Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting INTERNATIONAL FLAVORS&FRAGRA,IFF,,Buy,459506101,675823697.0,6446239.0,26.404 US FOODS HLDG CORP,USFD,, ,912008109,644096476.0,18932877.0,25.165 OLIN CORP,OLN,,Sell,680665205,341463000.0,6450000.0,13.341 FLEX LTD,FLEX,ord,Buy,Y2573F102,231446100.0,10785000.0,9.043 FOMENTO ECONOMICO MEXICANO S,FMX,spon adr units,New,344419106,130030740.0,1664500.0,5.08 ACTIVISION BLIZZARD INC,ATVI,,New,00507V109,85682415.0,1119300.0,3.348 R1 RCM INC,,,New,77634L105,74350500.0,6790000.0,2.905 UBER TECHNOLOGIES INC,UBER,,Buy,90353T100,68860685.0,2784500.0,2.69 SMARTSHEET INC,SMAR,, ,83200N103,65731200.0,1670000.0,2.568 SPECTRUM BRANDS HLDGS INC NE,SPB,,New,84790A105,64026920.0,1051000.0,2.502 OKTA INC,OKTA,cl a,New,679295105,59207945.0,866500.0,2.313 ELANCO ANIMAL HEALTH INC,ELAN,,Sell,28414H103,41825125.0,3422678.0,1.634 NEW RELIC INC,NEWR,,Sell,64829B100,36410250.0,645000.0,1.423 SPDR S&P 500 ETF TR,SPY,tr unit,Buy,78462F103,15220714.0,39800.0,0.595 LIVANOVA PLC,LIVN,,Sell,G5509L101,10274900.0,185000.0,0.401 ELASTIC N V,ESTC,,Sell,N14506104,8249167.0,160178.0,0.322 MOMENTIVE GLOBAL INC,MNTV,,Sell,60878Y108,6265000.0,895000.0,0.245 OPENDOOR TECHNOLOGIES INC,OPEN,,Sell,683712103,562600.0,485000.0,0.022 EQRX INC,,*w exp 12/17/202,Exit,26886C115,0.0,-200000.0,-0.006 COMPASS INC,COMP,cl a,Exit,20464U100,0.0,-5436084.0,-0.47 BAUSCH PLUS LOMB CORP,,,Exit,071705107,0.0,-1430000.0,-0.817 LYFT INC,LYFT,,Exit,55087P104,0.0,-1875000.0,-0.92 PACTIV EVERGREEN INC,,,Exit,69526K105,0.0,-3375000.0,-1.098 SALESFORCE INC,CRM,,Exit,79466L302,0.0,-271900.0,-1.458 ARCONIC CORPORATION,ARNC,,Exit,03966V107,0.0,-2965308.0,-1.883 DENBURY INC,DEN,,Exit,24790A101,0.0,-1429000.0,-4.594