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 |
ANTERO RESOURCES CORP | COM | 03674X106 | 14,255 | 465,100 | SH | SOLE | 465,100 | 0 | 0 | ||
API GROUP CORP | COM STK | 00187Y100 | 68,794 | 4,595,471 | SH | SOLE | 4,595,471 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 65,603 | 2,436,964 | SH | SOLE | 2,436,964 | 0 | 0 | ||
CARDLYTICS INC | COM | 14161W105 | 29,859 | 1,338,359 | SH | SOLE | 1,338,359 | 0 | 0 | ||
CAREMAX INC | COM CL A | 14171W103 | 5,412 | 1,490,893 | SH | SOLE | 1,490,893 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 17,029 | 309,000 | SH | SOLE | 309,000 | 0 | 0 | ||
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 202,415 | 309,607 | SH | SOLE | 309,607 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 34,613 | 212,300 | SH | SOLE | 212,300 | 0 | 0 | ||
GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 | 56,632 | 6,923,168 | SH | SOLE | 6,923,168 | 0 | 0 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 28,792 | 523,877 | SH | SOLE | 523,877 | 0 | 0 | ||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 92,975 | 4,546,441 | SH | SOLE | 4,546,441 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 22,491 | 212,300 | SH | SOLE | 212,300 | 0 | 0 | ||
ICICI BANK LIMITED | ADR | 45104G104 | 174,329 | 9,826,907 | SH | SOLE | 9,826,907 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 17,078 | 759,700 | SH | SOLE | 759,700 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 18,044 | 111,900 | SH | SOLE | 111,900 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 30,122 | 1,079,653 | SH | SOLE | 1,079,653 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 88,497 | 1,503,000 | SH | SOLE | 1,503,000 | 0 | 0 | ||
RIBBIT LEAP LTD | UNIT 99/99/9999 | G7552B121 | 13,972 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 53,688 | 325,300 | SH | SOLE | 325,300 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 54,291 | 859,300 | SH | SOLE | 859,300 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 46,287 | 692,290 | SH | SOLE | 692,290 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 12,483 | 89,433 | SH | SOLE | 89,433 | 0 | 0 |