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

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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
ALCON AG ORD SHS STOCK H01301128   10,634,412 137,210 SH   SOLE 1 137,210 0 0
AUTODESK INC COM STOCK 052769106   3,310,560 16,000 SH   SOLE 1 16,000 0 0
BANK AMERICA CORP COM STOCK 060505104   24,640,576 899,948 SH   SOLE 1 899,948 0 0
BURFORD CAP LTD ORD SHS STOCK G17977110   4,972,578 360,391 SH   SOLE 1 360,391 0 0
CRH PLC ORD ADDED STOCK G25508105   15,127 273 SH   SOLE 1 273 0 0
GOLDMAN SACHS GROUP INC COM STOCK 38141G104   17,473 54 SH   SOLE 1 54 0 0
STELLANTIS N.V SHS STOCK N82405106   51,134,399 2,657,011 SH   SOLE 1 2,657,011 0 0
T-MOBILE US INC COM STOCK 872590104   29,677,855 211,909 SH   SOLE 1 211,909 0 0