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    <nameOfIssuer>ABERCROMBIE &amp; FITCH CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>002896207</cusip>
    <value>7936</value>
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      <Sole>459000</Sole>
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    <nameOfIssuer>ADT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00090Q103</cusip>
    <value>124695</value>
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    <nameOfIssuer>ALASKA COMMUNICATIONS SYS GR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01167P101</cusip>
    <value>265</value>
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      <Sole>150000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALEXION PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>015351109</cusip>
    <value>42003</value>
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      <sshPrnamt>388380</sshPrnamt>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>61662</value>
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      <Sole>290720</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>804</value>
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      <sshPrnamt>600</sshPrnamt>
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    <votingAuthority>
      <Sole>600</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>111852</value>
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      <sshPrnamt>60531</sshPrnamt>
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      <Sole>60531</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMERICAN AIRLS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02376R102</cusip>
    <value>77512</value>
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      <sshPrnamt>2702650</sshPrnamt>
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      <Sole>2702650</Sole>
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    <nameOfIssuer>ANTERO RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03674X106</cusip>
    <value>218</value>
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      <Sole>76630</Sole>
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    <nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>03768E105</cusip>
    <value>17505</value>
    <shrsOrPrnAmt>
      <sshPrnamt>366900</sshPrnamt>
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      <Sole>366900</Sole>
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      <None>0</None>
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    <nameOfIssuer>ARLINGTON ASSET INVT CORP</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>041356205</cusip>
    <value>2481</value>
    <shrsOrPrnAmt>
      <sshPrnamt>445500</sshPrnamt>
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      <Sole>445500</Sole>
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      <None>0</None>
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    <nameOfIssuer>AVON PRODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>054303102</cusip>
    <value>22645</value>
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      <sshPrnamt>4015063</sshPrnamt>
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      <Sole>4015063</Sole>
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    <nameOfIssuer>BANK AMER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>63289</value>
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      <sshPrnamt>1796954</sshPrnamt>
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      <Sole>1796954</Sole>
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      <None>0</None>
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    <nameOfIssuer>BAUSCH HEALTH COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>071734107</cusip>
    <value>116596</value>
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      <sshPrnamt>3896929</sshPrnamt>
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      <Sole>3896929</Sole>
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      <None>0</None>
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    <nameOfIssuer>BED BATH &amp; BEYOND INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075896100</cusip>
    <value>1456</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84135</sshPrnamt>
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      <Sole>84135</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BGC PARTNERS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>05541T101</cusip>
    <value>6292</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1059200</sshPrnamt>
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      <Sole>1059200</Sole>
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      <None>0</None>
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    <nameOfIssuer>BRIGHTHOUSE FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10922N103</cusip>
    <value>87638</value>
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    <nameOfIssuer>CARLYLE GROUP L P</nameOfIssuer>
    <titleOfClass>COM UTS LTD PTN</titleOfClass>
    <cusip>14309L102</cusip>
    <value>18539</value>
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      <Sole>577900</Sole>
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    <nameOfIssuer>CEDAR FAIR L P</nameOfIssuer>
    <titleOfClass>DEPOSITRY UNIT</titleOfClass>
    <cusip>150185106</cusip>
    <value>3116</value>
    <shrsOrPrnAmt>
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      <Sole>56200</Sole>
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    <nameOfIssuer>CENTENNIAL RESOURCE DEV INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>15136A102</cusip>
    <value>5727</value>
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      <sshPrnamt>1239550</sshPrnamt>
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      <Sole>1239550</Sole>
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    <nameOfIssuer>CENTURYLINK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156700106</cusip>
    <value>9384</value>
    <shrsOrPrnAmt>
      <sshPrnamt>710406</sshPrnamt>
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      <Sole>710406</Sole>
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    </votingAuthority>
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    <nameOfIssuer>CHAPARRAL ENERGY INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>15942R208</cusip>
    <value>643</value>
    <shrsOrPrnAmt>
      <sshPrnamt>365550</sshPrnamt>
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      <Sole>365550</Sole>
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    <nameOfIssuer>CHEGG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>163092109</cusip>
    <value>16112</value>
    <shrsOrPrnAmt>
      <sshPrnamt>425000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>425000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CHEMOURS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>163851108</cusip>
    <value>6299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>348185</sshPrnamt>
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      <Sole>348185</Sole>
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    </votingAuthority>
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    <nameOfIssuer>CHESAPEAKE ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>165167107</cusip>
    <value>33</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40050</sshPrnamt>
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    <nameOfIssuer>CHICOS FAS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>168615102</cusip>
    <value>4710</value>
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      <sshPrnamt>1236300</sshPrnamt>
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      <Sole>1236300</Sole>
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      <None>0</None>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>51955</value>
    <shrsOrPrnAmt>
      <sshPrnamt>650331</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>650331</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CLEVELAND CLIFFS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>185899101</cusip>
    <value>106</value>
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      <sshPrnamt>12623</sshPrnamt>
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      <Sole>12623</Sole>
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    <nameOfIssuer>CLOUDERA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>18914U100</cusip>
    <value>465</value>
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      <sshPrnamt>40000</sshPrnamt>
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    <votingAuthority>
      <Sole>40000</Sole>
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    </votingAuthority>
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    <nameOfIssuer>CNX RESOURCES CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12653C108</cusip>
    <value>166</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18765</sshPrnamt>
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    <votingAuthority>
      <Sole>18765</Sole>
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    </votingAuthority>
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    <nameOfIssuer>COMMUNITY HEALTH SYS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>203668108</cusip>
    <value>98</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33960</sshPrnamt>
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    <votingAuthority>
      <Sole>33960</Sole>
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    <nameOfIssuer>COTT CORP QUE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22163N106</cusip>
    <value>8208</value>
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      <sshPrnamt>600000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>600000</Sole>
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    </votingAuthority>
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    <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126650100</cusip>
    <value>56403</value>
    <shrsOrPrnAmt>
      <sshPrnamt>759225</sshPrnamt>
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      <Sole>759225</Sole>
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    <nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>247361702</cusip>
    <value>68030</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1163300</sshPrnamt>
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      <Sole>1163300</Sole>
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    <nameOfIssuer>DIEBOLD NXDF INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253651103</cusip>
    <value>2450</value>
    <shrsOrPrnAmt>
      <sshPrnamt>232000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>232000</Sole>
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      <None>0</None>
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    <nameOfIssuer>DIREXION SHS ETF TR</nameOfIssuer>
    <titleOfClass>DLY SMCAP BULL3X</titleOfClass>
    <cusip>25459W847</cusip>
    <value>720</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>10000</Sole>
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    <nameOfIssuer>DISCOVERY INC</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>25470F104</cusip>
    <value>52076</value>
    <shrsOrPrnAmt>
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      <Sole>1590600</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DOMO INC</nameOfIssuer>
    <titleOfClass>COM CL B</titleOfClass>
    <cusip>257554105</cusip>
    <value>695</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DXC TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23355L106</cusip>
    <value>310</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8250</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ENDO INTL PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G30401106</cusip>
    <value>73030</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15571495</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15571495</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ENDO INTL PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G30401106</cusip>
    <value>1407</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>300000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENERGY TRANSFER LP</nameOfIssuer>
    <titleOfClass>COM UT LTD PTN</titleOfClass>
    <cusip>29273V100</cusip>
    <value>14151</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1102965</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1102965</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENTERCOM COMMUNICATIONS CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>293639100</cusip>
    <value>603</value>
    <shrsOrPrnAmt>
      <sshPrnamt>130000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>130000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EVENTBRITE INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>29975E109</cusip>
    <value>43884</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2175700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2175700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EXTRACTION OIL AND GAS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30227M105</cusip>
    <value>170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>80000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>80000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>76704</value>
    <shrsOrPrnAmt>
      <sshPrnamt>373710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>373710</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FARFETCH LTD</nameOfIssuer>
    <titleOfClass>ORD SH CL A</titleOfClass>
    <cusip>30744W107</cusip>
    <value>55061</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5319925</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5319925</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLEXION THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33938J106</cusip>
    <value>102111</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4932875</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4932875</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GAMESTOP CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>36467W109</cusip>
    <value>1033</value>
    <shrsOrPrnAmt>
      <sshPrnamt>169980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>169980</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GANNETT CO INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36472T109</cusip>
    <value>896</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>140400</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GENWORTH FINL INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>37247D106</cusip>
    <value>82119</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18663420</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18663420</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GNC HLDGS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>36191G107</cusip>
    <value>94</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34725</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34725</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GRUBHUB INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>400110102</cusip>
    <value>803</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GTY TECHNOLOGY HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>362409104</cusip>
    <value>11152</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1893325</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1893325</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HALOZYME THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40637H109</cusip>
    <value>355</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTREXON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46122T102</cusip>
    <value>46124</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8416710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8416710</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTREXON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46122T102</cusip>
    <value>6083</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1110000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1110000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>75210</value>
    <shrsOrPrnAmt>
      <sshPrnamt>539530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>539530</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LENNAR CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>526057104</cusip>
    <value>83070</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1488975</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1488975</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LYON WILLIAM HOMES</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>552074700</cusip>
    <value>15691</value>
    <shrsOrPrnAmt>
      <sshPrnamt>785320</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>785320</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MALLINCKRODT PUB LTD CO</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5785G107</cusip>
    <value>698</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MALLINCKRODT PUB LTD CO</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5785G107</cusip>
    <value>5584</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1600000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1600000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MAXAR TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>57778K105</cusip>
    <value>2534</value>
    <shrsOrPrnAmt>
      <sshPrnamt>161725</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>161725</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MEDIFAST INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58470H101</cusip>
    <value>101266</value>
    <shrsOrPrnAmt>
      <sshPrnamt>924124</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>924124</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
    <value>87742</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1631500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1631500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MSG NETWORK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>553573106</cusip>
    <value>992</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NABORS INDUSTRIES LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G6359F103</cusip>
    <value>2659</value>
    <shrsOrPrnAmt>
      <sshPrnamt>923398</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>923398</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NATIONAL CINEMEDIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>635309107</cusip>
    <value>2403</value>
    <shrsOrPrnAmt>
      <sshPrnamt>329600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>329600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NGL ENERGY PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM UNIT REPST</titleOfClass>
    <cusip>62913M107</cusip>
    <value>7009</value>
    <shrsOrPrnAmt>
      <sshPrnamt>618100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>618100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NOBLE CORP PLC</nameOfIssuer>
    <titleOfClass>SHS USD</titleOfClass>
    <cusip>G65431101</cusip>
    <value>41</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>33250</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N6596X109</cusip>
    <value>69116</value>
    <shrsOrPrnAmt>
      <sshPrnamt>543110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>543110</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ONEMAIN HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68268W103</cusip>
    <value>102203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2424740</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2424740</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PELOTON INTERACTIVE INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>70614W100</cusip>
    <value>62097</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2186500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2186500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PITNEY BOWES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>724479100</cusip>
    <value>20835</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5170025</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5170025</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PITNEY BOWES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>724479100</cusip>
    <value>4030</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1000000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROSHARES TR</nameOfIssuer>
    <titleOfClass>ULTRPRO S&amp;P500</titleOfClass>
    <cusip>74347X864</cusip>
    <value>10193</value>
    <shrsOrPrnAmt>
      <sshPrnamt>145600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>145600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUAD / GRAPHICS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>747301109</cusip>
    <value>6344</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1358375</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1358375</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>44686</value>
    <shrsOrPrnAmt>
      <sshPrnamt>506470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>506470</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUOTIENT TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749119103</cusip>
    <value>73411</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7445345</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7445345</Sole>
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