The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AECOM COM 00766T100 57,096 1,797,167 SH   SOLE   1,797,167 0 0
AECOM COM 00766T100 13,392 421,525 SH   OTR 1 421,525 0 0
AECOM COM 00766T100 27,037 851,014 SH   OTR 2 851,014 0 0
AERCAP HOLDINGS NV SHS N00985106 220,043 6,550,852 SH   SOLE   6,550,852 0 0
AERCAP HOLDINGS NV SHS N00985106 51,614 1,536,600 SH   OTR 1 1,536,600 0 0
AERCAP HOLDINGS NV SHS N00985106 104,190 3,101,826 SH   OTR 2 3,101,826 0 0
AERCAP HOLDINGS NV SHS N00985106 6,954 207,030 SH   OTR 3 207,030 0 0
AMAYA INC COM 02314M108 35,440 2,311,584 SH   SOLE   2,311,584 0 0
AMAYA INC COM 02314M108 8,359 545,200 SH   OTR 1 545,200 0 0
AMAYA INC COM 02314M108 16,955 1,105,900 SH   OTR 2 1,105,900 0 0
AMERCO COM 023586100 17,337 46,287 SH   SOLE   46,287 0 0
AMERCO COM 023586100 4,008 10,700 SH   OTR 1 10,700 0 0
AMERCO COM 023586100 8,128 21,700 SH   OTR 2 21,700 0 0
AMERISOURCEBERGEN CORP COM 03073E105 24,732 311,800 SH   SOLE   311,800 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,830 73,500 SH   OTR 1 73,500 0 0
AMERISOURCEBERGEN CORP COM 03073E105 11,874 149,700 SH   OTR 2 149,700 0 0
APPLE INC COM 037833100 390,987 4,089,824 SH   SOLE   4,089,824 0 0
APPLE INC COM 037833100 70,063 732,876 SH   OTR 1 732,876 0 0
APPLE INC COM 037833100 189,429 1,981,480 SH   OTR 2 1,981,480 0 0
APPLE INC COM 037833100 4,834 50,560 SH   OTR 3 50,560 0 0
ARRIS INTL INC SHS G0551A103 22,844 1,089,900 SH   SOLE   1,089,900 0 0
ARRIS INTL INC SHS G0551A103 5,383 256,800 SH   OTR 1 256,800 0 0
ARRIS INTL INC SHS G0551A103 10,968 523,300 SH   OTR 2 523,300 0 0
AVANGRID INC COM 05351W103 89,610 1,945,500 SH   SOLE   1,945,500 0 0
AVANGRID INC COM 05351W103 21,017 456,300 SH   OTR 1 456,300 0 0
AVANGRID INC COM 05351W103 42,430 921,200 SH   OTR 2 921,200 0 0
CALPINE CORP COM NEW 131347304 48,659 3,298,900 SH   SOLE   3,298,900 0 0
CALPINE CORP COM NEW 131347304 11,467 777,400 SH   OTR 1 777,400 0 0
CALPINE CORP COM NEW 131347304 23,360 1,583,700 SH   OTR 2 1,583,700 0 0
CHEMOURS CO COM 163851108 77,566 9,413,386 SH   SOLE   9,413,386 0 0
CHEMOURS CO COM 163851108 18,983 2,303,800 SH   OTR 1 2,303,800 0 0
CHEMOURS CO COM 163851108 38,668 4,692,700 SH   OTR 2 4,692,700 0 0
CIGNA CORPORATION COM 125509109 32,829 256,500 SH   SOLE   256,500 0 0
CIGNA CORPORATION COM 125509109 7,756 60,600 SH   OTR 1 60,600 0 0
CIGNA CORPORATION COM 125509109 15,090 117,900 SH   OTR 2 117,900 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 30,082 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 6,661 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 14,080 1,520,500 SH   OTR 2 1,520,500 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 16,988 1,409,817 SH   SOLE   1,409,817 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 4,004 332,300 SH   OTR 1 332,300 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 8,157 676,900 SH   OTR 2 676,900 0 0
CONSOL ENERGY INC COM 20854P109 205,571 12,776,351 SH   SOLE   12,776,351 0 0
CONSOL ENERGY INC COM 20854P109 47,807 2,971,200 SH   OTR 1 2,971,200 0 0
CONSOL ENERGY INC COM 20854P109 98,911 6,147,349 SH   OTR 2 6,147,349 0 0
CONSOL ENERGY INC COM 20854P109 1,691 105,100 SH   OTR 3 105,100 0 0
DILLARDS INC CL A 254067101 66,663 1,100,042 SH   SOLE   1,100,042 0 0
DILLARDS INC CL A 254067101 15,635 258,000 SH   OTR 1 258,000 0 0
DILLARDS INC CL A 254067101 31,815 525,000 SH   OTR 2 525,000 0 0
DILLARDS INC CL A 254067101 3,892 64,230 SH   OTR 3 64,230 0 0
DSW INC CL A 23334L102 52,668 2,486,700 SH   SOLE   2,486,700 0 0
DSW INC CL A 23334L102 12,323 581,800 SH   OTR 1 581,800 0 0
DSW INC CL A 23334L102 25,024 1,181,500 SH   OTR 2 1,181,500 0 0
F M C CORP COM NEW 302491303 19,506 421,200 SH   SOLE   421,200 0 0
F M C CORP COM NEW 302491303 4,562 98,500 SH   OTR 1 98,500 0 0
F M C CORP COM NEW 302491303 9,257 199,900 SH   OTR 2 199,900 0 0
GENERAL MTRS CO COM 37045V100 289,618 10,233,865 SH   SOLE   10,233,865 0 0
GENERAL MTRS CO COM 37045V100 55,530 1,962,200 SH   OTR 1 1,962,200 0 0
GENERAL MTRS CO COM 37045V100 137,844 4,870,802 SH   OTR 2 4,870,802 0 0
GENERAL MTRS CO COM 37045V100 4,104 145,000 SH   OTR 3 145,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 124,985 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 25,204 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 25,155 3,460,054 SH   OTR 2 3,460,054 0 0
HATTERAS FINL CORP COM 41902R103 72,570 4,425,000 SH   SOLE   4,425,000 0 0
HATTERAS FINL CORP COM 41902R103 17,097 1,042,500 SH   OTR 1 1,042,500 0 0
HATTERAS FINL CORP COM 41902R103 34,604 2,110,000 SH   OTR 2 2,110,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 21,384 1,931,700 SH   SOLE   1,931,700 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,017 453,200 SH   OTR 1 453,200 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 10,130 915,100 SH   OTR 2 915,100 0 0
HUMANA INC COM 444859102 41,462 230,500 SH   SOLE   230,500 0 0
HUMANA INC COM 444859102 8,508 47,300 SH   OTR 1 47,300 0 0
HUMANA INC COM 444859102 19,157 106,500 SH   OTR 2 106,500 0 0
IAC INTERACTIVECORP COM 44919P508 38,546 684,654 SH   SOLE   684,654 0 0
IAC INTERACTIVECORP COM 44919P508 18,314 325,296 SH   OTR 2 325,296 0 0
IAC INTERACTIVECORP COM 44919P508 673 11,950 SH   OTR 3 11,950 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 5,726 86,372 SH   SOLE   86,372 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,353 20,400 SH   OTR 1 20,400 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,738 41,300 SH   OTR 2 41,300 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,148 97,574 SH   SOLE   97,574 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 401 12,440 SH   OTR 1 12,440 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,454 45,070 SH   OTR 2 45,070 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 7,904 243,286 SH   SOLE   243,286 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,801 55,439 SH   OTR 1 55,439 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 3,650 112,354 SH   OTR 2 112,354 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 22,727 782,065 SH   SOLE   782,065 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,898 99,709 SH   OTR 1 99,709 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,498 361,244 SH   OTR 2 361,244 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 55,865 1,949,918 SH   SOLE   1,949,918 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 12,731 444,347 SH   OTR 1 444,347 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 25,800 900,515 SH   OTR 2 900,515 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 139,338 2,816,043 SH   SOLE   2,816,043 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 32,686 660,600 SH   OTR 1 660,600 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 65,979 1,333,452 SH   OTR 2 1,333,452 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,237 25,000 SH   OTR 3 25,000 0 0
MYLAN N V SHS EURO N59465109 124,678 2,883,400 SH   SOLE   2,883,400 0 0
MYLAN N V SHS EURO N59465109 29,369 679,200 SH   OTR 1 679,200 0 0
MYLAN N V SHS EURO N59465109 59,775 1,382,400 SH   OTR 2 1,382,400 0 0
PERRIGO CO PLC SHS G97822103 27,902 307,734 SH   SOLE   307,734 0 0
PERRIGO CO PLC SHS G97822103 6,565 72,400 SH   OTR 1 72,400 0 0
PERRIGO CO PLC SHS G97822103 13,392 147,700 SH   OTR 2 147,700 0 0
PVH CORP COM 693656100 33,995 360,770 SH   SOLE   360,770 0 0
PVH CORP COM 693656100 8,066 85,600 SH   OTR 1 85,600 0 0
PVH CORP COM 693656100 15,868 168,400 SH   OTR 2 168,400 0 0
QUORUM HEALTH CORP COM 74909E106 18,185 1,697,950 SH   SOLE   1,697,950 0 0
QUORUM HEALTH CORP COM 74909E106 4,265 398,200 SH   OTR 1 398,200 0 0
QUORUM HEALTH CORP COM 74909E106 8,609 803,850 SH   OTR 2 803,850 0 0
RITE AID CORP COM 767754104 45,298 6,047,800 SH   SOLE   6,047,800 0 0
RITE AID CORP COM 767754104 10,625 1,418,600 SH   OTR 1 1,418,600 0 0
RITE AID CORP COM 767754104 21,448 2,863,600 SH   OTR 2 2,863,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 61,642 1,625,584 SH   SOLE   1,625,584 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,828 338,300 SH   OTR 1 338,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29,183 769,582 SH   OTR 2 769,582 0 0
TERRAFORM GLOBAL INC CL A 88104M101 3,628 1,112,891 SH   SOLE   1,112,891 0 0
TERRAFORM GLOBAL INC CL A 88104M101 803 246,400 SH   OTR 1 246,400 0 0
TERRAFORM GLOBAL INC CL A 88104M101 1,698 520,900 SH   OTR 2 520,900 0 0
TERRAFORM PWR INC CL A COM 88104R100 11,411 1,046,925 SH   SOLE   1,046,925 0 0
TERRAFORM PWR INC CL A COM 88104R100 2,516 230,800 SH   OTR 1 230,800 0 0
TERRAFORM PWR INC CL A COM 88104R100 5,244 481,100 SH   OTR 2 481,100 0 0
TIME WARNER INC COM NEW 887317303 200,953 2,732,574 SH   SOLE   2,732,574 0 0
TIME WARNER INC COM NEW 887317303 47,132 640,900 SH   OTR 1 640,900 0 0
TIME WARNER INC COM NEW 887317303 95,149 1,293,835 SH   OTR 2 1,293,835 0 0
TIME WARNER INC COM NEW 887317303 3,640 49,500 SH   OTR 3 49,500 0 0
TRI POINTE GROUP INC COM 87265H109 31,113 2,632,261 SH   SOLE   2,632,261 0 0
TRI POINTE GROUP INC COM 87265H109 7,298 617,400 SH   OTR 1 617,400 0 0
TRI POINTE GROUP INC COM 87265H109 14,732 1,246,400 SH   OTR 2 1,246,400 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 75,693 2,798,279 SH   SOLE   2,798,279 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 17,945 663,400 SH   OTR 1 663,400 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 35,338 1,306,400 SH   OTR 2 1,306,400 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 140,266 5,061,935 SH   SOLE   5,061,935 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 23,303 840,950 SH   OTR 1 840,950 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 64,778 2,337,711 SH   OTR 2 2,337,711 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 1,655 53,571 SH   SOLE   53,571 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 117 3,799 SH   OTR 1 3,799 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 1,317 42,630 SH   OTR 2 42,630 0 0
VOYA FINL INC COM 929089100 71,659 2,894,160 SH   SOLE   2,894,160 0 0
VOYA FINL INC COM 929089100 16,807 678,800 SH   OTR 1 678,800 0 0
VOYA FINL INC COM 929089100 33,930 1,370,341 SH   OTR 2 1,370,341 0 0
YAHOO INC COM 984332106 96,616 2,572,300 SH   SOLE   2,572,300 0 0
YAHOO INC COM 984332106 22,829 607,800 SH   OTR 1 607,800 0 0
YAHOO INC COM 984332106 46,120 1,227,900 SH   OTR 2 1,227,900 0 0
YELP INC CL A 985817105 51,548 1,697,900 SH   SOLE   1,697,900 0 0
YELP INC CL A 985817105 12,089 398,200 SH   OTR 1 398,200 0 0
YELP INC CL A 985817105 24,406 803,900 SH   OTR 2 803,900 0 0