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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 23,127 298,687 SH   SOLE   298,687 0 0
BED BATH & BEYOND INC COM 075896100 52,489 2,814,449 SH   SOLE   2,814,449 0 0
CANADIAN NAT RES LTD COM 136385101 36,048 1,481,641 SH   SOLE   1,481,641 0 0
CARGURUS INC COM CL A 141788109 17,657 545,820 SH   SOLE   545,820 0 0
CENOVUS ENERGY INC COM 15135U109 65,660 10,693,842 SH   SOLE   10,693,842 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 14,559 1,149,120 SH   SOLE   1,149,120 0 0
DESPEGAR COM CORP ORD SHS G27358103 20,718 1,653,496 SH   SOLE   1,653,496 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101 6,936 2,678,053 SH   SOLE   2,678,053 0 0
INVENTIVA SA ADS 46124U107 8,556 620,000 SH   SOLE   620,000 0 0
LYFT INC CL A COM 55087P104 68,062 1,352,041 SH   SOLE   1,352,041 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 12,608 113,464 SH   SOLE   113,464 0 0
PALO ALTO NETWORKS INC COM 697435105 24,947 70,116 SH   SOLE   70,116 0 0
TECK RESOURCES LTD CL B 878742204 92,334 5,007,264 SH   SOLE   5,007,264 0 0
WARRIOR MET COAL INC COM 93627C101 37,312 1,765,809 SH   SOLE   1,765,809 0 0
WELLS FARGO CO NEW COM 949746101 54,793 1,841,775 SH   SOLE   1,841,775 0 0