The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALIGHT INC | COM CL A | 01626W101 | 33,349 | 3,085,000 | SH | SOLE | 3,085,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,008 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 48,471 | 2,267,135 | SH | SOLE | 2,267,135 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 54,055 | 235,400 | SH | SOLE | 235,400 | 0 | 0 | ||
| EAST RES ACQUISITION CO | *W EXP 07/01/202 | 274681113 | 424 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| EAST RES ACQUISITION CO | COM CL A | 274681105 | 16,779 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 21,245 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 19,521 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 15,474 | 1,520,000 | SH | SOLE | 1,520,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 12,396 | 680,732 | SH | SOLE | 680,732 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 32,710 | 2,694,406 | SH | SOLE | 2,694,406 | 0 | 0 | ||
| POST HOLDINGS PARTNERING COR | UNIT 99/99/9999 | 737465203 | 11,242 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PROG HOLDINGS INC | COM NPV | 74319R101 | 38,215 | 847,162 | SH | SOLE | 847,162 | 0 | 0 | ||
| PRUDENTIAL PLC | ADR | 74435K204 | 2,521 | 73,232 | SH | SOLE | 73,232 | 0 | 0 | ||
| SIMON PROPERTY GRP ACQ HOLDI | *W EXP 02/04/202 | 82880R111 | 103 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| SIMON PROPERTY GRP ACQ HOLDI | COM CL A | 82880R103 | 5,844 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TRAVEL PLUS LEISURE CO | COM | 894164102 | 24,980 | 451,958 | SH | SOLE | 451,958 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 44,404 | 1,059,000 | SH | SOLE | 1,059,000 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 55,417 | 427,400 | SH | SOLE | 427,400 | 0 | 0 | ||