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 21,579 856,643 SH   OTR 2 856,643 0 0
AERCAP HOLDINGS NV SHS N00985106 1,060 42,100 SH   OTR 3 42,100 0 0
AERCAP HOLDINGS NV SHS N00985106 35,095 1,393,220 SH   SOLE   1,393,220 0 0
AERCAP HOLDINGS NV SHS N00985106 18,155 720,717 SH   OTR 1 720,717 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 64 15,100 SH   OTR 1 15,100 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 140 33,300 SH   OTR 2 33,300 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 217 51,600 SH   SOLE   51,600 0 0
AMERCO COM 023586100 2,029 5,700 SH   OTR 2 5,700 0 0
AMERCO COM 023586100 3,111 8,739 SH   SOLE   8,739 0 0
API GROUP CORP COM STK 00187Y100 1,386 97,400 SH   OTR 1 97,400 0 0
API GROUP CORP COM STK 00187Y100 2,934 206,200 SH   OTR 2 206,200 0 0
API GROUP CORP COM STK 00187Y100 4,802 337,470 SH   SOLE   337,470 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 10,219 167,800 SH   OTR 1 167,800 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 48,887 802,745 SH   SOLE   802,745 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 30,712 504,300 SH   OTR 2 504,300 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,906 31,300 SH   OTR 3 31,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103 12,541 466,037 SH   OTR 1 466,037 0 0
BRIGHTHOUSE FINL INC COM 10922N103 34,706 1,289,703 SH   OTR 2 1,289,703 0 0
BRIGHTHOUSE FINL INC COM 10922N103 4,906 182,300 SH   OTR 3 182,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103 45,809 1,702,292 SH   SOLE   1,702,292 0 0
CHANGE HEALTHCARE INC COM 15912K100 10,912 752,000 SH   OTR 1 752,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 23,019 1,586,400 SH   OTR 2 1,586,400 0 0
CHANGE HEALTHCARE INC COM 15912K100 5,205 358,700 SH   OTR 3 358,700 0 0
CHANGE HEALTHCARE INC COM 15912K100 37,674 2,596,405 SH   SOLE   2,596,405 0 0
CHEMOURS CO COM 163851108 795 38,000 SH   OTR 3 38,000 0 0
CHEMOURS CO COM 163851108 18,100 865,600 SH   OTR 2 865,600 0 0
CHEMOURS CO COM 163851108 16,404 784,501 SH   OTR 1 784,501 0 0
CHEMOURS CO COM 163851108 28,414 1,358,848 SH   SOLE   1,358,848 0 0
CNX RES CORP COM 12653C108 294 31,105 SH   OTR 1 31,105 0 0
CNX RES CORP COM 12653C108 9,914 1,050,206 SH   OTR 2 1,050,206 0 0
CNX RES CORP COM 12653C108 92 9,780 SH   OTR 3 9,780 0 0
CNX RES CORP COM 12653C108 16,224 1,718,594 SH   SOLE   1,718,594 0 0
CONSOL COAL RESOURCES LP COM UNIT 20855T100 2,395 719,300 SH   OTR 1 719,300 0 0
CONSOL COAL RESOURCES LP COM UNIT 20855T100 6,013 1,805,600 SH   OTR 2 1,805,600 0 0
CONSOL COAL RESOURCES LP COM UNIT 20855T100 9,869 2,963,538 SH   SOLE   2,963,538 0 0
CROWN HLDGS INC COM 228368106 2,460 32,000 SH   OTR 1 32,000 0 0
CROWN HLDGS INC COM 228368106 5,326 69,300 SH   OTR 2 69,300 0 0
CROWN HLDGS INC COM 228368106 8,624 112,200 SH   SOLE   112,200 0 0
CRYOLIFE INC COM 228903100 279 15,131 SH   OTR 1 15,131 0 0
CRYOLIFE INC COM 228903100 616 33,340 SH   OTR 2 33,340 0 0
CRYOLIFE INC COM 228903100 961 52,056 SH   SOLE   52,056 0 0
DILLARDS INC CL A 254067101 1,330 36,430 SH   OTR 1 36,430 0 0
DILLARDS INC CL A 254067101 2,337 64,000 SH   OTR 2 64,000 0 0
DILLARDS INC CL A 254067101 3,636 99,570 SH   SOLE   99,570 0 0
GRAHAM HLDGS CO COM CL B 384637104 517 1,280 SH   OTR 1 1,280 0 0
GRAHAM HLDGS CO COM CL B 384637104 1,140 2,820 SH   OTR 2 2,820 0 0
GRAHAM HLDGS CO COM CL B 384637104 1,778 4,400 SH   SOLE   4,400 0 0
GREEN BRICK PARTNERS INC COM 392709101 55,815 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 125,887 7,819,054 SH   OTR 2 7,819,054 0 0
GREEN BRICK PARTNERS INC COM 392709101 206,608 12,832,821 SH   SOLE   12,832,821 0 0
GULFPORT ENERGY CORP COM NEW 402635304 193 366,400 SH   SOLE   366,400 0 0
GULFPORT ENERGY CORP COM NEW 402635304 0 551 SH   OTR 1 551 0 0
GULFPORT ENERGY CORP COM NEW 402635304 151 287,000 SH   OTR 2 287,000 0 0
INGREDION INC COM 457187102 4,420 58,400 SH   OTR 2 58,400 0 0
INGREDION INC COM 457187102 7,061 93,300 SH   SOLE   93,300 0 0
INGREDION INC COM 457187102 984 13,000 SH   OTR 1 13,000 0 0
INTEL CORP COM 458140100 2,340 45,200 SH   OTR 1 45,200 0 0
INTEL CORP COM 458140100 5,157 99,600 SH   OTR 2 99,600 0 0
INTEL CORP COM 458140100 8,036 155,200 SH   SOLE   155,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 1,650 39,790 SH   OTR 2 39,790 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 2,496 60,210 SH   SOLE   60,210 0 0
JACK IN THE BOX INC COM 466367109 2,348 29,600 SH   OTR 1 29,600 0 0
JACK IN THE BOX INC COM 466367109 5,266 66,400 SH   OTR 2 66,400 0 0
JACK IN THE BOX INC COM 466367109 8,367 105,500 SH   SOLE   105,500 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 603 41,500 SH   OTR 2 41,500 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 938 64,600 SH   SOLE   64,600 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 274 18,900 SH   OTR 1 18,900 0 0
MEDICINOVA INC COM NEW 58468P206 368 70,300 SH   OTR 2 70,300 0 0
MEDICINOVA INC COM NEW 58468P206 573 109,420 SH   SOLE   109,420 0 0
MEDICINOVA INC COM NEW 58468P206 28 5,280 SH   OTR 1 5,280 0 0
NCR CORP NEW COM 62886E108 4,578 206,771 SH   OTR 1 206,771 0 0
NCR CORP NEW COM 62886E108 10,224 461,785 SH   OTR 2 461,785 0 0
NCR CORP NEW COM 62886E108 16,266 734,693 SH   SOLE   734,693 0 0
NEUBASE THERAPEUTICS INC COM 64132K102 1,457 191,900 SH   OTR 1 191,900 0 0
NEUBASE THERAPEUTICS INC COM 64132K102 5,374 708,031 SH   OTR 2 708,031 0 0
NEUBASE THERAPEUTICS INC COM 64132K102 8,555 1,127,096 SH   SOLE   1,127,096 0 0
PANACEA ACQUISITION CORP *W EXP 07/07/202 698102118 235 100,000 SH   OTR 3 100,000 0 0
PANACEA ACQUISITION CORP CL A 698102100 3,359 300,000 SH   OTR 3 300,000 0 0
PVH CORPORATION COM 693656100 704 11,800 SH   OTR 1 11,800 0 0
PVH CORPORATION COM 693656100 2,278 38,200 SH   SOLE   38,200 0 0
PVH CORPORATION COM 693656100 1,408 23,600 SH   OTR 2 23,600 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 86 7,500 SH   OTR 1 7,500 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 191 16,600 SH   OTR 2 16,600 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 298 25,900 SH   SOLE   25,900 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,557 323,400 SH   OTR 1 323,400 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 7,893 717,500 SH   OTR 2 717,500 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 12,459 1,132,600 SH   SOLE   1,132,600 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,473 30,900 SH   OTR 1 30,900 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,999 33,870 SH   OTR 2 33,870 0 0
SPDR GOLD TR GOLD SHS 78463V107 55,621 314,030 SH   SOLE   314,030 0 0
SYNNEX CORP COM 87162W100 12,534 89,490 SH   OTR 2 89,490 0 0
SYNNEX CORP COM 87162W100 19,992 142,740 SH   SOLE   142,740 0 0
SYNNEX CORP COM 87162W100 5,738 40,970 SH   OTR 1 40,970 0 0
TECK RESOURCES LTD CL B 878742204 10,176 731,000 SH   OTR 2 731,000 0 0
TECK RESOURCES LTD CL B 878742204 16,652 1,196,300 SH   SOLE   1,196,300 0 0
TECK RESOURCES LTD CL B 878742204 4,614 331,500 SH   OTR 1 331,500 0 0
TESLA INC COM 88160R101 13,943 32,500 SH Put OTR 3 32,500 0 0
TWITTER INC COM 90184L102 3,182 71,500 SH   OTR 1 71,500 0 0
TWITTER INC COM 90184L102 7,022 157,800 SH   OTR 2 157,800 0 0
TWITTER INC COM 90184L102 11,490 258,200 SH   SOLE   258,200 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5,635 143,900 SH   OTR 1 143,900 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 12,633 322,600 SH   OTR 2 322,600 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 19,682 502,600 SH   SOLE   502,600 0 0
VAPOTHERM INC COM 922107107 835 28,800 SH   SOLE   28,800 0 0
VAPOTHERM INC COM 922107107 84 2,900 SH   OTR 1 2,900 0 0
VAPOTHERM INC COM 922107107 531 18,300 SH   OTR 2 18,300 0 0