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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 317,492 1,400,000 SH   SOLE   1,400,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 183,309 4,296,981 SH   SOLE   4,296,981 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 4,301 719,237 SH   SOLE   719,237 0 0
CRESUD S A C I F Y A *W EXP 03/08/202 P3311R259 385 1,242,313 SH   SOLE   1,242,313 0 0
EQUITABLE HLDGS INC COM 29452E101 253,459 8,323,777 SH   SOLE   8,323,777 0 0
EVI INDS INC COM 26929N102 4,664 164,242 SH   SOLE   164,242 0 0
GTT COMMUNICATIONS INC COM 362393100 7,189 2,958,234 SH   SOLE   2,958,234 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 41,785 5,876,987 SH   SOLE   5,876,987 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 35,022 2,358,392 SH   SOLE   2,358,392 0 0
JD.COM INC SPON ADR CL A 47215P106 89,020 1,115,396 SH   SOLE   1,115,396 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 10,010 944,749 SH   SOLE   944,749 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 81,208 2,444,545 SH   SOLE   2,444,545 0 0
STELLANTIS N.V SHS N82405106 312,206 15,840,000 SH   SOLE   15,840,000 0 0
YANDEX N V SHS CLASS A N97284108 142,547 2,014,793 SH   SOLE   2,014,793 0 0