296103   1,624,980 14,000 SH   SOLE   14,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102   12,811,271 351,958 SH   SOLE   351,958 0 0
UBER TECHNOLOGIES INC COM 90353T100   36,662,225 1,482,500 SH   SOLE   1,482,500 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   2,009,003 3,750,000 PRN   SOLE   3,750,000 0 0
VALVOLINE INC COM 92047W101   1,632,500 50,000 SH   SOLE   50,000 0 0
WAYFAIR INC NOTE 0.625%10/0 94419LAM3   25,931,750 39,500,000 PRN   SOLE   39,500,000 0 0
ZUORA INC COM CL A 98983V106   8,523,920 1,340,239 SH   SOLE   1,340,239 0 0