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
ALPHABET INC CAP STK CL C 02079K107 30,624 14,000 SH   SOLE   14,000 0 0
AMAZON COM INC COM 023135106 29,579 278,500 SH   SOLE   278,500 0 0
AVIS BUDGET GROUP COM 053774105 23,827 162,000 SH   SOLE   162,000 0 0
BOOKING HOLDINGS INC COM 09857L108 29,733 17,000 SH   SOLE   17,000 0 0
CARDLYTICS INC COM 14161W105 17,955 804,800 SH   SOLE   804,800 0 0
DATADOG INC CL A COM 23804L103 19,048 200,000 SH   SOLE   200,000 0 0
DYNATRACE INC COM NEW 268150109 27,608 700,000 SH   SOLE   700,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 30,346 320,000 SH   SOLE   320,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 57,630 3,638,287 SH   SOLE   3,638,287 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 18,993 230,000 SH   SOLE   230,000 0 0
META PLATFORMS INC CL A 30303M102 26,606 165,000 SH   SOLE   165,000 0 0
MICROSOFT CORP COM 594918104 44,945 175,000 SH   SOLE   175,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 17,481 2,035,000 SH   SOLE   2,035,000 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 213,716 30,530,897 SH   SOLE   30,530,897 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101 1,260 1,000,000 SH   SOLE   1,000,000 0 0
SHOPIFY INC CL A 82509L107 16,870 540,000 SH   SOLE   540,000 0 0
STARRY GROUP HOLDINGS INC CL A COM 85572U102 123 29,943 SH   SOLE   29,943 0 0