The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALCOA CORP | COM | 013872106 | 12,462 | 468,858 | SH | SOLE | 468,858 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 11,569 | 158,669 | SH | SOLE | 158,669 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 88,786 | 338,064 | SH | SOLE | 338,064 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938l203 | 23,020 | 1,113,695 | SH | SOLE | 1,113,695 | 0 | 0 | ||
ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 18,008 | 518,366 | SH | SOLE | 518,366 | 0 | 0 | ||
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 3,139 | 147,243 | SH | SOLE | 147,243 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 110,682 | 2,328,674 | SH | SOLE | 2,328,674 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061g101 | 86,267 | 1,013,119 | SH | SOLE | 1,013,119 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 45,112 | 2,170,939 | SH | SOLE | 2,170,939 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 73,585 | 10,837,322 | SH | SOLE | 10,837,322 | 0 | 0 | ||
COMMERCIAL METALS CO | COM | 201723103 | 52,105 | 3,252,508 | SH | SOLE | 3,252,508 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 12,225 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 82,816 | 2,287,099 | SH | SOLE | 2,287,099 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444u700 | 100,696 | 285,615 | SH | SOLE | 285,615 | 0 | 0 | ||
FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734w208 | 25,145 | 2,492,099 | SH | SOLE | 2,492,099 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 108,426 | 1,670,400 | SH | SOLE | 1,670,400 | 0 | 0 | ||
INTELSAT S A | COM | l5140p101 | 32,292 | 1,509,683 | SH | SOLE | 1,509,683 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 114,559 | 986,131 | SH | SOLE | 986,131 | 0 | 0 | ||
MERITOR INC | COM | 59001K100 | 39,403 | 2,330,180 | SH | SOLE | 2,330,180 | 0 | 0 | ||
MODERNA INC | COM | 60770K107 | 23,179 | 1,517,942 | SH | SOLE | 1,517,942 | 0 | 0 | ||
PEGASYSTEMS INC | COM | 705573103 | 34,167 | 714,338 | SH | SOLE | 714,338 | 0 | 0 | ||
PLATINUM EAGLE ACQUISITIN CO | UNIT 01/09/2023 | G7126L126 | 5,295 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
REGENXBIO INC | COM | 75901B107 | 23,434 | 558,612 | SH | SOLE | 558,612 | 0 | 0 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 32,087 | 661,857 | SH | SOLE | 661,857 | 0 | 0 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 6,069 | 409,485 | SH | SOLE | 409,485 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | v7780t103 | 105,511 | 1,078,950 | SH | SOLE | 1,078,950 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 13,562 | 124,277 | SH | SOLE | 124,277 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 78,143 | 438,885 | SH | SOLE | 438,885 | 0 | 0 | ||
SOUTHERN COPPER CORP | COM | 84265v105 | 12,007 | 390,211 | SH | SOLE | 390,211 | 0 | 0 | ||
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 19,936 | 458,513 | SH | SOLE | 458,513 | 0 | 0 | ||
UROGEN PHARMA LTD | COM | M96088105 | 19,880 | 461,678 | SH | SOLE | 461,678 | 0 | 0 | ||
VALE S A | ADR | 91912E105 | 26,615 | 2,017,848 | SH | SOLE | 2,017,848 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 40,025 | 2,131,260 | SH | SOLE | 2,131,260 | 0 | 0 | ||
VOYAGER THERAPEUTICS INC | COM | 92915B106 | 12,076 | 1,284,697 | SH | SOLE | 1,284,697 | 0 | 0 |