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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMC ENTMT HLDGS INC CL A COM 00165C104 6,248 425,000 SH   SOLE   425,000 0 0
ADVISORY BRD CO COM 00762W107 5,034 93,881 SH   DFND 1 93,881 0 0
ADVISORY BRD CO COM 00762W107 1,768 32,975 SH   SOLE   32,975 0 0
ALERE INC COM 01449J105 9,890 193,968 SH   DFND 1 193,968 0 0
ALERE INC COM 01449J105 88,571 1,737,035 SH   SOLE   1,737,035 0 0
BRIGHTHOUSE FINL INC COM 10922N103 633 10,406 SH   DFND 1 10,406 0 0
BRIGHTHOUSE FINL INC COM 10922N103 11,527 189,594 SH   SOLE   189,594 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 9,385 785,396 SH   DFND 1 785,396 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 60,001 5,020,967 SH   SOLE   5,020,967 0 0
CENTURYLINK INC COM 156700106 8,437 446,421 SH   SOLE   446,421 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 10,592 555,134 SH   SOLE   555,134 0 0
COTY INC COM CL A 222070203 1,588 96,063 SH   DFND 1 96,063 0 0
COTY INC COM CL A 222070203 47,844 2,894,347 SH   SOLE   2,894,347 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 7,539 142,950 SH   SOLE   142,950 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 11,602 150,268 SH   DFND 1 150,268 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 78,669 1,018,891 SH   SOLE   1,018,891 0 0
DISH NETWORK CORP CL A 25470M109 4,983 91,893 SH   DFND 1 91,893 0 0
DISH NETWORK CORP CL A 25470M109 71,180 1,312,555 SH   SOLE   1,312,555 0 0
DYCOM INDS INC COM 267475101 53,352 621,237 SH   SOLE   621,237 0 0
EXELA TECHNOLOGIES INC COM 30162V102 13,825 2,821,428 SH   SOLE   2,821,428 0 0
F M C CORP COM NEW 302491303 4,119 46,119 SH   DFND 1 46,119 0 0
F M C CORP COM NEW 302491303 79,701 892,405 SH   SOLE   892,405 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 1,071 41,974 SH   DFND 1 41,974 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 19,461 762,886 SH   SOLE   762,886 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 5,016 629,305 SH   DFND 1 629,305 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 41,480 5,204,496 SH   SOLE   5,204,496 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1,047 34,117 SH   DFND 1 34,117 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 53,363 1,738,218 SH   SOLE   1,738,218 0 0
GASTAR EXPL INC NEW COM 36729W202 7,526 8,556,000 SH   SOLE   8,556,000 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 16,039 850,851 SH   SOLE   850,851 0 0
GLOBALSTAR INC COM 378973408 846 519,068 SH   DFND 1 519,068 0 0
GLOBALSTAR INC COM 378973408 18,244 11,192,844 SH   SOLE   11,192,844 0 0
HUMANA INC COM 444859102 2,069 8,494 SH   DFND 1 8,494 0 0
HUMANA INC COM 444859102 23,424 96,146 SH   SOLE   96,146 0 0
KRAFT HEINZ CO COM 500754106 1,898 24,473 SH   DFND 1 24,473 0 0
KRAFT HEINZ CO COM 500754106 31,304 403,660 SH   SOLE   403,660 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8,652 162,365 SH   DFND 1 162,365 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 217,244 4,076,642 SH   SOLE   4,076,642 0 0
LYON WILLIAM HOMES CL A NEW 552074700 4,598 200,000 SH   SOLE   200,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 5,773 239,362 SH   SOLE   239,362 0 0
MONSANTO CO NEW COM 61166W101 14,430 120,428 SH   DFND 1 120,428 0 0
MONSANTO CO NEW COM 61166W101 618,011 5,157,827 SH   SOLE   5,157,827 0 0
NEXTDECADE CORP COM 65342K105 275,844 53,123,469 SH   SOLE   53,123,469 0 0
NORDSTROM INC COM 655664100 14,690 311,549 SH   SOLE   311,549 0 0
ORBITAL ATK INC COM 68557N103 5,058 37,982 SH   DFND 1 37,982 0 0
PINNACLE FOODS INC DEL COM 72348P104 1,177 20,595 SH   DFND 1 20,595 0 0
PINNACLE FOODS INC DEL COM 72348P104 21,636 378,446 SH   SOLE   378,446 0 0
QUIDEL CORP COM 74838J101 3,514 80,128 SH   SOLE   80,128 0 0
RLJ LODGING TR COM 74965L101 543 24,702 SH   DFND 1 24,702 0 0
RLJ LODGING TR COM 74965L101 7,858 357,195 SH   SOLE   357,195 0 0
REGAL ENTMT GROUP CL A 758766109 3,518 219,890 SH   SOLE   219,890 0 0
RICHMONT MINES INC COM 76547T106 4,209 451,446 SH   DFND 1 451,446 0 0
RICHMONT MINES INC COM 76547T106 7,802 836,899 SH   SOLE   836,899 0 0
ROCKWELL COLLINS INC COM 774341101 9,536 72,954 SH   DFND 1 72,954 0 0
ROCKWELL COLLINS INC COM 774341101 90,021 688,710 SH   SOLE   688,710 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,425 37,662 SH   SOLE   37,662 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 20,452 1,018,000 SH   SOLE   1,018,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 2,025 23,571 SH   DFND 1 23,571 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 28,149 327,733 SH   SOLE   327,733 0 0
SHIRE PLC SPONSORED ADR 82481R106 79,357 518,196 SH   SOLE   518,202 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 6,187 128,824 SH   SOLE   128,824 0 0
T MOBILE US INC COM 872590104 3,756 60,913 SH   DFND 1 60,913 0 0
T MOBILE US INC COM 872590104 101,573 1,647,300 SH   SOLE   1,647,300 0 0
TECK RESOURCES LTD CL B 878742204 11,932 565,772 SH   SOLE   565,772 0 0
TIFFANY & CO NEW COM 886547108 901 9,821 SH   DFND 1 9,821 0 0
TIFFANY & CO NEW COM 886547108 14,749 160,702 SH   SOLE   160,702 0 0
TIME WARNER INC COM NEW 887317303 18,850 183,992 SH   DFND 1 183,992 0 0
TIME WARNER INC COM NEW 887317303 351,037 3,426,422 SH   SOLE   3,426,422 0 0
TRIBUNE MEDIA CO CL A 896047503 9,015 220,637 SH   DFND 1 220,637 0 0
TRIBUNE MEDIA CO CL A 896047503 89,501 2,190,425 SH   SOLE   2,190,425 0 0
ULTRA PETROLEUM CORP COM NEW 903914208 1,202 138,686 SH   SOLE   138,686 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,206 24,880 SH   SOLE   24,880 0 0
VIAVI SOLUTIONS INC COM 925550105 6,332 669,346 SH   SOLE   669,346 0 0
WESTERN DIGITAL CORP COM 958102105 18,024 208,610 SH   SOLE   208,610 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 10,804 769,550 SH   SOLE   769,550 0 0
ATHENE HLDG LTD CL A G0684D107 1,468 27,272 SH   DFND 1 27,272 0 0
ATHENE HLDG LTD CL A G0684D107 27,821 516,731 SH   SOLE   516,731 0 0
BUNGE LIMITED COM G16962105 3,695 53,192 SH   DFND 1 53,192 0 0
BUNGE LIMITED COM G16962105 134,877 1,941,790 SH   SOLE   1,941,790 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 2,176 484,684 SH   SOLE   484,684 0 0
ELBIT IMAGING LTD SHS M37605124 4,953 1,802,428 SH   SOLE   1,802,428 0 0
CONSTELLIUM NV CL A N22035104 30,123 2,938,817 SH   SOLE   2,938,817 0 0
NXP SEMICONDUCTORS N V COM N6596X109 16,515 146,031 SH   DFND 1 146,031 0 0
NXP SEMICONDUCTORS N V COM N6596X109 680,245 6,015,075 SH   SOLE   6,015,075 0 0
BROADCOM LTD SHS Y09827109 5,718 23,577 SH   DFND 1 23,577 0 0
BROADCOM LTD SHS Y09827109 95,803 394,997 SH   SOLE   394,997 0 0
BROADCOM LTD SHS Y09827109 12,006 49,500 SH Call SOLE   49,500 0 0
COSTAMARE INC SHS Y1771G102 7,107 1,150,000 SH   SOLE   1,150,000 0 0
AK STL HLDG CORP COM 001547108 7,345 1,314,008 SH   SOLE   1,314,008 0 0
ALTABA INC COM 021346101 11,191 168,942 SH   DFND 1 168,942 0 0
ALTABA INC COM 021346101 375,169 5,663,785 SH   SOLE   5,663,785 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,417 17,120 SH   DFND 1 17,120 0 0
AMERISOURCEBERGEN CORP COM 03073E105 20,084 242,710 SH   SOLE   242,710 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,868 28,568 SH   DFND 1 28,568 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 57,920 885,764 SH   SOLE   885,764 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 506 4,627 SH   DFND 1 4,627 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 7,376 67,471 SH   SOLE   67,471 0 0
BARD C R INC COM 067383109 9,409 29,358 SH   DFND 1 29,358 0 0
BARD C R INC COM 067383109 128,166 399,894 SH   SOLE   399,894 0 0
BEMIS INC COM 081437105 2,210 48,490 SH   DFND 1 48,490 0 0
BEMIS INC COM 081437105 40,472 888,133 SH   SOLE   888,133 0 0
QUORUM HEALTH CORP COM 74909E106 4,962 957,931 SH   SOLE   957,931 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 2,796 30,298 SH   SOLE   30,298 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 26 2,000 SH   DFND 1 2,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 932 72,510 SH   SOLE   72,510 0 0