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
AMERICAN AIRLINES GROUP INC COM 02376R102 8,977 178,400 SH   SOLE NONE 178,400 0 0
ARBOR REALTY TRUST INC COM 038923108 587 70,440 SH   SOLE NONE 70,440 0 0
AUTODESK INC COM 052769106 9,417 93,400 SH   SOLE NONE 93,400 0 0
AERCAP HOLDINGS NV SHS N00985106 99,891 2,151,435 SH   SOLE NONE 2,151,435 0 0
ALLERGAN PLC SHS G0177J108 71,757 295,188 SH   SOLE NONE 295,188 0 0
AMERICAN INTERNATIONAL GROUP I COM 026874784 83,042 1,328,240 SH   SOLE NONE 1,328,240 0 0
AMERICAN INTERNATIONAL GROUP I *W EXP 01/19/202 026874156 11,182 530,437 SH   SOLE NONE 530,437 0 0
ALLY FINANCIAL INC COM 02005N100 14,842 710,147 SH   SOLE NONE 710,147 0 0
AMC NETWORKS INC CL A 00164V103 47,278 885,185 SH   SOLE NONE 885,185 0 0
AMAZON.COM INC COM 023135106 10,164 10,500 SH   SOLE NONE 10,500 0 0
ARRIS INTERNATIONAL PLC SHS G0551A103 25,443 908,032 SH   SOLE NONE 908,032 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 35,691 541,509 SH   SOLE NONE 541,509 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHS L0175J104 34,337 1,573,665 SH   SOLE NONE 1,573,665 0 0
ATHENE HOLDING LTD CL A G0684D107 9,823 198,000 SH   SOLE NONE 198,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9,165 160,765 SH   SOLE NONE 160,765 0 0
BALL CORP COM 058498106 53,370 1,264,400 SH   SOLE NONE 1,264,400 0 0
BLUEBIRD BIO INC COM 09609G100 5,253 50,000 SH   SOLE NONE 50,000 0 0
BYLINE BANCORP INC COM 124411109 802 40,000 SH   SOLE NONE 40,000 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,118 60,000 SH   SOLE NONE 60,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 4,682 50,000 SH   SOLE NONE 50,000 0 0
CARRIZO OIL & GAS INC COM 144577103 2,613 150,000 SH   SOLE NONE 150,000 0 0
COVANTA HOLDING CORP COM 22282E102 16,015 1,213,282 SH   SOLE NONE 1,213,282 0 0
DISH NETWORK CORP CL A 25470M109 69,170 1,102,141 SH   SOLE NONE 1,102,141 0 0
DOLLAR TREE INC COM 256746108 5,244 75,000 SH   SOLE NONE 75,000 0 0
PHYSICIANS REALTY TRUST COM 71943U104 6,042 300,000 SH   SOLE NONE 300,000 0 0
DOVA PHARMACEUTICALS INC COM 25985T102 892 40,000 SH   SOLE NONE 40,000 0 0
DOW CHEMICAL CO/THE COM 260543103 86,242 1,367,400 SH   SOLE NONE 1,367,400 0 0
DELL TECHNOLOGIES INC CLASS V COM CL V 24703L103 25,361 415,000 SH   SOLE NONE 415,000 0 0
ELLINGTON FINANCIAL LLC COM 288522303 20,532 1,266,595 SH   SOLE NONE 1,266,595 0 0
EASTMAN CHEMICAL CO COM 277432100 39,040 464,813 SH   SOLE NONE 464,813 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 7,015 390,600 SH   SOLE NONE 390,600 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 23,839 1,169,142 SH   SOLE NONE 1,169,142 0 0
FACEBOOK INC CL A 30303M102 35,661 236,200 SH   SOLE NONE 236,200 0 0
FOUNDATION BUILDING MATERIALS COM 350392106 6,430 500,000 SH   SOLE NONE 500,000 0 0
FIRST DATA CORP COM CL A 32008D106 147,602 8,110,013 SH   SOLE NONE 8,110,013 0 0
FNF GROUP FNF GROUP COM 31620R303 60,491 1,349,332 SH   SOLE NONE 1,349,332 0 0
KEANE GROUP INC COM 48669A108 39,434 2,464,600 SH   SOLE NONE 2,464,600 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 6,483 300,000 SH   SOLE NONE 300,000 0 0
GIGAMON INC COM 37518B102 21,920 557,048 SH   SOLE NONE 557,048 0 0
ALPHABET INC CAP STK CL A 02079K305 147,666 158,835 SH   SOLE NONE 158,835 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 5,859 540,000 SH   SOLE NONE 540,000 0 0
HESS CORP COM 42809H107 43,159 983,800 SH   SOLE NONE 983,800 0 0
HRG GROUP INC COM 40434J100 20,062 1,132,800 SH   SOLE NONE 1,132,800 0 0
INTELSAT SA COM L5140P101 3,060 1,000,000 SH   SOLE NONE 1,000,000 0 0
L BRANDS INC COM 501797104 10,778 200,000 SH   SOLE NONE 200,000 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 50,356 1,211,938 SH   SOLE NONE 1,211,938 0 0
LOWE'S COS INC COM 548661107 3,877 50,000 SH   SOLE NONE 50,000 0 0
MINDBODY INC COM CL A 60255W105 1,904 70,000 SH   SOLE NONE 70,000 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 446 45,000 SH   SOLE NONE 45,000 0 0
RAMACO RESOURCES INC COM 75134P303 605 100,000 SH   SOLE NONE 100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 55,577 1,776,190 SH   SOLE NONE 1,776,190 0 0
MICROSOFT CORP COM 594918104 80,101 1,162,070 SH   SOLE NONE 1,162,070 0 0
MVC CAPITAL INC COM 553829102 1,972 200,000 SH   SOLE NONE 200,000 0 0
MAXLINEAR INC COM 57776J100 21,113 757,000 SH   SOLE NONE 757,000 0 0
NAVIENT CORP COM 63938C108 36,823 2,211,614 SH   SOLE NONE 2,211,614 0 0
NABORS INDUSTRIES LTD SHS G6359F103 20,663 2,538,500 SH   SOLE NONE 2,538,500 0 0
NORWEGIAN CRUISE LINE HOLDINGS SHS G66721104 6,786 125,000 SH   SOLE NONE 125,000 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 36,289 2,692,051 SH   SOLE NONE 2,692,051 0 0
NETFLIX INC COM 64110L106 9,712 65,000 SH   SOLE NONE 65,000 0 0
NEW RESIDENTIAL INVESTMENT COR COM 64828T201 17,894 1,150,000 SH   SOLE NONE 1,150,000 0 0
OCWEN FINANCIAL CORP COM 675746309 20,074 7,462,342 SH   SOLE NONE 7,462,342 0 0
ORION ENGINEERED CARBONS SA COM L72967109 998 50,000 SH   SOLE NONE 50,000 0 0
ONEMAIN HOLDINGS INC COM 68268W103 23,214 944,057 SH   SOLE NONE 944,057 0 0
PENNYMAC FINANCIAL SERVICES IN CL A 70932B101 27,053 1,619,916 SH   SOLE NONE 1,619,916 0 0
PVH CORP COM 693656100 51,335 448,338 SH   SOLE NONE 448,338 0 0
PAYPAL HOLDINGS INC COM 70450Y103 47,922 892,900 SH   SOLE NONE 892,900 0 0
REV GROUP INC COM 749527107 2,768 100,000 SH   SOLE NONE 100,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 46,462 1,412,220 SH   SOLE NONE 1,412,220 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 704 70,000 SH   SOLE NONE 70,000 0 0
SOLARIS OILFIELD INFRASTRUCTUR COM CL A 83418M103 922 80,000 SH   SOLE NONE 80,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 39,120 1,311,867 SH   SOLE NONE 1,311,867 0 0
THL CREDIT INC COM 872438106 1,095 110,000 SH   SOLE NONE 110,000 0 0
TIME INC COM 887228104 65,947 4,595,604 SH   SOLE NONE 4,595,604 0 0
TRINITY INDUSTRIES INC COM 896522109 10,511 375,000 SH   SOLE NONE 375,000 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 124,787 1,658,302 SH   SOLE NONE 1,658,302 0 0
VALVOLINE INC COM 92047W101 46,575 1,963,522 SH   SOLE NONE 1,963,522 0 0
WPX ENERGY INC COM 98212B103 35,425 3,667,172 SH   SOLE NONE 3,667,172 0 0
WILDHORSE RESOURCE DEVELOPMENT COM 96812T102 3,340 270,000 SH   SOLE NONE 270,000 0 0
YEXT INC COM 98585N106 1,077 80,800 SH   SOLE NONE 80,800 0 0
ZYNGA INC CL A 98986T108 33,461 9,192,643 SH   SOLE NONE 9,192,643 0 0
SHIRE PLC SPONSORED ADR 82481R106 82,669 500,207 SH   SOLE NONE 500,207 0 0