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
AON PLC SHS CL A G0403H108 6,559 28,502 SH   SOLE   28,502 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 509 100,000 SH   SOLE   100,000 0 0
CLARIVATE PLC ORD SHS G21810109 4,070 154,230 SH   SOLE   154,230 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 3,767 72,216 SH   SOLE   72,216 0 0
CONSTELLIUM SE CL A SHS F21107101 6,823 464,156 SH   SOLE   464,156 0 0
COPA HOLDINGS SA CL A P31076105 2,189 27,089 SH   SOLE   27,089 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,238 90,818 SH   SOLE   90,818 0 0
FLEX LTD ORD Y2573F102 4,621 252,355 SH   SOLE   252,355 0 0
KORNIT DIGITAL LTD SHS M6372Q113 22,656 228,574 SH   SOLE   228,574 0 0
MEDTRONIC PLC SHS G5960L103 7,361 62,311 SH   SOLE   62,311 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 10,439 980,146 SH   SOLE   980,146 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 2,696 79,192 SH   SOLE   79,192 0 0