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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
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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
PANACEA ACQUISITION CORP II CL A G6882C106   9,045 900,000 SH   SOLE   900,000 0 0
HIPPO HOLDINGS INC COMMON STOCK 433539202   156 11,518 SH   SOLE   11,518 0 0
BEYOND MEAT INC BOND 08862EAB5   5,238 21,600,000 PRN   SOLE   21,600,000 0 0
BUILDERS FIRSTSOURCE INC COMMON STOCK 12008R107   42,396 653,650 SH   SOLE   653,650 0 0
CANADIAN PACIFIC RAILWAY LTD COMMON STOCK 13645T100   29,948 401,500 SH   SOLE   401,500 0 0
CORTEVA INC COMMON STOCK 22052L104   47,824 813,610 SH   SOLE   813,610 0 0
COUPANG INC CL A 22266T109   20,761 1,412,307 SH   SOLE   1,412,307 0 0
FREYR BATTERY SHARES L4135L100   14,756 1,700,000 SH   SOLE   1,700,000 0 0
MARSH & MCLENNAN COMPANIES COMMON STOCK 571748102   49,593 299,600 SH   SOLE   299,600 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   31,280 56,800 SH   SOLE   56,800 0 0