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
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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
HIPPO HOLDINGS INC COMMON STOCK 433539202   91,683 11,518 SH   SOLE   11,518 0 0
BEYOND MEAT INC BOND 08862EAB5   5,724,000 21,600,000 PRN   SOLE   21,600,000 0 0
CANADIAN PACIFIC KANSAS CITY LIMITED COMMON STOCK 13646K108   42,848,640 576,000 SH   SOLE   576,000 0 0
CORTEVA INC COMMON STOCK 22052L104   35,930,180 702,310 SH   SOLE   702,310 0 0
COUPANG INC CL A 22266T109   23,995,096 1,412,307 SH   SOLE   1,412,307 0 0
FREYR BATTERY SHARES L4135L100   8,313,000 1,700,000 SH   SOLE   1,700,000 0 0
MARSH & MCLENNAN COMPANIES COMMON STOCK 571748102   38,651,961 203,100 SH   SOLE   203,100 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   46,233,407 91,300 SH   SOLE   91,300 0 0
GOLAR LNG LTD SHARES G9456A100   23,774,800 980,000 SH   SOLE   980,000 0 0
MASTERCARD INC CLASS A 57636Q104   53,491,494 135,100 SH   SOLE   135,100 0 0
LENNAR CORP CL A 526057104   67,854,258 604,600 SH Call SOLE   604,600 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104   30,343,516 275,800 SH   SOLE   275,800 0 0
ANALOG DEVICES INC COMMON STOCK 032654105   11,153,233 63,700 SH   SOLE   63,700 0 0
ESTEE LAUDER COS CLASS A 518439104   10,785,668 74,600 SH   SOLE   74,600 0 0