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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ATHENE HOLDING LTD | CL A | G0684D107 | 59,821 | 1,755,315 | SH | SOLE | 1,755,315 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 140,263 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 117,762 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
| CLIMATE CHANGE CRISIS REAL I | UNIT 99/99/9999 | 18716C209 | 4,020 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 1,124,328 | 20,265,474 | SH | SOLE | 20,265,474 | 0 | 0 | ||
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 107,134 | 5,113,804 | SH | SOLE | 5,113,804 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 397,461 | 9,865,008 | SH | SOLE | 9,865,008 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 39,622 | 925,965 | SH | SOLE | 925,965 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 372,240 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 10,040 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 24,148 | 422,470 | SH | SOLE | 422,470 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 90,768 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||