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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
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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
BEYOND MEAT INC BOND 08862EAB5   4,482,000 21,600,000 PRN   SOLE   21,600,000 0 0
CORTEVA INC COMMON STOCK 22052L104   22,213,767 411,900 SH   SOLE   411,900 0 0
COUPANG INC CL A 22266T109   47,259,940 2,258,000 SH   SOLE   2,258,000 0 0
FREYR BATTERY COMMON 35834F104   2,890,000 1,700,000 SH   SOLE   1,700,000 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   25,132,380 45,500 SH   SOLE   45,500 0 0
LENNAR CORP CL A 526057104   109,719,827 732,100 SH Call SOLE   732,100 0 0
GOLAR LNG LTD SHARES G9456A100   34,641,750 1,105,000 SH   SOLE   1,105,000 0 0
MASTERCARD INCORPORATED CLASS A 57636Q104   59,580,451 135,100 SH   SOLE   135,100 0 0
INTERCONTINENTAL EXCHANGE IN COMMON STOCK 45866F104   58,496,529 427,700 SH   SOLE   427,700 0 0
KBR INC COMMON STOCK 48242W106   39,664,405 618,500 SH   SOLE   618,500 0 0
ICON PLC SHS G4705A100   21,440,235 68,379 SH   SOLE   68,379 0 0