Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Sell,01609W102,317492000.0,1400000.0,21.415 STELLANTIS N.V,STLA,,Sell,N82405106,312206000.0,15840000.0,21.058 EQUITABLE HLDGS INC,EQH,,Sell,29452E101,253459000.0,8323777.0,17.096 BUILDERS FIRSTSOURCE INC,BLDR,,Sell,12008R107,183309000.0,4296981.0,12.364 YANDEX N V,YNDX,,Sell,N97284108,142547000.0,2014793.0,9.615 JD.COM INC,JD,spon adr cl a,Sell,47215P106,89020000.0,1115396.0,6.004 SINCLAIR BROADCAST GROUP INC,SBGI,cl a,Sell,829226109,81208000.0,2444545.0,5.477 GTY TECHNOLOGY HOLDINGS INC,GTYH,,Sell,362409104,41785000.0,5876987.0,2.818 INTERNATIONAL MNY EXPRESS IN,IMXI,,Sell,46005L101,35022000.0,2358392.0,2.362 LIBERTY MEDIA ACQUISITION CO,LMACU,unit 01/22/2026, ,53073L203,10010000.0,944749.0,0.675 GTT COMMUNICATIONS INC,GTTN,,Sell,362393100,7189000.0,2958234.0,0.485 EVI INDS INC,EVI,, ,26929N102,4664000.0,164242.0,0.315 CRESUD S A C I F Y A,CRESY,sponsored adr, ,226406106,4301000.0,719237.0,0.29 CRESUD S A C I F Y A,CRESW,*w exp 03/08/202,New,P3311R259,385000.0,1242313.0,0.026 GRUBHUB INC,GRUB,,Exit,400110102,0.0,-655134.0,-2.416