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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 129,760,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 9,296,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| CRESUD S A C I F Y A | *W EXP 03/09/202 | P3311R259 | 385,117 | 1,242,313 | SH | SOLE | 1,242,313 | 0 | 0 | |||
| EQUITABLE HLDGS INC | COM | 29452E101 | 218,120,000 | 7,600,000 | SH | SOLE | 7,600,000 | 0 | 0 | |||
| EVI INDS INC | COM | 26929N102 | 2,777,060 | 116,341 | SH | SOLE | 116,341 | 0 | 0 | |||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 23,727,132 | 131,547 | SH | SOLE | 131,547 | 0 | 0 | |||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 38,992,000 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | |||
| LITHIA MTRS INC | COM | 536797103 | 102,370,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| RIMINI STR INC DEL | COM | 76674Q107 | 18,744,621 | 4,919,848 | SH | SOLE | 4,919,848 | 0 | 0 | |||
| STELLANTIS N.V | SHS | N82405106 | 244,240,440 | 17,200,031 | SH | SOLE | 17,200,031 | 0 | 0 | |||
| YANDEX N V | SHS CLASS A | N97284108 | 33,629,630 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | |||