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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,240,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 22,207,350 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | |||
| API GROUP CORP | COM STK | 00187Y100 | 13,488,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| CARDLYTICS INC | COM | 14161W105 | 67,900 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 21,585,690 | 510,300 | SH | SOLE | 510,300 | 0 | 0 | |||
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | 136,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 29,803,400 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 3,892,400 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 16,516,950 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | |||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 20,706,219 | 1,271,100 | SH | SOLE | 1,271,100 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 20,848,760 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 24,817,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 14,217,700 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 59,110,066 | 278,900 | SH | SOLE | 278,900 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 15,102,800 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 20,181,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 27,983,880 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 5,682,603 | 28,450 | SH | SOLE | 28,450 | 0 | 0 | |||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 159,371,288 | 30,530,897 | SH | SOLE | 30,530,897 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 3,995,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,183,788 | 22,600 | SH | SOLE | 22,600 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,123,850 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,877,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 3,997,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| VALVOLINE INC | COM | 92047W101 | 40,521,735 | 1,159,752 | SH | SOLE | 1,159,752 | 0 | 0 | |||