The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ACTIVISION BLIZZARD INC COM 00507V109   1,722 22,500 SH   SOLE   22,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   8,951 101,612 SH   SOLE   101,612 0 0
APPLE INC COM 037833100   3,573 27,500 SH   SOLE   27,500 0 0
AVANTOR INC COM 05352A100   1,687 80,000 SH   SOLE   80,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   564 5,400 SH   SOLE   5,400 0 0
COUPA SOFTWARE INC COM 22266L106   237 3,000 SH   SOLE   3,000 0 0
COUPANG INC CL A 22266T109   838 57,000 SH   SOLE   57,000 0 0
ERIE INDTY CO CL A 29530P102   2,955 11,880 SH   SOLE   11,880 0 0
FERGUSON PLC NEW SHS G3421J106   2,374 18,700 SH   SOLE   18,700 0 0
FIRST HORIZON CORPORATION COM 320517105   1,041 42,500 SH   SOLE   42,500 0 0
LPL FINL HLDGS INC COM 50212V100   2,767 12,800 SH   SOLE   12,800 0 0
OVINTIV INC COM 69047Q102   1,455 28,700 SH   SOLE   28,700 0 0
PEBBLEBROOK HOTEL TR COM 70509V100   726 54,200 SH   SOLE   54,200 0 0
RXO INC COMMON STOCK 74982T103   1,720 100,000 SH   SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,636 23,200 SH   SOLE   23,200 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   354 800 SH   SOLE   800 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,041 20,000 SH   SOLE   20,000 0 0
SUN CMNTYS INC COM 866674104   4,433 31,000 SH   SOLE   31,000 0 0
UFP TECHNOLOGIES INC COM 902673102   236 2,000 SH   SOLE   2,000 0 0
VORNADO RLTY TR SH BEN INT 929042109   10,405 500,000 SH   SOLE   500,000 0 0
WP CAREY INC COM 92936U109   469 6,000 SH   SOLE   6,000 0 0
HUTCHMED CHINA LTD SPONSORED ADS 44842L103   9,790 662,400 SH   SOLE   662,400 0 0
TRIP COM GROUP LTD ADS 89677Q107   3,493 101,550 SH   SOLE   101,550 0 0
XPENG INC ADS 98422D105   2,928 294,550 SH   SOLE   294,550 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   1,868 90,600 SH   SOLE   90,600 0 0