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 845 81,000 SH   SOLE NONE 81,000 0 0
ADOBE SYSTEMS INC COM 00724F101 57,685 236,600 SH   SOLE NONE 236,600 0 0
AUTODESK INC COM 052769106 21,027 160,400 SH   SOLE NONE 160,400 0 0
AERCAP HOLDINGS NV SHS N00985106 60,946 1,125,496 SH   SOLE NONE 1,125,496 0 0
ALLY FINANCIAL INC COM 02005N100 2,627 100,000 SH   SOLE NONE 100,000 0 0
AMC NETWORKS INC CL A 00164V103 170,713 2,744,586 SH   SOLE NONE 2,744,586 0 0
AMAZON.COM INC COM 023135106 17,890 10,525 SH   SOLE NONE 10,525 0 0
ANDEAVOR COM 03349M105 14,049 107,100 SH   SOLE NONE 107,100 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 94,634 1,210,458 SH   SOLE NONE 1,210,458 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHS L0175J104 28,549 978,703 SH   SOLE NONE 978,703 0 0
AVROBIO INC COM 05455M100 1,428 50,000 SH   SOLE NONE 50,000 0 0
BRUNSWICK CORP/DE COM 117043109 16,369 253,866 SH   SOLE NONE 253,866 0 0
BOX INC CL A 10316T104 1,250 50,000 SH   SOLE NONE 50,000 0 0
CITIGROUP INC COM 172967424 63,072 942,500 SH   SOLE NONE 942,500 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 5,062 377,200 SH   SOLE NONE 377,200 0 0
CERIDIAN HCM HOLDING INC COM 15677J108 9,724 292,971 SH   SOLE NONE 292,971 0 0
CENTENNIAL RESOURCE DEVELOPMEN CL A 15136A102 10,836 600,000 SH   SOLE NONE 600,000 0 0
CHARAH SOLUTIONS INC COM 15957P105 2,462 225,000 SH   SOLE NONE 225,000 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,097 60,000 SH   SOLE NONE 60,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 1,248 50,000 SH   SOLE NONE 50,000 0 0
CVS HEALTH CORP COM 126650100 26,165 406,600 SH   SOLE NONE 406,600 0 0
CAESARS ENTERTAINMENT CORP COM 127686103 5,618 525,000 SH   SOLE NONE 525,000 0 0
DECIPHERA PHARMACEUTICALS INC COM 24344T101 4,718 119,900 SH   SOLE NONE 119,900 0 0
DITECH HOLDING CORP COM 25501G105 1,633 312,901 SH   SOLE NONE 312,901 0 0
DISH NETWORK CORP CL A 25470M109 34,818 1,035,941 SH   SOLE NONE 1,035,941 0 0
DOWDUPONT INC COM 26078J100 77,720 1,179,000 SH   SOLE NONE 1,179,000 0 0
DXC TECHNOLOGY CO COM 23355L106 23,377 290,000 SH   SOLE NONE 290,000 0 0
ELLINGTON FINANCIAL LLC COM 288522303 937 60,000 SH   SOLE NONE 60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 34,408 344,213 SH   SOLE NONE 344,213 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 40,384 2,341,128 SH   SOLE NONE 2,341,128 0 0
FACEBOOK INC CL A 30303M102 41,701 214,600 SH   SOLE NONE 214,600 0 0
FIRST DATA CORP COM CL A 32008D106 162,075 7,743,688 SH   SOLE NONE 7,743,688 0 0
FERRELLGAS PARTNERS LP UNIT LTD PART 315293100 1,445 430,000 SH   SOLE NONE 430,000 0 0
KEANE GROUP INC COM 48669A108 51,856 3,793,404 SH   SOLE NONE 3,793,404 0 0
FTS INTERNATIONAL INC COM 30283W104 19,224 1,350,000 SH   SOLE NONE 1,350,000 0 0
ALPHABET INC CAP STK CL A 02079K305 174,714 154,725 SH   SOLE NONE 154,725 0 0
HESS CORP COM 42809H107 70,192 1,049,364 SH   SOLE NONE 1,049,364 0 0
HALCON RESOURCES CORP COM PAR 40537Q605 1,537 350,000 SH   SOLE NONE 350,000 0 0
HRG GROUP INC COM 40434J100 29,494 2,253,198 SH   SOLE NONE 2,253,198 0 0
HUMANA INC COM 444859102 55,137 185,253 SH   SOLE NONE 185,253 0 0
INTL GAME TECHNOLOGY SHS USD G4863A108 2,147 92,400 SH   SOLE NONE 92,400 0 0
IMMUNOMEDICS INC COM 452907108 9,468 400,000 SH   SOLE NONE 400,000 0 0
INSMED INC COM PAR $.01 457669307 2,247 95,000 SH   SOLE NONE 95,000 0 0
IQVIA HOLDINGS INC COM 46266C105 38,111 381,800 SH   SOLE NONE 381,800 0 0
KKR & CO INC COM UNITS 48248M102 24,665 992,555 SH   SOLE NONE 24,665 0 0
LENNAR CORP-A CL A 526057104 32,813 625,000 SH   SOLE NONE 625,000 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 38,166 1,015,064 SH   SOLE NONE 1,015,064 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 207 45,000 SH   SOLE NONE 45,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 4,195 15,000 SH   SOLE NONE 15,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 29,909 426,300 SH   SOLE NONE 426,300 0 0
MICROSOFT CORP COM 594918104 102,216 1,036,570 SH   SOLE NONE 1,036,570 0 0
MICRON TECHNOLOGY INC COM 595112103 27,410 522,700 SH   SOLE NONE 522,700 0 0
MVC CAPITAL INC COM 553829102 1,900 200,000 SH   SOLE NONE 200,000 0 0
MAXLINEAR INC COM 57776J100 31,848 2,042,839 SH   SOLE NONE 2,042,839 0 0
NABORS INDUSTRIES LTD SHS G6359F103 62,751 9,789,565 SH   SOLE NONE 9,789,565 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 44,873 2,428,179 SH   SOLE NONE 2,428,179 0 0
NRG ENERGY INC COM 629377508 38,921 1,267,782 SH   SOLE NONE 1,267,782 0 0
OCWEN FINANCIAL CORP COM 675746309 58,379 14,742,284 SH   SOLE NONE 14,742,284 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 8,325 300,000 SH   SOLE NONE 300,000 0 0
PARSLEY ENERGY INC CL A 701877102 71,739 2,369,194 SH   SOLE NONE 2,369,194 0 0
PENNYMAC FINANCIAL SERVICES IN CL A 70932B101 27,721 1,410,720 SH   SOLE NONE 1,410,720 0 0
PVH CORP COM 693656100 45,805 305,938 SH   SOLE NONE 305,938 0 0
PAYPAL HOLDINGS INC COM 70450Y103 39,745 477,300 SH   SOLE NONE 477,300 0 0
UNIQURE NV SHS N90064101 945 25,000 SH   SOLE NONE 25,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 11,708 74,800 SH   SOLE NONE 74,800 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 85,064 2,645,833 SH   SOLE NONE 2,645,833 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 530 70,000 SH   SOLE NONE 70,000 0 0
SURFACE ONCOLOGY INC COM 86877M209 1,548 94,900 SH   SOLE NONE 94,900 0 0
SYNCHRONY FINANCIAL COM 87165B103 56,428 1,690,483 SH   SOLE NONE 1,690,483 0 0
THL CREDIT INC COM 872438106 1,394 178,200 SH   SOLE NONE 178,200 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 15,585 750,000 SH   SOLE NONE 750,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 53,525 258,400 SH   SOLE NONE 258,400 0 0
TPG PACE ENERGY HOLDINGS - A CL A 872656103 16,305 1,500,000 SH   SOLE NONE 1,500,000 0 0
TRINITY INDUSTRIES INC COM 896522109 64,832 1,892,348 SH   SOLE NONE 1,892,348 0 0
STARS GROUP INC/THE COM 85570W100 5,445 150,000 SH   SOLE NONE 150,000 0 0
T2 BIOSYSTEMS INC COM 89853L104 1,102 142,400 SH   SOLE NONE 142,400 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 187,499 2,688,929 SH   SOLE NONE 2,688,929 0 0
UNITEDHEALTH GROUP INC COM 91324P102 47,719 194,500 SH   SOLE NONE 194,500 0 0
U.S. XPRESS ENTERPRISES COM CL A 90338N202 1,136 75,000 SH   SOLE NONE 75,000 0 0
VERICEL COM 92346J108 1,455 150,000 SH   SOLE NONE 150,000 0 0
VALVOLINE INC COM 92047W101 37,270 1,727,874 SH   SOLE NONE 1,727,874 0 0
WPX ENERGY INC COM 98212B103 70,703 3,921,398 SH   SOLE NONE 3,921,398 0 0
WILDHORSE RESOURCE DEVELOPMENT COM 96812T102 10,144 400,000 SH   SOLE NONE 400,000 0 0
EXELA TECHNOLOGIES INC COM 30162V102 714 150,345 SH   SOLE NONE 150,345 0 0
SHIRE PLC SPONSORED ADR 82481R106 20,678 122,500 SH   SOLE NONE 122,500 0 0