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
ARCONIC CORPORATION COM 03966V107 11,529 450,000 SH   SOLE   450,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 26,481 1,147,346 SH   SOLE   1,147,346 0 0
CARVANA CO CL A 146869102 60,241 505,000 SH   SOLE   505,000 0 0
COMPASS INC CL A 20464U100 34,270 4,360,000 SH   SOLE   4,360,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 726,228 27,835,500 SH   SOLE   27,835,500 0 0
EQRX INC *W EXP 12/17/202 26886C115 174 200,000 SH   SOLE   200,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 844,956 6,433,839 SH   SOLE   6,433,839 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 93,007 5,720,000 SH   SOLE   5,720,000 0 0
OLIN CORP COM PAR $1 680665205 624,746 11,950,000 SH   SOLE   11,950,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 24,566 2,840,000 SH   SOLE   2,840,000 0 0
PACTIV EVERGREEN INC COM 69526K105 33,953 3,375,000 SH   SOLE   3,375,000 0 0
POST HLDGS INC COM 737446104 62,680 905,000 SH   SOLE   905,000 0 0
SALESFORCE COM INC COM 79466L302 53,738 253,100 SH   SOLE   253,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 130,410 3,655,000 SH   SOLE   3,655,000 0 0
US FOODS HLDG CORP COM 912008109 721,926 19,184,852 SH   SOLE   19,184,852 0 0
ZENDESK INC COM 98936J101 215,319 1,790,000 SH   SOLE   1,790,000 0 0
LIVANOVA PLC SHS G5509L101 143,980 1,759,500 SH   SOLE   1,759,500 0 0
FLEX LTD ORD Y2573F102 108,518 5,850,000 SH   SOLE   5,850,000 0 0