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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,360 66,000 SH Call SOLE   66,000 0 0
BRIDGETOWN HOLDINGS LTD COM CL A G1355U113 7,740 500,000 SH   SOLE   500,000 0 0
CIGNA CORP NEW COM 125523100 53,752 258,200 SH   SOLE   258,200 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 21,402 429,500 SH   SOLE   429,500 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 912 800,000 SH   SOLE   800,000 0 0
EAST RES ACQUISITION CO COM CL A 274681105 17,255 1,700,000 SH   SOLE   1,700,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 73,086 964,574 SH   SOLE   964,574 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 21,678 300,000 SH   SOLE   300,000 0 0
PG&E CORP COM 69331C108 43,722 3,509,013 SH   SOLE   3,509,013 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 14,761 2,480,826 SH   SOLE   2,480,826 0 0
PRUDENTIAL PLC ADR 74435K204 2,704 73,232 SH   SOLE   73,232 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 46,530 338,400 SH   SOLE   338,400 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 35,962 801,658 SH   SOLE   801,658 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 34,009 572,162 SH   SOLE   572,162 0 0
YANDEX N V SHS CLASS A N97284108 16,073 231,000 SH   SOLE   231,000 0 0