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 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
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 3,799 196,910 SH   SOLE   196,910 0 0
AMERICOLD RLTY TR COM 03064D108 18,305 731,619 SH   SOLE   731,619 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 16,227 605,930 SH   SOLE   605,930 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 169,302 5,052,288 SH   SOLE   5,727,621 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 42,029 2,020,635 SH   OTR 1 0 2,020,635 0
CAESARS ENTMT CORP COM 127686103 43,583 4,252,048 SH   OTR 2 0 4,252,048 0
CAESARS ENTMT CORP COM 127686103 43,583 4,252,048 SH   SOLE   4,252,048 0 0
CARBON BLACK INC COM 14081R103 2,935 138,600 SH   SOLE   138,600 0 0
CENTERPOINT ENERGY INC COM 15189T107 15,899 575,000 SH   SOLE   575,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 7,931,079 200,990,333 SH   OTR 2 0 200,990,333 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 93,545 2,370,632 SH   OTR 1 0 2,370,632 0
COREPOINT LODGING INC COM 21872L104 342,058 17,586,537 SH   SOLE   17,586,537 0 0
DIGITAL RLTY TR INC COM 253868103 5,624 50,000 SH   SOLE   50,000 0 0
EASTMAN KODAK CO COM NEW 277461406 27,513 8,875,211 SH   OTR 1 0 8,875,211 0
ECLIPSE RES CORP COM 27890G100 4,058 3,410,000 SH   OTR 1 0 3,410,000 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,362 125,000 SH   SOLE   125,000 0 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 33,936 3,005,829 SH   SOLE   3,005,829 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 5,217 164,057 SH   OTR 1 0 164,057 0
EVERQUOTE INC COM CL A 30041R108 1,486 100,000 SH   SOLE   100,000 0 0
EVO PMTS INC CL A COM 26927E104 7,600 317,972 SH   SOLE   317,972 0 0
FGL HLDGS ORD SHS G3402M102 332,304 37,128,906 SH   SOLE   37,128,906 0 0
FGL HLDGS W EXP 11/30/202 G3402M110 8,675 6,250,000 SH   SOLE   6,250,000 0 0
FGL HLDGS ORD SHS G3402M102 54,935 6,138,000 SH   OTR 1 0 6,138,000 0
FIRST HAWAIIAN INC COM 32051X108 4,943 182,000 SH Put SOLE   182,000 0 0
FIRST HAWAIIAN INC COM 32051X108 489 18,000 SH   SOLE   18,000 0 0
FS INVT CORP COM 302635107 665 94,345 SH   SOLE   94,345 0 0
GATES INDUSTRIAL CORPRATIN P COM G39108108 4,311,401 221,097,482 SH   OTR 2 0 221,097,482 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 446,314 22,887,900 SH   SOLE   22,887,900 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 446,314 22,887,900 SH   SOLE   22,887,900 0 0
HOVNANIAN ENTERPRISES INC CL A 442487203 9,787 6,116,811 SH   OTR 1 0 6,116,811 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,956 50,000 SH   SOLE   50,000 0 0
INVITATION HOMES INC COM 46187W107 5,038,948 219,945,349 SH   SOLE   219,945,349 0 0
KOSMOS ENERGY LTD SHS G5315B107 465,227 49,756,941 SH   OTR 2 0 49,756,941 0
LEGACY RESERVES LP/ LEGACY F NOTE 8.000% 9/2 52471TAF4 17,880 20,004,000 PRN   OTR 1 0 20,004,000 0
LEGACY RESVS INC COM 524706108 485 100,020 SH   OTR 1 0 100,020 0
MICHAELS COS INC COM 59408Q106 330,987 20,393,531 SH   OTR 2 0 20,393,531 0
NANTHEALTH INC COM 630104107 937 597,037 SH   OTR 2 0 597,037 0
NLIGHT INC COM 65487K100 888 40,000 SH   SOLE   40,000 0 0
ONE MADISON CORP UNIT 99/99/9999 G6772P118 41,400 4,000,000 SH   SOLE   4,000,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 13,047 2,411,556 SH   OTR 2 0 2,411,556 0
PLURALSIGHT INC COM CL A 72941B106 11,200 350,000 SH   SOLE   350,000 0 0
PROPETRO HLDG CORP COM 74347M108 1,236 75,000 SH   SOLE   75,000 0 0
SANCHEZ ENERGY CORP COM 79970Y105 4,497 1,955,000 SH   OTR 1 0 1,955,000 0
SANDRIDGE ENERGY INC COM NEW 80007P869 1,880 172,996 SH   OTR 1 0 172,996 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 52,942 182,105 SH   SOLE   182,105 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 96,868 333,200 SH Put SOLE   333,200 0 0
STARS GROUP INC COM 85570W100 607,739 24,407,188 SH   OTR 1 0 24,407,188 0
SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 11,183 236,175 SH   OTR 1 0 236,175 0
SUN CMNTYS INC COM 866674104 2,031 20,000 SH   SOLE   20,000 0 0
SVMK INC COM 78489X103 801 50,000 SH   SOLE   50,000 0 0
TARGA RES CORP COM 87612G101 14,545 258,302 SH   SOLE   258,302 0 0
TARGA RES CORP COM 87612G101 14,545 258,302 SH   SOLE   258,302 0 0
TILLYS INC CL A 886885102 2,843 150,000 SH   SOLE   150,000 0 0
TPG RE FIN TR INC COM 87266M107 5,287 264,094 SH   SOLE   264,094 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 14,119 1,023,109 SH   SOLE   1,023,109 0 0
VIVINT SOLAR INC COM 92854Q106 428,269 82,359,374 SH   OTR 2 0 82,359,374 0
WMIH CORP COM 92936P100 96 68,897 SH   OTR 1 0 68,897 0