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

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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
ALCON AG ORD SHS STOCK H01301128   1,591,306 20,398 SH   SOLE 1 20,398 0 0
AUTODESK INC COM STOCK 052769106   3,895,680 16,000 SH   SOLE 1 16,000 0 0
BURFORD CAP LTD ORD SHS STOCK G17977110   5,697,533 368,954 SH   SOLE 1 368,954 0 0
CRH PLC ORD STOCK G25508105   20,035,665 290,906 SH   SOLE 1 290,906 0 0
FERGUSON PLC NEW SHS STOCK G3421J106   133,278 694 SH   SOLE 1 694 0 0
JPMORGAN CHASE CO COM STOCK 46625H100   21,568,680 126,800 SH   SOLE 1 126,800 0 0
STELLANTIS N.V SHS STOCK N82405106   42,380,121 1,815,661 SH   SOLE 1 1,815,661 0 0
T-MOBILE US INC COM STOCK 872590104   22,523,800 140,484 SH   SOLE 1 140,484 0 0