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
ADIENT PLCORD SHSG0084W10112,814260,500SH SOLE 260,50000
ADIENT PLCORD SHSG0084W1017,972162,075SH OTR1162,07500
ADIENT PLCORD SHSG0084W1018,092164,500SH OTR2164,50000
AERCAP HOLDINGS NVSHSN00985106112,7372,081,943SH SOLE 2,081,94300
AERCAP HOLDINGS NVSHSN0098510647,949885,492SH OTR1885,49200
AERCAP HOLDINGS NVSHSN0098510656,7461,047,943SH OTR21,047,94300
AERCAP HOLDINGS NVSHSN009851062,49346,030SH OTR346,03000
ALTABA INCCOM02134610166,556909,106SH SOLE 909,10600
ALTABA INCCOM02134610128,698392,000SH OTR1392,00000
ALTABA INCCOM02134610133,910463,194SH OTR2463,19400
APPLE INCCOM03783310012,02964,984SH SOLE 64,98400
APPLE INCCOM0378331007,04838,076SH OTR138,07600
APPLE INCCOM0378331007,16038,680SH OTR238,68000
APPLE INCCOM03783310067360SH OTR336000
AUTOZONE INCCOM0533321021,8122,700SH SOLE 2,70000
AUTOZONE INCCOM0533321021,0731,600SH OTR11,60000
AUTOZONE INCCOM0533321021,1411,700SH OTR21,70000
BEST BUY INCCOM0865161011,76023,600SH SOLE 23,60000
BEST BUY INCCOM0865161011,03713,900SH OTR113,90000
BEST BUY INCCOM0865161011,05214,100SH OTR214,10000
BRIGHTHOUSE FINL INCCOM10922N103232,7365,808,237SH SOLE 5,808,23700
BRIGHTHOUSE FINL INCCOM10922N10396,1992,400,763SH OTR12,400,76300
BRIGHTHOUSE FINL INCCOM10922N103133,4733,331,000SH OTR23,331,00000
BRIGHTHOUSE FINL INCCOM10922N1031,60340,000SH OTR340,00000
CLIPPER RLTY INCCOM18885T3063,698432,972SH SOLE 432,97200
CLIPPER RLTY INCCOM18885T30681395,200SH OTR195,20000
CLIPPER RLTY INCCOM18885T3061,730202,600SH OTR2202,60000
CNX RESOURCES CORPORATIONCOM12653C10854,3593,057,329SH SOLE 3,057,32900
CNX RESOURCES CORPORATIONCOM12653C10841,4002,328,465SH OTR12,328,46500
CNX RESOURCES CORPORATIONCOM12653C10839,0882,198,406SH OTR22,198,40600
CNX RESOURCES CORPORATIONCOM12653C10872540,800SH OTR340,80000
CONDUENT INCCOM20678710314,971823,947SH SOLE 823,94700
CONDUENT INCCOM2067871035,371295,600SH OTR1295,60000
CONDUENT INCCOM2067871037,630419,900SH OTR2419,90000
CONSOL COAL RES LPCOM UNIT20855T10048,8923,248,638SH SOLE 3,248,63800
CONSOL COAL RES LPCOM UNIT20855T10010,825719,300SH OTR1719,30000
CONSOL COAL RES LPCOM UNIT20855T10022,8841,520,500SH OTR21,520,50000
DOLLAR GEN CORP NEWCOM2566771051,96219,900SH SOLE 19,90000
DOLLAR GEN CORP NEWCOM2566771051,16311,800SH OTR111,80000
DOLLAR GEN CORP NEWCOM2566771051,16311,800SH OTR211,80000
DOLLAR TREE INCCOM2567461081,83621,600SH SOLE 21,60000
DOLLAR TREE INCCOM2567461081,07112,600SH OTR112,60000
DOLLAR TREE INCCOM2567461081,08812,800SH OTR212,80000
DSW INCCL A23334L1022,760106,900SH SOLE 106,90000
DSW INCCL A23334L1021,22947,600SH OTR147,60000
DSW INCCL A23334L1021,37153,100SH OTR253,10000
ENSCO PLCSHS CLASS AG3157S10674,73510,294,100SH SOLE 10,294,10000
ENSCO PLCSHS CLASS AG3157S10632,1284,425,300SH OTR14,425,30000
ENSCO PLCSHS CLASS AG3157S10638,3375,280,600SH OTR25,280,60000
EXELA TECHNOLOGIES INCCOM30162V10221,7914,587,622SH SOLE 4,587,62200
EXELA TECHNOLOGIES INCCOM30162V1026,5561,380,200SH OTR11,380,20000
EXELA TECHNOLOGIES INCCOM30162V10211,4802,416,807SH OTR22,416,80700
GAP INC DELCOM3647601081,98961,400SH SOLE 61,40000
GAP INC DELCOM3647601081,16636,000SH OTR136,00000
GAP INC DELCOM3647601081,18536,600SH OTR236,60000
GENERAL MTRS COCOM37045V100423,20510,741,241SH SOLE 10,741,24100
GENERAL MTRS COCOM37045V100184,4834,682,300SH OTR14,682,30000
GENERAL MTRS COCOM37045V100223,1105,662,702SH OTR25,662,70200
GENERAL MTRS COCOM37045V1002,93974,600SH OTR374,60000
GREEN BRICK PARTNERS INCCOM392709101168,48017,191,821SH SOLE 17,191,82100
GREEN BRICK PARTNERS INCCOM39270910133,9753,466,793SH OTR13,466,79300
GREEN BRICK PARTNERS INCCOM39270910133,9093,460,054SH OTR23,460,05400
IAC INTERACTIVECORPCOM44919P50826,808175,800SH SOLE 175,80000
IAC INTERACTIVECORPCOM44919P5089,43161,847SH OTR161,84700
IAC INTERACTIVECORPCOM44919P50813,49588,500SH OTR288,50000
MEDICINES COCOM58468810519,396528,500SH SOLE 528,50000
MEDICINES COCOM5846881058,001218,000SH OTR1218,00000
MEDICINES COCOM5846881059,303253,500SH OTR2253,50000
MICRON TECHNOLOGY INCCOM59511210311,537220,000SH SOLE 220,00000
MICRON TECHNOLOGY INCCOM5951121032,91055,500SH OTR255,50000
MYLAN N VSHS EURON59465109127,1503,518,252SH SOLE 3,518,25200
MYLAN N VSHS EURON5946510954,4541,506,748SH OTR11,506,74800
MYLAN N VSHS EURON5946510964,0761,773,000SH OTR21,773,00000
MYLAN N VSHS EURON594651092,20561,000SH OTR361,00000
PERRIGO CO PLCSHSG9782210364,111879,320SH SOLE 879,32000
PERRIGO CO PLCSHSG9782210330,535418,800SH OTR1418,80000
PERRIGO CO PLCSHSG9782210340,450554,800SH OTR2554,80000
TEMPUR SEALY INTL INCCOM88023U10119,331402,300SH SOLE 402,30000
TEMPUR SEALY INTL INCCOM88023U1018,313173,000SH OTR1173,00000
TEMPUR SEALY INTL INCCOM88023U1019,918206,400SH OTR2206,40000
TJX COS INC NEWCOM8725401091,96120,600SH SOLE 20,60000
TJX COS INC NEWCOM8725401091,15212,100SH OTR112,10000
TJX COS INC NEWCOM8725401091,17112,300SH OTR212,30000
TWITTER INCCOM90184L10232,783750,700SH SOLE 750,70000
TWITTER INCCOM90184L10217,734406,100SH OTR1406,10000
TWITTER INCCOM90184L10219,512446,800SH OTR2446,80000
VENATOR MATLS PLCSHSG9329Z1001,15370,494SH SOLE 70,49400
VENATOR MATLS PLCSHSG9329Z10038123,300SH OTR123,30000
VENATOR MATLS PLCSHSG9329Z10061437,500SH OTR237,50000
VOYA FINL INCCOM92908910064,2461,366,927SH SOLE 1,366,92700
VOYA FINL INCCOM92908910031,720674,900SH OTR1674,90000
VOYA FINL INCCOM92908910040,535862,441SH OTR2862,44100