The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ARCONIC CORPORATION | COM | 03966V107 | 11,529 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 26,481 | 1,147,346 | SH | SOLE | 1,147,346 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 60,241 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
COMPASS INC | CL A | 20464U100 | 34,270 | 4,360,000 | SH | SOLE | 4,360,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 726,228 | 27,835,500 | SH | SOLE | 27,835,500 | 0 | 0 | ||
EQRX INC | *W EXP 12/17/202 | 26886C115 | 174 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 844,956 | 6,433,839 | SH | SOLE | 6,433,839 | 0 | 0 | ||
MOMENTIVE GLOBAL INC | COM | 60878Y108 | 93,007 | 5,720,000 | SH | SOLE | 5,720,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 624,746 | 11,950,000 | SH | SOLE | 11,950,000 | 0 | 0 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 24,566 | 2,840,000 | SH | SOLE | 2,840,000 | 0 | 0 | ||
PACTIV EVERGREEN INC | COM | 69526K105 | 33,953 | 3,375,000 | SH | SOLE | 3,375,000 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 62,680 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 53,738 | 253,100 | SH | SOLE | 253,100 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 130,410 | 3,655,000 | SH | SOLE | 3,655,000 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 721,926 | 19,184,852 | SH | SOLE | 19,184,852 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 215,319 | 1,790,000 | SH | SOLE | 1,790,000 | 0 | 0 | ||
LIVANOVA PLC | SHS | G5509L101 | 143,980 | 1,759,500 | SH | SOLE | 1,759,500 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 108,518 | 5,850,000 | SH | SOLE | 5,850,000 | 0 | 0 |