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
ANTERO RESOURCES CORP COM 03674X106 14,255 465,100 SH   SOLE   465,100 0 0
API GROUP CORP COM STK 00187Y100 68,794 4,595,471 SH   SOLE   4,595,471 0 0
BATH & BODY WORKS INC COM 070830104 65,603 2,436,964 SH   SOLE   2,436,964 0 0
CARDLYTICS INC COM 14161W105 29,859 1,338,359 SH   SOLE   1,338,359 0 0
CAREMAX INC COM CL A 14171W103 5,412 1,490,893 SH   SOLE   1,490,893 0 0
DEVON ENERGY CORP NEW COM 25179M103 17,029 309,000 SH   SOLE   309,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 202,415 309,607 SH   SOLE   309,607 0 0
GALLAGHER ARTHUR J & CO COM 363576109 34,613 212,300 SH   SOLE   212,300 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 56,632 6,923,168 SH   SOLE   6,923,168 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 28,792 523,877 SH   SOLE   523,877 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 92,975 4,546,441 SH   SOLE   4,546,441 0 0
HESS CORP COM 42809H107 22,491 212,300 SH   SOLE   212,300 0 0
ICICI BANK LIMITED ADR 45104G104 174,329 9,826,907 SH   SOLE   9,826,907 0 0
MARATHON OIL CORP COM 565849106 17,078 759,700 SH   SOLE   759,700 0 0
META PLATFORMS INC CL A 30303M102 18,044 111,900 SH   SOLE   111,900 0 0
NEW YORK TIMES CO CL A 650111107 30,122 1,079,653 SH   SOLE   1,079,653 0 0
OCCIDENTAL PETE CORP COM 674599105 88,497 1,503,000 SH   SOLE   1,503,000 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 13,972 1,400,000 SH   SOLE   1,400,000 0 0
SALESFORCE INC COM 79466L302 53,688 325,300 SH   SOLE   325,300 0 0
SCHWAB CHARLES CORP COM 808513105 54,291 859,300 SH   SOLE   859,300 0 0
SEA LTD SPONSORD ADS 81141R100 46,287 692,290 SH   SOLE   692,290 0 0
WORKDAY INC CL A 98138H101 12,483 89,433 SH   SOLE   89,433 0 0