ARAMARK COM 03852U106 254991 8801900 SH SOLE 8801900 0 0 ARCONIC INC COM 03965L100 116415 6904800 SH SOLE 6904800 0 0 BOOKING HLDGS INC COM 09857L108 132626 77000 SH SOLE 77000 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 42039 3814759 SH SOLE 3814759 0 0 CHENIERE ENERGY INC COM NEW 16411R208 710694 12007000 SH SOLE 12007000 0 0 CIGNA CORP NEW COM 125523100 238350 1255000 SH SOLE 1255000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 697267 4335700 SH SOLE 4335700 0 0 DORIAN LPG LTD SHS USD Y2106R110 46726 8014837 SH SOLE 8014837 0 0 EBAY INC COM 278642103 100350 3575000 SH SOLE 3575000 0 0 ECHOSTAR CORP CL A 278768106 9180 250000 SH SOLE 250000 0 0 EQT CORP COM 26884L109 181720 9619900 SH SOLE 9619900 0 0 EQUITRANS MIDSTREAM CORPORAT COM 294600101 157995 7891840 SH SOLE 7891840 0 0 FACEBOOK INC CL A 30303M102 114310 872000 SH SOLE 872000 0 0 FISERV INC COM 337738108 114505 1558100 SH SOLE 1558100 0 0 GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 15066 1469900 SH SOLE 1469900 0 0 LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 32715 889000 SH SOLE 889000 0 0 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 133128 3600000 SH SOLE 3600000 0 0 MICROSOFT CORP COM 594918104 342220 3369300 SH SOLE 3369300 0 0 OLIN CORP COM PAR $1 680665205 166726 8290700 SH SOLE 8290700 0 0 SEALED AIR CORP NEW COM 81211K100 203988 5855000 SH SOLE 5855000 0 0 TABLEAU SOFTWARE INC CL A 87336U105 243372 2028100 SH SOLE 2028100 0 0 VISA INC COM CL A 92826C839 418408 3171200 SH SOLE 3171200 0 0 ZAYO GROUP HLDGS INC COM 98919V105 121623 5325000 SH SOLE 5325000 0 0