Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALPHABET INC,GOOGL,cap stk cl a,Sell,02079K305,348585000.0,300000.0,27.453 FIAT CHRYSLER AUTOMOBILES NV S,FCAU,, ,N31738102,201320000.0,28000000.0,15.855 YANDEX NV SHS,YNDX,, ,N97284108,136200000.0,4000000.0,10.726 BUILDERS FIRSTSOURCE INC,BLDR,,Buy,12008R107,122300000.0,10000000.0,9.632 JD COM INC,JD,spon adr cl a, ,47215P106,121500000.0,3000000.0,9.569 BMC STOCK HOLDINGS INC.,BMCH,,Buy,05591B109,87217000.0,4919200.0,6.869 SINCLAIR BROADCAST GROUP INC,SBGI,cl a,Buy,829226109,66812000.0,4154967.0,5.262 SAILPOINT TECHNOLOGIES HOLDING,SAIL,, ,78781P105,60880000.0,4000000.0,4.795 GTT COMMUNICATIONS INC,GTTN,,Sell,362393100,29494000.0,3709971.0,2.323 EQUITABLE HOLDINGS INC,EQH,,New,29452E101,26010000.0,1800000.0,2.048 INTERNATIONAL MNY EXPRESS IN,IMXI,,Buy,46005L101,23685000.0,2594241.0,1.865 GTY TECHNOLOGY HOLDINGS INC,GTYH,, ,362409104,19545000.0,4324130.0,1.539 CARMAX INC,KMX,,New,143130102,14666000.0,272447.0,1.155 EVI INDUSTRIES INC,EVI,,New,26929N102,3476000.0,220310.0,0.274 WAITR HLDGS INC,WTRH,,Sell,930752100,3092000.0,2514175.0,0.244 PRIMERICA INC,PRI,,New,74164M108,2683000.0,30328.0,0.211 CRESUD S A C I F Y A,CRESY,sponsored adr, ,226406106,2299000.0,660492.0,0.181 AXA EQUITABLE HLDGS INC,EQH,,Exit,054561105,0.0,-1800000.0,-2.135 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Exit,01609W102,0.0,-1600000.0,-16.243