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
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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
CARDLYTICS INC COM 14161W105 157,934 1,244,259 SH   SOLE   1,244,259 0 0
CAREMAX INC COM CL A 14171W103 35,185 2,727,524 SH   SOLE   2,727,524 0 0
CARVANA CO CL A 146869102 244,889 811,373 SH   SOLE   811,373 0 0
CIT GROUP INC COM NEW 125581801 231,372 4,484,819 SH   SOLE   4,484,819 0 0
COUPA SOFTWARE INC COM 22266L106 25,998 99,188 SH   SOLE   99,188 0 0
DISCOVER FINL SVCS COM 254709108 23,658 200,000 SH   SOLE   200,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 45,204 2,115,301 SH   SOLE   2,115,301 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 45,851 55,060 SH   SOLE   55,060 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 40,092 2,807,534 SH   SOLE   2,807,534 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 26,396 361,000 SH   SOLE   361,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 18,456 350,000 SH Call SOLE   0 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 274,971 5,214,694 SH   SOLE   5,214,694 0 0
ICICI BANK LIMITED ADR 45104G104 210,380 12,302,900 SH   SOLE   12,302,900 0 0
NEW YORK TIMES CO CL A 650111107 92,816 2,131,253 SH   SOLE   2,131,253 0 0
PAYSAFE LIMITED ORD G6964L107 19,509 1,611,000 SH   SOLE   1,611,000 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 15,554 1,400,000 SH   SOLE   1,400,000 0 0
SCHWAB CHARLES CORP COM 808513105 120,435 1,654,100 SH   SOLE   1,654,100 0 0
SEA LTD SPONSORD ADS 81141R100 290,291 1,057,142 SH   SOLE   1,057,142 0 0