Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting FIAT CHRYSLER AUTOMOBILES N,FCAU,,Sell,N31738102,434160000.0,24000000.0,26.334 EQUITABLE HLDGS INC,EQH,,Buy,29452E101,230310000.0,9000000.0,13.97 BUILDERS FIRSTSOURCE INC,BLDR,,Sell,12008R107,204050000.0,5000000.0,12.377 YANDEX N V,YNDX,, ,N97284108,148623000.0,2136000.0,9.015 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,New,01609W102,139638000.0,600000.0,8.47 SINCLAIR BROADCAST GROUP INC,SBGI,cl a, ,829226109,132336000.0,4154967.0,8.027 BMC STK HLDGS INC,BMCH,,Sell,05591B109,132291000.0,2464429.0,8.024 JD.COM INC,JD,spon adr cl a,Sell,47215P106,103370000.0,1176000.0,6.27 INTERNATIONAL MNY EXPRESS IN,IMXI,, ,46005L101,40263000.0,2594241.0,2.442 GTY TECHNOLOGY HOLDINGS INC,GTYH,,Buy,362409104,32759000.0,6324130.0,1.987 ALPHABET INC,GOOGL,cap stk cl a,Sell,02079K305,21032000.0,12000.0,1.276 GTT COMMUNICATIONS INC,GTTN,, ,362393100,18600000.0,5209971.0,1.128 EVI INDS INC,EVI,, ,26929N102,8058000.0,269306.0,0.489 CRESUD S A C I F Y A,CRESY,sponsored adr, ,226406106,3164000.0,660492.0,0.192 ANGI HOMESERVICES INC,ANGI,,Exit,00183L102,0.0,-1216836.0,-0.945 BOOT BARN HLDGS INC,BOOT,,Exit,099406100,0.0,-729489.0,-1.437 SAILPOINT TECHNLGIES HLDGS I,SAIL,,Exit,78781P105,0.0,-780000.0,-2.161