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
AIR LEASE CORP CL A 00912X302 278,273 6,291,500 SH   SOLE   6,291,500 0 0
ALPHABET INC CAP STK CL A 02079K305 842,170 290,700 SH   SOLE   290,700 0 0
AMAZON COM INC COM 023135106 748,226 224,400 SH   SOLE   224,400 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 281,146 24,968,542 SH   SOLE   24,968,542 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 109,087 2,665,200 SH   SOLE   2,665,200 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 708,729 34,555,300 SH   SOLE   34,555,300 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 277,800 20,000,000 SH   SOLE   20,000,000 0 0
SAP SE SPON ADR 803054204 213,051 1,520,600 SH   SOLE   1,520,600 0 0
TRANSDIGM GROUP INC COM 893641100 627,054 985,500 SH   SOLE   985,500 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 400,127 7,204,300 SH   SOLE   7,204,300 0 0