FORM 13F INFORMATION TABLE
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
---|---|---|---|---|---|---|---|---|---|---|---|
NAME OF ISSUER | TITLE OF CLASS | CUSIP | VALUE (X$1000) | SHRS or PRN AMT | SH or PRN | PUT / CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | ||
SOLE | SHARED | NONE | |||||||||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 247140 | 1500000 | SH | - | SOLE | N/A | 1500000 | 0 | 0 |
ALLERGAN PLC | SHS | G0177J108 | 379549 | 1992591 | SH | - | SOLE | N/A | 1992591 | 0 | 0 |
ALPHABET INC | CAP STK CL C | 02079K107 | 238694 | 200000 | SH | - | SOLE | N/A | 200000 | 0 | 0 |
ALTABA INC | COM | 021346101 | 230246 | 3380000 | SH | - | SOLE | N/A | 3380000 | 0 | 0 |
APPLE INC | COM | 037833100 | 22574 | 100000 | SH | - | SOLE | N/A | 100000 | 0 | 0 |
ATLANTICA YIELD PLC | SHS | G0751N103 | 68969 | 3351273 | SH | - | SOLE | N/A | 3351273 | 0 | 0 |
BANK AMER CORP | COM | 060505104 | 99671 | 3383263 | SH | - | SOLE | N/A | 3383263 | 0 | 0 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 32874 | 853875 | SH | - | SOLE | N/A | 853875 | 0 | 0 |
BOYD GAMING CORP | COM | 103304101 | 45901 | 1356000 | SH | - | SOLE | N/A | 1356000 | 0 | 0 |
CAESARS ENTMT CORP | COM | 127686103 | 148857 | 14522636 | SH | - | SOLE | N/A | 14522636 | 0 | 0 |
CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 81136 | 48992834 | PRN | - | SOLE | N/A | 48992834 | 0 | 0 |
CENTENE CORP DEL | COM | 15135B101 | 85375 | 589688 | SH | - | SOLE | N/A | 589688 | 0 | 0 |
CHENIERE ENERGY INC | COM NEW | 16411R208 | 63792 | 918000 | SH | - | SOLE | N/A | 918000 | 0 | 0 |
DOLLAR GEN CORP NEW | COM | 256677105 | 81552 | 746130 | SH | - | SOLE | N/A | 746130 | 0 | 0 |
ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 76208 | 4372241 | SH | - | SOLE | N/A | 4372241 | 0 | 0 |
ENERGY TRANSFER PARTNERS LP | UNIT LTD PRT INT | 29278N103 | 85199 | 3827431 | SH | - | SOLE | N/A | 3827431 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 542718 | 3300000 | SH | - | SOLE | N/A | 3300000 | 0 | 0 |
HUNTSMAN CORP | COM | 447011107 | 55278 | 2030039 | SH | - | SOLE | N/A | 2030039 | 0 | 0 |
KENNAMETAL INC | COM | 489170100 | 64649 | 1484134 | SH | - | SOLE | N/A | 1484134 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 178248 | 1175000 | SH | - | SOLE | N/A | 1175000 | 0 | 0 |
MICRON TECHNOLOGY INC | COM | 595112103 | 1628280 | 36000000 | SH | - | SOLE | N/A | 36000000 | 0 | 0 |
NRG ENERGY INC | COM NEW | 629377508 | 97875 | 2616982 | SH | - | SOLE | N/A | 2616982 | 0 | 0 |
OWENS CORNING NEW | COM | 690742101 | 58276 | 1073813 | SH | - | SOLE | N/A | 1073813 | 0 | 0 |
PG&E CORP | COM | 69331C108 | 183627 | 3991033 | SH | - | SOLE | N/A | 3991033 | 0 | 0 |
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 28977 | 2323706 | SH | - | SOLE | N/A | 2323706 | 0 | 0 |
STATE STR CORP | COM | 857477103 | 99348 | 1185823 | SH | - | SOLE | N/A | 1185823 | 0 | 0 |
STRYKER CORP | COM | 863667101 | 16347 | 92000 | SH | - | SOLE | N/A | 92000 | 0 | 0 |
SUMMIT MATLS INC | CL A | 86614U100 | 54166 | 2979430 | SH | - | SOLE | N/A | 2979430 | 0 | 0 |
T MOBILE US INC | COM | 872590104 | 188793 | 2690127 | SH | - | SOLE | N/A | 2690127 | 0 | 0 |
TERRAFORM PWR INC | COM CL A | 88104R209 | 35341 | 3059858 | SH | - | SOLE | N/A | 3059858 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 45643 | 187000 | SH | - | SOLE | N/A | 187000 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 92819 | 348890 | SH | - | SOLE | N/A | 348890 | 0 | 0 |
VENATOR MATLS PLC | SHS | G9329Z100 | 12411 | 1378979 | SH | - | SOLE | N/A | 1378979 | 0 | 0 |
VISTRA ENERGY CORP | COM | 92840M102 | 49356 | 1983745 | SH | - | SOLE | N/A | 1983745 | 0 | 0 |
WILLIAMS COS INC DEL | COM | 969457100 | 28398 | 1044422 | SH | - | SOLE | N/A | 1044422 | 0 | 0 |
WMIH CORP | COM | 92936P100 | 87246 | 62767086 | SH | - | SOLE | N/A | 62767086 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 154114 | 1349868 | SH | - | SOLE | N/A | 1349868 | 0 | 0 |
[Repeat as Necessary]