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
AMERICAN AIRLINES GROUP INC COM 02376R102 8,472 178,400 SH   SOLE NONE 178,400 0 0
ARBOR REALTY TRUST INC COM 038923108 664 81,000 SH   SOLE NONE 81,000 0 0
ADOBE SYSTEMS INC COM 00724F101 21,631 145,000 SH   SOLE NONE 145,000 0 0
AUTODESK INC COM 052769106 10,485 93,400 SH   SOLE NONE 93,400 0 0
AERCAP HOLDINGS NV SHS N00985106 109,960 2,151,435 SH   SOLE NONE 2,151,435 0 0
AETNA INC COM 00817Y108 28,574 179,700 SH   SOLE NONE 179,700 0 0
AMERICAN INTERNATIONAL GROUP I COM 026874784 51,674 841,740 SH   SOLE NONE 841,740 0 0
AMERICAN INTERNATIONAL GROUP I *W EXP 01/19/202 026874156 10,609 530,437 SH   SOLE NONE 530,437 0 0
ALLY FINANCIAL INC COM 02005N100 21,685 893,868 SH   SOLE NONE 893,868 0 0
AMC NETWORKS INC CL A 00164V103 79,140 1,353,517 SH   SOLE NONE 1,353,517 0 0
AMAZON.COM INC COM 023135106 10,229 10,640 SH   SOLE NONE 10,640 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 35,409 541,509 SH   SOLE NONE 541,509 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHL L0175J104 34,360 1,328,182 SH   SOLE NONE 1,328,182 0 0
ATHENE HOLDING LTD CL A G0684D107 10,660 198,000 SH   SOLE NONE 198,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,406 125,000 SH   SOLE NONE 125,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 12,223 215,765 SH   SOLE NONE 215,765 0 0
BALL CORP COM 058498106 52,220 1,264,400 SH   SOLE NONE 1,264,400 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,135 60,000 SH   SOLE NONE 60,000 0 0
COTIVITI HOLDINGS INC COM 22164K101 5,397 150,000 SH   SOLE NONE 150,000 0 0
COSTAR GROUP INC COM 22160N109 5,741 21,400 SH   SOLE NONE 21,400 0 0
CATALENT INC COM 148806102 7,385 185,000 SH   SOLE NONE 185,000 0 0
COVANTA HOLDING CORP COM 22282E102 18,017 1,213,282 SH   SOLE NONE 1,213,282 0 0
DISH NETWORK CORP CL A 25470M109 59,769 1,102,141 SH   SOLE NONE 1,102,141 0 0
DELL TECHNOLOGIES INC CLASS V COM CL V 24703L103 38,991 505,000 SH   SOLE NONE 505,000 0 0
DOWDUPONT INC COM 26078J100 94,665 1,367,400 SH   SOLE NONE 1,367,400 0 0
DXC TECHNOLOGY CO COM 23355L106 17,176 200,000 SH   SOLE NONE 200,000 0 0
ELLINGTON FINANCIAL LLC COM 288522303 947 60,000 SH   SOLE NONE 60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 42,061 464,813 SH   SOLE NONE 464,813 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 8,787 505,600 SH   SOLE NONE 505,600 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 28,920 1,581,194 SH   SOLE NONE 1,581,194 0 0
EXPEDIA INC COM 30212P303 28,140 195,497 SH   SOLE NONE 195,497 0 0
FACEBOOK INC CL A 30303M102 40,359 236,200 SH   SOLE NONE 236,200 0 0
FOUNDATION BUILDING MATERIALS COM 350392106 7,070 500,000 SH   SOLE NONE 500,000 0 0
FIRST DATA CORP COM CL A 32008D106 163,545 9,065,713 SH   SOLE NONE 9,065,713 0 0
FNF GROUP FNF GROUP COM 31620R303 64,039 1,349,332 SH   SOLE NONE 1,349,332 0 0
KEANE GROUP INC COM 48669A108 41,435 2,484,100 SH   SOLE NONE 2,484,100 0 0
GODADDY INC CL A 380237107 4,351 100,000 SH   SOLE NONE 100,000 0 0
GIGAMON INC COM 37518B102 15,465 366,897 SH   SOLE NONE 366,897 0 0
ALPHABET INC CAP STK CL A 02079K305 158,166 162,435 SH   SOLE NONE 162,435 0 0
HESS CORP COM 42809H107 46,130 983,800 SH   SOLE NONE 983,800 0 0
HRG GROUP INC COM 40434J100 17,683 1,132,800 SH   SOLE NONE 1,132,800 0 0
INTELSAT SA COM L5140P101 4,700 1,000,000 SH   SOLE NONE 1,000,000 0 0
INCYTE CORP COM 45337C102 11,674 100,000 SH   SOLE NONE 100,000 0 0
INSMED INC COM PAR $.01 457669307 4,682 150,000 SH   SOLE NONE 150,000 0 0
ISHARES US REAL ESTATE ETF U.S. REAL ES ETF 464287739 11,982 150,000 SH   SOLE NONE 150,000 0 0
KRATOS DEFENSE & SECURITY SOLU COM 50077B207 1,308 100,000 SH   SOLE NONE 100,000 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 59,991 1,211,938 SH   SOLE NONE 1,211,938 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 495 45,000 SH   SOLE NONE 45,000 0 0
RAMACO RESOURCES INC COM 75134P303 663 100,000 SH   SOLE NONE 100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 25,296 776,190 SH   SOLE NONE 776,190 0 0
MICROSOFT CORP COM 594918104 86,563 1,162,070 SH   SOLE NONE 1,162,070 0 0
MVC CAPITAL INC COM 553829102 2,002 200,000 SH   SOLE NONE 200,000 0 0
MAXLINEAR INC COM 57776J100 44,241 1,862,795 SH   SOLE NONE 1,862,795 0 0
NAVIENT CORP COM 63938C108 27,054 1,801,188 SH   SOLE NONE 1,801,188 0 0
NABORS INDUSTRIES LTD SHS G6359F103 20,486 2,538,500 SH   SOLE NONE 2,538,500 0 0
NORWEGIAN CRUISE LINE HOLDINGS SHS G66721104 6,756 125,000 SH   SOLE NONE 125,000 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 40,555 2,742,051 SH   SOLE NONE 2,742,051 0 0
NETFLIX INC COM 64110L106 11,788 65,000 SH   SOLE NONE 65,000 0 0
NEW RESIDENTIAL INVESTMENT COR COM 64828T201 23,720 1,417,800 SH   SOLE NONE 1,417,800 0 0
OCWEN FINANCIAL CORP COM 675746309 29,798 8,662,342 SH   SOLE NONE 8,662,342 0 0
ORION ENGINEERED CARBONS SA COM L72967109 5,613 250,000 SH   SOLE NONE 250,000 0 0
PARSLEY ENERGY INC CL A 701877102 7,507 285,000 SH   SOLE NONE 285,000 0 0
PENNYMAC FINANCIAL SERVICES IN COM UNIT LTD 70932B101 28,835 1,619,916 SH   SOLE NONE 1,619,916 0 0
PQ GROUP HOLDINGS INC COM 73943T103 5,175 300,000 SH   SOLE NONE 300,000 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 2,702 50,000 SH   SOLE NONE 50,000 0 0
PVH CORP COM 693656100 56,517 448,338 SH   SOLE NONE 448,338 0 0
PAYPAL HOLDINGS INC COM 70450Y103 57,172 892,900 SH   SOLE NONE 892,900 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 45,596 1,422,654 SH   SOLE NONE 1,422,654 0 0
A SCHULMAN INC COM 808194104 17,246 505,000 SH   SOLE NONE 505,000 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 641 70,000 SH   SOLE NONE 70,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 40,733 1,311,867 SH   SOLE NONE 1,311,867 0 0
THL CREDIT INC COM 872438106 1,120 120,000 SH   SOLE NONE 120,000 0 0
TIME INC COM 887228104 66,960 4,960,004 SH   SOLE NONE 4,960,004 0 0
TRINITY INDUSTRIES INC COM 896522109 41,312 1,295,049 SH   SOLE NONE 1,295,049 0 0
TRITON INTERNATIONAL LTD/BERMU CL A G9078F107 2,496 75,000 SH   SOLE NONE 75,000 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 108,039 1,774,629 SH   SOLE NONE 1,774,629 0 0
VALVOLINE INC COM 92047W101 52,133 2,223,140 SH   SOLE NONE 2,223,140 0 0
WILLIAM LYON HOMES CL A 552074700 1,150 50,000 SH   SOLE NONE 50,000 0 0
WPX ENERGY INC COM 98212B103 53,424 4,645,598 SH   SOLE NONE 4,645,598 0 0
WILDHORSE RESOURCE DEVELOPMENT COM 96812T102 5,328 400,000 SH   SOLE NONE 400,000 0 0
ACCELERON PHARMA INC COM 00434H108 1,866 50,000 SH   SOLE NONE 50,000 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 3,442 100,000 SH   SOLE NONE 100,000 0 0
ZYNGA INC CL A 98986T108 34,748 9,192,643 SH   SOLE NONE 9,192,643 0 0
SHIRE PLC SPONSORED ADR 82481R106 100,150 653,977 SH   SOLE NONE 653,977 0 0