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
AERCAP HOLDINGS NV SHS N00985106 327,639 7,127,235 SH   SOLE   7,127,235 0 0
AERCAP HOLDINGS NV SHS N00985106 76,940 1,673,700 SH   OTR 1 1,673,700 0 0
AERCAP HOLDINGS NV SHS N00985106 158,713 3,452,543 SH   OTR 2 3,452,543 0 0
AERCAP HOLDINGS NV SHS N00985106 9,517 207,030 SH   OTR 3 207,030 0 0
ALCOA CORP COM 013872106 25,174 731,800 SH   SOLE   731,800 0 0
ALCOA CORP COM 013872106 6,522 189,600 SH   OTR 1 189,600 0 0
ALCOA CORP COM 013872106 12,164 353,600 SH   OTR 2 353,600 0 0
AMAYA INC COM 02314M108 38,306 2,257,384 SH   SOLE   2,257,384 0 0
AMAYA INC COM 02314M108 9,252 545,200 SH   OTR 1 545,200 0 0
AMAYA INC COM 02314M108 19,686 1,160,100 SH   OTR 2 1,160,100 0 0
ALERE INC COM 01449J105 23,619 594,497 SH   SOLE   594,497 0 0
ALERE INC COM 01449J105 6,269 157,800 SH   OTR 1 157,800 0 0
ALERE INC COM 01449J105 11,697 294,400 SH   OTR 2 294,400 0 0
AMERCO COM 023586100 47,877 125,600 SH   SOLE   125,600 0 0
AMERCO COM 023586100 11,474 30,100 SH   OTR 1 30,100 0 0
AMERCO COM 023586100 24,511 64,300 SH   OTR 2 64,300 0 0
APPLE INC COM 037833100 334,941 2,331,484 SH   SOLE   2,331,484 0 0
APPLE INC COM 037833100 55,521 386,476 SH   OTR 1 386,476 0 0
APPLE INC COM 037833100 175,981 1,224,980 SH   OTR 2 1,224,980 0 0
APPLE INC COM 037833100 4,031 28,060 SH   OTR 3 28,060 0 0
CALPINE CORP COM NEW 131347304 70,812 6,408,300 SH   SOLE   6,408,300 0 0
CALPINE CORP COM NEW 131347304 16,101 1,457,100 SH   OTR 1 1,457,100 0 0
CALPINE CORP COM NEW 131347304 34,206 3,095,600 SH   OTR 2 3,095,600 0 0
CHEMOURS CO COM 163851108 109,321 2,839,500 SH   SOLE   2,839,500 0 0
CHEMOURS CO COM 163851108 29,025 753,900 SH   OTR 1 753,900 0 0
CHEMOURS CO COM 163851108 54,154 1,406,600 SH   OTR 2 1,406,600 0 0
CIGNA CORPORATION COM 125509109 36,227 247,300 SH   SOLE   247,300 0 0
CIGNA CORPORATION COM 125509109 8,877 60,600 SH   OTR 1 60,600 0 0
CIGNA CORPORATION COM 125509109 18,619 127,100 SH   OTR 2 127,100 0 0
CLIPPER RLTY INC COM 18885T306 7,065 591,900 SH   SOLE   591,900 0 0
CLIPPER RLTY INC COM 18885T306 1,564 131,000 SH   OTR 1 131,000 0 0
CLIPPER RLTY INC COM 18885T306 3,308 277,100 SH   OTR 2 277,100 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 55,064 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 12,192 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 25,772 1,520,500 SH   OTR 2 1,520,500 0 0
CONDUENT INC COM 206787103 56,794 3,384,600 SH   SOLE   3,384,600 0 0
CONDUENT INC COM 206787103 15,080 898,700 SH   OTR 1 898,700 0 0
CONDUENT INC COM 206787103 28,135 1,676,700 SH   OTR 2 1,676,700 0 0
CONSOL ENERGY INC COM 20854P109 211,235 12,588,510 SH   SOLE   12,588,510 0 0
CONSOL ENERGY INC COM 20854P109 59,624 3,553,265 SH   OTR 1 3,553,265 0 0
CONSOL ENERGY INC COM 20854P109 107,911 6,430,906 SH   OTR 2 6,430,906 0 0
CONSOL ENERGY INC COM 20854P109 1,517 90,400 SH   OTR 3 90,400 0 0
DILLARDS INC CL A 254067101 54,792 1,048,842 SH   SOLE   1,048,842 0 0
DILLARDS INC CL A 254067101 14,418 276,000 SH   OTR 1 276,000 0 0
DILLARDS INC CL A 254067101 26,543 508,100 SH   OTR 2 508,100 0 0
DILLARDS INC CL A 254067101 3,068 58,730 SH   OTR 3 58,730 0 0
DSW INC CL A 23334L102 24,231 1,171,706 SH   SOLE   1,171,706 0 0
DSW INC CL A 23334L102 5,948 287,600 SH   OTR 1 287,600 0 0
DSW INC CL A 23334L102 12,032 581,800 SH   OTR 2 581,800 0 0
F M C CORP COM NEW 302491303 14,063 202,087 SH   SOLE   202,087 0 0
F M C CORP COM NEW 302491303 1,127 16,200 SH   OTR 1 16,200 0 0
F M C CORP COM NEW 302491303 7,982 114,700 SH   OTR 2 114,700 0 0
FREDS INC CL A 356108100 16,239 1,239,621 SH   SOLE   1,239,621 0 0
FREDS INC CL A 356108100 4,302 328,400 SH   OTR 1 328,400 0 0
FREDS INC CL A 356108100 8,026 612,700 SH   OTR 2 612,700 0 0
GENERAL MTRS CO COM 37045V100 355,474 10,053,000 SH Call SOLE   10,053,000 0 0
GENERAL MTRS CO COM 37045V100 1,142,036 32,297,398 SH   SOLE   32,297,398 0 0
GENERAL MTRS CO COM 37045V100 101,483 2,870,000 SH Call OTR 1 2,870,000 0 0
GENERAL MTRS CO COM 37045V100 209,922 5,936,700 SH   OTR 1 5,936,700 0 0
GENERAL MTRS CO COM 37045V100 179,523 5,077,000 SH Call OTR 2 5,077,000 0 0
GENERAL MTRS CO COM 37045V100 574,625 16,250,702 SH   OTR 2 16,250,702 0 0
GENERAL MTRS CO COM 37045V100 9,554 270,200 SH   OTR 3 270,200 0 0
GREEN BRICK PARTNERS INC COM 392709101 171,059 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,495 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,428 3,460,054 SH   OTR 2 3,460,054 0 0
IAC INTERACTIVECORP COM 44919P508 34,459 467,436 SH   SOLE   467,436 0 0
IAC INTERACTIVECORP COM 44919P508 16,631 225,596 SH   OTR 2 225,596 0 0
IAC INTERACTIVECORP COM 44919P508 623 8,450 SH   OTR 3 8,450 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 27,088 755,165 SH   SOLE   755,165 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,577 99,709 SH   OTR 1 99,709 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 13,923 388,144 SH   OTR 2 388,144 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 65,974 1,882,818 SH   SOLE   1,882,818 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 15,570 444,347 SH   OTR 1 444,347 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 33,905 967,615 SH   OTR 2 967,615 0 0
MICRON TECHNOLOGY INC COM 595112103 26,354 911,900 SH   SOLE   911,900 0 0
MICRON TECHNOLOGY INC COM 595112103 6,924 239,600 SH   OTR 1 239,600 0 0
MICRON TECHNOLOGY INC COM 595112103 12,962 448,500 SH   OTR 2 448,500 0 0
MONSANTO CO NEW COM 61166W101 26,511 234,200 SH   SOLE   234,200 0 0
MONSANTO CO NEW COM 61166W101 6,464 57,100 SH   OTR 1 57,100 0 0
MONSANTO CO NEW COM 61166W101 13,437 118,700 SH   OTR 2 118,700 0 0
MYLAN N V SHS EURO N59465109 195,603 5,016,759 SH   SOLE   5,016,759 0 0
MYLAN N V SHS EURO N59465109 47,967 1,230,248 SH   OTR 1 1,230,248 0 0
MYLAN N V SHS EURO N59465109 94,484 2,423,300 SH   OTR 2 2,423,300 0 0
MYLAN N V SHS EURO N59465109 858 22,000 SH   OTR 3 22,000 0 0
PERRIGO CO PLC SHS G97822103 64,100 965,500 SH   SOLE   965,500 0 0
PERRIGO CO PLC SHS G97822103 17,016 256,300 SH   OTR 1 256,300 0 0
PERRIGO CO PLC SHS G97822103 31,748 478,200 SH   OTR 2 478,200 0 0
PVH CORP COM 693656100 36,325 351,070 SH   SOLE   351,070 0 0
PVH CORP COM 693656100 8,898 86,000 SH   OTR 1 86,000 0 0
PVH CORP COM 693656100 18,387 177,700 SH   OTR 2 177,700 0 0
QUORUM HEALTH CORP COM 74909E106 8,012 1,472,750 SH   SOLE   1,472,750 0 0
QUORUM HEALTH CORP COM 74909E106 3,793 697,250 SH   OTR 2 697,250 0 0
RITE AID CORP COM 767754104 40,793 9,598,289 SH   SOLE   9,598,289 0 0
RITE AID CORP COM 767754104 10,742 2,527,600 SH   OTR 1 2,527,600 0 0
RITE AID CORP COM 767754104 19,776 4,653,100 SH   OTR 2 4,653,100 0 0
SYNGENTA AG SPONSORED ADR 87160A100 51,401 580,800 SH   SOLE   580,800 0 0
SYNGENTA AG SPONSORED ADR 87160A100 13,523 152,800 SH   OTR 1 152,800 0 0
SYNGENTA AG SPONSORED ADR 87160A100 24,904 281,400 SH   OTR 2 281,400 0 0
TIME WARNER INC COM NEW 887317303 113,536 1,161,974 SH   SOLE   1,161,974 0 0
TIME WARNER INC COM NEW 887317303 30,144 308,500 SH   OTR 1 308,500 0 0
TIME WARNER INC COM NEW 887317303 56,236 575,535 SH   OTR 2 575,535 0 0
TIME WARNER INC COM NEW 887317303 1,407 14,400 SH   OTR 3 14,400 0 0
TRI POINTE GROUP INC COM 87265H109 15,226 1,214,182 SH   SOLE   1,214,182 0 0
TRI POINTE GROUP INC COM 87265H109 3,569 284,600 SH   OTR 1 284,600 0 0
TRI POINTE GROUP INC COM 87265H109 7,207 574,700 SH   OTR 2 574,700 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 110,789 4,857,035 SH   SOLE   4,857,035 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 16,917 741,650 SH   OTR 1 741,650 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 53,517 2,346,211 SH   OTR 2 2,346,211 0 0
VAREX IMAGING CORP COM 92214X106 12,785 380,500 SH   SOLE   380,500 0 0
VAREX IMAGING CORP COM 92214X106 3,363 100,100 SH   OTR 1 100,100 0 0
VAREX IMAGING CORP COM 92214X106 6,196 184,400 SH   OTR 2 184,400 0 0
VOYA FINL INC COM 929089100 130,188 3,429,612 SH   SOLE   3,429,612 0 0
VOYA FINL INC COM 929089100 31,681 834,600 SH   OTR 1 834,600 0 0
VOYA FINL INC COM 929089100 62,886 1,656,641 SH   OTR 2 1,656,641 0 0
YAHOO INC COM 984332106 115,760 2,494,300 SH   SOLE   2,494,300 0 0
YAHOO INC COM 984332106 27,052 582,900 SH   OTR 1 582,900 0 0
YAHOO INC COM 984332106 55,919 1,204,900 SH   OTR 2 1,204,900 0 0