The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109   2,189,777 25,976 SH   SOLE   25,976 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   27,340,264 1,252,991 SH   SOLE   1,252,991 0 0
CANNAE HLDGS INC COM 13765N107   22,839,058 1,130,087 SH   SOLE   1,130,087 0 0
CARNIVAL PLC ADR 14365C103   11,774,640 694,669 SH   SOLE   694,669 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   8,172,461 79,460 SH   SOLE   79,460 0 0
RIO TINTO PLC SPONSORED ADR 767204100   8,648,852 135,477 SH   SOLE   135,477 0 0
VMWARE INC CL A COM 928563402   18,176,785 126,500 SH   SOLE   126,500 0 0