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
ARBOR REALTY TRUST INC COM 038923108 714 81,000 SH   SOLE NONE 81,000 0 0
ADOBE SYSTEMS INC COM 00724F101 51,513 238,400 SH   SOLE NONE 238,400 0 0
AUTODESK INC COM 052769106 20,394 162,400 SH   SOLE NONE 162,400 0 0
AERCAP HOLDINGS NV SHS N00985106 69,879 1,377,738 SH   SOLE NONE 1,377,738 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 3,680 45,000 SH   SOLE NONE 45,000 0 0
AMERICAN INTERNATIONAL GROUP I *W EXP 01/19/202 026874156 7,525 458,870 SH   SOLE NONE 458,870 0 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 2,407 189,500 SH   SOLE NONE 189,500 0 0
ALLY FINANCIAL INC COM 02005N100 7,268 267,680 SH   SOLE NONE 267,680 0 0
AMC NETWORKS INC CL A 00164V103 160,312 3,100,807 SH   SOLE NONE 3,100,807 0 0
AMAZON.COM INC COM 023135106 15,400 10,640 SH   SOLE NONE 10,640 0 0
ANDEAVOR COM 03349M105 39,128 389,100 SH   SOLE NONE 389,100 0 0
ARENA PHARMACEUTICALS INC COM 040047607 1,343 34,000 SH   SOLE NONE 34,000 0 0
ARRAY BIOPHARMA INC COM 04269X105 3,264 200,000 SH   SOLE NONE 200,000 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 70,460 1,009,600 SH   SOLE NONE 1,009,600 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHS L0175J104 27,056 1,018,668 SH   SOLE NONE 1,018,668 0 0
AVEXIS INC COM 05366U100 4,622 37,400 SH   SOLE NONE 37,400 0 0
BRUNSWICK CORP/DE COM 117043109 14,661 246,866 SH   SOLE NONE 246,866 0 0
BLACK KNIGHT INC COM 09215C105 6,594 140,000 SH   SOLE NONE 140,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 29,601 468,000 SH   SOLE NONE 468,000 0 0
CITIGROUP INC COM 172967424 46,163 683,900 SH   SOLE NONE 683,900 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 3,637 280,000 SH   SOLE NONE 280,000 0 0
CENTENNIAL RESOURCE DEVELOPMEN CL A 15136A102 8,569 467,000 SH   SOLE NONE 467,000 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,045 60,000 SH   SOLE NONE 60,000 0 0
CLEVELAND-CLIFFS INC COM 185899101 3,246 467,000 SH   SOLE NONE 467,000 0 0
DOMINION ENERGY INC COM 25746U109 6,743 100,000 SH   SOLE NONE 100,000 0 0
DITECH HOLDING CORP COM 25501G105 2,813 312,901 SH   SOLE NONE 312,901 0 0
DISCOVERY INC COM SER C 25470F302 2,772 142,000 SH   SOLE NONE 142,000 0 0
DISH NETWORK CORP CL A 25470M109 46,261 1,220,941 SH   SOLE NONE 1,220,941 0 0
DOWDUPONT INC COM 26078J100 75,114 1,179,000 SH   SOLE NONE 1,179,000 0 0
DXC TECHNOLOGY CO COM 23355L106 43,781 435,500 SH   SOLE NONE 435,500 0 0
ELLINGTON FINANCIAL LLC COM 288522303 889 60,000 SH   SOLE NONE 60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 36,342 344,213 SH   SOLE NONE 344,213 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 33,483 2,356,328 SH   SOLE NONE 2,356,328 0 0
FACEBOOK INC CL A 30303M102 34,802 217,800 SH   SOLE NONE 217,800 0 0
FIRST DATA CORP COM CL A 32008D106 124,837 7,802,316 SH   SOLE NONE 7,802,316 0 0
AMICUS THERAPEUTICS INC COM 03152W109 5,625 374,000 SH   SOLE NONE 374,000 0 0
KEANE GROUP INC COM 48669A108 43,919 2,967,496 SH   SOLE NONE 2,967,496 0 0
FORTRESS TRANSPORTATION & INFR COM REP LTD LIAB 34960P101 2,616 164,000 SH   SOLE NONE 164,000 0 0
FTS INTERNATIONAL INC COM 30283W104 5,028 273,400 SH   SOLE NONE 273,400 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108 6,744 201,500 SH   SOLE NONE 201,500 0 0
ALPHABET INC CAP STK CL A 02079K305 162,245 156,435 SH   SOLE NONE 156,435 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 7,887 70,000 SH   SOLE NONE 70,000 0 0
HESS CORP COM 42809H107 68,811 1,359,364 SH   SOLE NONE 1,359,364 0 0
HALCON RESOURCES CORP COM PAR 40537Q605 3,414 701,000 SH   SOLE NONE 701,000 0 0
HRG GROUP INC COM 40434J100 33,857 2,053,203 SH   SOLE NONE 2,053,203 0 0
HUDSON LTD COM CL A G46408103 2,904 182,500 SH   SOLE NONE 182,500 0 0
HUMANA INC COM 444859102 35,876 133,453 SH   SOLE NONE 133,453 0 0
INDEPENDENT BANK GROUP INC COM 45384B106 3,302 46,700 SH   SOLE NONE 46,700 0 0
INSMED INC COM PAR $.01 457669307 2,207 98,000 SH   SOLE NONE 98,000 0 0
IQIYI INC SPONSORED ADS 46267X108 3,888 250,000 SH   SOLE NONE 250,000 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 42,277 1,015,064 SH   SOLE NONE 1,015,064 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 324 45,000 SH   SOLE NONE 45,000 0 0
MICROSOFT CORP COM 594918104 97,118 1,064,070 SH   SOLE NONE 1,064,070 0 0
MICRON TECHNOLOGY INC COM 595112103 14,010 268,700 SH   SOLE NONE 268,700 0 0
MVC CAPITAL INC COM 553829102 1,986 200,000 SH   SOLE NONE 200,000 0 0
MAXLINEAR INC COM 57776J100 53,806 2,365,079 SH   SOLE NONE 2,365,079 0 0
NAVIENT CORP COM 63938C108 19,719 1,503,006 SH   SOLE NONE 1,503,006 0 0
NABORS INDUSTRIES LTD SHS G6359F103 58,290 8,339,059 SH   SOLE NONE 8,339,059 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 44,872 2,617,961 SH   SOLE NONE 2,617,961 0 0
NETFLIX INC COM 64110L106 19,198 65,000 SH   SOLE NONE 65,000 0 0
NINE ENERGY SERVICE INC COM 65441V101 5,630 231,200 SH   SOLE NONE 231,200 0 0
NEW YORK COMMUNITY BANCORP INC COM 649445103 9,773 750,000 SH   SOLE NONE 750,000 0 0
OCWEN FINANCIAL CORP COM 675746309 60,738 14,742,284 SH   SOLE NONE 14,742,284 0 0
PARSLEY ENERGY INC CL A 701877102 63,505 2,190,594 SH   SOLE NONE 2,190,594 0 0
PENNYMAC FINANCIAL SERVICES IN CL A 70932B101 32,414 1,431,103 SH   SOLE NONE 1,431,103 0 0
PVH CORP COM 693656100 61,471 405,938 SH   SOLE NONE 405,938 0 0
PAYPAL HOLDINGS INC COM 70450Y103 36,660 483,200 SH   SOLE NONE 483,200 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 4,513 88,500 SH   SOLE NONE 88,500 0 0
SAGE THERAPEUTICS INC COM 78667J108 7,522 46,700 SH   SOLE NONE 46,700 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 59,256 1,893,154 SH   SOLE NONE 1,893,154 0 0
SHELL MIDSTREAM PARTNERS LP UNIT LTD INT 822634101 2,105 100,000 SH   SOLE NONE 100,000 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 573 70,000 SH   SOLE NONE 70,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 56,682 1,690,483 SH   SOLE NONE 1,690,483 0 0
THL CREDIT INC COM 872438106 1,166 150,000 SH   SOLE NONE 150,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 10,942 470,000 SH   SOLE NONE 470,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 42,820 207,400 SH   SOLE NONE 207,400 0 0
TRINITY INDUSTRIES INC COM 896522109 46,801 1,434,279 SH   SOLE NONE 1,434,279 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 189,217 2,723,729 SH   SOLE NONE 2,723,729 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,008 196,300 SH   SOLE NONE 196,300 0 0
VALVOLINE INC COM 92047W101 45,879 2,073,174 SH   SOLE NONE 2,073,174 0 0
WELLS FARGO & CO COM 949746101 21,619 412,500 SH   SOLE NONE 412,500 0 0
WPX ENERGY INC COM 98212B103 62,355 4,218,898 SH   SOLE NONE 4,218,898 0 0
ACCELERON PHARMA INC COM 00434H108 1,760 45,000 SH   SOLE NONE 45,000 0 0
XENCOR INC COM 98401F105 1,979 66,000 SH   SOLE NONE 66,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 61,530 411,872 SH   SOLE NONE 411,872 0 0