The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 336,659 | 1,484,845 | SH | SOLE | 1,484,845 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 217,799 | 4,696,981 | SH | SOLE | 4,696,981 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 3,754 | 719,237 | SH | SOLE | 719,237 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 293,580 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| EVI INDS INC | COM | 26929N102 | 4,725 | 164,242 | SH | SOLE | 164,242 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 39,308 | 655,134 | SH | SOLE | 655,134 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 8,812 | 4,815,037 | SH | SOLE | 4,815,037 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | COM | 362409104 | 38,061 | 5,956,349 | SH | SOLE | 5,956,349 | 0 | 0 | ||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 38,940 | 2,594,241 | SH | SOLE | 2,594,241 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 94,061 | 1,115,397 | SH | SOLE | 1,115,397 | 0 | 0 | ||
| LIBERTY MEDIA ACQUISITION CO | UNIT 01/22/2026 | 53073L203 | 10,118 | 944,749 | SH | SOLE | 944,749 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 84,402 | 2,884,561 | SH | SOLE | 2,884,561 | 0 | 0 | ||
| STELLANTIS N.V | SHS | N82405106 | 320,220 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 136,832 | 2,136,000 | SH | SOLE | 2,136,000 | 0 | 0 | ||