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Information Table |
Info Table: |
| Name of Issuer: ALIBABA GROUP HLDG LTD |
| Title of Class: SPONSORED ADS |
| CUSIP: 01609W-10-2 |
| Value: 247,140 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1500000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1500000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALLERGAN PLC |
| Title of Class: SHS |
| CUSIP: G0177J-10-8 |
| Value: 379,549 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1992591 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1992591 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALPHABET INC |
| Title of Class: CAP STK CL C |
| CUSIP: 02079K-10-7 |
| Value: 238,694 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 200000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 200000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALTABA INC |
| Title of Class: COM |
| CUSIP: 021346-10-1 |
| Value: 230,246 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3380000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3380000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: APPLE INC |
| Title of Class: COM |
| CUSIP: 037833-10-0 |
| Value: 22,574 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 100000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 100000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ATLANTICA YIELD PLC |
| Title of Class: SHS |
| CUSIP: G0751N-10-3 |
| Value: 68,969 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3351273 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3351273 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: BANK AMER CORP |
| Title of Class: COM |
| CUSIP: 060505-10-4 |
| Value: 99,671 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3383263 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3383263 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: BOSTON SCIENTIFIC CORP |
| Title of Class: COM |
| CUSIP: 101137-10-7 |
| Value: 32,874 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 853875 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 853875 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: BOYD GAMING CORP |
| Title of Class: COM |
| CUSIP: 103304-10-1 |
| Value: 45,901 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1356000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1356000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CAESARS ENTMT CORP |
| Title of Class: COM |
| CUSIP: 127686-10-3 |
| Value: 148,857 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 14522636 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 14522636 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CAESARS ENTMT CORP |
| Title of Class: NOTE 5.000%10/0 |
| CUSIP: 127686-AA-1 |
| Value: 81,136 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 48992834 |
| | Ssh Prnamt Type: PRN |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 48992834 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CENTENE CORP DEL |
| Title of Class: COM |
| CUSIP: 15135B-10-1 |
| Value: 85,375 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 589688 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 589688 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CHENIERE ENERGY INC |
| Title of Class: COM NEW |
| CUSIP: 16411R-20-8 |
| Value: 63,792 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 918000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 918000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: DOLLAR GEN CORP NEW |
| Title of Class: COM |
| CUSIP: 256677-10-5 |
| Value: 81,552 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 746130 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 746130 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ENERGY TRANSFER EQUITY L P |
| Title of Class: COM UT LTD PTN |
| CUSIP: 29273V-10-0 |
| Value: 76,208 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 4372241 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 4372241 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ENERGY TRANSFER PARTNERS LP |
| Title of Class: UNIT LTD PRT INT |
| CUSIP: 29278N-10-3 |
| Value: 85,199 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3827431 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3827431 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: FACEBOOK INC |
| Title of Class: CL A |
| CUSIP: 30303M-10-2 |
| Value: 542,718 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3300000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3300000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: HUNTSMAN CORP |
| Title of Class: COM |
| CUSIP: 447011-10-7 |
| Value: 55,278 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2030039 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 2030039 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: KENNAMETAL INC |
| Title of Class: COM |
| CUSIP: 489170-10-0 |
| Value: 64,649 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1484134 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1484134 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LAM RESEARCH CORP |
| Title of Class: COM |
| CUSIP: 512807-10-8 |
| Value: 178,248 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1175000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1175000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MICRON TECHNOLOGY INC |
| Title of Class: COM |
| CUSIP: 595112-10-3 |
| Value: 1,628,280 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 36000000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 36000000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: NRG ENERGY INC |
| Title of Class: COM NEW |
| CUSIP: 629377-50-8 |
| Value: 97,875 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2616982 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 2616982 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: OWENS CORNING NEW |
| Title of Class: COM |
| CUSIP: 690742-10-1 |
| Value: 58,276 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1073813 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1073813 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: PG&E CORP |
| Title of Class: COM |
| CUSIP: 69331C-10-8 |
| Value: 183,627 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3991033 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3991033 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: PLATFORM SPECIALTY PRODS COR |
| Title of Class: COM |
| CUSIP: 72766Q-10-5 |
| Value: 28,977 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2323706 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 2323706 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: STATE STR CORP |
| Title of Class: COM |
| CUSIP: 857477-10-3 |
| Value: 99,348 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1185823 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1185823 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: STRYKER CORP |
| Title of Class: COM |
| CUSIP: 863667-10-1 |
| Value: 16,347 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 92000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 92000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SUMMIT MATLS INC |
| Title of Class: CL A |
| CUSIP: 86614U-10-0 |
| Value: 54,166 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2979430 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 2979430 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: T MOBILE US INC |
| Title of Class: COM |
| CUSIP: 872590-10-4 |
| Value: 188,793 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2690127 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 2690127 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TERRAFORM PWR INC |
| Title of Class: COM CL A |
| CUSIP: 88104R-20-9 |
| Value: 35,341 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3059858 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 3059858 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: THERMO FISHER SCIENTIFIC INC |
| Title of Class: COM |
| CUSIP: 883556-10-2 |
| Value: 45,643 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 187000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 187000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: UNITEDHEALTH GROUP INC |
| Title of Class: COM |
| CUSIP: 91324P-10-2 |
| Value: 92,819 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 348890 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 348890 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: VENATOR MATLS PLC |
| Title of Class: SHS |
| CUSIP: G9329Z-10-0 |
| Value: 12,411 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1378979 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1378979 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: VISTRA ENERGY CORP |
| Title of Class: COM |
| CUSIP: 92840M-10-2 |
| Value: 49,356 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1983745 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1983745 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: WILLIAMS COS INC DEL |
| Title of Class: COM |
| CUSIP: 969457-10-0 |
| Value: 28,398 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1044422 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1044422 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: WMIH CORP |
| Title of Class: COM |
| CUSIP: 92936P-10-0 |
| Value: 87,246 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 62767086 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 62767086 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: XPO LOGISTICS INC |
| Title of Class: COM |
| CUSIP: 983793-10-0 |
| Value: 154,114 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1349868 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Other Manager: N/A |
| Voting Authority: |
| | Sole: 1349868 |
| | Shared: 0 |
| | None: 0 |