The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 5,650 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 1,058 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 42,268 | 249,500 | SH | SOLE | 249,500 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 13,584 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 50,013 | 890,074 | SH | SOLE | 890,074 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 19,961 | 160,100 | SH | SOLE | 160,100 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 14,988 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 32,950 | 3,509,013 | SH | SOLE | 3,509,013 | 0 | 0 | ||
| PRUDENTIAL PLC | ADR | 74435K204 | 2,094 | 73,232 | SH | SOLE | 73,232 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 15,723 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 34,289 | 320,400 | SH | SOLE | 320,400 | 0 | 0 | ||
| WYNDHAM DESTINATIONS INC | COM | 98310W108 | 24,659 | 801,658 | SH | SOLE | 801,658 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 28,894 | 572,162 | SH | SOLE | 572,162 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 25,790 | 395,250 | SH | SOLE | 395,250 | 0 | 0 | ||