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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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
API GROUP CORP COM STK 00187Y100   96,341,622 5,121,830 SH   SOLE   5,121,830 0 0
CARDLYTICS INC COM 14161W105   4,512,706 780,745 SH   SOLE   780,745 0 0
CAREMAX INC COM CL A 14171W103   5,043,450 1,381,767 SH   SOLE   1,381,767 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   234,793,565 309,607 SH   SOLE   309,607 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   31,316,338 170,494 SH   SOLE   170,494 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   41,534,614 9,108,468 SH   SOLE   9,108,468 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   25,015,964 365,677 SH   SOLE   365,677 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   60,586,316 4,071,661 SH   SOLE   4,071,661 0 0
HESS CORP COM 42809H107   41,822,718 294,900 SH   SOLE   294,900 0 0
ICICI BANK LIMITED ADR 45104G104   208,543,994 9,526,907 SH   SOLE   9,526,907 0 0
MARATHON OIL CORP COM 565849106   17,338,335 640,500 SH   SOLE   640,500 0 0
NEW YORK TIMES CO CL A 650111107   17,630,292 543,139 SH   SOLE   543,139 0 0
NOBLE CORP PLC ORD SHS A G65431127   40,567,174 1,075,767 SH   SOLE   1,075,767 0 0
OCCIDENTAL PETE CORP COM 674599105   24,430,609 387,849 SH   SOLE   387,849 0 0
SALESFORCE INC COM 79466L302   53,971,422 407,055 SH   SOLE   407,055 0 0
SCHLUMBERGER LTD COM STK 806857108   90,615,502 1,695,015 SH   SOLE   1,695,015 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   44,162,382 578,951 SH   SOLE   578,951 0 0
VALVOLINE INC COM 92047W101   52,800,894 1,617,179 SH   SOLE   1,617,179 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   32,141,366 631,213 SH   SOLE   631,213 0 0
WORKDAY INC CL A 98138H101   36,182,268 216,233 SH   SOLE   216,233 0 0