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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
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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
CRESUD S A C I F Y A *W EXP 03/09/202 P3311R259   545,375 1,242,313 SH   SOLE   1,242,313 0 0
EQUITABLE HLDGS INC COM 29452E101   215,764,000 7,600,000 SH   SOLE   7,600,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   134,355,000 500,000 SH   SOLE   500,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   16,930,000 1,000,000 SH   SOLE   1,000,000 0 0
LITHIA MTRS INC COM 536797103   206,731,000 700,000 SH   SOLE   700,000 0 0
RIMINI STR INC DEL COM 76674Q107   10,823,666 4,919,848 SH   SOLE   4,919,848 0 0
STELLANTIS N.V SHS N82405106   267,820,000 14,000,000 SH   SOLE   14,000,000 0 0
YANDEX N V SHS CLASS A N97284108   34,111,340 5,500,000 SH   SOLE   5,500,000 0 0