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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMBEV SA SPONSORED ADR 02319V103 19,642 7,440,000 SH   SOLE   7,440,000 0 0
CIGNA CORP NEW COM 125523100 50,478 269,000 SH   SOLE   269,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 13,216 350,000 SH   SOLE   350,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,088 275,574 SH   SOLE   275,574 0 0
HCA HEALTHCARE INC COM 40412C101 21,363 220,100 SH   SOLE   220,100 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 13,638 300,000 SH   SOLE   300,000 0 0
PG&E CORP COM 69331C108 16,748 1,888,156 SH   SOLE   1,888,156 0 0
PRUDENTIAL PLC ADR 74435K204 2,225 73,232 SH   SOLE   73,232 0 0
RED ROCK RESORTS INC CL A 75700L108 2,423 222,112 SH   SOLE   222,112 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 22,340 240,500 SH   SOLE   240,500 0 0
VALVOLINE INC COM 92047W101 9,268 479,464 SH   SOLE   479,464 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 12,216 433,500 SH   SOLE   433,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 33,468 785,262 SH   SOLE   785,262 0 0
YANDEX N V SHS CLASS A N97284108 19,770 395,250 SH   SOLE   395,250 0 0
YANDEX N V SHS CLASS A N97284108 10,004 200,000 SH Call SOLE   200,000 0 0