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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
OMB Number: 3235-0006
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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   666,625 1,242,313 SH   SOLE   1,242,313 0 0
EQUITABLE HLDGS INC COM 29452E101   260,520,540 6,854,000 SH   SOLE   6,854,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   154,129,116 527,424 SH   SOLE   527,424 0 0
LITHIA MTRS INC COM 536797103   210,602,000 700,000 SH   SOLE   700,000 0 0
RIMINI STR INC DEL COM 76674Q107   19,277,029 5,913,199 SH   SOLE   5,913,199 0 0
STELLANTIS N.V SHS N82405106   201,496,000 7,120,000 SH   SOLE   7,120,000 0 0
YANDEX N V SHS CLASS A N97284108   59,446,164 5,500,000 SH   SOLE   5,500,000 0 0