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 22,330 107,000 SH   SOLE   107,000 0 0
BOWX ACQUISITION CORP CL A 103085106 5,758 500,661 SH   SOLE   500,661 0 0
CIGNA CORP NEW COM 125523100 61,211 258,200 SH   SOLE   258,200 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 840 800,000 SH   SOLE   800,000 0 0
EAST RES ACQUISITION CO COM CL A 274681105 16,592 1,700,000 SH   SOLE   1,700,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 73,603 870,942 SH   SOLE   870,942 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 21,936 300,000 SH   SOLE   300,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 41,920 795,000 SH   SOLE   795,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 17,150 1,035,000 SH   SOLE   1,035,000 0 0
PG&E CORP COM 69331C108 35,687 3,509,013 SH   SOLE   3,509,013 0 0
POST HOLDINGS PARTNERING COR UNIT 99/99/9999 737465203 11,429 1,100,000 SH   SOLE   1,100,000 0 0
PROG HOLDINGS INC COM NPV 74319R101 19,388 402,822 SH   SOLE   402,822 0 0
PRUDENTIAL PLC ADR 74435K204 2,790 73,232 SH   SOLE   73,232 0 0
SIMON PROPERTY GRP ACQ HOLDI UNIT 99/99/9999 82880R202 6,042 600,000 SH   SOLE   600,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102 26,869 451,958 SH   SOLE   451,958 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 49,552 338,400 SH   SOLE   338,400 0 0