Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BAXTER INTL INC,BAX,,Sell,071813109,2385560000.0,46000000.0,23.278 DOW CHEM CO,DOW,,Sell,260543103,997578000.0,15700000.0,9.734 CONSTELLATION BRANDS INC,STZ,cl a, ,21036P108,486210000.0,3000000.0,4.744 FACEBOOK INC,FB,cl a,Sell,30303M102,426150000.0,3000000.0,4.158 ALPHABET INC,GOOGL,cap stk cl a,Buy,02079K305,385749000.0,455000.0,3.764 TIME WARNER INC,TWX,,Buy,887317303,341985000.0,3500000.0,3.337 JPMORGAN CHASE & CO,JPM,,Sell,46625H100,329400000.0,3750000.0,3.214 T MOBILE US INC,TMUS,,New,872590104,322950000.0,5000000.0,3.151 BANK AMER CORP,BAC,,Sell,060505104,318465000.0,13500000.0,3.108 SOTHEBYS,BID,, ,835898107,302970000.0,6661604.0,2.956 SHERWIN WILLIAMS CO,SHW,,Sell,824348106,279171000.0,900000.0,2.724 DANAHER CORP DEL,DHR,,Sell,235851102,265143000.0,3100000.0,2.587 CHARTER COMMUNICATIONS INC N,CHTR,cl a,Sell,16119P108,261856000.0,800000.0,2.555 SALESFORCE COM INC,CRM,,New,79466L302,247470000.0,3000000.0,2.415 GENERAL DYNAMICS CORP,GD,,Sell,369550108,234000000.0,1250000.0,2.283 MOHAWK INDS INC,MHK,,Sell,608190104,218016000.0,950000.0,2.127 QUALCOMM INC,QCOM,,New,747525103,200690000.0,3500000.0,1.958 ZAYO GROUP HLDGS INC,ZAYO,,Sell,98919V105,197400000.0,6000000.0,1.926 S&P GLOBAL INC,SPGI,,Sell,78409V104,196110000.0,1500000.0,1.914 HUMANA INC,HUM,,Sell,444859102,190680000.0,925000.0,1.861 ANTHEM INC,ANTM,,Buy,036752103,190187000.0,1150000.0,1.856 HONEYWELL INTL INC,HON,, ,438516106,171696000.0,1375000.0,1.675 DELL TECHNOLOGIES INC,DVMT,,Sell,24703L103,160200000.0,2500000.0,1.563 HEWLETT PACKARD ENTERPRISE C,HPE,,New,42824C109,142200000.0,6000000.0,1.388 RICE ENERGY INC,RICE,,Buy,762760106,118500000.0,5000000.0,1.156 CELANESE CORP DEL,CE,,New,150870103,112312000.0,1250000.0,1.096 HUMANA INC,HUM,,New,444859102,103070000.0,500000.0,1.006 PIONEER NAT RES CO,PXD,,New,723787107,93115000.0,500000.0,0.909 ALCOA CORP,AA,,New,013872106,86000000.0,2500000.0,0.839 RSP PERMIAN INC,RSPP,,New,74978Q105,82860000.0,2000000.0,0.809 PARSLEY ENERGY INC,PE,cl a,New,701877102,81275000.0,2500000.0,0.793 GREEN BRICK PARTNERS INC,GRBK,, ,392709101,80426000.0,8083022.0,0.785 NOMAD HLDGS LTD,NOMD,,Sell,G6564A105,80150000.0,7000000.0,0.782 SNAP INC,SNAP,cl a,New,83304A106,50692000.0,2250000.0,0.495 HALCON RES CORP,HKRSQ,,New,40537Q605,39501000.0,5170000.0,0.385 KADMON HLDGS INC,KDMN,,Buy,48283N106,34015000.0,9407745.0,0.332 ENERPLUS CORP,ERF,,New,292766102,25760000.0,3200000.0,0.251 ENPHASE ENERGY INC,ENPH,, ,29355A107,8561000.0,6248987.0,0.084 GRUPO SUPERVIELLE S A,SUPV,sponsored adr,Exit,40054A108,0.0,-2740000.0,-0.353 BROADCOM LTD,AVGO,,Exit,Y09827109,0.0,-300000.0,-0.521 SOUTHWESTERN ENERGY CO,SWN,,Exit,845467109,0.0,-5000000.0,-0.531 TRANSDIGM GROUP INC,TDG,,Exit,893641100,0.0,-250000.0,-0.611 HD SUPPLY HLDGS INC,HDS,,Exit,40416M105,0.0,-2250000.0,-0.939 GOLDMAN SACHS GROUP INC,GS,,Exit,38141G104,0.0,-400000.0,-0.94 MONSANTO CO NEW,MON,,Exit,61166W101,0.0,-1100000.0,-1.136 CONAGRA BRANDS INC,CAG,,Exit,205887102,0.0,-3000000.0,-1.165 UNION PAC CORP,UNP,,Exit,907818108,0.0,-1150000.0,-1.17 CHUBB LIMITED,CB,,Exit,H1467J104,0.0,-1200000.0,-1.556 PRIVATEBANCORP INC,PVTB,,Exit,742962103,0.0,-3000000.0,-1.596 MOLSON COORS BREWING CO,TAP,cl b,Exit,60871R209,0.0,-1700000.0,-1.624 APPLE INC,AAPL,,Exit,037833100,0.0,-1850000.0,-2.103