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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,235,070 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 29,400,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 1,639,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| CARDLYTICS INC | COM | 14161W105 | 1,445,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 17,618,000 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 416,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,169,880 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 22,562,023 | 1,030,700 | SH | SOLE | 1,030,700 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 1,494,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 13,412,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 31,176,600 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 20,641,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| QUANTUMSCAPE CORP | COM CL A | 74767V109 | 11,538,450 | 2,035,000 | SH | SOLE | 2,035,000 | 0 | 0 | |||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 176,163,282 | 30,530,897 | SH | SOLE | 30,530,897 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 18,986,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 14,578,200 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 4,019,120 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
| STELLANTIS N.V | SHS | N82405106 | 1,420,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 3,427,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||