The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 147,300 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 9,217 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CRESUD S A C I F Y A | *W EXP 03/08/202 | P3311R259 | 534 | 1,242,313 | SH | SOLE | 1,242,313 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 210,800 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| EVI INDS INC | COM | 26929N102 | 2,110 | 116,341 | SH | SOLE | 116,341 | 0 | 0 | ||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 36,464 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 11,334 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RIMINI STR INC DEL | COM | 76674Q107 | 22,926 | 4,919,848 | SH | SOLE | 4,919,848 | 0 | 0 | ||
| STELLANTIS N.V | SHS | N82405106 | 213,120 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 49,335 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||