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    <nameOfIssuer>AON PLC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G0408V102</cusip>
    <value>122811</value>
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      <Sole>923738</Sole>
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    <nameOfIssuer>ARCONIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03965L100</cusip>
    <value>34975</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1544165</sshPrnamt>
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      <Sole>1544165</Sole>
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      <None>0</None>
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    <nameOfIssuer>BROADCOM LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y09827109</cusip>
    <value>56989</value>
    <shrsOrPrnAmt>
      <sshPrnamt>244535</sshPrnamt>
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      <Sole>244535</Sole>
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      <None>0</None>
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    <nameOfIssuer>CSX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126408103</cusip>
    <value>65452</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1199633</sshPrnamt>
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      <Sole>1199633</Sole>
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      <None>0</None>
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    <nameOfIssuer>FERRARI N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N3167Y103</cusip>
    <value>46692</value>
    <shrsOrPrnAmt>
      <sshPrnamt>543237</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>543237</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>629377508</cusip>
    <value>102253</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5938024</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5938024</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81211K100</cusip>
    <value>130906</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2924613</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2924613</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>82637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>235460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235460</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TELECOM ITALIA S P A NEW</nameOfIssuer>
    <titleOfClass>SPON ADR ORD</titleOfClass>
    <cusip>87927Y102</cusip>
    <value>1357</value>
    <shrsOrPrnAmt>
      <sshPrnamt>145177</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>145177</Sole>
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      <None>0</None>
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    <nameOfIssuer>TIM PARTICIPACOES S A</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>88706P205</cusip>
    <value>40151</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2712926</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>2712926</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>892356106</cusip>
    <value>38901</value>
    <shrsOrPrnAmt>
      <sshPrnamt>717604</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>717604</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISTRA ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92840M102</cusip>
    <value>9700</value>
    <shrsOrPrnAmt>
      <sshPrnamt>577700</sshPrnamt>
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    <votingAuthority>
      <Sole>577700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
    <titleOfClass>JAPN HEDGE EQT</titleOfClass>
    <cusip>97717W851</cusip>
    <value>20800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>400000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>400000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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