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 |
| ARCONIC CORPORATION | COM | 03966V107 | 114,349 | 4,076,600 | SH | SOLE | 4,076,600 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 19,624 | 5,436,084 | SH | SOLE | 5,436,084 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 546,411 | 27,835,500 | SH | SOLE | 27,835,500 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 50,252 | 742,600 | SH | SOLE | 742,600 | 0 | 0 | ||
| EQRX INC | *W EXP 12/17/202 | 26886C115 | 162 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 111,972 | 493,900 | SH | SOLE | 493,900 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 84,650 | 5,850,000 | SH | SOLE | 5,850,000 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 50,766 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 745,243 | 6,256,239 | SH | SOLE | 6,256,239 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 109,916 | 1,759,500 | SH | SOLE | 1,759,500 | 0 | 0 | ||
| MOMENTIVE GLOBAL INC | COM | 60878Y108 | 61,292 | 6,965,000 | SH | SOLE | 6,965,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 74,324 | 1,485,000 | SH | SOLE | 1,485,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 437,346 | 9,450,000 | SH | SOLE | 9,450,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 19,876 | 4,220,000 | SH | SOLE | 4,220,000 | 0 | 0 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 33,615 | 3,375,000 | SH | SOLE | 3,375,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 42,273 | 1,345,000 | SH | SOLE | 1,345,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 6,602 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 93,625 | 4,576,000 | SH | SOLE | 4,576,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 580,861 | 18,932,877 | SH | SOLE | 18,932,877 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 137,400 | 1,855,000 | SH | SOLE | 1,855,000 | 0 | 0 | ||