Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALPHABET INC,GOOGL,cap stk cl a,New,02079K305,482180000.0,360000.0,23.079 FIAT CHRYSLER AUTOMOBILES N,FCAU,,New,N31738102,411320000.0,28000000.0,19.688 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,New,01609W102,339360000.0,1600000.0,16.243 YANDEX N V,YNDX,,New,N97284108,173960000.0,4000000.0,8.327 BUILDERS FIRSTSOURCE INC,BLDR,,New,12008R107,173287000.0,6819640.0,8.294 JD COM INC,JD,spon adr cl a,New,47215P106,105690000.0,3000000.0,5.059 SAILPOINT TECHNLGIES HLDGS I,SAIL,,New,78781P105,94400000.0,4000000.0,4.518 BMC STK HLDGS INC,BMCH,,New,05591B109,91420000.0,3186469.0,4.376 SINCLAIR BROADCAST GROUP INC,SBGI,cl a,New,829226109,83350000.0,2500000.0,3.99 AXA EQUITABLE HLDGS INC,EQH,,New,054561105,44604000.0,1800000.0,2.135 GTT COMMUNICATIONS INC,GTTN,,New,362393100,43626000.0,3843687.0,2.088 GTY TECHNOLOGY HOLDINGS INC,GTYH,,New,362409104,25469000.0,4324130.0,1.219 INTERNATIONAL MNY EXPRESS IN,IMXI,,New,46005L101,14944000.0,1241234.0,0.715 CRESUD S A C I F Y A,CRESY,sponsored adr,New,226406106,4650000.0,660492.0,0.223 WAITR HLDGS INC,WTRH,,New,930752100,966000.0,3000000.0,0.046