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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
AERSALE CORPORATION COM 00810F106   4,547,243 657,116 SH   SOLE   657,116 0 0
CARDLYTICS INC COM 14161W105   8,751,860 1,066,000 SH   SOLE   1,066,000 0 0
CARVANA CO CL A 146869102   35,192,048 273,400 SH   SOLE   273,400 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   7,716,866 147,100 SH   SOLE   147,100 0 0
GENERAL MTRS CO COM 37045V100   8,776,294 188,900 SH   SOLE   188,900 0 0
HILTON GRAND VACATIONS INC COM 43283X105   15,472,561 382,700 SH   SOLE   382,700 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   34,012,454 263,642 SH   SOLE   263,642 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   22,194,992 2,975,200 SH   SOLE   2,975,200 0 0
PAN AMERN SILVER CORP COM 697900108   19,502,280 981,000 SH   SOLE   981,000 0 0
SLEEP NUMBER CORP COM 83125X103   8,370,410 874,651 SH   SOLE   874,651 0 0
VALARIS LTD CL A G9460G101   16,054,750 215,500 SH   SOLE   215,500 0 0
FIVERR INTL LTD ORD SHS M4R82T106   6,375,303 272,100 SH   SOLE   272,100 0 0