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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
ALPHABET INC CAP STK CL A 02079K305   57,132,810 477,300 SH   SOLE   477,300 0 0
API GROUP CORP COM STK 00187Y100   146,045,859 5,357,515 SH   SOLE   5,357,515 0 0
BATH & BODY WORKS INC COM 070830104   48,765,000 1,300,400 SH   SOLE   1,300,400 0 0
CARDLYTICS INC COM 14161W105   2,028,082 320,899 SH   SOLE   320,899 0 0
CAREMAX INC COM CL A 14171W103   2,583,138 830,591 SH   SOLE   830,591 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   274,610,812 213,963 SH   SOLE   213,963 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   69,547,654 276,994 SH   SOLE   276,994 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   53,908,441 10,508,468 SH   SOLE   10,508,468 0 0
HERBALIFE LTD COM SHS G4412G101   34,819,015 2,629,835 SH   SOLE   2,629,835 0 0
ICICI BANK LIMITED ADR 45104G104   131,006,027 5,676,171 SH   SOLE   5,676,171 0 0
META PLATFORMS INC CL A 30303M102   103,025,820 359,000 SH   SOLE   359,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   63,773,015 1,543,767 SH   SOLE   1,543,767 0 0
OCCIDENTAL PETE CORP COM 674599105   40,621,921 690,849 SH   SOLE   690,849 0 0
SALESFORCE INC COM 79466L302   68,016,213 321,955 SH   SOLE   321,955 0 0
SCHLUMBERGER LTD COM STK 806857108   88,289,025 1,797,415 SH   SOLE   1,797,415 0 0
SEA LTD SPONSORD ADS 81141R100   13,759,137 237,063 SH   SOLE   237,063 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   42,071,280 467,251 SH   SOLE   467,251 0 0
TECHNIPFMC PLC COM G87110105   30,748,263 1,850,076 SH   SOLE   1,850,076 0 0
VALVOLINE INC COM 92047W101   88,266,244 2,353,139 SH   SOLE   2,353,139 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   25,494,919 383,844 SH   SOLE   383,844 0 0
WORKDAY INC CL A 98138H101   70,552,901 312,333 SH   SOLE   312,333 0 0