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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
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 10,819,614 72,150 SH   SOLE   72,150 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 7,414,060 86,000 SH   SOLE   86,000 0 0
DENBURY INC COM 24790A101 BBG00XJDVXC8 4,786,100 55,000 SH   SOLE   55,000 0 0
DIGIMARC CORP NEW COM 25381B101 BBG001T2W3C6 1,584,038 85,670 SH   SOLE   85,670 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571V5 7,632,794 495,958 SH   SOLE   495,958 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3,924,967 14,740 SH   SOLE   14,740 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 8,237,252 33,200 SH   SOLE   33,200 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 8,791,716 111,570 SH   SOLE   111,570 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 14,916,877 484,157 SH   SOLE   484,157 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 6,705,094 80,532 SH   SOLE   80,532 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 12,023,376 58,525 SH   SOLE   58,525 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 9,270,038 287,800 SH   SOLE   287,800 0 0