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
ADIENT PLC ORD SHS G0084W101 79,438 945,800 SH   SOLE   945,800 0 0
ADIENT PLC ORD SHS G0084W101 24,256 288,800 SH   OTR 1 288,800 0 0
ADIENT PLC ORD SHS G0084W101 41,693 496,400 SH   OTR 2 496,400 0 0
AERCAP HOLDINGS NV SHS N00985106 355,451 6,954,635 SH   SOLE   6,954,635 0 0
AERCAP HOLDINGS NV SHS N00985106 83,703 1,637,700 SH   OTR 1 1,637,700 0 0
AERCAP HOLDINGS NV SHS N00985106 185,281 3,625,143 SH   OTR 2 3,625,143 0 0
AERCAP HOLDINGS NV SHS N00985106 7,055 138,030 SH   OTR 3 138,030 0 0
ALTABA INC COM 021346101 161,076 2,431,706 SH   SOLE   2,431,706 0 0
ALTABA INC COM 021346101 38,611 582,900 SH   OTR 1 582,900 0 0
ALTABA INC COM 021346101 83,959 1,267,494 SH   OTR 2 1,267,494 0 0
AMERCO COM 023586100 10,235 27,300 SH   SOLE   27,300 0 0
AMERCO COM 023586100 3,149 8,400 SH   OTR 1 8,400 0 0
AMERCO COM 023586100 5,361 14,300 SH   OTR 2 14,300 0 0
APPLE INC COM 037833100 192,987 1,252,184 SH   SOLE   1,252,184 0 0
APPLE INC COM 037833100 36,030 233,776 SH   OTR 1 233,776 0 0
APPLE INC COM 037833100 108,436 703,580 SH   OTR 2 703,580 0 0
APPLE INC COM 037833100 518 3,360 SH   OTR 3 3,360 0 0
CARS COM INC COM 14575E105 8,269 310,733 SH   SOLE   310,733 0 0
CARS COM INC COM 14575E105 2,241 84,233 SH   OTR 1 84,233 0 0
CARS COM INC COM 14575E105 4,083 153,433 SH   OTR 2 153,433 0 0
CHEMOURS CO COM 163851108 40,797 806,100 SH   SOLE   806,100 0 0
CHEMOURS CO COM 163851108 12,612 249,200 SH   OTR 1 249,200 0 0
CHEMOURS CO COM 163851108 21,747 429,700 SH   OTR 2 429,700 0 0
CHILDRENS PL INC COM 168905107 4,265 36,100 SH   SOLE   36,100 0 0
CHILDRENS PL INC COM 168905107 1,311 11,100 SH   OTR 1 11,100 0 0
CHILDRENS PL INC COM 168905107 2,268 19,200 SH   OTR 2 19,200 0 0
CLIPPER RLTY INC COM 18885T306 6,339 591,900 SH   SOLE   591,900 0 0
CLIPPER RLTY INC COM 18885T306 1,403 131,000 SH   OTR 1 131,000 0 0
CLIPPER RLTY INC COM 18885T306 2,968 277,100 SH   OTR 2 277,100 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 48,080 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 10,646 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 22,503 1,520,500 SH   OTR 2 1,520,500 0 0
CONDUENT INC COM 206787103 53,037 3,384,600 SH   SOLE   3,384,600 0 0
CONDUENT INC COM 206787103 14,083 898,700 SH   OTR 1 898,700 0 0
CONDUENT INC COM 206787103 26,274 1,676,700 SH   OTR 2 1,676,700 0 0
CONSOL ENERGY INC COM 20854P109 207,771 12,265,110 SH   SOLE   12,265,110 0 0
CONSOL ENERGY INC COM 20854P109 60,192 3,553,265 SH   OTR 1 3,553,265 0 0
CONSOL ENERGY INC COM 20854P109 114,418 6,754,306 SH   OTR 2 6,754,306 0 0
CONSOL ENERGY INC COM 20854P109 1,497 88,400 SH   OTR 3 88,400 0 0
DILLARDS INC CL A 254067101 45,191 805,970 SH   SOLE   805,970 0 0
DILLARDS INC CL A 254067101 12,167 217,000 SH   OTR 1 217,000 0 0
DILLARDS INC CL A 254067101 23,628 421,400 SH   OTR 2 421,400 0 0
DILLARDS INC CL A 254067101 3,119 55,630 SH   OTR 3 55,630 0 0
DOLLAR TREE INC COM 256746108 4,150 47,800 SH   SOLE   47,800 0 0
DOLLAR TREE INC COM 256746108 1,276 14,700 SH   OTR 1 14,700 0 0
DOLLAR TREE INC COM 256746108 2,205 25,400 SH   OTR 2 25,400 0 0
DSW INC CL A 23334L102 36,170 1,683,900 SH   SOLE   1,683,900 0 0
DSW INC CL A 23334L102 10,669 496,700 SH   OTR 1 496,700 0 0
DSW INC CL A 23334L102 18,653 868,400 SH   OTR 2 868,400 0 0
EXELA TECHNOLOGIES INC COM 30162V102 22,479 4,587,622 SH   SOLE   4,587,622 0 0
EXELA TECHNOLOGIES INC COM 30162V102 6,763 1,380,200 SH   OTR 1 1,380,200 0 0
EXELA TECHNOLOGIES INC COM 30162V102 11,842 2,416,807 SH   OTR 2 2,416,807 0 0
FREDS INC CL A 356108100 5,483 851,400 SH   SOLE   851,400 0 0
FREDS INC CL A 356108100 828 128,603 SH   OTR 1 128,603 0 0
FREDS INC CL A 356108100 2,711 420,900 SH   OTR 2 420,900 0 0
GAP INC DEL COM 364760108 4,208 142,500 SH   SOLE   142,500 0 0
GAP INC DEL COM 364760108 1,299 44,000 SH   OTR 1 44,000 0 0
GAP INC DEL COM 364760108 2,244 76,000 SH   OTR 2 76,000 0 0
GENERAL MTRS CO COM 37045V100 43,764 1,083,800 SH Call SOLE   1,083,800 0 0
GENERAL MTRS CO COM 37045V100 753,709 18,665,398 SH   SOLE   18,665,398 0 0
GENERAL MTRS CO COM 37045V100 13,604 336,900 SH Call OTR 1 336,900 0 0
GENERAL MTRS CO COM 37045V100 234,309 5,802,600 SH   OTR 1 5,802,600 0 0
GENERAL MTRS CO COM 37045V100 23,392 579,300 SH Call OTR 2 579,300 0 0
GENERAL MTRS CO COM 37045V100 402,839 9,976,202 SH   OTR 2 9,976,202 0 0
GENERAL MTRS CO COM 37045V100 4,737 117,300 SH   OTR 3 117,300 0 0
GREEN BRICK PARTNERS INC COM 392709101 170,199 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,321 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,255 3,460,054 SH   OTR 2 3,460,054 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,110 347,400 SH Call SOLE   347,400 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 62,129 4,223,601 SH   SOLE   4,223,601 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,515 103,000 SH Call OTR 1 103,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 19,379 1,317,399 SH   OTR 1 1,317,399 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,721 185,000 SH Call OTR 2 185,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 33,303 2,264,000 SH   OTR 2 2,264,000 0 0
KROGER CO COM 501044101 3,946 196,700 SH   SOLE   196,700 0 0
KROGER CO COM 501044101 1,220 60,800 SH   OTR 1 60,800 0 0
KROGER CO COM 501044101 2,102 104,800 SH   OTR 2 104,800 0 0
MICRON TECHNOLOGY INC COM 595112103 107,229 2,726,400 SH   SOLE   2,726,400 0 0
MICRON TECHNOLOGY INC COM 595112103 33,139 842,600 SH   OTR 1 842,600 0 0
MICRON TECHNOLOGY INC COM 595112103 57,143 1,452,900 SH   OTR 2 1,452,900 0 0
MONSANTO CO NEW COM 61166W101 28,062 234,200 SH   SOLE   234,200 0 0
MONSANTO CO NEW COM 61166W101 3,834 32,000 SH   OTR 1 32,000 0 0
MONSANTO CO NEW COM 61166W101 14,223 118,700 SH   OTR 2 118,700 0 0
MYLAN N V SHS EURO N59465109 185,809 5,923,159 SH   SOLE   5,923,159 0 0
MYLAN N V SHS EURO N59465109 50,968 1,624,748 SH   OTR 1 1,624,748 0 0
MYLAN N V SHS EURO N59465109 96,852 3,087,400 SH   OTR 2 3,087,400 0 0
MYLAN N V SHS EURO N59465109 3,419 109,000 SH   OTR 3 109,000 0 0
PERRIGO CO PLC SHS G97822103 137,821 1,628,132 SH   SOLE   1,628,132 0 0
PERRIGO CO PLC SHS G97822103 35,748 422,300 SH   OTR 1 422,300 0 0
PERRIGO CO PLC SHS G97822103 72,003 850,600 SH   OTR 2 850,600 0 0
QUORUM HEALTH CORP COM 74909E106 754 145,625 SH   SOLE   145,625 0 0
QUORUM HEALTH CORP COM 74909E106 308 59,375 SH   OTR 2 59,375 0 0
RITE AID CORP COM 767754104 18,813 9,598,289 SH   SOLE   9,598,289 0 0
RITE AID CORP COM 767754104 2,013 1,026,900 SH   OTR 1 1,026,900 0 0
RITE AID CORP COM 767754104 9,120 4,653,100 SH   OTR 2 4,653,100 0 0
STARS GROUP INC COM 85570W100 11,142 545,200 SH   OTR 1 545,200 0 0
STARS GROUP INC COM 85570W100 23,709 1,160,100 SH   OTR 2 1,160,100 0 0
STARS GROUP INC COM 85570W100 46,134 2,257,384 SH   SOLE   2,257,384 0 0
TECH DATA CORP COM 878237106 4,327 48,700 SH   SOLE   48,700 0 0
TECH DATA CORP COM 878237106 1,342 15,100 SH   OTR 1 15,100 0 0
TECH DATA CORP COM 878237106 2,328 26,200 SH   OTR 2 26,200 0 0
TEGNA INC COM 87901J105 18,094 1,357,400 SH   SOLE   1,357,400 0 0
TEGNA INC COM 87901J105 4,953 371,600 SH   OTR 1 371,600 0 0
TEGNA INC COM 87901J105 8,944 671,000 SH   OTR 2 671,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 140,099 2,171,400 SH   SOLE   2,171,400 0 0
TEMPUR SEALY INTL INC COM 88023U101 43,306 671,200 SH   OTR 1 671,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 74,675 1,157,400 SH   OTR 2 1,157,400 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 108,719 4,735,135 SH   SOLE   4,735,135 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 17,028 741,650 SH   OTR 1 741,650 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 56,668 2,468,111 SH   OTR 2 2,468,111 0 0
VAREX IMAGING CORP COM 92214X106 12,876 380,500 SH   SOLE   380,500 0 0
VAREX IMAGING CORP COM 92214X106 3,387 100,100 SH   OTR 1 100,100 0 0
VAREX IMAGING CORP COM 92214X106 6,240 184,400 SH   OTR 2 184,400 0 0
VENATOR MATLS PLC SHS G9329Z100 20,991 928,800 SH   SOLE   928,800 0 0
VENATOR MATLS PLC SHS G9329Z100 6,409 283,600 SH   OTR 1 283,600 0 0
VENATOR MATLS PLC SHS G9329Z100 11,020 487,600 SH   OTR 2 487,600 0 0
VOYA FINL INC COM 929089100 133,373 3,343,512 SH   SOLE   3,343,512 0 0
VOYA FINL INC COM 929089100 33,292 834,600 SH   OTR 1 834,600 0 0
VOYA FINL INC COM 929089100 69,518 1,742,741 SH   OTR 2 1,742,741 0 0