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
Estimated average burden
hours per response: 23.8
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
CARDLYTICS INC COM 14161W105 131,385 920,259 SH   SOLE   920,259 0 0
CARVANA CO CL A 146869102 167,911 700,973 SH   SOLE   700,973 0 0
CIT GROUP INC COM NEW 125581801 152,688 4,253,145 SH   SOLE   4,253,145 0 0
DEERFIELD HEALTHCARE TECH AC COM CL A 244413100 11,048 708,224 SH   SOLE   708,224 0 0
DISCOVER FINL SVCS COM 254709108 112,810 1,246,108 SH   SOLE   1,246,108 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 31,619 55,060 SH   SOLE   55,060 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 47,188 3,125,000 SH   SOLE   3,125,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 32,951 456,000 SH   SOLE   456,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 138,401 2,880,360 SH   SOLE   2,880,360 0 0
ICICI BANK LIMITED ADR 45104G104 182,821 12,302,900 SH   SOLE   12,302,900 0 0
JPMORGAN CHASE & CO COM 46625H100 60,994 480,000 SH   SOLE   480,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 46,322 630,400 SH   SOLE   630,400 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 20,958 1,400,000 SH   SOLE   1,400,000 0 0
SCHWAB CHARLES CORP COM 808513105 87,733 1,654,100 SH   SOLE   1,654,100 0 0
SEA LTD SPONSORD ADS 81141R100 205,090 1,030,342 SH   SOLE   1,030,342 0 0