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| Name | Ticker | Class | Shares | Change | Value | Change | Date |
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CENTURYLINK, INC
| CTL | Common | 64,355,781 | -3,778,808 | 974,990,000 | -469,463,000 | 12/31/2018 |
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COMCAST CORP
| CMCSA | Common | 8,476,759 | -6,451,642 | 288,634,000 | -239,981,000 | 12/31/2018 |
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Park Hotels & Resorts Inc.
| PK | Common | 13,886,669 | -2,645,745 | 360,776,000 | -181,818,000 | 12/31/2018 |
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CONSOL Energy Inc
| CNX | COMMON | 49,021,695 | -1,283,977 | 559,828,000 | -160,047,000 | 12/31/2018 |
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Allergan plc
| AGN | SHS | 2,147,382 | -147,677 | 287,019,000 | -150,144,000 | 12/31/2018 |
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UNITED TECHNOLOGIES CORP /DE/
| UTX | Common | 2,599,364 | -173,679 | 276,781,000 | -110,918,000 | 12/31/2018 |
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Alphabet Inc.
| GOOG | COM | 352,816 | -33,635 | 365,380,000 | -95,838,000 | 12/31/2018 |
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VIASAT INC
| VSAT | Common | 3,295,074 | -766,684 | 194,245,000 | -65,504,000 | 12/31/2018 |
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Belmond Ltd.
| BEL | CL A | 2,315,377 | -3,835,216 | 57,954,000 | -54,294,000 | 12/31/2018 |
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CNH Industrial N.V.
| CNHI | SHS | 10,566,485 | -1,106,586 | 97,317,000 | -42,877,000 | 12/31/2018 |
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Solaris Oilfield Infrastructure, Inc.
| SOI | COM CL A | 162,822 | -284,514 | 1,969,000 | -6,481,000 | 12/31/2018 |
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Graham Holdings Co
| GHC | COM | 650,109 | -26,543 | 416,447,000 | 24,463,000 | 12/31/2018 |
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