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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 BBG000CVWGS6 19,077,090 226,300 SH   OTR 1,2 226,300 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 27,369,473 209,953 SH   OTR 1,2 209,953 0 0
CF INDS HLDGS INC COM 125269100 BBG000BWJFZ4 16,685,444 240,355 SH   OTR 1,2 240,355 0 0
CYXTERA TECHNOLOGIES INC COM CL A 23284C102 BBG00XH5RMF3 19,302 676,092 SH   OTR 1,2 676,092 0 0
GRAB HOLDINGS LIMITED CL A ORD G4124C109 BBG011768M53 13,839,429 4,034,819 SH   OTR 1,2 4,034,819 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 BBG000QFPM65 24,266,624 625,751 SH   OTR 1,2 625,751 0 0
HUMANA INC COM 444859102 BBG000BLKK03 38,962,461 87,139 SH   OTR 1,2 87,139 0 0
KENVUE INC COM 49177J102 BBG01C79X561 132,100 5,000 SH   OTR 1,2 5,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 23,896,599 130,092 SH   OTR 1,2 130,092 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 19,095,895 48,553 SH   OTR 1,2 48,553 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 21,029,026 61,752 SH   OTR 1,2 61,752 0 0
PG&E CORP COM 69331C108 BBG000BQWPC5 2,505,600 145,000 SH   OTR 1,2 145,000 0 0
SALESFORCE INC COM 79466L302 BBG000BM2DC2 18,907,770 89,500 SH   OTR 1,2 89,500 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 2,809,850 5,000 SH   OTR 1,2 5,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPHYL4 39,141,908 480,977 SH   OTR 1,2 480,977 0 0
UBS GROUP AG SHS H42097107 BBG007936GV2 13,275,729 657,000 SH   OTR 1,2 657,000 0 0
UBS GROUP AG SHS H42097107 BBG007DJM539 2,027,000 100,000 SH   OTR 1,2 100,000 0 0
UNITED RENTALS INC COM 911363109 BBG000BXMFC3 9,864,055 22,148 SH   OTR 1,2 22,148 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 9,066,511 38,178 SH   OTR 1,2 38,178 0 0
APPLE INC COM 037833100 BBG000B9XRY4 3,394,475 17,500 SH Put OTR 1,2 17,500 0 0
TESLA INC COM 88160R101 BBG000N9MNX3 1,204,142 4,600 SH Put OTR 1,2 4,600 0 0