The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLERGAN PLC | SHS | G0177J108 | 113,468 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 201,743 | 3,745,000 | SH | SOLE | 3,745,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 62,393 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 280,298 | 3,325,000 | SH | SOLE | 3,325,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 91,897 | 2,503,332 | SH | SOLE | 2,503,332 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 176,863 | 1,499,600 | SH | SOLE | 1,499,600 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 61,410 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 121,479 | 5,963,600 | SH | SOLE | 5,963,600 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 150,113 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 95,761 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 124,654 | 3,630,000 | SH | SOLE | 3,630,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 164,836 | 5,800,000 | SH | SOLE | 5,800,000 | 0 | 0 | ||