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
AERCAP HOLDINGS NV SHS N00985106 6,882 173,800 SH   SOLE 1,2 173,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 43,972 320,800 SH   SOLE 1,2 320,800 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 36,544 243,500 SH   SOLE 1,2 243,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 14,361 291,300 SH   SOLE 1,2 291,300 0 0
CENTENE CORP DEL COM 15135B101 15,946 138,300 SH   SOLE 1,2 138,300 0 0
CIGNA CORP NEW COM 125523100 51,834 272,928 SH   SOLE 1,2 272,928 0 0
CITRIX SYS INC COM 177376100 30,113 293,900 SH   SOLE 1,2 293,900 0 0
COMCAST CORP NEW CL A 20030N101 29,737 873,339 SH   SOLE 1,2 873,339 0 0
CVS HEALTH CORP COM 126650100 19,898 303,699 SH   SOLE 1,2 303,699 0 0
DAVITA INC COM 23918K108 8,028 156,000 SH   SOLE 1,2 156,000 0 0
DXC TECHNOLOGY CO COM 23355L106 34,045 640,300 SH   SOLE 1,2 640,300 0 0
JELD-WEN HLDG INC COM 47580P103 8,435 593,600 SH   SOLE 1,2 593,600 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 17,329 462,100 SH   SOLE 1,2 462,100 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 33,085 2,043,561 SH   SOLE 1,2 2,043,561 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,135 71,400 SH   SOLE 1,2 71,400 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 32,161 758,700 SH   SOLE 1,2 758,700 0 0
NRG ENERGY INC COM NEW 629377508 63,164 1,595,050 SH   SOLE 1,2 1,595,050 0 0
NXP SEMICONDUCTORS N V COM N6596X109 34,984 477,400 SH   SOLE 1,2 477,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 21,074 215,500 SH   SOLE 1,2 215,500 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 26,837 421,300 SH   SOLE 1,2 421,300 0 0
SYNCHRONY FINL COM 87165B103 27,920 1,190,100 SH   SOLE 1,2 1,190,100 0 0
WHIRLPOOL CORP COM 963320106 28,887 270,300 SH   SOLE 1,2 270,300 0 0