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		<nameOfIssuer>ADOBE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00724F101</cusip>
		<value>15589</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48986</sshPrnamt>
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			<Sole>48986</Sole>
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			<None>0</None>
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		<nameOfIssuer>ADVANCED DISP SVCS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00790X101</cusip>
		<value>4264</value>
		<shrsOrPrnAmt>
			<sshPrnamt>130000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>130000</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALLEGION PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G0176J109</cusip>
		<value>29907</value>
		<shrsOrPrnAmt>
			<sshPrnamt>325000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>325000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0177J108</cusip>
		<value>365715</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2065020</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>2065020</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALLIANCE DATA SYSTEMS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>018581108</cusip>
		<value>238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7078</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7078</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>018802108</cusip>
		<value>27798</value>
		<shrsOrPrnAmt>
			<sshPrnamt>575638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>575638</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALLISON TRANSMISSION HLDGS I</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01973R101</cusip>
		<value>8779</value>
		<shrsOrPrnAmt>
			<sshPrnamt>269203</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>269203</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL A</titleOfClass>
		<cusip>02079K305</cusip>
		<value>2001</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1722</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1722</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMARIN CORP PLC</nameOfIssuer>
		<titleOfClass>SPONS ADR NEW</titleOfClass>
		<cusip>023111206</cusip>
		<value>80</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20000</Sole>
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			<None>0</None>
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		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>26056</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13364</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13364</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMBAC FINL GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>023139884</cusip>
		<value>196</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15900</Sole>
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			<None>0</None>
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		<nameOfIssuer>ANIXTER INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>035290105</cusip>
		<value>90944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1034982</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1034982</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>03768E105</cusip>
		<value>7926</value>
		<shrsOrPrnAmt>
			<sshPrnamt>236599</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>APPLIED INDL TECHNOLOGIES IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03820C105</cusip>
		<value>10172</value>
		<shrsOrPrnAmt>
			<sshPrnamt>222482</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>222482</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>038222105</cusip>
		<value>32999</value>
		<shrsOrPrnAmt>
			<sshPrnamt>720192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>720192</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
		<titleOfClass>NY REGISTRY SH</titleOfClass>
		<cusip>03938L203</cusip>
		<value>1166</value>
		<shrsOrPrnAmt>
			<sshPrnamt>125000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>125000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ARDMORE SHIPPING CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>Y0207T100</cusip>
		<value>419</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79800</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>15781</value>
		<shrsOrPrnAmt>
			<sshPrnamt>159037</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>159037</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AVAYA HLDGS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05351X101</cusip>
		<value>1105</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136605</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136605</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05722G100</cusip>
		<value>1415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<value>76296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2265319</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2265319</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>10005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175525</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>175525</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>862</value>
		<shrsOrPrnAmt>
			<sshPrnamt>300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BGC PARTNERS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05541T101</cusip>
		<value>260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BLOCK H &amp; R INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>093671105</cusip>
		<value>8660</value>
		<shrsOrPrnAmt>
			<sshPrnamt>615060</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>615060</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BOOKING HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09857L108</cusip>
		<value>21249</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15795</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15795</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
		<titleOfClass>RIGHT 99/99/9999</titleOfClass>
		<cusip>110122157</cusip>
		<value>1653</value>
		<shrsOrPrnAmt>
			<sshPrnamt>435000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>435000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BRIXMOR PPTY GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>11120U105</cusip>
		<value>15831</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1666456</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1666456</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BUNGE LIMITED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G16962105</cusip>
		<value>26727</value>
		<shrsOrPrnAmt>
			<sshPrnamt>651400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>651400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BURLINGTON STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>122017106</cusip>
		<value>8050</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CABOT MICROELECTRONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12709P103</cusip>
		<value>36661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>321196</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>321196</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CALLON PETE CO DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13123X102</cusip>
		<value>2012</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3672546</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3672546</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CAMECO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13321L108</cusip>
		<value>1573</value>
		<shrsOrPrnAmt>
			<sshPrnamt>205934</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>205934</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CANADIAN PAC RY LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13645T100</cusip>
		<value>13648</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62151</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62151</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CBOE GLOBAL MARKETS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12503M108</cusip>
		<value>40516</value>
		<shrsOrPrnAmt>
			<sshPrnamt>453960</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>453960</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHARTER COMMUNICATIONS INC N</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>16119P108</cusip>
		<value>12282</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28150</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28150</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHECK POINT SOFTWARE TECH LT</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>M22465104</cusip>
		<value>19731</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196250</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196250</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<value>12021</value>
		<shrsOrPrnAmt>
			<sshPrnamt>165900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CIMAREX ENERGY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171798101</cusip>
		<value>3399</value>
		<shrsOrPrnAmt>
			<sshPrnamt>201949</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>201949</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CLEVELAND CLIFFS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>185899101</cusip>
		<value>1343</value>
		<shrsOrPrnAmt>
			<sshPrnamt>340000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>340000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CME GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12572Q105</cusip>
		<value>11162</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64551</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64551</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CNX RESOURCES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20854L108</cusip>
		<value>738</value>
		<shrsOrPrnAmt>
			<sshPrnamt>200000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>200000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COGNIZANT TECHNOLOGY SOLUTIO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>192446102</cusip>
		<value>19368</value>
		<shrsOrPrnAmt>
			<sshPrnamt>416794</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>416794</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COHERUS BIOSCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>19249H103</cusip>
		<value>373</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>3397</value>
		<shrsOrPrnAmt>
			<sshPrnamt>110300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>110300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONSOLIDATED TOMOKA LD CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>210226106</cusip>
		<value>7371</value>
		<shrsOrPrnAmt>
			<sshPrnamt>162617</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>162617</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONSTELLIUM SE</nameOfIssuer>
		<titleOfClass>CL A SHS</titleOfClass>
		<cusip>F21107101</cusip>
		<value>612</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COPART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>217204106</cusip>
		<value>5115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74657</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74657</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COSTCO WHSL CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160K105</cusip>
		<value>3556</value>
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			<sshPrnamt>12470</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12470</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CSX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126408103</cusip>
		<value>10291</value>
		<shrsOrPrnAmt>
			<sshPrnamt>179600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>179600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CYBERARK SOFTWARE LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>M2682V108</cusip>
		<value>12783</value>
		<shrsOrPrnAmt>
			<sshPrnamt>149402</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149402</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CYPRESS SEMICONDUCTOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>232806109</cusip>
		<value>243947</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10460858</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10460858</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CYRUSONE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23283R100</cusip>
		<value>4570</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>20281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>372400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>372400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DELPHI TECHNOLOGIES PL</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G2709G107</cusip>
		<value>4025</value>
		<shrsOrPrnAmt>
			<sshPrnamt>500000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>500000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>5910</value>
		<shrsOrPrnAmt>
			<sshPrnamt>855300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>855300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DHT HOLDINGS INC</nameOfIssuer>
		<titleOfClass>SHS NEW</titleOfClass>
		<cusip>Y2065G121</cusip>
		<value>2208</value>
		<shrsOrPrnAmt>
			<sshPrnamt>287904</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>287904</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DIAMOND S SHIPPING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>Y20676105</cusip>
		<value>2751</value>
		<shrsOrPrnAmt>
			<sshPrnamt>232912</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232912</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>32109</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1225537</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1225537</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DISH NETWORK CORPORATION</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>25470M109</cusip>
		<value>12262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>613400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>613400</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
		<titleOfClass>COM DISNEY</titleOfClass>
		<cusip>254687106</cusip>
		<value>8926</value>
		<shrsOrPrnAmt>
			<sshPrnamt>92400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92400</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DOMTAR CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>257559203</cusip>
		<value>11197</value>
		<shrsOrPrnAmt>
			<sshPrnamt>517439</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>517439</Sole>
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			<None>0</None>
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		<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>26441C204</cusip>
		<value>14140</value>
		<shrsOrPrnAmt>
			<sshPrnamt>174826</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>174826</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DUPONT DE NEMOURS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26614N102</cusip>
		<value>23521</value>
		<shrsOrPrnAmt>
			<sshPrnamt>689780</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>689780</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DYCOM INDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>3663</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142800</Sole>
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			<None>0</None>
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		<nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>269246401</cusip>
		<value>52510</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1530000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1530000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G29183103</cusip>
		<value>25489</value>
		<shrsOrPrnAmt>
			<sshPrnamt>328085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>328085</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ECHOSTAR CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>278768106</cusip>
		<value>8833</value>
		<shrsOrPrnAmt>
			<sshPrnamt>276300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>276300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29084Q100</cusip>
		<value>30970</value>
		<shrsOrPrnAmt>
			<sshPrnamt>505053</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>505053</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENPHASE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29355A107</cusip>
		<value>2745</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29364G103</cusip>
		<value>18012</value>
		<shrsOrPrnAmt>
			<sshPrnamt>191682</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>191682</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EOG RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26875P101</cusip>
		<value>5036</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ESSENTIAL UTILS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29670G102</cusip>
		<value>17482</value>
		<shrsOrPrnAmt>
			<sshPrnamt>429525</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>429525</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>EURONAV NV ANTWERPEN</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>B38564108</cusip>
		<value>2008</value>
		<shrsOrPrnAmt>
			<sshPrnamt>178000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178000</Sole>
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			<None>0</None>
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		<nameOfIssuer>F5 NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>315616102</cusip>
		<value>20235</value>
		<shrsOrPrnAmt>
			<sshPrnamt>189764</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>189764</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FACEBOOK INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>20071</value>
		<shrsOrPrnAmt>
			<sshPrnamt>120330</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>120330</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FASTENAL CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>311900104</cusip>
		<value>35938</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1150000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1150000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FEDERAL REALTY INVT TR</nameOfIssuer>
		<titleOfClass>SH BEN INT NEW</titleOfClass>
		<cusip>313747206</cusip>
		<value>16715</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224031</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224031</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FGL HLDGS</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G3402M102</cusip>
		<value>14700</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1500000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1500000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FIRST BANCORP P R</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>318672706</cusip>
		<value>659</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST HORIZON NATL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>320517105</cusip>
		<value>31006</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3846880</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3846880</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>337932107</cusip>
		<value>18545</value>
		<shrsOrPrnAmt>
			<sshPrnamt>462815</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>462815</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FISERV INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>337738108</cusip>
		<value>26066</value>
		<shrsOrPrnAmt>
			<sshPrnamt>274404</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>274404</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FORUM ENERGY TECHNOLOGIES IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34984V100</cusip>
		<value>73</value>
		<shrsOrPrnAmt>
			<sshPrnamt>410153</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>410153</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>35671D857</cusip>
		<value>1519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>225000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>225000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FRONTLINE LTD</nameOfIssuer>
		<titleOfClass>SHS NEW</titleOfClass>
		<cusip>G3682E192</cusip>
		<value>591</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GLATFELTER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>377316104</cusip>
		<value>14175</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1160000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1160000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38141G104</cusip>
		<value>28955</value>
		<shrsOrPrnAmt>
			<sshPrnamt>187300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>187300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GRAY TELEVISION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>389375106</cusip>
		<value>7720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>718800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>718800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HD SUPPLY HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40416M105</cusip>
		<value>32367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1138476</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1138476</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HEICO CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>422806109</cusip>
		<value>6194</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>43300A203</cusip>
		<value>1484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21743</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21743</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<value>6279</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33631</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33631</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HOWMET AEROSPACE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443201108</cusip>
		<value>2248</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HUBBELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443510607</cusip>
		<value>43053</value>
		<shrsOrPrnAmt>
			<sshPrnamt>375220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>375220</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INTEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>458140100</cusip>
		<value>15465</value>
		<shrsOrPrnAmt>
			<sshPrnamt>285746</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>285746</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INTERNATIONAL SEAWAYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>Y41053102</cusip>
		<value>2057</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86084</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86084</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INVESTORS BANCORP INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46146L101</cusip>
		<value>16301</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2040211</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2040211</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JD COM INC</nameOfIssuer>
		<titleOfClass>SPON ADR CL A</titleOfClass>
		<cusip>47215P106</cusip>
		<value>9194</value>
		<shrsOrPrnAmt>
			<sshPrnamt>227000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>227000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KANSAS CITY SOUTHERN</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>485170302</cusip>
		<value>10920</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85861</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85861</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>KBR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48242W106</cusip>
		<value>15301</value>
		<shrsOrPrnAmt>
			<sshPrnamt>739910</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>739910</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KEYCORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>493267108</cusip>
		<value>35335</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3407401</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3407401</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KIMBELL RTY PARTNERS LP</nameOfIssuer>
		<titleOfClass>UNIT</titleOfClass>
		<cusip>49435R102</cusip>
		<value>351</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60284</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60284</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>KKR &amp; CO INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>48251W104</cusip>
		<value>1891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80590</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80590</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>518439104</cusip>
		<value>6688</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41975</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41975</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LEGG MASON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>524901105</cusip>
		<value>95078</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1946330</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1946330</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIBERTY MEDIA CORP</nameOfIssuer>
		<titleOfClass>DEB   4.000%11/1</titleOfClass>
		<cusip>530715AG6</cusip>
		<value>4900</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7000000</sshPrnamt>
			<sshPrnamtType>PRN</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7000000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
		<titleOfClass>COM C SIRIUSXM</titleOfClass>
		<cusip>531229607</cusip>
		<value>7019</value>
		<shrsOrPrnAmt>
			<sshPrnamt>221979</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>221979</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
		<titleOfClass>COM A SIRIUSXM</titleOfClass>
		<cusip>531229409</cusip>
		<value>17213</value>
		<shrsOrPrnAmt>
			<sshPrnamt>543153</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>543153</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>LOWES COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>548661107</cusip>
		<value>13276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>154283</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>154283</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>LYONDELLBASELL INDUSTRIES N</nameOfIssuer>
		<titleOfClass>SHS - A -</titleOfClass>
		<cusip>N53745100</cusip>
		<value>17371</value>
		<shrsOrPrnAmt>
			<sshPrnamt>350017</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>350017</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MACQUARIE INFRASTRUCTURE COR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55608B105</cusip>
		<value>659</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MADISON SQUARE GARDEN CO NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>55825T103</cusip>
		<value>7151</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33825</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33825</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<value>312</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>580135101</cusip>
		<value>10152</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MIMECAST LTD</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G14838109</cusip>
		<value>11512</value>
		<shrsOrPrnAmt>
			<sshPrnamt>326120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>326120</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MONOLITHIC PWR SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>609839105</cusip>
		<value>17573</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104940</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MONTAGE RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>61179L100</cusip>
		<value>330</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146781</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146781</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MR COOPER GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>62482R107</cusip>
		<value>265</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MSC INDL DIRECT INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>553530106</cusip>
		<value>25451</value>
		<shrsOrPrnAmt>
			<sshPrnamt>463000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>463000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MURPHY USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626755102</cusip>
		<value>1687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MYLAN NV</nameOfIssuer>
		<titleOfClass>SHS EURO</titleOfClass>
		<cusip>N59465109</cusip>
		<value>367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NATIONAL HEALTH INVS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>63633D104</cusip>
		<value>11423</value>
		<shrsOrPrnAmt>
			<sshPrnamt>230675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>230675</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NAVISTAR INTL CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>63934E108</cusip>
		<value>6184</value>
		<shrsOrPrnAmt>
			<sshPrnamt>375000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>375000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NETFLIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>64110L106</cusip>
		<value>7953</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21180</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21180</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEXSTAR MEDIA GROUP INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>65336K103</cusip>
		<value>13893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>240650</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>240650</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
		<value>19387</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80573</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80573</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NOBLE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>655044105</cusip>
		<value>1687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>279384</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>279384</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NVENT ELECTRIC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6700G107</cusip>
		<value>3037</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>180000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N6596X109</cusip>
		<value>19972</value>
		<shrsOrPrnAmt>
			<sshPrnamt>240824</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>240824</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>O REILLY AUTOMOTIVE INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>6903</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22930</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22930</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OGE ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670837103</cusip>
		<value>14836</value>
		<shrsOrPrnAmt>
			<sshPrnamt>482800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>482800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ONEMAIN HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68268W103</cusip>
		<value>585</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30578</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30578</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>697435105</cusip>
		<value>34727</value>
		<shrsOrPrnAmt>
			<sshPrnamt>211799</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>211799</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PARKER HANNIFIN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701094104</cusip>
		<value>3892</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PARSLEY ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>701877102</cusip>
		<value>3200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>558400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>558400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PDC ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69327R101</cusip>
		<value>62</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
		<value>2522</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723484101</cusip>
		<value>22494</value>
		<shrsOrPrnAmt>
			<sshPrnamt>296789</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>296789</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PINTEREST INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>72352L106</cusip>
		<value>13612</value>
		<shrsOrPrnAmt>
			<sshPrnamt>881619</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>881619</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PIONEER NAT RES CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723787107</cusip>
		<value>4125</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>POOL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>73278L105</cusip>
		<value>3686</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18734</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18734</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>POPULAR INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>733174700</cusip>
		<value>396</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PUBLIC SVC ENTERPRISE GRP IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>744573106</cusip>
		<value>26641</value>
		<shrsOrPrnAmt>
			<sshPrnamt>593218</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>593218</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RADIUS HEALTH INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>750469207</cusip>
		<value>502</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RANGE RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75281A109</cusip>
		<value>764</value>
		<shrsOrPrnAmt>
			<sshPrnamt>334900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>334900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RENEWABLE ENERGY GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>75972A301</cusip>
		<value>1807</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RESIDEO TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>76118Y104</cusip>
		<value>11575</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2391486</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2391486</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROBERT HALF INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>770323103</cusip>
		<value>4932</value>
		<shrsOrPrnAmt>
			<sshPrnamt>130656</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>130656</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROSS STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>778296103</cusip>
		<value>16607</value>
		<shrsOrPrnAmt>
			<sshPrnamt>190950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>190950</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RYMAN HOSPITALITY PPTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78377T107</cusip>
		<value>381</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10638</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SCORPIO TANKERS INC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>Y7542C130</cusip>
		<value>2333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>122000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHIP FIN INTL LTD</nameOfIssuer>
		<titleOfClass>NOTE  4.875% 5/0</titleOfClass>
		<cusip>824689AG8</cusip>
		<value>5300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5760000</sshPrnamt>
			<sshPrnamtType>PRN</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5760000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHOPIFY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>82509L107</cusip>
		<value>1224</value>
		<shrsOrPrnAmt>
			<sshPrnamt>500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SILICON LABORATORIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>826919102</cusip>
		<value>9357</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>109557</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIRIUS XM HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82968B103</cusip>
		<value>2401</value>
		<shrsOrPrnAmt>
			<sshPrnamt>486083</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>486083</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SLM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78442P106</cusip>
		<value>769</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106898</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106898</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SONY CORP</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>835699307</cusip>
		<value>9737</value>
		<shrsOrPrnAmt>
			<sshPrnamt>164538</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>164538</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPRINT CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85207U105</cusip>
		<value>85812</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9955000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9955000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STAR BULK CARRIERS CORP.</nameOfIssuer>
		<titleOfClass>SHS PAR</titleOfClass>
		<cusip>Y8162K204</cusip>
		<value>411</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STARS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85570W100</cusip>
		<value>61623</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3017793</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3017793</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STATE STR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>857477103</cusip>
		<value>6531</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>122600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STEMLINE THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85858C107</cusip>
		<value>621</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128349</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128349</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SUNNOVA ENERGY INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86745K104</cusip>
		<value>1594</value>
		<shrsOrPrnAmt>
			<sshPrnamt>158258</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158258</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SUPER MICRO COMPUTER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86800U104</cusip>
		<value>20512</value>
		<shrsOrPrnAmt>
			<sshPrnamt>963926</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>963926</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SWK HLDGS CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>78501P203</cusip>
		<value>101894</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9193766</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9193766</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>871607107</cusip>
		<value>14774</value>
		<shrsOrPrnAmt>
			<sshPrnamt>114717</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114717</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>T MOBILE US INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>872590104</cusip>
		<value>3014</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35926</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35926</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>1475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>213475</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>213475</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAUBMAN CTRS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>876664103</cusip>
		<value>37901</value>
		<shrsOrPrnAmt>
			<sshPrnamt>905000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>905000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>878742204</cusip>
		<value>1134</value>
		<shrsOrPrnAmt>
			<sshPrnamt>150000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEEKAY TANKERS LTD</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>Y8565N300</cusip>
		<value>637</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28659</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28659</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEGNA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87901J105</cusip>
		<value>1775</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TERADATA CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88076W103</cusip>
		<value>13321</value>
		<shrsOrPrnAmt>
			<sshPrnamt>650130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>650130</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TESLA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88160R101</cusip>
		<value>1780</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THERAPEUTICSMD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88338N107</cusip>
		<value>742</value>
		<shrsOrPrnAmt>
			<sshPrnamt>699800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>699800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>886547108</cusip>
		<value>203315</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1570000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1570000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRANSOCEAN INC</nameOfIssuer>
		<titleOfClass>DEB   0.500% 1/3</titleOfClass>
		<cusip>893830BJ7</cusip>
		<value>2655</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7640000</sshPrnamt>
			<sshPrnamtType>PRN</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7640000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRI POINTE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87265H109</cusip>
		<value>115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRUIST FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89832Q109</cusip>
		<value>68753</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2229353</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2229353</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90353T100</cusip>
		<value>7053</value>
		<shrsOrPrnAmt>
			<sshPrnamt>252600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>252600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UDR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902653104</cusip>
		<value>17283</value>
		<shrsOrPrnAmt>
			<sshPrnamt>473000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>473000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90384S303</cusip>
		<value>10966</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62413</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62413</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNIFIRST CORP MASS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>904708104</cusip>
		<value>10567</value>
		<shrsOrPrnAmt>
			<sshPrnamt>69937</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>69937</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED AIRLS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<value>6646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>210657</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>210657</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED NAT FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911163103</cusip>
		<value>210</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>911312106</cusip>
		<value>7461</value>
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			<sshPrnamt>79863</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79863</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>URBAN EDGE PPTYS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91704F104</cusip>
		<value>12939</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1468688</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1468688</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<value>27307</value>
		<shrsOrPrnAmt>
			<sshPrnamt>792658</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>792658</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>US FOODS HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>912008109</cusip>
		<value>19502</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1101198</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1101198</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VENATOR MATLS PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G9329Z100</cusip>
		<value>86</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<value>31367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>194680</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>194680</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929160109</cusip>
		<value>6493</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60077</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60077</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WABCO HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92927K102</cusip>
		<value>188395</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1395000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1395000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WALMART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931142103</cusip>
		<value>19114</value>
		<shrsOrPrnAmt>
			<sshPrnamt>168225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>168225</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WATSCO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>942622200</cusip>
		<value>47473</value>
		<shrsOrPrnAmt>
			<sshPrnamt>300404</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>300404</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WELLS FARGO CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<value>11419</value>
		<shrsOrPrnAmt>
			<sshPrnamt>397882</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>397882</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WESCO INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95082P105</cusip>
		<value>8070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>353167</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>353167</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESTERN DIGITAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>958102105</cusip>
		<value>27096</value>
		<shrsOrPrnAmt>
			<sshPrnamt>651038</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>651038</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WESTPORT FUEL SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>960908309</cusip>
		<value>254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>270000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>270000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>96208T104</cusip>
		<value>8731</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83509</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83509</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
		<value>4162</value>
		<shrsOrPrnAmt>
			<sshPrnamt>294100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>294100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WILLIS TOWERS WATSON PLC LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G96629103</cusip>
		<value>16985</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WORKDAY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98138H101</cusip>
		<value>10333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79348</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79348</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WRIGHT MED GROUP N V</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>N96617118</cusip>
		<value>81223</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2835000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2835000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WYNDHAM HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98311A105</cusip>
		<value>410</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13008</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13008</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>16130</value>
		<shrsOrPrnAmt>
			<sshPrnamt>267504</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>267504</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XILINX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983919101</cusip>
		<value>18092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>232130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232130</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XPO LOGISTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983793100</cusip>
		<value>346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ZOETIS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98978V103</cusip>
		<value>2353</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19997</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19997</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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</informationTable>
