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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABERCROMBIE & FITCH COCL A0028962072,649109,400SH SOLE 109,40000
ABERCROMBIE & FITCH COCL A0028962071,13847,000SH OTR147,00000
ABERCROMBIE & FITCH COCL A0028962071,35856,100SH OTR256,10000
ADIENT PLCORD SHSG0084W10142,776715,798SH SOLE 715,79800
ADIENT PLCORD SHSG0084W1015,85197,900SH OTR197,90000
ADIENT PLCORD SHSG0084W10122,099369,800SH OTR2369,80000
AERCAP HOLDINGS NVSHSN00985106173,7013,424,697SH SOLE 3,424,69700
AERCAP HOLDINGS NVSHSN0098510666,3061,307,292SH OTR11,307,29200
AERCAP HOLDINGS NVSHSN0098510688,5901,746,643SH OTR21,746,64300
AERCAP HOLDINGS NVSHSN009851063,72973,530SH OTR373,53000
ALTABA INCCOM02134610167,310909,106SH SOLE 909,10600
ALTABA INCCOM02134610129,024392,000SH OTR1392,00000
ALTABA INCCOM02134610134,295463,194SH OTR2463,19400
APPLE INCCOM03783310056,925339,284SH SOLE 339,28400
APPLE INCCOM03783310019,190114,376SH OTR1114,37600
APPLE INCCOM03783310029,006172,880SH OTR2172,88000
APPLE INCCOM0378331002621,560SH OTR31,56000
BLOOMIN BRANDS INCCOM0942351082,724112,200SH SOLE 112,20000
BLOOMIN BRANDS INCCOM0942351081,17048,200SH OTR148,20000
BLOOMIN BRANDS INCCOM0942351081,39957,600SH OTR257,60000
BRIGHTHOUSE FINL INCCOM10922N103297,7835,793,437SH SOLE 5,793,43700
BRIGHTHOUSE FINL INCCOM10922N103116,4912,266,363SH OTR12,266,36300
BRIGHTHOUSE FINL INCCOM10922N103153,1822,980,200SH OTR22,980,20000
CLIPPER RLTY INCCOM18885T3064,251501,900SH SOLE 501,90000
CLIPPER RLTY INCCOM18885T306938110,700SH OTR1110,70000
CLIPPER RLTY INCCOM18885T3061,990234,900SH OTR2234,90000
CNX RESOURCES CORPORATIONCOM12653C10880,7365,232,433SH SOLE 5,232,43300
CNX RESOURCES CORPORATIONCOM12653C10837,3342,419,565SH OTR12,419,56500
CNX RESOURCES CORPORATIONCOM12653C10845,3442,938,706SH OTR22,938,70600
CNX RESOURCES CORPORATIONCOM12653C10875148,700SH OTR348,70000
CONDUENT INCCOM20678710338,3802,059,000SH SOLE 2,059,00000
CONDUENT INCCOM20678710313,764738,400SH OTR1738,40000
CONDUENT INCCOM20678710319,5571,049,200SH OTR21,049,20000
CONSOL COAL RES LPCOM UNIT20855T10045,3193,248,638SH SOLE 3,248,63800
CONSOL COAL RES LPCOM UNIT20855T10010,034719,300SH OTR1719,30000
CONSOL COAL RES LPCOM UNIT20855T10021,2111,520,500SH OTR21,520,50000
CONSOL ENERGY INC NEWCOM20854L10818,819649,609SH SOLE 649,60900
CONSOL ENERGY INC NEWCOM20854L1084,608159,044SH OTR1159,04400
CONSOL ENERGY INC NEWCOM20854L10810,300355,536SH OTR2355,53600
CONSOL ENERGY INC NEWCOM20854L1081475,087SH OTR35,08700
DILLARDS INCCL A2540671015,80972,300SH SOLE 72,30000
DILLARDS INCCL A2540671013,28640,900SH OTR240,90000
DSW INCCL A23334L10215,039669,600SH SOLE 669,60000
DSW INCCL A23334L1025,509245,300SH OTR1245,30000
DSW INCCL A23334L1027,751345,100SH OTR2345,10000
ENSCO PLCSHS CLASS AG3157S10645,19110,294,100SH SOLE 10,294,10000
ENSCO PLCSHS CLASS AG3157S10619,4274,425,300SH OTR14,425,30000
ENSCO PLCSHS CLASS AG3157S10623,1825,280,600SH OTR25,280,60000
EXELA TECHNOLOGIES INCCOM30162V10225,3704,587,622SH SOLE 4,587,62200
EXELA TECHNOLOGIES INCCOM30162V1027,6331,380,200SH OTR11,380,20000
EXELA TECHNOLOGIES INCCOM30162V10213,3652,416,807SH OTR22,416,80700
FIVE BELOW INCCOM33829M1012,67036,400SH SOLE 36,40000
FIVE BELOW INCCOM33829M1011,14415,600SH OTR115,60000
FIVE BELOW INCCOM33829M1011,37118,700SH OTR218,70000
GENERAL MTRS COCOM37045V100427,10011,752,898SH SOLE 11,752,89800
GENERAL MTRS COCOM37045V100172,7174,752,800SH OTR14,752,80000
GENERAL MTRS COCOM37045V100219,0906,028,902SH OTR26,028,90200
GENERAL MTRS COCOM37045V1002,90079,800SH OTR379,80000
GREEN BRICK PARTNERS INCCOM392709101187,39117,191,821SH SOLE 17,191,82100
GREEN BRICK PARTNERS INCCOM39270910137,7883,466,793SH OTR13,466,79300
GREEN BRICK PARTNERS INCCOM39270910137,7153,460,054SH OTR23,460,05400
IAC INTERACTIVECORPCOM44919P50820,110128,600SH SOLE 128,60000
IAC INTERACTIVECORPCOM44919P5088,63255,200SH OTR155,20000
IAC INTERACTIVECORPCOM44919P50810,30565,900SH OTR265,90000
MEDICINES COCOM58468810517,409528,500SH SOLE 528,50000
MEDICINES COCOM5846881057,181218,000SH OTR1218,00000
MEDICINES COCOM5846881058,350253,500SH OTR2253,50000
MICRON TECHNOLOGY INCCOM59511210389,8221,722,700SH SOLE 1,722,70000
MICRON TECHNOLOGY INCCOM59511210338,615740,600SH OTR1740,60000
MICRON TECHNOLOGY INCCOM59511210346,076883,700SH OTR2883,70000
MYLAN N VSHS EURON59465109163,0523,960,452SH SOLE 3,960,45200
MYLAN N VSHS EURON5946510965,5031,591,048SH OTR11,591,04800
MYLAN N VSHS EURON5946510983,5962,030,500SH OTR22,030,50000
MYLAN N VSHS EURON594651092,88270,000SH OTR370,00000
OFFICE DEPOT INCCOM6762201062,3241,081,000SH SOLE 1,081,00000
OFFICE DEPOT INCCOM676220106999464,600SH OTR1464,60000
OFFICE DEPOT INCCOM6762201061,192554,400SH OTR2554,40000
PAYPAL HLDGS INCCOM70450Y1032,61834,500SH SOLE 34,50000
PAYPAL HLDGS INCCOM70450Y1031,11514,700SH OTR114,70000
PAYPAL HLDGS INCCOM70450Y1031,35017,800SH OTR217,80000
PERRIGO CO PLCSHSG97822103100,9011,210,720SH SOLE 1,210,72000
PERRIGO CO PLCSHSG9782210334,903418,800SH OTR1418,80000
PERRIGO CO PLCSHSG9782210351,762621,100SH OTR2621,10000
ROKU INCCOM CL A77543R10290128,960SH SOLE 28,96000
ROKU INCCOM CL A77543R1021906,095SH OTR16,09500
ROKU INCCOM CL A77543R10239512,705SH OTR212,70500
SPROUTS FMRS MKT INCCOM85208M1022,500106,500SH SOLE 106,50000
SPROUTS FMRS MKT INCCOM85208M1021,07545,800SH OTR145,80000
SPROUTS FMRS MKT INCCOM85208M1021,28454,700SH OTR254,70000
TAPESTRY INCCOM8760301072,84654,100SH SOLE 54,10000
TAPESTRY INCCOM8760301071,21023,000SH OTR123,00000
TAPESTRY INCCOM8760301071,46827,900SH OTR227,90000
TEMPUR SEALY INTL INCCOM88023U10118,220402,300SH SOLE 402,30000
TEMPUR SEALY INTL INCCOM88023U1017,835173,000SH OTR1173,00000
TEMPUR SEALY INTL INCCOM88023U1019,348206,400SH OTR2206,40000
TIME WARNER INCCOM NEW88731730333,415353,300SH SOLE 353,30000
TIME WARNER INCCOM NEW88731730313,572143,500SH OTR1143,50000
TIME WARNER INCCOM NEW88731730315,908168,200SH OTR2168,20000
TWITTER INCCOM90184L10237,4811,292,000SH SOLE 1,292,00000
TWITTER INCCOM90184L10215,906548,300SH OTR1548,30000
TWITTER INCCOM90184L10219,283664,700SH OTR2664,70000
URBAN OUTFITTERS INCCOM9170471022,59870,300SH SOLE 70,30000
URBAN OUTFITTERS INCCOM9170471021,11630,200SH OTR130,20000
URBAN OUTFITTERS INCCOM9170471021,33136,000SH OTR236,00000
VENATOR MATLS PLCSHSG9329Z1007,347406,133SH SOLE 406,13300
VENATOR MATLS PLCSHSG9329Z1002,426134,100SH OTR1134,10000
VENATOR MATLS PLCSHSG9329Z1003,889215,000SH OTR2215,00000
VOYA FINL INCCOM929089100107,0612,120,027SH SOLE 2,120,02700
VOYA FINL INCCOM92908910035,597704,900SH OTR1704,90000
VOYA FINL INCCOM92908910054,7241,083,641SH OTR21,083,64100