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 |
|
||||||||||||||||
| 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 |
| Chevron Corp | COM | 166764100 | 1,616,148 | 10,835 | SH | SOLE | 10,835 | 0 | 0 | |||
| Fidelity National Information Services Inc | COM | 31620M106 | 1,441,680 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
| Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 2,092,770 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | |||
| Tapestry Inc | COM | 876030107 | 2,760,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| Gen Digital Inc | COM | 668771108 | 2,327,640 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | |||
| Euronav NV | SHS | B38564108 | 2,290,520 | 129,980 | SH | SOLE | 129,980 | 0 | 0 | |||
| Gogo Inc | COM | 38046C109 | 1,367,550 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| United States Steel Corp | COM | 912909108 | 14,595,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| Capri Holdings Ltd | SHS | G1890L107 | 15,674,880 | 312,000 | SH | SOLE | 312,000 | 0 | 0 | |||
| Splunk Inc | COM | 848637104 | 51,039,687 | 335,016 | SH | SOLE | 335,016 | 0 | 0 | |||