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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
ACADIAN ASSET MANAGEMENT INC COM 10948W103   7,228,816 150,100 SH   SOLE   150,100 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   15,079,500 2,234,000 SH   SOLE   2,234,000 0 0
CARVANA CO CL A 146869102   42,703,568 113,200 SH   SOLE   113,200 0 0
D MARKET ELECTR SVCS & TRADI SPONSORED ADS 23292B104   16,960,450 6,305,000 SH   SOLE   6,305,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105   16,000,687 382,700 SH   SOLE   382,700 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   35,285,760 432,000 SH   SOLE   432,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   11,327,701 1,235,300 SH   SOLE   1,235,300 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104   1,998,631 290,077 SH   SOLE   290,077 0 0
SLEEP NUMBER CORP COM 83125X103   7,804,134 1,111,700 SH   SOLE   1,111,700 0 0
SMITHFIELD FOODS INC COM 832248207   10,852,456 462,200 SH   SOLE   462,200 0 0