Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALLIANCE DATA SYSTEMS CORP,ADS,,Buy,018581108,403646000.0,1730900.0,16.526 ALPHABET INC,GOOGL,cap stk cl a,Buy,02079K305,347138000.0,307422.0,14.213 SCHWAB CHARLES CORP NEW,SCHW,,Sell,808513105,298351000.0,5838562.0,12.215 HCA HEALTHCARE INC,HCA,,Sell,40412C101,278085000.0,2710384.0,11.386 ANTERO RES CORP,AR,,Sell,03674X106,232963000.0,10911600.0,9.538 LIBERTY GLOBAL PLC,LBTYK,,Buy,G5480U120,232240000.0,8727552.0,9.509 NIELSEN HLDGS PLC,NLSN,,Sell,G6518L108,201884000.0,6527131.0,8.266 JPMORGAN CHASE & CO,JPM,,Buy,46625H100,186153000.0,1786500.0,7.622 PRIMERICA INC,PRI,,Buy,74164M108,157161000.0,1577925.0,6.435 EXPRESS SCRIPTS HLDG CO,ESRX,,New,30219G108,96484000.0,1249627.0,3.95 LIBERTY GLOBAL PLC,LBTYA,,Sell,G5480U104,6893000.0,250292.0,0.282 COMCAST CORP NEW,CMCSA,cl a,Sell,20030N101,1020000.0,31094.0,0.042 BANK AMER CORP,BAC,, ,060505104,410000.0,14532.0,0.017 BROOKFIELD ASSET MGMT INC,BAM,cl a ltd vt sh,Exit,112585104,0.0,-2557509.0,-4.383