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
AVALONBAY CMNTYS INC COM 053484101 27,677 150,000 SH   SOLE   150,000 0 0
BOWX ACQUISITION CORP CL A 103085106 11,688 1,000,661 SH   SOLE   1,000,661 0 0
BRIDGETOWN 2 HOLDINGS LTD CL A G1355V103 7,168 700,000 SH   SOLE   700,000 0 0
CIGNA CORP NEW COM 125523100 62,417 258,200 SH   SOLE   258,200 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 648 800,000 SH   SOLE   800,000 0 0
EAST RES ACQUISITION CO COM CL A 274681105 16,626 1,700,000 SH   SOLE   1,700,000 0 0
FIFTH WALL ACQUISITION CORP COM CL A 316790104 7,500 750,000 SH   SOLE   750,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 72,661 964,574 SH   SOLE   964,574 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 23,307 300,000 SH   SOLE   300,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 16,431 370,400 SH   SOLE   370,400 0 0
PG&E CORP COM 69331C108 41,091 3,509,013 SH   SOLE   3,509,013 0 0
PRUDENTIAL PLC ADR 74435K204 3,126 73,232 SH   SOLE   73,232 0 0
SIMON PROPERTY GRP ACQ HOLDI UNIT 99/99/9999 82880R202 6,030 600,000 SH   SOLE   600,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 39,855 651,658 SH   SOLE   651,658 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 45,139 338,400 SH   SOLE   338,400 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 15,335 219,762 SH   SOLE   219,762 0 0
YANDEX N V SHS CLASS A N97284108 4,164 65,000 SH   SOLE   65,000 0 0