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		<n1:nameOfIssuer>ALPHABET INC</n1:nameOfIssuer>
		<n1:titleOfClass>CAP STK CL C</n1:titleOfClass>
		<n1:cusip>02079K107</n1:cusip>
		<n1:value>82406250</n1:value>
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		<n1:nameOfIssuer>AMAZON COM INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>023135106</n1:cusip>
		<n1:value>80721200</n1:value>
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		<n1:nameOfIssuer>APOLLO GLOBAL MGMT INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>03769M106</n1:cusip>
		<n1:value>98287200</n1:value>
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		<n1:nameOfIssuer>APTIV PLC</n1:nameOfIssuer>
		<n1:titleOfClass>SHS</n1:titleOfClass>
		<n1:cusip>G6095L109</n1:cusip>
		<n1:value>36971250</n1:value>
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		<n1:nameOfIssuer>ARRAY TECHNOLOGIES INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM SHS</n1:titleOfClass>
		<n1:cusip>04271T100</n1:cusip>
		<n1:value>18861500</n1:value>
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		<n1:nameOfIssuer>ASTRONICS CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>046433108</n1:cusip>
		<n1:value>7137000</n1:value>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
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	<n1:infoTable>
		<n1:nameOfIssuer>AZUL S A</n1:nameOfIssuer>
		<n1:titleOfClass>SPONSR ADR PFD</n1:titleOfClass>
		<n1:cusip>05501U106</n1:cusip>
		<n1:value>8590000</n1:value>
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			<n1:sshPrnamt>1000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1000000</n1:Sole>
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			<n1:None>0</n1:None>
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		<n1:nameOfIssuer>BANC OF CALIFORNIA INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>05990K106</n1:cusip>
		<n1:value>9594500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>775000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>775000</n1:Sole>
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		<n1:nameOfIssuer>BOSTON SCIENTIFIC CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>101137107</n1:cusip>
		<n1:value>21120000</n1:value>
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			<n1:sshPrnamt>400000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
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			<n1:None>0</n1:None>
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		<n1:nameOfIssuer>CATALENT INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>148806102</n1:cusip>
		<n1:value>12520750</n1:value>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>275000</n1:Sole>
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			<n1:None>0</n1:None>
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		<n1:nameOfIssuer>CAZOO GROUP LTD</n1:nameOfIssuer>
		<n1:titleOfClass>DEBT 2.000% 2/1</n1:titleOfClass>
		<n1:cusip>14986TAA3</n1:cusip>
		<n1:value>17420058</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>32500000</n1:sshPrnamt>
			<n1:sshPrnamtType>PRN</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>32500000</n1:Sole>
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			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>CF INDS HLDGS INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>125269100</n1:cusip>
		<n1:value>17148000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>200000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>200000</n1:Sole>
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		<n1:nameOfIssuer>COGENT COMMUNICATIONS HLDGS</n1:nameOfIssuer>
		<n1:titleOfClass>COM NEW</n1:titleOfClass>
		<n1:cusip>19239V302</n1:cusip>
		<n1:value>21665000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>350000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>350000</n1:Sole>
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			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>DIGITALBRIDGE GROUP INC</n1:nameOfIssuer>
		<n1:titleOfClass>CL A NEW</n1:titleOfClass>
		<n1:cusip>25401T603</n1:cusip>
		<n1:value>17580000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>ELI LILLY &amp; CO</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>532457108</n1:cusip>
		<n1:value>18799550</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>35000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>35000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
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	<n1:infoTable>
		<n1:nameOfIssuer>ENGAGESMART INC</n1:nameOfIssuer>
		<n1:titleOfClass>COMMON STOCK</n1:titleOfClass>
		<n1:cusip>29283F103</n1:cusip>
		<n1:value>17990000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>FEDEX CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>31428X106</n1:cusip>
		<n1:value>60401760</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>228000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>228000</n1:Sole>
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			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>FERGUSON PLC NEW</n1:nameOfIssuer>
		<n1:titleOfClass>SHS</n1:titleOfClass>
		<n1:cusip>G3421J106</n1:cusip>
		<n1:value>32894000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>200000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>200000</n1:Sole>
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			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>FIRST CTZNS BANCSHARES INC N</n1:nameOfIssuer>
		<n1:titleOfClass>CL A</n1:titleOfClass>
		<n1:cusip>31946M103</n1:cusip>
		<n1:value>51753750</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>37500</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>37500</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>GOGORO INC</n1:nameOfIssuer>
		<n1:titleOfClass>*W EXP 04/04/202</n1:titleOfClass>
		<n1:cusip>G9491K113</n1:cusip>
		<n1:value>3537000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1350000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1350000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>HELMERICH &amp; PAYNE INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>423452101</n1:cusip>
		<n1:value>14756000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>350000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>350000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	<n1:infoTable>
		<n1:nameOfIssuer>HESS CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>42809H107</n1:cusip>
		<n1:value>30141000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>197000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>197000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>IHEARTMEDIA INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM CL A</n1:titleOfClass>
		<n1:cusip>45174J509</n1:cusip>
		<n1:value>1501000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>475000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>475000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>45866F104</n1:cusip>
		<n1:value>104519000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>950000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>950000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>INTUITIVE SURGICAL INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM NEW</n1:titleOfClass>
		<n1:cusip>46120E602</n1:cusip>
		<n1:value>34344075</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>117500</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>117500</n1:Sole>
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	<n1:infoTable>
		<n1:nameOfIssuer>KRANESHARES TR</n1:nameOfIssuer>
		<n1:titleOfClass>CSI CHI INTERNET</n1:titleOfClass>
		<n1:cusip>500767306</n1:cusip>
		<n1:value>27370000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
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	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>LEGEND BIOTECH CORP</n1:nameOfIssuer>
		<n1:titleOfClass>SPONSORED ADS</n1:titleOfClass>
		<n1:cusip>52490G102</n1:cusip>
		<n1:value>6045300</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>90000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
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		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>90000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>MASTERCARD INCORPORATED</n1:nameOfIssuer>
		<n1:titleOfClass>CL A</n1:titleOfClass>
		<n1:cusip>57636Q104</n1:cusip>
		<n1:value>33652350</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>85000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>85000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>MERCK &amp; CO INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>58933Y105</n1:cusip>
		<n1:value>25737500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>250000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>250000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>META PLATFORMS INC</n1:nameOfIssuer>
		<n1:titleOfClass>CL A</n1:titleOfClass>
		<n1:cusip>30303M102</n1:cusip>
		<n1:value>134343975</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>447500</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>447500</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>MICROSOFT CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>594918104</n1:cusip>
		<n1:value>58413750</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>185000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>185000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>MOVELLA HOLDINGS INC</n1:nameOfIssuer>
		<n1:titleOfClass>*W EXP 02/10/202</n1:titleOfClass>
		<n1:cusip>62459N113</n1:cusip>
		<n1:value>80445</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>150000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>150000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>NCR CORP NEW</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>62886E108</n1:cusip>
		<n1:value>47871750</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1775000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1775000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>NEXTERA ENERGY INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>65339F101</n1:cusip>
		<n1:value>18332800</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>320000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>320000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>NUVEI CORPORATION</n1:nameOfIssuer>
		<n1:titleOfClass>SUB VTG SHS</n1:titleOfClass>
		<n1:cusip>67079A102</n1:cusip>
		<n1:value>8250000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>550000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>550000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>NVIDIA CORPORATION</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>67066G104</n1:cusip>
		<n1:value>58723650</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>135000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>135000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PACWEST BANCORP DEL</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>695263103</n1:cusip>
		<n1:value>15820000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>2000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>2000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PERIMETER SOLUTIONS SA</n1:nameOfIssuer>
		<n1:titleOfClass>COMMON STOCK</n1:titleOfClass>
		<n1:cusip>L7579L106</n1:cusip>
		<n1:value>9080000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>2000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>2000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PINTEREST INC</n1:nameOfIssuer>
		<n1:titleOfClass>CL A</n1:titleOfClass>
		<n1:cusip>72352L106</n1:cusip>
		<n1:value>53789700</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1990000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1990000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PIONEER NAT RES CO</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>723787107</n1:cusip>
		<n1:value>39712150</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>173000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>173000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PRIVIA HEALTH GROUP INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>74276R102</n1:cusip>
		<n1:value>23230000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1010000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1010000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>PROGRESSIVE CORP</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>743315103</n1:cusip>
		<n1:value>45272500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>325000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>325000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>RIOT PLATFORMS INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>767292105</n1:cusip>
		<n1:value>1539450</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>165000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>165000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>SELECT SECTOR SPDR TR</n1:nameOfIssuer>
		<n1:titleOfClass>ENERGY</n1:titleOfClass>
		<n1:cusip>81369Y506</n1:cusip>
		<n1:value>22597500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>250000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>250000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>SELECT SECTOR SPDR TR</n1:nameOfIssuer>
		<n1:titleOfClass>ENERGY</n1:titleOfClass>
		<n1:cusip>81369Y506</n1:cusip>
		<n1:value>13558500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>150000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>150000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>SHIFT4 PMTS INC</n1:nameOfIssuer>
		<n1:titleOfClass>CL A</n1:titleOfClass>
		<n1:cusip>82452J109</n1:cusip>
		<n1:value>55370000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1000000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1000000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>SONDER HOLDINGS INC</n1:nameOfIssuer>
		<n1:titleOfClass>*W EXP 01/18/202</n1:titleOfClass>
		<n1:cusip>83542D110</n1:cusip>
		<n1:value>1231500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>150000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>150000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>SOUTHWESTERN ENERGY CO</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>845467109</n1:cusip>
		<n1:value>14512500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>2250000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>2250000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>874054109</n1:cusip>
		<n1:value>28078000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>200000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>200000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>TRANSOCEAN LTD</n1:nameOfIssuer>
		<n1:titleOfClass>REG SHS</n1:titleOfClass>
		<n1:cusip>H8817H100</n1:cusip>
		<n1:value>47207500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>5750000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>5750000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>UBER TECHNOLOGIES INC</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>90353T100</n1:cusip>
		<n1:value>68985000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1500000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1500000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>UBS GROUP AG</n1:nameOfIssuer>
		<n1:titleOfClass>SHS</n1:titleOfClass>
		<n1:cusip>H42097107</n1:cusip>
		<n1:value>20952500</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>850000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>850000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>VERTIV HOLDINGS CO</n1:nameOfIssuer>
		<n1:titleOfClass>COM CL A</n1:titleOfClass>
		<n1:cusip>92537N108</n1:cusip>
		<n1:value>46500000</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>1250000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>1250000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>VMWARE INC</n1:nameOfIssuer>
		<n1:titleOfClass>CL A COM</n1:titleOfClass>
		<n1:cusip>928563402</n1:cusip>
		<n1:value>10821200</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>65000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>65000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
	<n1:infoTable>
		<n1:nameOfIssuer>VULCAN MATLS CO</n1:nameOfIssuer>
		<n1:titleOfClass>COM</n1:titleOfClass>
		<n1:cusip>929160109</n1:cusip>
		<n1:value>23232300</n1:value>
		<n1:shrsOrPrnAmt>
			<n1:sshPrnamt>115000</n1:sshPrnamt>
			<n1:sshPrnamtType>SH</n1:sshPrnamtType>
		</n1:shrsOrPrnAmt>
		<n1:investmentDiscretion>SOLE</n1:investmentDiscretion>
		<n1:votingAuthority>
			<n1:Sole>115000</n1:Sole>
			<n1:Shared>0</n1:Shared>
			<n1:None>0</n1:None>
		</n1:votingAuthority>
	</n1:infoTable>
</n1:informationTable>
