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
ALTABA INC COM 021346101 9,910 171,039 SH   DFND 1 171,039 0 0
ALTABA INC COM 021346101 223,059 3,849,834 SH   SOLE   3,849,834 0 0
ALTICE USA INC CL A 02156K103 2,364 143,086 SH   DFND 1 143,086 0 0
ALTICE USA INC CL A 02156K103 28,283 1,712,042 SH   SOLE   1,712,042 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,632 22,994 SH   DFND 1 22,994 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 57,158 805,496 SH   SOLE   805,496 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 70,362 1,852,618 SH   SOLE   1,852,618 0 0
AVAYA HLDGS CORP COM 05351X101 321 22,043 SH   SOLE   22,043 0 0
BROADCOM INC COM 11135F101 1,336 5,254 SH   DFND 1 5,254 0 0
BROADCOM INC COM 11135F101 14,613 57,467 SH   SOLE   57,467 0 0
CIGNA CORP NEW COM 125523100 7,279 38,326 SH   DFND 1 38,326 0 0
CIGNA CORP NEW COM 125523100 70,968 373,673 SH   SOLE   373,673 0 0
CENTENE CORP DEL COM 15135B101 2,781 24,118 SH   DFND 1 24,118 0 0
CENTENE CORP DEL COM 15135B101 32,966 285,911 SH   SOLE   285,911 0 0
COTY INC COM CL A 222070203 14,074 2,145,493 SH   SOLE   2,145,493 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,379 28,218 SH   DFND 1 28,218 0 0
DELL TECHNOLOGIES INC CL C 24703L202 24,203 495,253 SH   SOLE   495,253 0 0
DENTSPLY SIRONA INC COM 24906P109 1,688 45,371 SH   DFND 1 45,371 0 0
DENTSPLY SIRONA INC COM 24906P109 21,622 581,086 SH   SOLE   581,086 0 0
ENCANA CORP COM 292505104 1,154 199,658 SH   DFND 1 199,658 0 0
ENCANA CORP COM 292505104 14,648 2,534,197 SH   SOLE   2,534,197 0 0
F M C CORP COM NEW 302491303 109,393 1,479,089 SH   SOLE   1,479,089 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 565 23,027 SH   DFND 1 23,027 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 17,170 699,381 SH   SOLE   699,381 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 668 15,023 SH   DFND 1 15,023 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 36,913 830,438 SH   SOLE   830,438 0 0
JD COM INC SPON ADR CL A 47215P106 9,585 457,938 SH   SOLE   457,938 0 0
LEIDOS HLDGS INC COM 525327102 498 9,445 SH   DFND 1 9,445 0 0
LEIDOS HLDGS INC COM 525327102 6,411 121,598 SH   SOLE   121,598 0 0
LIVENT CORP COM 53814L108 269 19,475 SH   DFND 1 19,475 0 0
LIVENT CORP COM 53814L108 13,175 954,720 SH   SOLE   954,720 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,069 100,000 SH   SOLE   100,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 755 2,820 SH   DFND 1 2,820 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 9,223 34,454 SH   SOLE   34,454 0 0
NEXTDECADE CORP COM 65342K105 274,913 58,491,534 SH   SOLE   55,015,521 0 0
OI S A SPONSORED ADR NE 670851500 105,197 65,748,227 SH   SOLE   65,748,227 0 0
PERSPECTA INC COM 715347100 2,293 133,185 SH   DFND 1 133,185 0 0
PERSPECTA INC COM 715347100 27,182 1,578,496 SH   SOLE   1,578,496 0 0
QUORUM HEALTH CORP COM 74909E106 7,455 2,579,503 SH   SOLE   2,579,503 0 0
RED HAT INC COM 756577102 3,089 17,589 SH   DFND 1 17,589 0 0
RED HAT INC COM 756577102 44,389 252,727 SH   SOLE   252,727 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 1,501 188,574 SH   SOLE   188,574 0 0
ROAN RES INC CL A COM 769755109 75,971 9,065,705 SH   SOLE   9,065,705 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 594 10,632 SH   DFND 1 10,632 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 23,512 420,986 SH   SOLE   420,986 0 0
SYNOVUS FINL CORP COM NEW 87161C501 1,345 42,033 SH   DFND 1 42,033 0 0
SYNOVUS FINL CORP COM NEW 87161C501 15,943 498,384 SH   SOLE   498,384 0 0
VOYA FINL INC COM 929089100 627 15,625 SH   DFND 1 15,625 0 0
VOYA FINL INC COM 929089100 8,274 206,133 SH   SOLE   206,133 0 0
WILLSCOT CORP COM 971375126 9,503 1,008,815 SH   SOLE   1,008,815 0 0
XEROX CORP COM NEW 984121608 1,004 50,800 SH   DFND 1 50,800 0 0
XEROX CORP COM NEW 984121608 30,789 1,558,140 SH   SOLE   1,558,140 0 0
ZYNGA INC CL A 98986T108 412 104,913 SH   DFND 1 104,913 0 0
ZYNGA INC CL A 98986T108 5,281 1,343,662 SH   SOLE   1,343,662 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 1,525 20,086 SH   DFND 1 20,086 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 90,165 1,187,783 SH   SOLE   1,187,783 0 0
ESTRE AMBIENTAL INC SHS G3206V100 1,704 1,200,000 SH   SOLE   1,200,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,528 68,020 SH   DFND 1 68,020 0 0
NVENT ELECTRIC PLC SHS G6700G107 55,639 2,477,267 SH   SOLE   2,477,267 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 1,289 484,684 SH   SOLE   484,684 0 0
ELBIT IMAGING LTD SHS M37605124 2,263 1,740,485 SH   SOLE   1,740,485 0 0
CONSTELLIUM NV CL A N22035104 11,196 1,601,683 SH   SOLE   1,601,683 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,092 14,899 SH   DFND 1 14,899 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,802 51,884 SH   SOLE   51,884 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 29,274 3,202,801 SH   SOLE   3,202,801 0 0