Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting EBAY INC,EBAY,,Buy,278642103,1087682000.0,29286000.0,9.139 VIASAT INC,VSAT,, ,92552V100,1064235000.0,13732068.0,8.942 FOX CORP,FOXA,,New,35137L105,1003017000.0,27322720.0,8.428 LIBERTY GLOBAL PLC,LBTYK,,Buy,G5480U120,946441000.0,39092995.0,7.952 CHENIERE ENERGY INC,LNG,,Sell,16411R208,862588000.0,12618308.0,7.248 QORVO INC,QRVO,,Sell,74736K101,759555000.0,10589082.0,6.382 ALLERGAN PLC,AGN,,Buy,G0177J108,698331000.0,4769695.0,5.868 SYNCHRONY FINL,SYF,,Sell,87165B103,454912000.0,14260557.0,3.822 PG&E CORP,PCG,,Buy,69331C108,436100000.0,24500000.0,3.664 CBS CORP NEW,CBS,cl b,Buy,124857202,406002000.0,8542016.0,3.411 CELGENE CORP,CELG,,New,151020104,377360000.0,4000000.0,3.171 MCKESSON CORP,MCK,,Buy,58155Q103,329525000.0,2815011.0,2.769 TESLA INC,,note 2.375% 3/1, ,88160RAD3,328322000.0,300000000.0,2.759 PIONEER NAT RES CO,PXD,,Sell,723787107,304836000.0,2001814.0,2.561 COLONY CAP INC NEW,CLNY,, ,19626G108,264337000.0,49687370.0,2.221 ATARA BIOTHERAPEUTICS INC,ATRA,,Buy,046513107,253626000.0,6380519.0,2.131 ANTERO RES CORP,AR,, ,03674X106,252430000.0,28587791.0,2.121 TAKEDA PHARMACEUTICAL CO LTD,TAK,sponsored ads,New,874060205,217328000.0,10669021.0,1.826 THERAVANCE BIOPHARMA INC,TBPH,, ,G8807B106,211039000.0,9309168.0,1.773 UNIVAR INC,UNVR,, ,91336L107,210520000.0,9500000.0,1.769 FOX CORP,FOX,,New,35137L204,203809000.0,5680307.0,1.712 AKEBIA THERAPEUTICS INC,AKBA,, ,00972D105,200421000.0,24471453.0,1.684 AMERISOURCEBERGEN CORP,ABC,,Buy,03073E105,191190000.0,2404299.0,1.606 BRISTOL MYERS SQUIBB CO,BMY,,New,110122108,190840000.0,4000000.0,1.604 LIBERTY GLOBAL PLC,LBTYA,, ,G5480U104,123534000.0,4957205.0,1.038 SINCLAIR BROADCAST GROUP INC,SBGI,cl a,Sell,829226109,111904000.0,2908096.0,0.94 NEXSTAR MEDIA GROUP INC,NXST,cl a,Buy,65336K103,108370000.0,1000000.0,0.911 VERITIV CORP,VRTV,, ,923454102,93816000.0,3564439.0,0.788 TRANSLATE BIO INC,TBIO,,Buy,89374L104,63939000.0,6491298.0,0.537 DISNEY WALT CO,DIS,,New,254687106,44318000.0,399151.0,0.372 TRILOGY METALS INC NEW,TMQ,, ,89621C105,31991000.0,13050758.0,0.269 THERAVANCE BIOPHARMA INC,,note 3.250%11/0, ,88339KAA0,29213000.0,30000000.0,0.245 GOSSAMER BIO INC,GOSS,,New,38341P102,26113000.0,1267171.0,0.219 PARATEK PHARMACEUTICALS INC,PRTK,, ,699374302,12835000.0,2394498.0,0.108 GTY TECHNOLOGY HOLDINGS INC,GTYHW,*w exp 02/19/202,New,362409112,884000.0,1466666.0,0.007 SABAN CAP ACQUISITION CORP,SCACW,*w exp 09/21/202,Exit,78516C114,0.0,-1163250.0,-0.006 GTY TECHNOLOGY HOLDINGS INC,GTYHW,*w exp 10/25/202,Exit,G4182A128,0.0,-1466666.0,-0.01 NEXEO SOLUTIONS INC,NXEOW,*w exp 06/09/202,Exit,65342H110,0.0,-10000000.0,-0.035 SENTINEL ENERGY SVCS INC,STNLU,unit 11/02/2022,Exit,81728P204,0.0,-1600000.0,-0.143 AMC ENTMT HLDGS INC,AMC,,Exit,00165C104,0.0,-1458002.0,-0.155 CARDINAL HEALTH INC,CAH,,Exit,14149Y108,0.0,-1467652.0,-0.568 SHIRE PLC,SHPG,sponsored adr,Exit,82481R106,0.0,-460473.0,-0.695 YPF SOCIEDAD ANONIMA,YPF,spon adr cl d,Exit,984245100,0.0,-6000000.0,-0.697 TWENTY FIRST CENTY FOX INC,FOX,cl b,Exit,90130A200,0.0,-17040922.0,-7.066 TWENTY FIRST CENTY FOX INC,FOXA,cl a,Exit,90130A101,0.0,-51281167.0,-21.415