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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
AMAZON COM INC COM 023135106   76,878,670 350,500 SH   SOLE   350,500 0 0
BEYOND MEAT INC BOND 08862EAB5   3,334,608 21,600,000 PRN   SOLE   21,600,000 0 0
COUPANG INC CL A 22266T109   46,157,999 2,100,000 SH   SOLE   2,100,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   11,694,208 41,200 SH   SOLE   41,200 0 0
GOLAR LNG LTD SHS G9456A100   33,856,000 800,000 SH Call SOLE   800,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   50,663,400 340,000 SH   SOLE   340,000 0 0
INTERNATIONAL PAPER CO COM 460146103   24,757,200 460,000 SH Call SOLE   460,000 0 0
JPMORGAN CHASE & CO COM 46625H100   36,619,422 152,600 SH   SOLE   152,600 0 0
KBR INC COM 48242W106   12,159,507 209,900 SH Call SOLE   209,900 0 0
LENNAR CORP CL A 526057104   172,320,230 1,315,000 SH Call SOLE   1,315,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   47,445,300 90,000 SH   SOLE   90,000 0 0
MICROSOFT CORP COM 594918104   28,647,040 68,000 SH   SOLE   68,000 0 0
SMURFIT WESTROCK PLC SHS G8267P108   39,009,120 724,000 SH   SOLE   724,000 0 0
V F CORP COM 918204108   20,180,126 940,360 SH   SOLE   940,360 0 0
VISA INC COM CL A 92826C839   31,631,000 100,000 SH   SOLE   100,000 0 0
BANK AMERICA CORP COM 060505104   202,170,000 4,600,000 SH Call SOLE   4,600,000 0 0