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
BUILDERS FIRSTSOURCE INC COM 12008R107 134,250 2,500,000 SH   SOLE   2,500,000 0 0
CRESUD S A C I F Y A *W EXP 03/08/202 P3311R259 596 1,242,313 SH   SOLE   1,242,313 0 0
EQUITABLE HLDGS INC COM 29452E101 208,560 8,000,000 SH   SOLE   8,000,000 0 0
EVI INDS INC COM 26929N102 1,162 116,341 SH   SOLE   116,341 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 40,940 2,000,000 SH   SOLE   2,000,000 0 0
MONDAY COM LTD SHS M7S64H106 10,316 100,000 SH   SOLE   100,000 0 0
RIMINI STR INC DEL COM 76674Q107 25,140 4,183,095 SH   SOLE   4,183,095 0 0
STELLANTIS N.V SHS N82405106 207,648 16,800,000 SH   SOLE   16,800,000 0 0
YANDEX N V SHS CLASS A N97284108 33,330 5,500,000 SH   SOLE   5,500,000 0 0