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

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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
BLUE OWL CAPITAL INC COM CL A 09581B103 139,301,413 15,257,548 SH SOLE 15,257,548 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 202,225,806 936,751 SH SOLE 936,751 0 0
FLUTTER ENTMT PLC SHS G3643J108 18,351,000 180,000 SH SOLE 180,000 0 0
INGRAM MICRO HLDG CORP COM 457152106 69,053,054 2,962,379 SH SOLE 2,962,379 0 0
INMODE LTD SHS M5425M103 8,295,593 606,403 SH SOLE 606,403 0 0
LESLIES INC COM 527064208 509,174 454,620 SH SOLE 454,620 0 0
OPERA LTD SPONSORED ADS 68373M107 620,809 43,535 SH SOLE 43,535 0 0
PAYPAL HLDGS INC COM 70450Y103 12,470,906 275,722 SH SOLE 275,722 0 0