Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting OVINTIV INC,OVV,,Buy,69047Q102,270443000.0,6120000.0,6.401 COLGATE PALMOLIVE CO,CL,,New,194162103,159078000.0,1985000.0,3.765 CENOVUS ENERGY INC,CVE,,Buy,15135U109,138298000.0,7275000.0,3.273 ANTERO RESOURCES CORP,AR,,New,03674X106,103992000.0,3392891.0,2.461 DISNEY WALT CO,DIS,,New,254687106,94400000.0,1000000.0,2.234 T-MOBILE US INC,TMUS,,New,872590104,65252000.0,485000.0,1.544 SEMA4 HOLDINGS CORP,,,Buy,81663L101,6987000.0,5545000.0,0.165 RICE ACQUISITION CORP II,,*w exp 99/99/999,Buy,G75529126,150000.0,500000.0,0.004