| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SGRY | SURGERY PARTNERS INC | 13.18% | 6,225,000 | $138,381,750 | 1,225,000 | 24.5% | $22.23 | 13F |
| ZTO | ZTO EXPRESS CAYMAN INC (PRN) | 3.52% | 37,513,000 | $36,946,441 | 1,500,000 | 4.17% | $0.98 | 13F |
| UNIT | UNITI GROUP INC | 2.47% | 6,000,000 | $25,920,000 | 1,600,000 | 36.36% | $4.32 | 13F |
| HOUS | ANYWHERE REAL ESTATE INC | 1.66% | 4,800,000 | $17,376,000 | 3,050,000 | 174.29% | $3.62 | 13F |