Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting TWENTY FIRST CENTY FOX INC,FOXA,cl a,Buy,90130A101,2409214000.0,52001167.0,18.452 CHENIERE ENERGY INC,LNG,, ,16411R208,986489000.0,14196135.0,7.555 ALLERGAN PLC,AGN,, ,G0177J108,942876000.0,4950000.0,7.221 VIASAT INC,VSAT,, ,92552V100,878166000.0,13732068.0,6.726 PG&E CORP,PCG,,Buy,69331C108,873260000.0,18979790.0,6.688 QORVO INC,QRVO,, ,74736K101,845790000.0,11000000.0,6.478 TWENTY FIRST CENTY FOX INC,FOX,cl b,Buy,90130A200,793645000.0,17320922.0,6.078 PIONEER NAT RES CO,PXD,, ,723787107,696760000.0,4000000.0,5.336 SYNCHRONY FINL,SYF,,Sell,87165B103,507627000.0,16332929.0,3.888 ANTERO RES CORP,AR,, ,03674X106,470870000.0,26587791.0,3.606 TESLA INC,,note 2.375% 3/1,Buy,88160RAD3,308550000.0,300000000.0,2.363 THERAVANCE BIOPHARMA INC,TBPH,, ,G8807B106,304131000.0,9309168.0,2.329 LIBERTY GLOBAL PLC,LBTYK,,New,G5480U120,303251000.0,10768870.0,2.323 COLONY CAP INC NEW,CLNY,, ,19626G108,302596000.0,49687370.0,2.318 MCKESSON CORP,MCK,,Buy,58155Q103,288607000.0,2175700.0,2.21 ATARA BIOTHERAPEUTICS INC,ATRA,, ,046513107,258629000.0,6254632.0,1.981 CARDINAL HEALTH INC,CAH,,Sell,14149Y108,255878000.0,4738485.0,1.96 AMERISOURCEBERGEN CORP,ABC,,Buy,03073E105,253702000.0,2751056.0,1.943 TRIBUNE MEDIA CO,TRCO,cl a,Buy,896047503,230428000.0,5996042.0,1.765 ALTABA INC,AABA,,New,021346101,191470000.0,2810775.0,1.466 LIBERTY GLOBAL PLC,LBTYA,,New,G5480U104,143412000.0,4957205.0,1.098 VERITIV CORP,VRTV,,Sell,923454102,129746000.0,3564439.0,0.994 YPF SOCIEDAD ANONIMA,YPF,spon adr cl d,New,984245100,92700000.0,6000000.0,0.71 KERYX BIOPHARMACEUTICALS INC,KERX,, ,492515101,87692000.0,25791678.0,0.672 SINCLAIR BROADCAST GROUP INC,SBGI,cl a,Buy,829226109,85050000.0,3000000.0,0.651 TRANSLATE BIO INC,TBIO,,Buy,89374L104,62393000.0,6491287.0,0.478 AMC ENTMT HLDGS INC,AMC,,Sell,00165C104,55992000.0,2731300.0,0.429 UNIVAR INC,UNVR,,New,91336L107,54302000.0,1771100.0,0.416 NOVAGOLD RES INC,NG,, ,66987E206,49963000.0,13467145.0,0.383 GTY TECHNOLOGY HOLDINGS INC,GTYHU,unit 99/99/9999, ,G4182A110,47608000.0,4400000.0,0.365 THERAVANCE BIOPHARMA INC,,note 3.250%11/0, ,88339KAA0,34575000.0,30000000.0,0.265 TRILOGY METALS INC NEW,TMQ,, ,89621C105,26006000.0,13050758.0,0.199 SABAN CAP ACQUISITION CORP,SCAC,, ,78516C106,23567000.0,2326500.0,0.18 PARATEK PHARMACEUTICALS INC,PRTK,, ,699374302,23227000.0,2394498.0,0.178 SHIRE PLC,SHPG,sponsored adr, ,82481R106,17933000.0,98932.0,0.137 SENTINEL ENERGY SVCS INC,STNLU,unit 11/02/2022, ,G8062D128,16448000.0,1600000.0,0.126 NEXEO SOLUTIONS INC,NXEOW,*w exp 06/09/202,New,65342H110,2929000.0,2850000.0,0.022 SABAN CAP ACQUISITION CORP,SCACW,*w exp 09/21/202, ,78516C114,1280000.0,1163250.0,0.01 AT&T INC,T,,Exit,00206R102,0.0,-9480700.0,-2.662