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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 BBG000BVPV84 21,686,045 209,953 SH   OTR 1,2 209,953 0 0
CF INDS HLDGS INC COM 125269100 BBG000BWJFZ4 17,423,334 240,355 SH   OTR 1,2 240,355 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 13,705,158 174,588 SH   OTR 1,2 174,588 0 0
CYXTERA TECHNOLOGIES INC COM CL A 23284C102 BBG00XH5RMF3 206,478 676,092 SH   OTR 1,2 676,092 0 0
GRAB HOLDINGS LIMITED CL A ORD G4124C109 BBG011768M53 12,144,805 4,034,819 SH   OTR 1,2 4,034,819 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 BBG000QFPM65 30,159,484 615,751 SH   OTR 1,2 615,751 0 0
HUMANA INC COM 444859102 BBG000BLKK03 38,045,015 78,369 SH   OTR 1,2 78,369 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 21,600,476 130,092 SH   OTR 1,2 130,092 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 17,644,646 48,553 SH   OTR 1,2 48,553 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 17,803,102 61,752 SH   OTR 1,2 61,752 0 0
PG&E CORP COM 69331C108 BBG000BQWPC5 2,263,800 140,000 SH   OTR 1,2 140,000 0 0
SALESFORCE INC COM 79466L302 BBG000BM2DC2 18,979,100 95,000 SH   OTR 1,2 95,000 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 2,323,600 5,000 SH   OTR 1,2 5,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPHYL4 28,579,653 480,977 SH   OTR 1,2 480,977 0 0
UNITED RENTALS INC COM 911363109 BBG000BXMFC3 8,765,292 22,148 SH   OTR 1,2 22,148 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 8,607,612 38,178 SH   OTR 1,2 38,178 0 0
APPLE INC COM 037833100 BBG000B9XRY4 2,885,750 17,500 SH Put OTR 1,2 17,500 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG000R2T3H9 37,019,500 490,000 SH Put OTR 1,2 490,000 0 0
TESLA INC COM 88160R101 BBG000N9MNX3 954,316 4,600 SH Put OTR 1,2 4,600 0 0