Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting EQUITABLE HLDGS INC,EQH,, ,29452E101,192964000.0,7600000.0,23.159 LITHIA MTRS INC,LAD,, ,536797103,114465000.0,500000.0,13.738 YANDEX N V,YNDX,, ,N97284108,33601692.0,5500000.0,4.033 RIMINI STR INC DEL,RMNI,, ,76674Q107,20269774.0,4919848.0,2.433 CAPITAL ONE FINL CORP,COF,, ,14040H105,9616000.0,100000.0,1.154 EVI INDS INC,EVI,, ,26929N102,2303552.0,116341.0,0.276 CRESUD S A C I F Y A,CRESW,*w exp 03/09/202, ,P3311R259,347848.0,1242313.0,0.042