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
ARBOR REALTY TRUST INC COM 038923108 930 81,000 SH   SOLE None 81,000 0 0
ADOBE SYSTEMS INC COM 00724F101 29,533 109,400 SH   SOLE None 109,400 0 0
AMC NETWORKS INC CL A 00164V103 164,643 2,481,800 SH   SOLE None 2,481,800 0 0
AMAZON.COM INC COM 023135106 20,230 10,100 SH   SOLE None 10,100 0 0
ANDEAVOR COM 03349M105 6,447 42,000 SH   SOLE None 42,000 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 91,789 1,094,556 SH   SOLE None 1,094,556 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHS L0175J104 31,498 977,293 SH   SOLE None 977,293 0 0
BRUNSWICK CORP/DE COM 117043109 18,301 273,069 SH   SOLE None 273,069 0 0
CITIGROUP INC COM 172967424 65,248 909,500 SH   SOLE None 909,500 0 0
CIGNA CORP COM 125509109 22,387 107,500 SH   SOLE None 107,500 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,088 60,000 SH   SOLE None 60,000 0 0
CVS HEALTH CORP COM 126650100 31,063 394,600 SH   SOLE None 394,600 0 0
DITECH HOLDING CORP COM 25501G105 1,339 312,901 SH   SOLE None 312,901 0 0
DISH NETWORK CORP CL A 25470M109 26,488 740,722 SH   SOLE None 740,722 0 0
DOWDUPONT INC COM 26078J100 67,294 1,046,400 SH   SOLE None 1,046,400 0 0
DXC TECHNOLOGY CO COM 23355L106 25,971 277,700 SH   SOLE None 277,700 0 0
ELLINGTON FINANCIAL LLC COM 288522303 989 60,000 SH   SOLE None 60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 16,676 174,213 SH   SOLE None 174,213 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 39,237 2,251,128 SH   SOLE None 2,251,128 0 0
FACEBOOK INC CL A 30303M102 14,505 88,200 SH   SOLE None 88,200 0 0
FIRST DATA CORP COM CL A 32008D106 125,702 5,136,971 SH   SOLE None 5,136,971 0 0
FERRELLGAS PARTNERS LP UNIT LTD PART 315293100 950 430,000 SH   SOLE None 430,000 0 0
KEANE GROUP INC COM 48669A108 57,453 4,644,505 SH   SOLE None 4,644,505 0 0
ALPHABET INC CAP STK CL A 02079K305 156,920 130,000 SH   SOLE None 130,000 0 0
HESS CORP COM 42809H107 32,008 447,164 SH   SOLE None 447,164 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 42,921 945,389 SH   SOLE None 945,389 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 230 45,000 SH   SOLE None 45,000 0 0
MAGNOIAL OIL & GAS CL A 559663109 30,020 2,000,000 SH   SOLE None 2,000,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 32,820 410,400 SH   SOLE None 410,400 0 0
MICROSOFT CORP COM 594918104 105,438 921,905 SH   SOLE None 921,905 0 0
MICRON TECHNOLOGY INC COM 595112103 14,822 327,700 SH   SOLE None 327,700 0 0
MVC CAPITAL INC COM 553829102 1,930 200,000 SH   SOLE None 200,000 0 0
MAXLINEAR INC COM 57776J100 14,697 739,301 SH   SOLE None 739,301 0 0
NABORS INDUSTRIES LTD SHS G6359F103 64,294 10,437,377 SH   SOLE None 10,437,377 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 35,840 2,284,281 SH   SOLE None 2,284,281 0 0
NIELSEN NV SHS EUR G6518L108 100,494 3,633,200 SH   SOLE None 3,633,200 0 0
NRG ENERGY INC COM 629377508 45,195 1,208,410 SH   SOLE None 1,208,410 0 0
OCWEN FINANCIAL CORP COM 675746309 56,831 14,424,184 SH   SOLE None 14,424,184 0 0
PARSLEY ENERGY INC CL A 701877102 57,584 1,968,694 SH   SOLE None 1,968,694 0 0
PENNYMAC FINANCIAL SERVICES IN CL A 70932B101 23,727 1,135,268 SH   SOLE None 1,135,268 0 0
PVH CORP COM 693656100 37,593 260,338 SH   SOLE None 260,338 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 94,156 3,321,183 SH   SOLE None 3,321,183 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 402 70,000 SH   SOLE None 70,000 0 0
THL CREDIT INC COM 872438106 1,533 190,000 SH   SOLE None 190,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 60,581 248,200 SH   SOLE None 248,200 0 0
TRINITY INDUSTRIES INC COM 896522109 65,719 1,793,648 SH   SOLE None 1,793,648 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 233,242 2,618,929 SH   SOLE None 2,618,929 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,723 186,900 SH   SOLE None 186,900 0 0
WMIH COM 92936P100 12,719 9,150,000 SH   SOLE None 9,150,000 0 0
WPX ENERGY INC COM 98212B103 78,897 3,921,340 SH   SOLE None 3,921,340 0 0