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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
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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
AIRBNB INC COM CL A 009066101   6,408,000 50,000 SH Put SOLE   50,000 0 0
ALIGHT INC COM CL A 01626W101   50,439,469 5,458,817 SH   SOLE   5,458,817 0 0
AMAZON COM INC COM 023135106   43,210,429 331,470 SH   SOLE   331,470 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   21,193,449 2,487,494 SH   SOLE   2,487,494 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   61,180,303 4,579,364 SH   SOLE   4,579,364 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104   7,761,912 1,540,062 SH   SOLE   1,540,062 0 0
COUCHBASE INC COM 22207T101   39,795,147 2,515,496 SH   SOLE   2,515,496 0 0
CS DISCO INC COM 126327105   25,248,947 3,071,648 SH   SOLE   3,071,648 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   20,910,000 300,000 SH   SOLE   300,000 0 0
HERBALIFE LTD COM SHS G4412G101   15,482,922 1,169,405 SH   SOLE   1,169,405 0 0
JBG SMITH PPTYS COM 46590V100   19,604,640 1,303,500 SH   SOLE   1,303,500 0 0
LIVEPERSON INC COM 538146101   6,108,907 1,351,528 SH   SOLE   1,351,528 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   13,675,200 1,120,000 SH   SOLE   1,120,000 0 0
PROG HOLDINGS INC COM NPV 74319R101   23,435,908 729,636 SH   SOLE   729,636 0 0
PRUDENTIAL PLC ADR 74435K204   9,623,816 339,824 SH   SOLE   339,824 0 0
ROSS STORES INC COM 778296103   1,569,820 14,000 SH   SOLE   14,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   21,708,800 640,000 SH   SOLE   640,000 0 0
THE CIGNA GROUP COM 125523100   54,604,760 194,600 SH   SOLE   194,600 0 0
TRAVEL PLUS LEISURE CO COM 894164102   25,753,742 638,417 SH   SOLE   638,417 0 0
TWILIO INC CL A 90138F102   22,539,866 354,289 SH   SOLE   354,289 0 0
UBER TECHNOLOGIES INC COM 90353T100   53,422,875 1,237,500 SH   SOLE   1,237,500 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   44,539,946 64,860,000 PRN   SOLE   64,860,000 0 0
WAYFAIR INC NOTE 0.625%10/0 94419LAM3   19,732,875 23,050,000 PRN   SOLE   23,050,000 0 0
ZUORA INC COM CL A 98983V106   26,276,869 2,395,339 SH   SOLE   2,395,339 0 0