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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
ACTIVISION BLIZZARD INC COM 00507V109   21,347,002 249,410 SH   SOLE   249,410 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   31,357,643 1,509,030 SH   SOLE   1,509,030 0 0
CANNAE HLDGS INC COM 13765N107   10,551,638 522,876 SH   SOLE   522,876 0 0
CARNIVAL PLC ADR 14365C103   3,254,298 355,661 SH   SOLE   355,661 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   9,116,137 83,527 SH   SOLE   83,527 0 0
RIO TINTO PLC SPONSORED ADR 767204100   10,131,465 147,689 SH   SOLE   147,689 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,582,700 27,765 SH   SOLE   27,765 0 0