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
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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
CATALENT INC COM 148806102   28,704,320 662,000 SH   SOLE   662,000 0 0
DENBURY INC COM 24790A101   101,786,800 1,180,000 SH   SOLE   1,180,000 0 0
ELASTIC N V ORD SHS N14506104   58,528,736 912,800 SH   SOLE   912,800 0 0
FLEX LTD ORD Y2573F102   124,449,100 4,502,500 SH   SOLE   4,502,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   89,082,108 803,700 SH   SOLE   803,700 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   530,374,946 6,663,839 SH   SOLE   6,663,839 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   187,050,000 1,250,000 SH Put SOLE   1,250,000 0 0
OKTA INC CL A 679295105   85,300,500 1,230,000 SH   SOLE   1,230,000 0 0
OLIN CORP COM PAR $1 680665205   40,341,150 785,000 SH   SOLE   785,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   1,949,700 485,000 SH   SOLE   485,000 0 0
R1 RCM INC COM 77634L105   94,242,600 5,108,000 SH   SOLE   5,108,000 0 0
RB GLOBAL INC COM 74935Q107   59,250,000 987,500 SH   SOLE   987,500 0 0
SALESFORCE INC COM 79466L302   89,658,744 424,400 SH   SOLE   424,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,732,616 19,700 SH   SOLE   19,700 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   61,854,625 792,500 SH   SOLE   792,500 0 0
US FOODS HLDG CORP COM 912008109   833,046,588 18,932,877 SH   SOLE   18,932,877 0 0