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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,623 33,300 SH   OTR 1,2 33,300 0 0
ALPHABET INC CAP STK CL A 02079K305 10,146 3,648 SH   OTR 1,2 3,648 0 0
AMAZON COM INC COM 023135106 35,846 10,996 SH   OTR 1,2 10,996 0 0
BOEING CO COM 097023105 8,466 44,210 SH   OTR 1,2 44,210 0 0
BOOKING HOLDINGS INC COM 09857L108 2,701 1,150 SH   OTR 1,2 1,150 0 0
CF INDS HLDGS INC COM 125269100 46,217 448,445 SH   OTR 1,2 448,445 0 0
GRAB HOLDINGS LIMITED CL A ORD G4124C109 8,450 2,414,411 SH   OTR 1,2 2,414,411 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 10,115 306,600 SH   OTR 1,2 306,600 0 0
HUMANA INC COM 444859102 33,905 77,911 SH   OTR 1,2 77,911 0 0
JD.COM INC SPON ADR CL A 47215P106 1,499 25,900 SH   OTR 1,2 25,900 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 3,920 137,500 SH   OTR 1,2 137,500 0 0
LAS VEGAS SANDS CORP COM 517834107 12,683 326,300 SH   OTR 1,2 326,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 417 4,056 SH   OTR 1,2 4,056 0 0
MARRIOTT INTL INC NEW CL A 571903202 32,993 187,728 SH   OTR 1,2 187,728 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,256 42,688 SH   OTR 1,2 42,688 0 0
MICROSOFT CORP COM 594918104 15,981 51,834 SH   OTR 1,2 51,834 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,057 155,851 SH   OTR 1,2 155,851 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 2,156 244,112 SH   OTR 1,2 244,112 0 0
SERVICENOW INC COM 81762P102 2,784 5,000 SH   OTR 1,2 5,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 36,806 1,185,845 SH   OTR 1,2 1,185,845 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,795 98,072 SH   OTR 1,2 98,072 0 0
TRANSDIGM GROUP INC COM 893641100 8,340 12,801 SH   OTR 1,2 12,801 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,112 787,890 SH   OTR 1,2 787,890 0 0
UNITED RENTALS INC COM 911363109 19,169 53,966 SH   OTR 1,2 53,966 0 0
WORKDAY INC CL A 98138H101 2,754 11,500 SH   OTR 1,2 11,500 0 0