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
API GROUP CORP COM STK 00187Y100 72,152 2,799,838 SH   SOLE   2,799,838 0 0
BATH & BODY WORKS INC COM 070830104 85,936 1,231,355 SH   SOLE   1,231,355 0 0
CARDLYTICS INC COM 14161W105 82,233 1,244,259 SH   SOLE   1,244,259 0 0
CAREMAX INC COM CL A 14171W103 20,947 2,727,524 SH   SOLE   2,727,524 0 0
CARVANA CO CL A 146869102 188,068 811,373 SH   SOLE   811,373 0 0
CIT GROUP INC COM NEW 125581801 230,251 4,484,819 SH   SOLE   4,484,819 0 0
DISCOVER FINL SVCS COM 254709108 23,112 200,000 SH   SOLE   200,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 45,691 55,060 SH   SOLE   55,060 0 0
GLOBAL E ONLINE LTD SHS M5216V106 24,342 384,000 SH   SOLE   384,000 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 61,262 6,538,066 SH   SOLE   6,538,066 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 23,490 361,000 SH   SOLE   361,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 14,326 350,000 SH Call SOLE   0 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 219,107 5,353,223 SH   SOLE   5,353,223 0 0
ICICI BANK LIMITED ADR 45104G104 243,474 12,302,900 SH   SOLE   12,302,900 0 0
NEW YORK TIMES CO CL A 650111107 119,733 2,478,953 SH   SOLE   2,478,953 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 13,916 1,400,000 SH   SOLE   1,400,000 0 0
SCHWAB CHARLES CORP COM 808513105 139,110 1,654,100 SH   SOLE   1,654,100 0 0
SEA LTD SPONSORD ADS 81141R100 236,493 1,057,142 SH   SOLE   1,057,142 0 0