The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 645,273 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 979,615 | 300,500 | SH | SOLE | 300,500 | 0 | 0 | ||
E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 230,811 | 26,198,792 | SH | SOLE | 26,198,792 | 0 | 0 | ||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 303,706 | 10,003,500 | SH | SOLE | 10,003,500 | 0 | 0 | ||
NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 941,286 | 34,555,300 | SH | SOLE | 34,555,300 | 0 | 0 | ||
PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 242,200 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 395,830 | 28,314,000 | SH | SOLE | 28,314,000 | 0 | 0 | ||
SAP SE | SPON ADR | 803054204 | 162,956 | 1,468,600 | SH | SOLE | 1,468,600 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 471,976 | 724,400 | SH | SOLE | 724,400 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 382,596 | 7,449,300 | SH | SOLE | 7,449,300 | 0 | 0 |