0001172661-23-002963.txt : 20230814 0001172661-23-002963.hdr.sgml : 20230814 20230814074424 ACCESSION NUMBER: 0001172661-23-002963 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADAGE CAPITAL PARTNERS GP, L.L.C. CENTRAL INDEX KEY: 0001165408 IRS NUMBER: 043574590 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10046 FILM NUMBER: 231166318 BUSINESS ADDRESS: STREET 1: 200 CLARENDON STREET STREET 2: 52ND FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: (617) 867-2800 MAIL ADDRESS: STREET 1: 200 CLARENDON STREET, 52ND FLOOR CITY: BOSTON STATE: MA ZIP: 02116 FORMER COMPANY: FORMER CONFORMED NAME: ADAGE CAPITAL PARTNERS GP LLC DATE OF NAME CHANGE: 20020117 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001165408 XXXXXXXX 06-30-2023 06-30-2023 false ADAGE CAPITAL PARTNERS GP, L.L.C.
200 Clarendon Street, 52nd Floor Boston MA 02116
13F HOLDINGS REPORT 028-10046 000160679 801-73131 N
Phillip Gross Managing Member of the Reporting Manager 617-867-2800 /s/ Phillip Gross Boston MA 08-14-2023 1 864 46028007044 1 0001535978 000160679 801-73131 Adage Capital Management, L.P.
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BBG001S8S1L3 54433438 282683 SH OTR 1 0 282683 0 CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 24393376 243374 SH OTR 1 0 243374 0 CINTAS CORP COM 172908105 BBG001S7CRG1 37768138 75980 SH OTR 1 0 75980 0 CIRCOR INTL INC COM 17273K109 BBG001S6PMR8 2822500 50000 SH OTR 1 0 50000 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 228733279 4420821 SH OTR 1 0 4420821 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 89303143 1939686 SH OTR 1 0 1939686 0 CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 12573664 482119 SH OTR 1 0 482119 0 CME GROUP INC COM 12572Q105 BBG001S86547 66413680 358431 SH OTR 1 0 358431 0 CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 11195459 190561 SH OTR 1 0 190561 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 263584867 4377032 SH OTR 1 0 4377032 0 COGENT BIOSCIENCES INC COM 19240Q201 BBG007DHY102 13451057 1136069 SH OTR 1 0 1136069 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 33008832 505650 SH OTR 1 0 505650 0 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 119004921 1544716 SH OTR 1 0 1544716 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 172185651 4144059 SH OTR 1 0 4144059 0 COMERICA INC COM 200340107 BBG001S6PXB1 42409349 1001165 SH OTR 1 0 1001165 0 COMPASS THERAPEUTICS INC COM 20454B104 BBG00LPXKF34 19875000 6250000 SH OTR 1 0 6250000 0 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 BBG001S5PYN8 169081 18499 SH OTR 1 0 18499 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 16021889 475145 SH OTR 1 0 475145 0 CONNECT BIOPHARMA HLDGS LTD ADS 207523101 BBG00ZGYNJZ5 734500 650000 SH OTR 1 0 650000 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 321390449 3101925 SH OTR 1 0 3101925 0 CONSTELLATION ACQUISITN CORP *W EXP 01/29/202 G2R18K113 26693 433333 SH OTR 1 0 433333 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 76161237 309435 SH OTR 1 0 309435 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 29586854 323177 SH OTR 1 0 323177 0 COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 34246050 89315 SH OTR 1 0 89315 0 COPART INC COM 217204106 BBG001S7MTB1 33510554 367400 SH OTR 1 0 367400 0 CORNING INC COM 219350105 BBG001S5RLH1 26711728 762321 SH OTR 1 0 762321 0 CORTEVA INC COM 22052L104 BBG00BN969D0 40581980 708237 SH OTR 1 0 708237 0 COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 37113000 417000 SH OTR 1 0 417000 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 196560384 365096 SH OTR 1 0 365096 0 CRESCERA CAP ACQUISITION COR *W EXP 11/18/202 G26507114 36375 750000 SH OTR 1 0 750000 0 CRINETICS PHARMACEUTICALS IN COM 22663K107 BBG00BC592C3 4054500 225000 SH OTR 1 0 225000 0 CROCS INC COM 227046109 BBG001SDGFR8 11244000 100000 SH OTR 1 0 100000 0 CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 49228916 432060 SH OTR 1 0 432060 0 CROWN HLDGS INC COM 228368106 BBG001S5PKZ5 7041248 81055 SH OTR 1 0 81055 0 CSX CORP COM 126408103 BBG001S5Q7Q3 112715231 3305432 SH OTR 1 0 3305432 0 CULLINAN ONCOLOGY INC COM 230031106 BBG00HW2DGR3 12374000 1150000 SH OTR 1 0 1150000 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 30906341 126066 SH OTR 1 0 126066 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 88297952 1277274 SH OTR 1 0 1277274 0 CYMABAY THERAPEUTICS INC COM 23257D103 BBG005NJY3M3 48194147 4401292 SH OTR 1 0 4401292 0 D R HORTON INC COM 23331A109 BBG001S8M692 37635675 309275 SH OTR 1 0 309275 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 209645760 873524 SH OTR 1 0 873524 0 DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 1594750 25000 SH OTR 1 0 25000 0 DAVITA INC COM 23918K108 BBG001SB5DZ0 5535897 55100 SH OTR 1 0 55100 0 DAY ONE BIOPHARMACEUTICALS I COM 23954D109 BBG00V1KSN13 29163450 2442500 SH OTR 1 0 2442500 0 DECIPHERA PHARMACEUTICALS IN COM 24344T101 BBG00HMJ9H63 417627 29661 SH OTR 1 0 29661 0 DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 3113194 5900 SH OTR 1 0 5900 0 DEERE & CO COM 244199105 BBG001S5QFF7 194650845 480394 SH OTR 1 0 480394 0 DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 30455835 640636 SH OTR 1 0 640636 0 DENBURY INC COM 24790A101 BBG00XJDVXC8 4313000 50000 SH OTR 1 0 50000 0 DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 5470734 136700 SH OTR 1 0 136700 0 DEXCOM INC COM 252131107 BBG001SKZG99 61576852 479160 SH OTR 1 0 479160 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 BBG010JCFCF2 28754305 2019263 SH OTR 1 0 2019263 0 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 18443338 140403 SH OTR 1 0 140403 0 DIAMONDROCK HOSPITALITY CO COM 252784301 BBG001SJ63M8 4005000 500000 SH OTR 1 0 500000 0 DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 33056461 290300 SH OTR 1 0 290300 0 DIODES INC COM 254543101 BBG001SCJ937 23043884 249150 SH OTR 1 0 249150 0 DISC MEDICINE INC COM 254604101 BBG00W9MJL04 51620506 1162624 SH OTR 1 0 1162624 0 DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 29555805 252938 SH OTR 1 0 252938 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 157188600 1760625 SH OTR 1 0 1760625 0 DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 30271774 178300 SH OTR 1 0 178300 0 DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 49814303 347138 SH OTR 1 0 347138 0 DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 193949877 575536 SH OTR 1 0 575536 0 DOVER CORP COM 260003108 BBG001S5QL46 81085984 549177 SH OTR 1 0 549177 0 DOW INC COM 260557103 BBG00BN96931 37532322 704700 SH OTR 1 0 704700 0 DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 2478500 50000 SH OTR 1 0 50000 0 DTE ENERGY CO COM 233331107 BBG001S5QN88 22588426 205312 SH OTR 1 0 205312 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 18424789 205313 SH OTR 1 0 205313 0 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 32669583 457301 SH OTR 1 0 457301 0 DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 6062180 226878 SH OTR 1 0 226878 0 DYNE THERAPEUTICS INC COM 26818M108 BBG00NSGPJF8 1125000 100000 SH OTR 1 0 100000 0 EAGLE PHARMACEUTICALS INC COM 269796108 BBG005Y3XXX9 7776000 400000 SH OTR 1 0 400000 0 EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 76906 280679 SH OTR 1 0 280679 0 EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 24912498 471917 SH OTR 1 0 471917 0 EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 9941164 118743 SH OTR 1 0 118743 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 118065408 587098 SH OTR 1 0 587098 0 EBAY INC. COM 278642103 BBG001S9B9J5 23810832 532800 SH OTR 1 0 532800 0 ECOLAB INC COM 278865100 BBG001S5QRB5 46079759 246825 SH OTR 1 0 246825 0 EDIFY ACQUISITION CORP *W EXP 11/25/202 28059Q111 28385 873388 SH OTR 1 0 873388 0 EDISON INTL COM 281020107 BBG001S7MY75 26502398 381604 SH OTR 1 0 381604 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 39222886 415805 SH OTR 1 0 415805 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 14210710 109566 SH OTR 1 0 109566 0 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 98180537 220983 SH OTR 1 0 220983 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 71285983 788649 SH OTR 1 0 788649 0 ENCOMPASS HEALTH CORP COM 29261A100 BBG001S5Q5B3 10680711 157742 SH OTR 1 0 157742 0 ENDAVA PLC ADS 29260V105 BBG00LBLBCB3 3366350 65000 SH OTR 1 0 65000 0 ENERPLUS CORP COM 292766102 BBG001SGHVD0 99371379 6867407 SH OTR 1 0 6867407 0 ENGAGESMART INC COMMON STOCK 29283F103 BBG00WHNM2H3 20046409 1050100 SH OTR 1 0 1050100 0 ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 22861020 136500 SH OTR 1 0 136500 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 41303672 424193 SH OTR 1 0 424193 0 EOG RES INC COM 26875P101 BBG001S5ZB93 32352188 282700 SH OTR 1 0 282700 0 EPAM SYS INC COM 29414B104 BBG001SKDJH8 9596825 42700 SH OTR 1 0 42700 0 EPSILON ENERGY LTD COM 294375209 BBG001SBVQH2 5342617 1000490 SH OTR 1 0 1000490 0 EQRX INC *W EXP 12/17/202 26886C115 84150 500000 SH OTR 1 0 500000 0 EQT CORP COM 26884L109 BBG001S5QXJ4 69030042 1678338 SH OTR 1 0 1678338 0 EQUIFAX INC COM 294429105 BBG001S5QSK3 13459160 57200 SH OTR 1 0 57200 0 EQUINIX INC COM 29444U700 BBG001SKBNS9 87149042 111168 SH OTR 1 0 111168 0 EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBWL8 40740000 1500000 SH OTR 1 0 1500000 0 EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L401 717000 75000 SH OTR 1 0 75000 0 EQUITY COMWLTH COM SH BEN INT 294628102 BBG001S5S0L1 1013000 50000 SH OTR 1 0 50000 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 43571668 660477 SH OTR 1 0 660477 0 ESGEN ACQUISITION CORP *W EXP 10/18/202 G3R95N111 59616 810000 SH OTR 1 0 810000 0 ESSA PHARMA INC COM NEW 29668H708 BBG0080GLFK7 2814834 1042531 SH OTR 1 0 1042531 0 ESTABLISHMENT LABS HLDGS INC COM G31249108 BBG00L8R3DH5 4683593 68264 SH OTR 1 0 68264 0 ETSY INC COM 29786A106 BBG001T53625 10396115 122871 SH OTR 1 0 122871 0 EVEREST RE GROUP LTD COM G3223R108 BBG001S7QT63 120567527 352681 SH OTR 1 0 352681 0 EVERGY INC COM 30034W106 BBG00H433CS1 38930036 666382 SH OTR 1 0 666382 0 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 14009111 197534 SH OTR 1 0 197534 0 EVGO INC CL A COM 30052F100 BBG00XP21PS8 400000 100000 SH OTR 1 0 100000 0 EVOLENT HEALTH INC CL A 30050B101 BBG005CHLMB3 23888278 788392 SH OTR 1 0 788392 0 EXCELERATE ENERGY INC CL A COM 30069T101 BBG014GJSS81 5336625 262500 SH OTR 1 0 262500 0 EXCELFIN ACQUISITION CORP *W EXP 10/25/202 30069X110 28500 375000 SH OTR 1 0 375000 0 EXELON CORP COM 30161N101 BBG001SBJMT2 92314070 2265932 SH OTR 1 0 2265932 0 EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 15544319 142100 SH OTR 1 0 142100 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 11168186 92200 SH OTR 1 0 92200 0 EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 684710 4600 SH OTR 1 0 4600 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 472030309 4401215 SH OTR 1 0 4401215 0 EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209 BBG001SNLCD2 15505592 1782252 SH OTR 1 0 1782252 0 F5 INC COM 315616102 BBG001SCP8D1 36594252 250200 SH OTR 1 0 250200 0 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 3285330 8200 SH OTR 1 0 8200 0 FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 32287479 39900 SH OTR 1 0 39900 0 FARMER BROS CO COM 307675108 BBG001S5R185 695904 251229 SH OTR 1 0 251229 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 BBG001S5RC36 22557087 233100 SH OTR 1 0 233100 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 65733412 265161 SH OTR 1 0 265161 0 FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 17251177 315378 SH OTR 1 0 315378 0 FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 17778164 678297 SH OTR 1 0 678297 0 FINANCE OF AMERICA COMPAN COM CL A 31738L107 BBG00ZVN6MD8 6497386 3401773 SH OTR 1 0 3401773 0 FINSERV ACQUISITION CORP II *W EXP 02/17/202 31809Y111 2460 100000 SH OTR 1 0 100000 0 FIRST SOLAR INC COM 336433107 BBG001S991Z7 18818910 99000 SH OTR 1 0 99000 0 FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 21080736 542200 SH OTR 1 0 542200 0 FISERV INC COM 337738108 BBG001S5R6Q4 118572296 939931 SH OTR 1 0 939931 0 FIVE BELOW INC COM 33829M101 BBG001TCDMY9 5896200 30000 SH OTR 1 0 30000 0 FIVE STAR BANCORP COM 33830T103 BBG001SN0V52 6711000 300000 SH OTR 1 0 300000 0 FLAME ACQUISITION CORP *W EXP 02/26/202 33850F116 608108 1946567 SH OTR 1 0 1946567 0 FLEETCOR TECHNOLOGIES INC COM 339041105 BBG001SHC7K8 24745943 98558 SH OTR 1 0 98558 0 FLOWSERVE CORP COM 34354P105 BBG001SB3F87 16925540 455600 SH OTR 1 0 455600 0 FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 48115104 1550100 SH OTR 1 0 1550100 0 FMC CORP COM NEW 302491303 BBG001S5R880 13000764 124600 SH OTR 1 0 124600 0 FOCUS FINL PARTNERS INC COM CL A 34417P100 BBG00L0YTFP6 11226533 213798 SH OTR 1 0 213798 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 59241515 3915500 SH OTR 1 0 3915500 0 FORGE GLOBAL HOLDINGS INC COM 34629L103 BBG00YGCJL77 428399 176296 SH OTR 1 0 176296 0 FORGEROCK INC CL A 34631B101 BBG006NSMS49 7932322 386189 SH OTR 1 0 386189 0 FORTINET INC COM 34959E109 BBG001S77BL6 49079831 649290 SH OTR 1 0 649290 0 FORTIVE CORP COM 34959J108 BBG00BLVZ237 162084013 2167768 SH OTR 1 0 2167768 0 FORUM ENERGY TECHNOLOGIES IN NOTE 9.000% 8/0 34984VAC4 7705716 7679835 PRN OTR 1 0 7679835 0 FORUM ENERGY TECHNOLOGIES IN COM 34984V209 BBG001SR1425 255900 10000 SH OTR 1 0 10000 0 FOX CORP CL A COM 35137L105 BBG00JHNJX06 4862646 143019 SH OTR 1 0 143019 0 FOX CORP CL B COM 35137L204 BBG00JHNKKR3 4342302 136165 SH OTR 1 0 136165 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 57120000 1428000 SH OTR 1 0 1428000 0 FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 6592500 375000 SH OTR 1 0 375000 0 FULCRUM THERAPEUTICS INC COM 359616109 BBG00DDY1RM7 7611193 2306422 SH OTR 1 0 2306422 0 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 178598897 813403 SH OTR 1 0 813403 0 GARMIN LTD SHS H2906T109 BBG001SG0H12 13711006 131470 SH OTR 1 0 131470 0 GARTNER INC COM 366651107 BBG001S5SD60 27604428 78800 SH OTR 1 0 78800 0 GCM GROSVENOR INC COM CL A 36831E108 BBG00Y73FGG2 22110379 2932411 SH OTR 1 0 2932411 0 GEN DIGITAL INC COM 668771108 BBG001S5QG38 6802600 366717 SH OTR 1 0 366717 0 GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 9239797 61958 SH OTR 1 0 61958 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 67262129 312629 SH OTR 1 0 312629 0 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 41139924 374510 SH OTR 1 0 374510 0 GENERAL MLS INC COM 370334104 BBG001S5RKR2 44884533 585196 SH OTR 1 0 585196 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 43848157 1137141 SH OTR 1 0 1137141 0 GENTEX CORP COM 371901109 BBG001S5RMR8 4389000 150000 SH OTR 1 0 150000 0 GENUINE PARTS CO COM 372460105 BBG001S5RNH7 23692200 140000 SH OTR 1 0 140000 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 96074537 1246588 SH OTR 1 0 1246588 0 GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 8433150 165000 SH OTR 1 0 165000 0 GLAUKOS CORP COM 377322102 BBG001T91NX8 46286500 650000 SH OTR 1 0 650000 0 GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1Q42 8188000 200000 SH OTR 1 0 200000 0 GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 25719631 261060 SH OTR 1 0 261060 0 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 12315664 190704 SH OTR 1 0 190704 0 GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 3672270 33500 SH OTR 1 0 33500 0 GOGREEN INVESTMENTS CORP ORD SHS CL A G9461B101 BBG011FRFHH8 21736400 1960000 SH OTR 1 0 1960000 0 GOGREEN INVESTMENTS CORP *W EXP 05/31/202 G9461B119 1559063 1590881 SH OTR 1 0 1590881 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 106795897 331109 SH OTR 1 0 331109 0 GRAF ACQUISITION CORP IV *W EXP 05/31/202 384272118 36380 181900 SH OTR 1 0 181900 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 4718440 131800 SH OTR 1 0 131800 0 GUILD HLDGS CO CL A 40172N107 BBG00XR2PX58 13030034 1147010 SH OTR 1 0 1147010 0 GULF IS FABRICATION INC COM 402307102 BBG001S9N3N0 597600 183877 SH OTR 1 0 183877 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 BBG0112Z8766 48114600 457929 SH OTR 1 0 457929 0 HAMMERHEAD ENERGY INC *W EXP 02/23/202 408302115 211500 150000 SH OTR 1 0 150000 0 HARMONY BIOSCIENCES HLDGS IN COM 413197104 BBG00WBPG548 42228000 1200000 SH OTR 1 0 1200000 0 HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 187909687 2609132 SH OTR 1 0 2609132 0 HASBRO INC COM 418056107 BBG001S5RSQ6 8405332 129772 SH OTR 1 0 129772 0 HAYWARD HLDGS INC COM 421298100 BBG00Z9CCSB9 46131500 3590000 SH OTR 1 0 3590000 0 HBT FINL INC. COM 404111106 BBG00Q8J7380 14270587 773893 SH OTR 1 0 773893 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 57191413 188452 SH OTR 1 0 188452 0 HEALTHCARE RLTY TR CL A COM 42226K105 BBG001T5WP21 36777000 1950000 SH OTR 1 0 1950000 0 HEALTHPEAK PROPERTIES INC COM 42250P103 BBG001S5RTS2 10953354 544943 SH OTR 1 0 544943 0 HELIOS TECHNOLOGIES INC COM 42328H109 BBG001S99DF3 9964588 150773 SH OTR 1 0 150773 0 HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 2942665 17586 SH OTR 1 0 17586 0 HERON THERAPEUTICS INC COM 427746102 BBG001SB92D4 1160000 1000000 SH OTR 1 0 1000000 0 HERSHEY CO COM 427866108 BBG001S5S148 22594105 90485 SH OTR 1 0 90485 0 HESS CORP COM 42809H107 BBG001S5NHS2 199958931 1470827 SH OTR 1 0 1470827 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 18079085 1076136 SH OTR 1 0 1076136 0 HIGHWOODS PPTYS INC COM 431284108 BBG001S7X2X4 11981684 501116 SH OTR 1 0 501116 0 HOLOGIC INC COM 436440101 BBG001S6HWB2 7707210 95186 SH OTR 1 0 95186 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 270445048 870606 SH OTR 1 0 870606 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 257045398 1238773 SH OTR 1 0 1238773 0 HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 307995227 2994606 SH OTR 1 0 2994606 0 HORMEL FOODS CORP COM 440452100 BBG001S5S0D0 3221461 80096 SH OTR 1 0 80096 0 HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 27073293 1608633 SH OTR 1 0 1608633 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 43100895 869671 SH OTR 1 0 869671 0 HP INC COM 40434L105 BBG001S6W7N7 24390988 794236 SH OTR 1 0 794236 0 HUMANA INC COM 444859102 BBG001S5S1X6 2477100 5540 SH OTR 1 0 5540 0 HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 14953078 82600 SH OTR 1 0 82600 0 HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 7776409 34167 SH OTR 1 0 34167 0 ICONIC SPORTS ACQUISITION CO *W EXP 10/12/202 G4712C115 47340 600000 SH OTR 1 0 600000 0 IDEAYA BIOSCIENCES INC COM 45166A102 BBG00CTZ4D92 60515085 2575110 SH OTR 1 0 2575110 0 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 41534923 82701 SH OTR 1 0 82701 0 IKENA ONCOLOGY INC COM 45175G108 BBG00XZY4TH8 2544624 387900 SH OTR 1 0 387900 0 ILLUMINA INC COM 452327109 BBG001SF4NY1 14531787 77507 SH OTR 1 0 77507 0 IMMUNEERING CORP CLASS A COM 45254E107 BBG009QXJQV7 1774500 175000 SH OTR 1 0 175000 0 IMMUNOGEN INC COM 45253H101 BBG001S6CTN1 12265500 650000 SH OTR 1 0 650000 0 INFINITE ACQUISITION CORP CL A ORD SHS G48028107 BBG014C9P2N0 10570000 1000000 SH OTR 1 0 1000000 0 INFINITE ACQUISITION CORP *W EXP 11/23/202 G48028123 57633 433334 SH OTR 1 0 433334 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 55278024 845747 SH OTR 1 0 845747 0 INOZYME PHARMA INC COM 45790W108 BBG00J7QJMD0 23672500 4250000 SH OTR 1 0 4250000 0 INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 50111755 154361 SH OTR 1 0 154361 0 INSULET CORP COM 45784P101 BBG001SRF439 5400897 18731 SH OTR 1 0 18731 0 INTEL CORP COM 458140100 BBG001S5SF65 133950106 4005685 SH OTR 1 0 4005685 0 INTELLIA THERAPEUTICS INC COM 45826J105 BBG007KC7PC9 2446800 60000 SH OTR 1 0 60000 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 62303688 550970 SH OTR 1 0 550970 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 109682719 819690 SH OTR 1 0 819690 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 20231778 254200 SH OTR 1 0 254200 0 INTERNATIONAL PAPER CO COM 460146103 BBG001S5SBF4 10999644 345792 SH OTR 1 0 345792 0 INTERPUBLIC GROUP COS INC COM 460690100 BBG001S6RLK5 14837444 384589 SH OTR 1 0 384589 0 INTRA-CELLULAR THERAPIES INC COM 46116X101 BBG0026ZFZD3 30393600 480000 SH OTR 1 0 480000 0 INTUIT COM 461202103 BBG001S6TWR2 128064105 279500 SH OTR 1 0 279500 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 143237982 418898 SH OTR 1 0 418898 0 INVESCO LTD SHS G491BT108 BBG001S9RD81 7673244 456469 SH OTR 1 0 456469 0 INVESTCORP EUROPE ACQUISITIO *W EXP 12/15/202 G4923T113 194700 1000000 SH OTR 1 0 1000000 0 INVESTCORP INDIA ACQUISTN CO CLASS A ORD SHS G49219101 BBG011FRCMX2 21667500 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G50737124 7708 154167 SH OTR 1 0 154167 0 JFROG LTD ORD SHS M6191J100 BBG006PWZX25 2770000 100000 SH OTR 1 0 100000 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 244675471 1478223 SH OTR 1 0 1478223 0 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 384787670 5647016 SH OTR 1 0 5647016 0 JONES LANG LASALLE INC COM 48020Q107 BBG001SCLGS1 23370000 150000 SH OTR 1 0 150000 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 423763583 2913666 SH OTR 1 0 2913666 0 JUNIPER II CORP *W EXP 99/99/999 48203N111 22139 711856 SH OTR 1 0 711856 0 JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 6591832 210400 SH OTR 1 0 210400 0 KALVISTA PHARMACEUTICALS INC COM 483497103 BBG0026ZG5C9 9939051 1104339 SH OTR 1 0 1104339 0 KELLOGG CO COM 487836108 BBG001S5SJL0 17263634 256137 SH OTR 1 0 256137 0 KENSINGTON CAPITAL ACQUISITI *W EXP 99/99/999 G5251K129 63527 798077 SH OTR 1 0 798077 0 KENSINGTON CAPITAL ACQUISITI SHS CL A G5251K103 BBG011WGWC58 14283509 1352605 SH OTR 1 0 1352605 0 KENVUE INC COM 49177J102 BBG01C79X614 29174285 1104250 SH OTR 1 0 1104250 0 KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 26241784 839200 SH OTR 1 0 839200 0 KEYCORP COM 493267108 BBG001S5SKV6 61008588 6602661 SH OTR 1 0 6602661 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 25608966 152935 SH OTR 1 0 152935 0 KILROY RLTY CORP COM 49427F108 BBG001S9BHB5 3759565 124944 SH OTR 1 0 124944 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 4413000 300000 SH OTR 1 0 300000 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 25669910 185933 SH OTR 1 0 185933 0 KIMCO RLTY CORP COM 49446R109 BBG001S70279 12180314 617663 SH OTR 1 0 617663 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 23506230 1365054 SH OTR 1 0 1365054 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 60952463 125670 SH OTR 1 0 125670 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 14705232 264673 SH OTR 1 0 264673 0 KOSMOS ENERGY LTD COM 500688106 BBG001SJV7R6 17371000 2900000 SH OTR 1 0 2900000 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 22887986 644732 SH OTR 1 0 644732 0 L CATTERTON ASIA ACQUISITION *W EXP 03/08/202 G5346G117 81666 166666 SH OTR 1 0 166666 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 26185999 133759 SH OTR 1 0 133759 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 21309439 88300 SH OTR 1 0 88300 0 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 152089747 236583 SH OTR 1 0 236583 0 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 16690740 145200 SH OTR 1 0 145200 0 LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 1678400 20000 SH OTR 1 0 20000 0 LANVIN GROUP HOLDINGS LIMITE *W EXP 01/14/202 G5380J118 22009 64733 SH OTR 1 0 64733 0 LANZATECH GLOBAL INC *W EXP 01/01/202 51655R119 140425 342500 SH OTR 1 0 342500 0 LANZATECH GLOBAL INC COM 51655R101 BBG00ZCX6BL2 507128 74250 SH OTR 1 0 74250 0 LARIMAR THERAPEUTICS INC COM 517125100 BBG001V0GD97 2039758 651680 SH OTR 1 0 651680 0 LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 18989200 327400 SH OTR 1 0 327400 0 LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 37014488 188484 SH OTR 1 0 188484 0 LAVORO LTD *W EXP 02/27/202 G5391L110 56250 75000 SH OTR 1 0 75000 0 LEAP THERAPEUTICS INC COM NEW 52187K200 BBG00DQ929Z3 2951333 942918 SH OTR 1 0 942918 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 58544343 848100 SH OTR 1 0 848100 0 LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 13053454 147530 SH OTR 1 0 147530 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 31680498 252817 SH OTR 1 0 252817 0 LENNOX INTL INC COM 526107107 BBG001S5SST2 64582728 198064 SH OTR 1 0 198064 0 LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 54074250 675000 SH OTR 1 0 675000 0 LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 8957900 670000 SH OTR 1 0 670000 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 BBG00BFHD9T6 53736081 1641799 SH OTR 1 0 1641799 0 LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 BBG00B0JR9Q6 10260762 606428 SH OTR 1 0 606428 0 LILLY ELI & CO COM 532457108 BBG001S5STL8 438693272 935420 SH OTR 1 0 935420 0 LINDE PLC SHS G54950103 BBG01FND0CH6 185904162 487835 SH OTR 1 0 487835 0 LIQUIDIA CORPORATION COM NEW 53635D202 BBG001V0GFD7 6280000 800000 SH OTR 1 0 800000 0 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 1175319 12900 SH OTR 1 0 12900 0 LIVE OAK CRESTVIEW CLIMATE A CL A COM 538086109 BBG00ZL6MKG9 18450000 1800000 SH OTR 1 0 1800000 0 LIVE OAK CRESTVIEW CLIMATE A *W EXP 09/27/202 538086117 20541 594537 SH OTR 1 0 594537 0 LIVEWIRE GROUP INC *W EXP 09/26/202 53838J113 119126 193700 SH OTR 1 0 193700 0 LKQ CORP COM 501889208 BBG001SCCPJ1 14742310 253000 SH OTR 1 0 253000 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 277252346 602225 SH OTR 1 0 602225 0 LOEWS CORP COM 540424108 BBG001S6KQC0 11193130 188500 SH OTR 1 0 188500 0 LOWES COS INC COM 548661107 BBG001S5SVL3 144492689 640198 SH OTR 1 0 640198 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 211456974 558671 SH OTR 1 0 558671 0 LXP INDUSTRIAL TRUST COM 529043101 BBG001S7H5W6 7312500 750000 SH OTR 1 0 750000 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 23214624 252800 SH OTR 1 0 252800 0 M & T BK CORP COM 55261F104 BBG001S7S2B4 20470770 165407 SH OTR 1 0 165407 0 MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 11550000 50000 SH OTR 1 0 50000 0 MAMMOTH ENERGY SVCS INC COM 56155L108 BBG00DR7R3G3 15939000 3300000 SH OTR 1 0 3300000 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 BBG0035WV5D7 2336896 95853 SH OTR 1 0 95853 0 MARATHON PETE CORP COM 56585A102 BBG001S169P1 39965816 342760 SH OTR 1 0 342760 0 MARINUS PHARMACEUTICALS INC COM NEW 56854Q200 BBG00253KMG5 29661375 2731250 SH OTR 1 0 2731250 0 MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 9816321 37550 SH OTR 1 0 37550 0 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 65563553 356925 SH OTR 1 0 356925 0 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 92697297 492861 SH OTR 1 0 492861 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 40046529 86739 SH OTR 1 0 86739 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 46539089 778506 SH OTR 1 0 778506 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 324240453 824410 SH OTR 1 0 824410 0 MATADOR RES CO COM 576485205 BBG001T3L5S4 28584143 546333 SH OTR 1 0 546333 0 MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 11609860 277416 SH OTR 1 0 277416 0 MATTEL INC COM 577081102 BBG001S5SZF1 25678139 1314132 SH OTR 1 0 1314132 0 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 21801394 249930 SH OTR 1 0 249930 0 MCDONALDS CORP COM 580135101 BBG001S5T110 260646811 873452 SH OTR 1 0 873452 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 100455026 235087 SH OTR 1 0 235087 0 MDU RES GROUP INC COM 552690109 BBG001S5T2W4 21987000 1050000 SH OTR 1 0 1050000 0 MEDAVAIL HOLDINGS INC COM 58406B103 BBG001T3GXV5 245100 1000000 SH OTR 1 0 1000000 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 99159193 1125530 SH OTR 1 0 1125530 0 MEIRAGTX HLDGS PLC COM G59665102 BBG00KXH4D62 31389234 4671017 SH OTR 1 0 4671017 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 329903702 2859032 SH OTR 1 0 2859032 0 MERCURY SYS INC COM 589378108 BBG001SBFLT8 1037700 30000 SH OTR 1 0 30000 0 MERIT MED SYS INC COM 589889104 BBG001S6KLT3 8364000 100000 SH OTR 1 0 100000 0 MERSANA THERAPEUTICS INC COM 59045L106 BBG001TZ57P0 1645000 500000 SH OTR 1 0 500000 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 632973132 2205635 SH OTR 1 0 2205635 0 METALS ACQUISITION LIMITED ORD SHS G60409110 BBG01GXTNL29 6411987 622523 SH OTR 1 0 622523 0 METLIFE INC COM 59156R108 BBG001S5T3R8 101241047 1790926 SH OTR 1 0 1790926 0 METROPOLITAN BK HLDG CORP COM 591774104 BBG001V0P380 12311681 354497 SH OTR 1 0 354497 0 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 28799679 21957 SH OTR 1 0 21957 0 MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 13211136 300800 SH OTR 1 0 300800 0 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 39043322 435800 SH OTR 1 0 435800 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 96133254 1523265 SH OTR 1 0 1523265 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 2533189541 7438743 SH OTR 1 0 7438743 0 MIDDLEBY CORP COM 596278101 BBG001S8N9X8 28679020 194000 SH OTR 1 0 194000 0 MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 6337500 750000 SH OTR 1 0 750000 0 MODERNA INC COM 60770K107 BBG003PHHZV8 31350038 258025 SH OTR 1 0 258025 0 MODINE MFG CO COM 607828100 BBG001S5T913 6108700 185000 SH OTR 1 0 185000 0 MOLECULAR TEMPLATES INC COM 608550109 BBG001SKWPZ3 576000 1200000 SH OTR 1 0 1200000 0 MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 17502044 58100 SH OTR 1 0 58100 0 MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 6257170 95036 SH OTR 1 0 95036 0 MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 7704900 45000 SH OTR 1 0 45000 0 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 95999762 1316147 SH OTR 1 0 1316147 0 MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 18854027 34900 SH OTR 1 0 34900 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 32127456 559322 SH OTR 1 0 559322 0 MOODYS CORP COM 615369105 BBG001S5VP87 94668161 272254 SH OTR 1 0 272254 0 MOOG INC CL A 615394202 BBG001S5T922 818972 7553 SH OTR 1 0 7553 0 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 69988728 1372328 SH OTR 1 0 1372328 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 110852104 1298034 SH OTR 1 0 1298034 0 MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 11582200 330920 SH OTR 1 0 330920 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 104719730 357064 SH OTR 1 0 357064 0 MOUNTAIN & CO I ACQUISITN CO *W EXP 09/30/202 G6301J112 26400 400000 SH OTR 1 0 400000 0 MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 11440000 500000 SH OTR 1 0 500000 0 MSCI INC COM 55354G100 BBG001SV8B05 37449342 79800 SH OTR 1 0 79800 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 11083649 222340 SH OTR 1 0 222340 0 NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 11265554 196264 SH OTR 1 0 196264 0 NAUTICUS ROBOTICS INC COM 63911H108 BBG0118T6980 238452 115194 SH OTR 1 0 115194 0 NEOGENOMICS INC COM NEW 64049M209 BBG001S9DSY4 3214000 200000 SH OTR 1 0 200000 0 NET POWER INC *W EXP 06/08/202 64107A113 641085 190799 SH OTR 1 0 190799 0 NET POWER INC COM CL A 64107A105 BBG00ZMY0HK3 20519577 1578429 SH OTR 1 0 1578429 0 NETAPP INC COM 64110D104 BBG001S8LYX5 29268840 383100 SH OTR 1 0 383100 0 NETFLIX INC COM 64110L106 BBG001SF6L46 188720452 428433 SH OTR 1 0 428433 0 NETSTREIT CORP COM 64119V303 BBG00W5FQQM0 23272852 1302342 SH OTR 1 0 1302342 0 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 18546000 1650000 SH OTR 1 0 1650000 0 NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 BBG01BNNTQP2 14268000 1200000 SH OTR 1 0 1200000 0 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 3265980 375400 SH OTR 1 0 375400 0 NEWMONT CORP COM 651639106 BBG001S5TKX3 19273788 451800 SH OTR 1 0 451800 0 NEWPARK RES INC COM PAR $.01NEW 651718504 BBG001S6CQY5 28686304 5484953 SH OTR 1 0 5484953 0 NEWS CORP NEW CL A 65249B109 BBG0035LY922 28240115 1448211 SH OTR 1 0 1448211 0 NEWS CORP NEW CL B 65249B208 BBG0035M2ZC6 2307910 117034 SH OTR 1 0 117034 0 NEXIMMUNE INC COM 65344D109 BBG007SK6379 225826 801371 SH OTR 1 0 801371 0 NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 11205804 1364897 SH OTR 1 0 1364897 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 97648165 1316013 SH OTR 1 0 1316013 0 NEXTIER OILFIELD SOLUTIONS COM 65290C105 BBG00FJFZY90 2503200 280000 SH OTR 1 0 280000 0 NIKE INC CL B 654106103 BBG001S6NTK2 148178458 1342561 SH OTR 1 0 1342561 0 NISOURCE INC COM 65473P105 BBG001S5TMF9 55699971 2036562 SH OTR 1 0 2036562 0 NKARTA INC COM 65487U108 BBG00JXHS9H6 305067 139300 SH OTR 1 0 139300 0 NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 82561464 1998583 SH OTR 1 0 1998583 0 NORDSON CORP COM 655663102 BBG001S5TKK7 1190271 4796 SH OTR 1 0 4796 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 51430529 226806 SH OTR 1 0 226806 0 NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 43604143 1270517 SH OTR 1 0 1270517 0 NORTHERN STAR INVEST CORP IV *W EXP 02/25/202 66575B119 1422 24812 SH OTR 1 0 24812 0 NORTHERN TR CORP COM 665859104 BBG001S5TRG7 15391464 207600 SH OTR 1 0 207600 0 NORTHWESTERN CORP COM NEW 668074305 BBG001SM2G73 5676000 100000 SH OTR 1 0 100000 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001SCKPS2 9200002 422600 SH OTR 1 0 422600 0 NOVA LTD COM M7516K103 BBG001SD4C89 150832434 1285869 SH OTR 1 0 1285869 0 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 24057751 238408 SH OTR 1 0 238408 0 NOVAVAX INC COM NEW 670002401 BBG001SGL8G3 2229000 300000 SH OTR 1 0 300000 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 93314091 576618 SH OTR 1 0 576618 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 31476846 841852 SH OTR 1 0 841852 0 NUCOR CORP COM 670346105 BBG001S5TRV0 41044194 250300 SH OTR 1 0 250300 0 NUVATION BIO INC *W EXP 07/07/202 67080N119 44103 266666 SH OTR 1 0 266666 0 NUVEI CORPORATION SUB VTG SHS 67079A102 BBG00X2VHWW2 28968800 980000 SH OTR 1 0 980000 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1065761241 2519411 SH OTR 1 0 2519411 0 NVR INC COM 62944T105 BBG001S5TSM8 19407495 3056 SH OTR 1 0 3056 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 49288581 240808 SH OTR 1 0 240808 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 95011862 1615848 SH OTR 1 0 1615848 0 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 33051953 89390 SH OTR 1 0 89390 0 OLEMA PHARMACEUTICALS INC COM 68062P106 BBG00T5JMRV1 2089840 231433 SH OTR 1 0 231433 0 OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDS0 13613550 235000 SH OTR 1 0 235000 0 OMNICELL COM COM 68213N109 BBG001SF6Z45 12343556 167552 SH OTR 1 0 167552 0 OMNICOM GROUP INC COM 681919106 BBG001S5VR10 18913727 198778 SH OTR 1 0 198778 0 ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 18287894 193359 SH OTR 1 0 193359 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 2653405 42991 SH OTR 1 0 42991 0 OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 3413204 457534 SH OTR 1 0 457534 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 182590693 1533216 SH OTR 1 0 1533216 0 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 37304465 39050 SH OTR 1 0 39050 0 ORGANON & CO COMMON STOCK 68622V106 BBG00ZQRGW42 3874822 186200 SH OTR 1 0 186200 0 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 41809510 469717 SH OTR 1 0 469717 0 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 2284200 60000 SH OTR 1 0 60000 0 OXUS ACQUISITION CORP *W EXP 99/99/999 G6859L121 74620 1300000 SH OTR 1 0 1300000 0 PACKAGING CORP AMER COM 695156109 BBG001S5V741 79791600 603750 SH OTR 1 0 603750 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 70648515 276500 SH OTR 1 0 276500 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 4457743 280185 SH OTR 1 0 280185 0 PARK HOTELS & RESORTS INC COM 700517105 BBG00FGXCKN3 3846000 300000 SH OTR 1 0 300000 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 27349215 70119 SH OTR 1 0 70119 0 PATRIA INVESTMENTS LIMITED COM CL A G69451105 BBG00YQ7XKN5 21422515 1498078 SH OTR 1 0 1498078 0 PATRIA LATIN AMRCN OPPRNTY A *W EXP 02/23/202 G69454117 41760 900000 SH OTR 1 0 900000 0 PAYCHEX INC COM 704326107 BBG001S5V135 20656348 184646 SH OTR 1 0 184646 0 PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 15548016 48400 SH OTR 1 0 48400 0 PAYONEER GLOBAL INC COM 70451X104 BBG00Z5JLLD1 30228599 6284532 SH OTR 1 0 6284532 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 59167823 886675 SH OTR 1 0 886675 0 PAYSAFE LIMITED SHS G6964L206 BBG00YT50788 8484368 840869 SH OTR 1 0 840869 0 PEARL HOLDINGS ACQUISITN COR *W EXP 12/15/202 G44525114 21120 600000 SH OTR 1 0 600000 0 PEARL HOLDINGS ACQUISITN COR CLASS A ORD SHS G44525106 BBG014BVZX53 15825000 1500000 SH OTR 1 0 1500000 0 PEGASUS DIGITAL MOBILITY ACQ *W EXP 99/99/999 G69768110 113846 875738 SH OTR 1 0 875738 0 PENUMBRA INC COM 70975L107 BBG001TRHPB0 25804500 75000 SH OTR 1 0 75000 0 PEPGEN INC COM 713317105 BBG012232627 5140500 575000 SH OTR 1 0 575000 0 PEPSICO INC COM 713448108 BBG001S695T1 214517916 1158179 SH OTR 1 0 1158179 0 PERCEPTION CAPITAL CORP II *W EXP 10/25/202 G7007D110 95040 900000 SH OTR 1 0 900000 0 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 BBG00XWZGGJ1 22968151 2757281 SH OTR 1 0 2757281 0 PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 10843200 180000 SH OTR 1 0 180000 0 PFIZER INC COM 717081103 BBG001S5V466 123772148 3374377 SH OTR 1 0 3374377 0 PG&E CORP COM 69331C108 BBG001S5V206 147927168 8560600 SH OTR 1 0 8560600 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 150964840 1546454 SH OTR 1 0 1546454 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 46469231 487201 SH OTR 1 0 487201 0 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 BBG001T6RFS9 13813000 1900000 SH OTR 1 0 1900000 0 PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 41779449 512883 SH OTR 1 0 512883 0 PNM RES INC COM 69349H107 BBG001S5V9J1 30907075 685301 SH OTR 1 0 685301 0 POOL CORP COM 73278L105 BBG001S5VBK4 16005745 42723 SH OTR 1 0 42723 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 20940 300000 SH OTR 1 0 300000 0 POWERUP ACQUISITION CORP *W EXP 05/23/202 G7207P129 52605 1050000 SH OTR 1 0 1050000 0 PPG INDS INC COM 693506107 BBG001S5VC13 34790883 234598 SH OTR 1 0 234598 0 PPL CORP COM 69351T106 BBG001S5VC31 72352224 2734400 SH OTR 1 0 2734400 0 PRAXIS PRECISION MEDICINES I COM 74006W108 BBG00W9LF2H4 9120234 7930638 SH OTR 1 0 7930638 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 17064000 225000 SH OTR 1 0 225000 0 PRIVIA HEALTH GROUP INC COM 74276R102 BBG00ZXYXWJ4 3735923 143084 SH OTR 1 0 143084 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 390316704 2572273 SH OTR 1 0 2572273 0 PROGRESSIVE CORP COM 743315103 BBG001S5V509 130144198 983185 SH OTR 1 0 983185 0 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 128185016 1045299 SH OTR 1 0 1045299 0 PROPETRO HLDG CORP COM 74347M108 BBG00FYCQ3Y0 824000 100000 SH OTR 1 0 100000 0 PROQR THRAPEUTICS N V SHS EURO N71542109 BBG006N8B849 5873257 3625467 SH OTR 1 0 3625467 0 PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 35704678 1292711 SH OTR 1 0 1292711 0 PTC INC COM 69370C100 BBG001S6DNK6 15098030 106100 SH OTR 1 0 106100 0 PTC THERAPEUTICS INC COM 69366J200 BBG001SNNC86 27584305 678247 SH OTR 1 0 678247 0 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 45151501 154692 SH OTR 1 0 154692 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 31122429 497084 SH OTR 1 0 497084 0 PULTE GROUP INC COM 745867101 BBG001S5V5K7 67768032 872400 SH OTR 1 0 872400 0 PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127 51870 525000 SH OTR 1 0 525000 0 QUALCOMM INC COM 747525103 BBG001S6VS70 127958596 1074921 SH OTR 1 0 1074921 0 QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 31755315 225920 SH OTR 1 0 225920 0 R1 RCM INC COM 77634L105 BBG018CZLZ45 14880608 806537 SH OTR 1 0 806537 0 RADNET INC COM 750491102 BBG001S75DK5 17117965 524769 SH OTR 1 0 524769 0 RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104 BBG001V0GDR7 700000 700000 SH OTR 1 0 700000 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 19721489 190050 SH OTR 1 0 190050 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 43693882 446038 SH OTR 1 0 446038 0 RB GLOBAL INC COM 74935Q107 BBG001SBQWW8 190744740 3179079 SH OTR 1 0 3179079 0 RCF ACQUISITION CORP CL A COM G7330C102 BBG01386KXT4 19260000 1800000 SH OTR 1 0 1800000 0 RCF ACQUISITION CORP *W EXP 99/99/999 G7330C110 108000 900000 SH OTR 1 0 900000 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 40101153 670700 SH OTR 1 0 670700 0 REATA PHARMACEUTICALS INC CL A 75615P103 BBG001T921P4 180068497 1766070 SH OTR 1 0 1766070 0 REDWOOD TRUST INC COM 758075402 BBG001SBHVP8 20815657 3267764 SH OTR 1 0 3267764 0 REGENCY CTRS CORP COM 758849103 BBG001S7H752 9469341 153300 SH OTR 1 0 153300 0 REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 99193728 138049 SH OTR 1 0 138049 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG001S6P9Q8 4160700 30000 SH OTR 1 0 30000 0 REMITLY GLOBAL INC COM 75960P104 BBG012C7JTN6 20940449 1112670 SH OTR 1 0 1112670 0 RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 BBG0120WN0W2 3403699 621113 SH OTR 1 0 621113 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 264724324 1728304 SH OTR 1 0 1728304 0 RESMED INC COM 761152107 BBG001SBGRC2 42909904 196384 SH OTR 1 0 196384 0 REVVITY INC COM 714046109 BBG001SBKS35 20566113 173130 SH OTR 1 0 173130 0 REZOLUTE INC COM NEW 76200L309 BBG001XWWJC0 1250746 631690 SH OTR 1 0 631690 0 RIGEL RESOURCE ACQ CORP *W EXP 99/99/999 G7573M114 49448 475000 SH OTR 1 0 475000 0 RIGEL RESOURCE ACQ CORP CL A ORD SHS G7573M106 BBG013B54K63 10720000 1000000 SH OTR 1 0 1000000 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 4165000 250000 SH OTR 1 0 250000 0 RMG ACQUISITION CORP III *W EXP 02/08/202 G76088122 14680 133333 SH OTR 1 0 133333 0 ROBERT HALF INTL INC COM 770323103 BBG001S5VP41 4317628 57400 SH OTR 1 0 57400 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 19349257 58732 SH OTR 1 0 58732 0 ROIVANT SCIENCES LTD SHS G76279101 BBG007STW2C7 111790224 11090300 SH OTR 1 0 11090300 0 ROLLINS INC COM 775711104 BBG001S5VRG4 9883023 230750 SH OTR 1 0 230750 0 ROSS STORES INC COM 778296103 BBG001S5VRS1 25878034 230786 SH OTR 1 0 230786 0 ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 18719883 180450 SH OTR 1 0 180450 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZR1 265901000 8650000 SH OTR 1 0 8650000 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 131018870 326820 SH OTR 1 0 326820 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 191283043 905439 SH OTR 1 0 905439 0 SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 3740850 135000 SH OTR 1 0 135000 0 SANOFI SPONSORED ADR 80105N105 BBG001S5W768 87792320 1628800 SH OTR 1 0 1628800 0 SARCOS TECHN AND ROBOTICS CO COM 80359A106 160750 500000 SH OTR 1 0 500000 0 SARCOS TECHN AND ROBOTICS CO *W EXP 09/24/202 80359A114 15014 427763 SH OTR 1 0 427763 0 SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 75010600 655000 SH OTR 1 0 655000 0 SAVARA INC COM 805111101 BBG001SFTVM9 19376240 6064551 SH OTR 1 0 6064551 0 SAVERS VALUE VLG INC COM 80517M109 BBG01F5T0LT8 9480000 400000 SH OTR 1 0 400000 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 16895304 72900 SH OTR 1 0 72900 0 SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 42492091 865067 SH OTR 1 0 865067 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 83922619 1480639 SH OTR 1 0 1480639 0 SCIENCE APPLICATIONS INTL CO COM 808625107 BBG003BW05L5 17246671 153331 SH OTR 1 0 153331 0 SCREAMING EAGLE ACQUISITN CO *W EXP 01/05/202 G79407121 68972 492655 SH OTR 1 0 492655 0 SCREAMING EAGLE ACQUISITN CO CLASS A ORD SHS G79407105 BBG014KDWB90 25800000 2500000 SH OTR 1 0 2500000 0 SDCL EDGE ACQUISITION CORP CL A ORD SHS G79471101 BBG00ZSDVSX1 16435125 1575000 SH OTR 1 0 1575000 0 SDCL EDGE ACQUISITION CORP *W EXP 99/99/999 G79471127 79834 762500 SH OTR 1 0 762500 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 41799412 1012828 SH OTR 1 0 1012828 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 4077233 65900 SH OTR 1 0 65900 0 SEAGEN INC COM 81181C104 BBG001S9M4Q6 42493821 220793 SH OTR 1 0 220793 0 SEALED AIR CORP NEW COM 81211K100 BBG001SBSZ95 6015880 150397 SH OTR 1 0 150397 0 SEAPORT GLOBAL ACQUISITION I *W EXP 11/17/202 81221H113 42500 500000 SH OTR 1 0 500000 0 SEMPRA COM 816851109 BBG001SBVZ73 74394306 510985 SH OTR 1 0 510985 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 114079910 203000 SH OTR 1 0 203000 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 3622800 60000 SH OTR 1 0 60000 0 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 62080169 233806 SH OTR 1 0 233806 0 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 3236460 50100 SH OTR 1 0 50100 0 SHUAA PARTNERS ACQUISTN CORP *W EXP 02/24/202 G81173117 25875 450000 SH OTR 1 0 450000 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 28172785 392051 SH OTR 1 0 392051 0 SILK RD MED INC COM 82710M100 BBG0026ZJRZ3 4873500 150000 SH OTR 1 0 150000 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 24916311 215763 SH OTR 1 0 215763 0 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 695649 153565 SH OTR 1 0 153565 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 BBG01C36Y873 99839135 3800500 SH OTR 1 0 3800500 0 SK GROWTH OPPORTUNITIES CORP *W EXP 06/28/202 G8192N111 127585 850000 SH OTR 1 0 850000 0 SK GROWTH OPPORTUNITIES CORP CLASS A COM G8192N103 BBG01959FB58 19062000 1800000 SH OTR 1 0 1800000 0 SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 12015400 108550 SH OTR 1 0 108550 0 SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 6160250 205000 SH OTR 1 0 205000 0 SLAM CORP *W EXP 02/23/202 G8210L121 7600 40000 SH OTR 1 0 40000 0 SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 1913000 50000 SH OTR 1 0 50000 0 SMITH A O CORP COM 831865209 BBG001S5NRY3 9031416 124092 SH OTR 1 0 124092 0 SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 13249986 89727 SH OTR 1 0 89727 0 SOCIAL CAP SUVRETTA HLDS CP CLASS A ORD SHS G8253Y105 BBG0119BQFF4 18112500 1750000 SH OTR 1 0 1750000 0 SOCIAL CAP SUVRETTA HLDS CRP CLASS A ORD SHS G8253U103 BBG0119BQ147 18112500 1750000 SH OTR 1 0 1750000 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 15093705 56100 SH OTR 1 0 56100 0 SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 BBG00G7D6CQ7 6701910 804551 SH OTR 1 0 804551 0 SOMALOGIC INC *W EXP 08/31/202 83444K113 31255 125021 SH OTR 1 0 125021 0 SOUTHERN CO COM 842587107 BBG001S5W777 114771921 1633764 SH OTR 1 0 1633764 0 SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 21468076 592877 SH OTR 1 0 592877 0 SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 7956250 125000 SH OTR 1 0 125000 0 SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 35351205 5882064 SH OTR 1 0 5882064 0 SPIRE INC COM 84857L101 BBG001S5SSD9 12688000 200000 SH OTR 1 0 200000 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 BBG001SKF1N8 2914359 99841 SH OTR 1 0 99841 0 SPIRIT AIRLS INC COM 848577102 BBG001S70KL3 12775757 744508 SH OTR 1 0 744508 0 SPREE ACQUISITION CORP 1 LTD *W EXP 12/22/202 G83745128 25083 787500 SH OTR 1 0 787500 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 9090000 150000 SH OTR 1 0 150000 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 113147224 1142209 SH OTR 1 0 1142209 0 STATE STR CORP COM 857477103 BBG001S5RLD5 24371282 333032 SH OTR 1 0 333032 0 STEEL DYNAMICS INC COM 858119100 BBG001S98JK5 17428800 160000 SH OTR 1 0 160000 0 STERIS PLC SHS USD G8473T100 BBG00MRHG532 22247372 98886 SH OTR 1 0 98886 0 STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 BBG01CBVHMQ6 7997985 192398 SH OTR 1 0 192398 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 115450632 378415 SH OTR 1 0 378415 0 SUN CMNTYS INC COM 866674104 BBG001S7HRC0 22178200 170000 SH OTR 1 0 170000 0 SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 11092285 246550 SH OTR 1 0 246550 0 SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 18750 625000 SH OTR 1 0 625000 0 SUTRO BIOPHARMA INC COM 869367102 BBG001T94MP6 1049598 225720 SH OTR 1 0 225720 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 BBG001T92272 19360250 925000 SH OTR 1 0 925000 0 SYNEOS HEALTH INC CL A 87166B102 BBG0078Y1DB9 11588500 275000 SH OTR 1 0 275000 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 62055939 142523 SH OTR 1 0 142523 0 SYROS PHARMACEUTICALS INC COM NEW 87184Q206 BBG004FFTL85 2274029 721914 SH OTR 1 0 721914 0 SYSCO CORP COM 871829107 BBG001S5WJS8 26327941 354824 SH OTR 1 0 354824 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 6321994 42960 SH OTR 1 0 42960 0 TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 67143033 4840882 SH OTR 1 0 4840882 0 TANGO THERAPEUTICS INC COM 87583X109 BBG00WFDDSK6 3950405 1189881 SH OTR 1 0 1189881 0 TAPESTRY INC COM 876030107 BBG001SFH7D5 18442520 430900 SH OTR 1 0 430900 0 TARGA RES CORP COM 87612G101 BBG001TC94B9 17137720 225200 SH OTR 1 0 225200 0 TARGET CORP COM 87612E106 BBG001SC0K41 39554040 299879 SH OTR 1 0 299879 0 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 200380445 1429655 SH OTR 1 0 1429655 0 TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 16840000 400000 SH OTR 1 0 400000 0 TEGNA INC COM 87901J105 BBG001S5RHD4 5104865 314339 SH OTR 1 0 314339 0 TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 19551569 47558 SH OTR 1 0 47558 0 TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 22759789 279673 SH OTR 1 0 279673 0 TERADYNE INC COM 880770102 BBG001S5WMZ3 14074784 126424 SH OTR 1 0 126424 0 TERNS PHARMACEUTICALS INC COM 880881107 BBG00KK1SJ17 1312500 150000 SH OTR 1 0 150000 0 TESLA INC COM 88160R101 BBG001SQKGD7 679607274 2596200 SH OTR 1 0 2596200 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 152538867 847344 SH OTR 1 0 847344 0 TEXTRON INC COM 883203101 BBG001S5WZ39 51467918 761022 SH OTR 1 0 761022 0 TFI INTL INC COM 87241L109 BBG001SCQG15 5551447 48714 SH OTR 1 0 48714 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 120054429 427849 SH OTR 1 0 427849 0 THE GROWTH FOR GOOD ACQU COR *W EXP 11/12/202 G41522114 79398 990000 SH OTR 1 0 990000 0 THE GROWTH FOR GOOD ACQU COR RIGHT 11/12/2026 G41522130 BBG014XC51Y2 277200 1980000 SH OTR 1 0 1980000 0 THE GROWTH FOR GOOD ACQU COR CLASS A ORD SHS G41522106 BBG013RTD0S4 20671200 1980000 SH OTR 1 0 1980000 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 164552124 315385 SH OTR 1 0 315385 0 THIRD COAST BANCSHARES INC COM 88422P109 BBG009W8YNX3 6432127 405301 SH OTR 1 0 405301 0 THOUGHTWORKS HOLDING INC COM 88546E105 BBG01282Z2S8 11136250 1475000 SH OTR 1 0 1475000 0 TIMKEN CO COM 887389104 BBG001S5WQK0 30731564 335754 SH OTR 1 0 335754 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 112897715 1331498 SH OTR 1 0 1331498 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 79705543 573834 SH OTR 1 0 573834 0 TOPBUILD CORP COM 89055F103 BBG0077VS2G6 39903000 150000 SH OTR 1 0 150000 0 TORTOISEECOFIN ACQUISITION C *W EXP 07/22/202 G8956E117 23050 500000 SH OTR 1 0 500000 0 TORTOISEECOFIN ACQUISITION C SHS CL A G8956E109 BBG00ZGY4FB0 28025730 2700000 SH OTR 1 0 2700000 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 33335845 888482 SH OTR 1 0 888482 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 1370820 6200 SH OTR 1 0 6200 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 17015063 88963 SH OTR 1 0 88963 0 TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 31290585 34994 SH OTR 1 0 34994 0 TRANSUNION COM 89400J107 BBG002Q7J607 17624250 225000 SH OTR 1 0 225000 0 TRIMBLE INC COM 896239100 BBG001S5SZP0 13066757 246822 SH OTR 1 0 246822 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 32964653 1086150 SH OTR 1 0 1086150 0 TSCAN THERAPEUTICS INC COM 89854M101 BBG00PH1N025 10000000 4000000 SH OTR 1 0 4000000 0 TTM TECHNOLOGIES INC COM 87305R109 BBG001SFJKF2 12510000 900000 SH OTR 1 0 900000 0 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 17408446 41800 SH OTR 1 0 41800 0 TYSON FOODS INC CL A 902494103 BBG001S871D5 14523687 284555 SH OTR 1 0 284555 0 UDR INC COM 902653104 BBG001S6KCT3 9503010 221206 SH OTR 1 0 221206 0 UFP INDUSTRIES INC COM 90278Q108 BBG001S7GZG9 4852500 50000 SH OTR 1 0 50000 0 ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 31507276 66952 SH OTR 1 0 66952 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 BBG001V2MJJ2 4963588 107600 SH OTR 1 0 107600 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 124289053 607414 SH OTR 1 0 607414 0 UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 17932010 326809 SH OTR 1 0 326809 0 UNITED HOMES GROUP INC *W EXP 03/30/202 91060H116 130000 200000 SH OTR 1 0 200000 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 108822675 607100 SH OTR 1 0 607100 0 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 27736753 62278 SH OTR 1 0 62278 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 11037500 50000 SH OTR 1 0 50000 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 404531137 841651 SH OTR 1 0 841651 0 UNUM GROUP COM 91529Y106 BBG001S5X2J4 7155000 150000 SH OTR 1 0 150000 0 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 45915688 1389700 SH OTR 1 0 1389700 0 V F CORP COM 918204108 BBG001S5X749 6282519 329100 SH OTR 1 0 329100 0 VALARIS LIMITED CL A G9460G101 BBG010JW9K58 144719680 2299693 SH OTR 1 0 2299693 0 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 23483460 200200 SH OTR 1 0 200200 0 VAXCYTE INC COM 92243G108 BBG009PHHPP4 3000795 60088 SH OTR 1 0 60088 0 VAXXINITY INC COM CL A 92244V104 BBG00ZWVMKN4 7560000 3000000 SH OTR 1 0 3000000 0 VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 17795700 90000 SH OTR 1 0 90000 0 VELOCITY FINL INC COM 92262D101 BBG00QLF1HK4 13151245 1140611 SH OTR 1 0 1140611 0 VENTAS INC COM 92276F100 BBG001S9T7M6 36568072 773600 SH OTR 1 0 773600 0 VENTYX BIOSCIENCES INC COM 92332V107 BBG00VC84K47 3049416 92970 SH OTR 1 0 92970 0 VERASTEM INC COM NEW 92337C203 BBG001V0G978 4464000 600000 SH OTR 1 0 600000 0 VERISIGN INC COM 92343E102 BBG001S7BCF6 20391533 90240 SH OTR 1 0 90240 0 VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 32616129 144300 SH OTR 1 0 144300 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 142756493 3838572 SH OTR 1 0 3838572 0 VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBM0 4626087 218831 SH OTR 1 0 218831 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 107696073 306033 SH OTR 1 0 306033 0 VERU INC COM 92536C103 BBG001SCF2T8 595000 500000 SH OTR 1 0 500000 0 VIAVI SOLUTIONS INC COM 925550105 BBG001S92GV5 34970600 3086549 SH OTR 1 0 3086549 0 VICI PPTYS INC COM 925652109 BBG00HVVB4B6 75447715 2400500 SH OTR 1 0 2400500 0 VINCI PARTNERS INVTS LTD COM CL A G9451V109 BBG00YRJVWR0 24600895 2639581 SH OTR 1 0 2639581 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 BBG00HTN2DF3 5809881 1497392 SH OTR 1 0 1497392 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 368887183 1553340 SH OTR 1 0 1553340 0 VISTEON CORP COM NEW 92839U206 BBG001TCM086 10770750 75000 SH OTR 1 0 75000 0 VMWARE INC CL A COM 928563402 BBG001S6TFZ0 256962695 1788313 SH OTR 1 0 1788313 0 VULCAN MATLS CO COM 929160109 BBG001S5X8R2 26511293 117598 SH OTR 1 0 117598 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 9332042 327555 SH OTR 1 0 327555 0 WALMART INC COM 931142103 BBG001S5XH92 175364469 1115692 SH OTR 1 0 1115692 0 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 45607328 3636948 SH OTR 1 0 3636948 0 WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 1947500 50000 SH OTR 1 0 50000 0 WATERS CORP COM 941848103 BBG001S8MDG9 1723448 6466 SH OTR 1 0 6466 0 WAVE LIFE SCIENCES LTD SHS Y95308105 BBG00B642V63 16812829 4618909 SH OTR 1 0 4618909 0 WAYFAIR INC CL A 94419L101 BBG001THKQ26 1625250 25000 SH OTR 1 0 25000 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 159559009 3738496 SH OTR 1 0 3738496 0 WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 36012713 445206 SH OTR 1 0 445206 0 WEREWOLF THERAPEUTICS INC COM 95075A107 BBG00QXQ9XL3 3051821 1000597 SH OTR 1 0 1000597 0 WESCO INTL INC COM 95082P105 BBG001SCRP78 6194402 34594 SH OTR 1 0 34594 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 28305457 74007 SH OTR 1 0 74007 0 WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 12089694 318737 SH OTR 1 0 318737 0 WESTROCK CO COM 96145D105 BBG008NXC581 7418344 255189 SH OTR 1 0 255189 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 31150896 929600 SH OTR 1 0 929600 0 WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 4399125 29566 SH OTR 1 0 29566 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 21656498 663699 SH OTR 1 0 663699 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG001SHY2Q9 6120174 25988 SH OTR 1 0 25988 0 WP CAREY INC COM 92936U109 BBG001S67MM3 1689000 25000 SH OTR 1 0 25000 0 WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 10898952 103200 SH OTR 1 0 103200 0 X4 PHARMACEUTICALS INC COM 98420X103 BBG001TCY1B7 8296051 4276315 SH OTR 1 0 4276315 0 XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 7668172 123342 SH OTR 1 0 123342 0 XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 25795000 670000 SH OTR 1 0 670000 0 YUM BRANDS INC COM 988498101 BBG001S7JQ30 6782300 48952 SH OTR 1 0 48952 0 ZAPP ELEC VEHS GROUP LTD *W EXP 04/28/202 G9889X115 45790 897838 SH OTR 1 0 897838 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 15149750 51211 SH OTR 1 0 51211 0 ZENTALIS PHARMACEUTICALS INC COM 98943L107 BBG00R2K8TG4 15656550 555000 SH OTR 1 0 555000 0 ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 3266900 65000 SH OTR 1 0 65000 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 25165795 172842 SH OTR 1 0 172842 0 ZOETIS INC CL A 98978V103 BBG0039320P7 79289617 460424 SH OTR 1 0 460424 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001T36GB5 70741809 2630785 SH OTR 1 0 2630785 0