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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
Estimated average burden
hours per response: 23.8
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
AIRBNB INC COM CL A 009066101   6,807,000 50,000 SH Put SOLE   50,000 0 0
ALIGHT INC COM CL A 01626W101   56,872,214 6,667,317 SH   SOLE   6,667,317 0 0
AMAZON COM INC COM 023135106   50,363,552 331,470 SH   SOLE   331,470 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   11,647,078 1,487,494 SH   SOLE   1,487,494 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   62,874,668 4,579,364 SH   SOLE   4,579,364 0 0
COUCHBASE INC COM 22207T101   56,462,257 2,507,205 SH   SOLE   2,507,205 0 0
CS DISCO INC COM 126327105   25,368,118 3,342,308 SH   SOLE   3,342,308 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   40,254,780 789,000 SH   SOLE   789,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   33,756,330 503,000 SH   SOLE   503,000 0 0
HERBALIFE LTD COM SHS G4412G101   17,845,120 1,169,405 SH   SOLE   1,169,405 0 0
HUMANA INC COM 444859102   30,307,022 66,200 SH   SOLE   66,200 0 0
LIVEPERSON INC COM 538146101   17,935,038 4,732,200 SH   SOLE   4,732,200 0 0
LIVEPERSON INC NOTE 12/1 538146AD3   26,966,160 40,200,000 PRN   SOLE   40,200,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   8,775,091 989,300 SH   SOLE   989,300 0 0
PRUDENTIAL PLC ADR 74435K204   7,629,049 339,824 SH   SOLE   339,824 0 0
SPRINKLR INC CL A 85208T107   22,409,293 1,861,237 SH   SOLE   1,861,237 0 0
SYNCHRONY FINANCIAL COM 87165B103   40,263,717 1,054,300 SH   SOLE   1,054,300 0 0
THE CIGNA GROUP COM 125523100   70,041,355 233,900 SH   SOLE   233,900 0 0
TRAVEL PLUS LEISURE CO COM 894164102   30,776,222 787,317 SH   SOLE   787,317 0 0
UPSTART HLDGS INC NOTE 0.250% 8/1 91680MAB3   39,104,195 53,516,000 PRN   SOLE   53,516,000 0 0
WAYFAIR INC NOTE 0.625%10/0 94419LAM3   20,975,500 23,050,000 PRN   SOLE   23,050,000 0 0
ZUORA INC COM CL A 98983V106   33,603,712 3,574,863 SH   SOLE   3,574,863 0 0