ADVANCE AUTO PARTS INCCOM00751Y106565735000SHDFND 0350000AIR PRODS & CHEMS INCCOM00915810624857175000SHDFND 01750000AMC ENTMT HLDGS INCCL A COM00165C1049297336709SHDFND 03367090AMERICAN CAP MTG INVT CORPCOM02504A104118475000SHDFND 0750000AMERICAN CAPITAL AGENCY CORPCOM02503X10580740700SHDFND 0407000BANK OF THE OZARKS INCCOM063904106208600000SHPutDFND 06000000BLACKHAWK NETWORK HLDGS INCCOM09238E10410850323990SHDFND 03239900BP PLCSPONSORED ADR055622104177650000SHDFND 0500000BUFFALO WILD WINGS INCCOM119848109486335000SHDFND 0350000CALATLANTIC GROUP INCCOM1281951048921243000SHDFND 02430000CENTRUE FINL CORP NEWCOM NEW15643B2055513316855SHDFND 03168550CHENIERE ENERGY INCCOM NEW16411R208221294700SHCallDFND 02947000CHEVRON CORP NEWCOM166764100576655000SHDFND 0550000CONSTELLATION BRANDS INCCL A21036P1081566394697SHDFND 0946970CONTINENTAL BLDG PRODS INCCOM2111711034318194264SHDFND 01942640CORDIA BANCORP INCCOM2185131091174232940SHDFND 02329400DANAHER CORP DELCOM23585110225250250000SHDFND 02500000DELPHI AUTOMOTIVE PLCSHSG2782310611297180460SHDFND 01804600DISH NETWORK CORPCL A25470M109503096000SHDFND 0960000FORTRESS INVESTMENT GROUP LLCL A34958B106194884408988SHDFND 044089880FREEPORT-MCMORAN INCCL B35671D85793500000SHPutDFND 05000000HOVNANIAN ENTERPRISES INCCL A44248720358623489483SHDFND 034894830INTERVAL LEISURE GROUP INCCOM46113M1083180200000SHDFND 02000000IRSA INVERSIONES Y REP S AGLOBL DEP RCPT4500472045050300400SHDFND 03004000ISHARES TRIBOXX HI YD ETF46428851336200000SHPutDFND 02000000LYON WILLIAM HOMESCL A NEW55207470011821733333SHDFND 07333330ON DECK CAP INCCOM6821631004196814713SHDFND 08147130ONEMAIN HLDGS INCCOM68268W103358331570239SHDFND 015702390RAIT FINANCIAL TRUSTCOM NEW749227609207286622380SHDFND 066223800SOUTHERN COPPER CORPCOM84265V1054568000SHPutDFND 0680000SPDR SERIES TRUSTS&P OILGAS EXP78464A730228765688SHDFND 0656880TIPTREE FINL INCCL A88822Q103264834832661SHDFND 048326610TOWNSQUARE MEDIA INCCL A8922311015452690963SHDFND 06909630VALERO ENERGY CORP NEWCOM91913Y10010035000SHPutDFND 0350000WEBSTER FINL CORP CONNCOM94789010910725315905SHDFND 03159050WHITING PETE CORP NEWCOM9663871021667180000SHDFND 01800000