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Appaloosa LP – ‘13F-HR’ for 6/30/18 – ‘INFO-TABLE’

On:  Tuesday, 8/14/18, at 4:04pm ET   ·   Effective:  8/14/18   ·   For:  6/30/18   ·   Accession #:  1656456-18-6   ·   File #:  28-17453

Previous ‘13F-HR’:  ‘13F-HR’ on 5/15/18 for 3/31/18   ·   Next:  ‘13F-HR’ on 11/14/18 for 9/30/18   ·   Latest:  ‘13F-HR’ on 2/14/24 for 12/31/23

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  As Of               Filer                 Filing    For·On·As Docs:Size

 8/14/18  Appaloosa LP                      13F-HR      6/30/18    2:25K

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      3K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  Appaloosa Lp Information Table --                   HTML      3K 
                Form13FInfoTable.xml

‘INFO-TABLE’   —   Appaloosa Lp Information Table — Form13FInfoTable.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Appaloosa Lp Information Table
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<informationTable xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">
<infoTable>
<nameOfIssuer> ALIBABA GROUP HLDG LTD </nameOfIssuer>
<titleOfClass> SPONSORED ADS </titleOfClass>
<cusip> 01609W102 </cusip>
<value> 490351 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2642974 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 2642974 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALLERGAN PLC </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> G0177J108 </cusip>
<value> 565181 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3390000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 3390000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALLY FINL INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 02005N100 </cusip>
<value> 126569 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4817993 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 4817993 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALPHABET INC </nameOfIssuer>
<titleOfClass> CAP STK CL C </titleOfClass>
<cusip> 02079K107 </cusip>
<value> 369280 </value>
<shrsOrPrnAmt>
<sshPrnamt> 331000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 331000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALPS ETF TR </nameOfIssuer>
<titleOfClass> ALERIAN MLP </titleOfClass>
<cusip> 00162Q866 </cusip>
<value> 5050 </value>
<shrsOrPrnAmt>
<sshPrnamt> 500000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 500000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALTABA INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 021346101 </cusip>
<value> 469474 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6412700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 6412700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ATLANTICA YIELD PLC </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> G0751N103 </cusip>
<value> 69852 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3461464 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 3461464 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BANK AMER CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 060505104 </cusip>
<value> 204200 </value>
<shrsOrPrnAmt>
<sshPrnamt> 7243695 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 7243695 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BOSTON SCIENTIFIC CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 101137107 </cusip>
<value> 82670 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2528138 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 2528138 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BOYD GAMING CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 103304101 </cusip>
<value> 46961 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1354896 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1354896 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CAESARS ENTMT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 127686103 </cusip>
<value> 168785 </value>
<shrsOrPrnAmt>
<sshPrnamt> 15774344 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 15774344 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CAESARS ENTMT CORP </nameOfIssuer>
<titleOfClass> NOTE 5.000%10/0 </titleOfClass>
<cusip> 127686AA1 </cusip>
<value> 84464 </value>
<shrsOrPrnAmt>
<sshPrnamt> 48992834 </sshPrnamt>
<sshPrnamtType> PRN </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 48992834 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CENTENE CORP DEL </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 15135B101 </cusip>
<value> 126403 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1025916 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1025916 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CHENIERE ENERGY INC </nameOfIssuer>
<titleOfClass> COM NEW </titleOfClass>
<cusip> 16411R208 </cusip>
<value> 80167 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1229741 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1229741 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CITIZENS FINL GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 174610105 </cusip>
<value> 48924 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1257694 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1257694 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DOLLAR GEN CORP NEW </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 256677105 </cusip>
<value> 90586 </value>
<shrsOrPrnAmt>
<sshPrnamt> 918719 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 918719 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ENERGY TRANSFER EQUITY L P </nameOfIssuer>
<titleOfClass> COM UT LTD PTN </titleOfClass>
<cusip> 29273V100 </cusip>
<value> 103080 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5975672 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 5975672 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ENERGY TRANSFER PARTNERS LP </nameOfIssuer>
<titleOfClass> UNIT LTD PRT INT </titleOfClass>
<cusip> 29278N103 </cusip>
<value> 105702 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5551581 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 5551581 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> FACEBOOK INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 30303M102 </cusip>
<value> 986174 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5075000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 5075000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> HUNTSMAN CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 447011107 </cusip>
<value> 90784 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3109041 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 3109041 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> KENNAMETAL INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 489170100 </cusip>
<value> 72420 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2017257 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 2017257 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> KEYCORP NEW </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 493267108 </cusip>
<value> 104570 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5351561 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 5351561 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> KNIGHT SWIFT TRANSN HLDGS IN </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 499049104 </cusip>
<value> 42058 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1100700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1100700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LAM RESEARCH CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 512807108 </cusip>
<value> 238533 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1380000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1380000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MGM RESORTS INTERNATIONAL </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 552953101 </cusip>
<value> 23035 </value>
<shrsOrPrnAmt>
<sshPrnamt> 793504 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 793504 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICRON TECHNOLOGY INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 595112103 </cusip>
<value> 2125278 </value>
<shrsOrPrnAmt>
<sshPrnamt> 40527800 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 40527800 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NEW ORIENTAL ED & TECH GRP I </nameOfIssuer>
<titleOfClass> SPON ADR </titleOfClass>
<cusip> 647581107 </cusip>
<value> 34095 </value>
<shrsOrPrnAmt>
<sshPrnamt> 360189 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 360189 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NRG ENERGY INC </nameOfIssuer>
<titleOfClass> COM NEW </titleOfClass>
<cusip> 629377508 </cusip>
<value> 78974 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2572442 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 2572442 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NXP SEMICONDUCTORS N V </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> N6596X109 </cusip>
<value> 23960 </value>
<shrsOrPrnAmt>
<sshPrnamt> 219272 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 219272 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NXP SEMICONDUCTORS N V </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> N6596X109 </cusip>
<value> 48079 </value>
<shrsOrPrnAmt>
<sshPrnamt> 440000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 440000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> OWENS CORNING NEW </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 690742101 </cusip>
<value> 89299 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1409164 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1409164 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PG&E CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 69331C108 </cusip>
<value> 76351 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1793967 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 1793967 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PLATFORM SPECIALTY PRODS COR </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 72766Q105 </cusip>
<value> 50330 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4338801 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 4338801 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> STRYKER CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 863667101 </cusip>
<value> 53360 </value>
<shrsOrPrnAmt>
<sshPrnamt> 316000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 316000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SUMMIT MATLS INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 86614U100 </cusip>
<value> 67733 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2580314 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 2580314 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SYMANTEC CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 871503108 </cusip>
<value> 78470 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3800000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 3800000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> T MOBILE US INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 872590104 </cusip>
<value> 239000 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4000000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<otherManager> N/A </otherManager>
<votingAuthority>
<Sole> 4000000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TERRAFORM PWR INC </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 88104R209 </cusip>
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<nameOfIssuer> UNITED CONTL HLDGS INC </nameOfIssuer>
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<nameOfIssuer> UNITEDHEALTH GROUP INC </nameOfIssuer>
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<nameOfIssuer> VENATOR MATLS PLC </nameOfIssuer>
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<nameOfIssuer> VISTRA ENERGY CORP </nameOfIssuer>
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<nameOfIssuer> WELLS FARGO CO NEW </nameOfIssuer>
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<nameOfIssuer> WESTERN DIGITAL CORP </nameOfIssuer>
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<nameOfIssuer> WILLIAMS PARTNERS L P NEW </nameOfIssuer>
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<nameOfIssuer> WMIH CORP </nameOfIssuer>
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<nameOfIssuer> XPO LOGISTICS INC </nameOfIssuer>
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