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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 256,092 2,155,836 SH   SOLE   2,155,836 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 257,130 3,000,000 SH   SOLE   3,000,000 0 0
CRESUD S A C I F Y A *W EXP 03/08/202 P3311R259 311 1,242,313 SH   SOLE   1,242,313 0 0
EQUITABLE HLDGS INC COM 29452E101 272,937 8,323,777 SH   SOLE   8,323,777 0 0
EVI INDS INC COM 26929N102 4,008 128,323 SH   SOLE   128,323 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 39,376 5,876,987 SH   SOLE   5,876,987 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 31,920 2,000,000 SH   SOLE   2,000,000 0 0
JD.COM INC SPON ADR CL A 47215P106 78,156 1,115,396 SH   SOLE   1,115,396 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 10,005 944,749 SH   SOLE   944,749 0 0
RIMINI STR INC DEL COM 76674Q107 13,947 2,336,135 SH   SOLE   2,336,135 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 64,609 2,444,545 SH   SOLE   2,444,545 0 0
STELLANTIS N.V SHS N82405106 277,648 14,800,000 SH   SOLE   14,800,000 0 0
YANDEX N V SHS CLASS A N97284108 121,895 2,014,793 SH   SOLE   2,014,793 0 0