Item 4 of the Schedule 13D is hereby amended by adding the following:
On October 22,2019, Paulson sent a letter to the Board of Directors of the Issuer (the “October Letter”) reiterating its views on the Issuer’s proposed merger with Carrizo Oil & Gas, Inc. (the “Proposed Transaction”). The foregoing is qualified in its entirety by reference to the October Letter, the body of which is incorporated herein and attached hereto as Exhibit 99.2.
On October 22,2019, Paulson issued a press release announcing the October Letter and expressing its views on the Proposed Transaction (the “October Press Release”). The foregoing is qualified in its entirety by reference to the October Press Release, the body of which is incorporated herein and attached hereto as Exhibit 99.3.
On October 22,2019, Paulson issued a presentation to proxy advisory firms on its views on the Proposed Transaction (the “Presentation”). The foregoing is qualified in its entirety by reference to the Presentation, the body of which is incorporated herein and attached hereto as Exhibit 99.4.