Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting SCHWAB CHARLES CORP,SCHW,, ,808513105,84310000.0,1000000.0,2.015 AMERICAN EXPRESS CO,AXP,, ,025816109,46750000.0,250000.0,1.117 STATE STR CORP,STT,, ,857477103,39204000.0,450000.0,0.937 VACASA INC,,, ,91854V107,23219000.0,2807567.0,0.555 DISCOVER FINL SVCS,DFS,, ,254709108,12756000.0,115761.0,0.305 GRAB HOLDINGS LIMITED,,class a ord, ,G4124C109,8750000.0,2500000.0,0.209 WYNDHAM HOTELS & RESORTS INC,WH,, ,98311A105,7199000.0,85000.0,0.172 VIRGIN GROUP ACQUISIT CORP I,VGII,, ,G9460K102,3944000.0,400000.0,0.094