Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BAXTER INTL INC,BAX,,Sell,071813109,1473870000.0,16850000.0,17.51 UNITED TECHNOLOGIES CORP,UTX,, ,913017109,819120000.0,6000000.0,9.731 CAMPBELL SOUP CO,CPB,,Sell,134429109,797640000.0,17000000.0,9.476 ALLERGAN PLC,AGN,,New,G0177J108,605844000.0,3600000.0,7.198 DANAHER CORPORATION,DHR,, ,235851102,535835000.0,3710000.0,6.366 SOTHEBYS,BID,, ,835898107,379578000.0,6661604.0,4.509 SALESFORCE COM INC,CRM,,Buy,79466L302,371100000.0,2500000.0,4.409 FIDELITY NATL INFORMATION SV,FIS,,New,31620M106,331899000.0,2499989.0,3.943 BURLINGTON STORES INC,BURL,,Buy,122017106,299730000.0,1500000.0,3.561 IQVIA HLDGS INC,IQV,,Buy,46266C105,298760000.0,2000000.0,3.549 PAYPAL HLDGS INC,PYPL,,Sell,70450Y103,279693000.0,2700000.0,3.323 VISA INC,V,, ,92826C839,258015000.0,1500000.0,3.065 FOX CORP,FOXA,,Sell,35137L105,252280000.0,8000000.0,2.997 ADOBE INC,ADBE,,Sell,00724F101,227906000.0,825000.0,2.708 BOSTON SCIENTIFIC CORP,BSX,,Sell,101137107,203450000.0,5000000.0,2.417 S&P GLOBAL INC,SPGI,,Buy,78409V104,195984000.0,800000.0,2.328 FAR PT ACQUISITION CORP,FPAC,cl a founders sh, ,30734W109,160377000.0,15692500.0,1.905 FIVE BELOW INC,FIVE,,New,33829M101,107185000.0,850000.0,1.273 BLACK KNIGHT INC,BKI,, ,09215C105,106855000.0,1750000.0,1.269 CENTENE CORP DEL,CNC,,Sell,15135B101,103824000.0,2400000.0,1.233 SONY CORP,SONY,sponsored adr, ,835699307,88695000.0,1500000.0,1.054 MICROSOFT CORP,MSFT,, ,594918104,83418000.0,600000.0,0.991 COLFAX CORP,CFX,, ,194014106,58120000.0,2000000.0,0.69 AMERICOLD RLTY TR,COLD,, ,03064D108,47450000.0,1280000.0,0.564 FAR PT ACQUISITION CORP,FPACU,unit 06/01/2025, ,30734W208,42760000.0,4000000.0,0.508 HD SUPPLY HLDGS INC,HDS,,New,40416M105,39175000.0,1000000.0,0.465 ZENDESK INC,ZEN,,New,98936J101,36440000.0,500000.0,0.433 ANSYS INC,ANSS,,New,03662Q105,34820000.0,157300.0,0.414 GODADDY INC,GDDY,cl a,New,380237107,32990000.0,500000.0,0.392 GTT COMMUNICATIONS INC,GTTN,, ,362393100,28873000.0,3065078.0,0.343 KADMON HLDGS INC,KDMN,, ,48283N106,23708000.0,9407745.0,0.282 ENVISTA HLDGS CORP,NVST,,New,29415F104,22304000.0,800000.0,0.265 TRADEWEB MKTS INC,TW,cl a,Sell,892672106,15716000.0,425000.0,0.187 CLEAR CHANNEL OUTDOOR HLDGS,CCO,,Sell,18453H106,13230000.0,5250000.0,0.157 SMILEDIRECTCLUB INC,SDC,,New,83192H106,10410000.0,750000.0,0.124 AFYA LTD,AFYA,,New,G01125106,10256000.0,400000.0,0.122 REPLAY ACQUISITION CORP,RPLAU,unit 03/01/2024, ,G75130123,10258000.0,1000000.0,0.122 GROCERY OUTLET HLDG CORP,GO,, ,39874R101,6242000.0,180000.0,0.074 ISHARES TR,SHY,1 3 yr treas bd,Buy,464287457,3339000.0,39364.0,0.04 ESSENTIAL PPTYS RLTY TR INC,EPRT,,New,29670E107,204000.0,10000.0,0.002 FRANKS INTL N V,FI,,Exit,N33462107,0.0,-75000.0,-0.005 LINX S A,LINX,sponsored ads,Exit,53619W101,0.0,-200451.0,-0.021 VICI PPTYS INC,VICI,,Exit,925652109,0.0,-193500.0,-0.05 CROWDSTRIKE HLDGS INC,CRWD,cl a,Exit,22788C105,0.0,-100000.0,-0.08 PARSONS CORPORATION,PSN,,Exit,70202L102,0.0,-300000.0,-0.129 ZOOM VIDEO COMMUNICATIONS IN,ZM,cl a,Exit,98980L101,0.0,-200500.0,-0.208 TWILIO INC,TWLO,cl a,Exit,90138F102,0.0,-150000.0,-0.24 PINTEREST INC,PINS,cl a,Exit,72352L106,0.0,-1355000.0,-0.432 CHEMOURS CO,CC,,Exit,163851108,0.0,-4375000.0,-1.23 ROSS STORES INC,ROST,,Exit,778296103,0.0,-1650000.0,-1.915 NETFLIX INC,NFLX,,Exit,64110L106,0.0,-500000.0,-2.151 MARATHON PETE CORP,MPC,,Exit,56585A102,0.0,-4000000.0,-2.618 WORLDPAY INC,WP,cl a,Exit,981558109,0.0,-2200000.0,-3.157