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
AERCAP HOLDINGS NV SHS N00985106 54,066 1,252,648 SH   SOLE 1 1,109,273 0 143,375
AERCAP HOLDINGS NV SHS N00985106 21,113 489,166 SH   SOLE   303,095 0 186,071
ALLERGAN PLC SHS G0177J108 21,408 68,492 SH   SOLE   68,492 0 0
ALLERGAN PLC SHS G0177J108 52,951 169,436 SH   SOLE 1 150,076 0 19,360
AMC ENTMT HLDGS INC CL A COM 00165C104 195 8,143 SH   SOLE   8,143 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 490 20,400 SH   SOLE 1 20,400 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 4,190 174,600 SH   SOLE 2 174,600 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 51,062 1,205,719 SH   SOLE 1 1,066,294 0 139,425
AMERICAN AIRLS GROUP INC COM 02376R102 17,351 409,685 SH   SOLE   293,385 0 116,300
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 4,945 325,800 SH   SOLE 2 325,800 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 159 10,500 SH   SOLE   10,500 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 580 38,200 SH   SOLE 1 38,200 0 0
ARAMARK COM 03852U106 11,054 342,733 SH   SOLE   342,733 0 0
ARAMARK COM 03852U106 45,663 1,416,087 SH   SOLE 1 1,257,412 0 158,675
ARAMARK COM 03852U106 5,192 161,000 SH   SOLE 2 161,000 0 0
ARRIS GROUP INC NEW COM 04270V106 18,213 595,695 SH   SOLE   432,695 0 163,000
ARRIS GROUP INC NEW COM 04270V106 55,902 1,828,759 SH   SOLE 1 1,617,834 0 210,925
ASPEN TECHNOLOGY INC COM 045327103 514 13,625 SH   SOLE   0 0 13,625
BAXALTA INC COM 07177M103 7,702 197,353 SH   SOLE   197,353 0 0
BAXALTA INC COM 07177M103 4,106 105,200 SH   SOLE 2 105,200 0 0
BAXALTA INC COM 07177M103 31,053 795,650 SH   SOLE 1 704,650 0 91,000
BERRY PLASTICS GROUP INC COM 08579W103 20,408 564,094 SH   SOLE   564,094 0 0
BERRY PLASTICS GROUP INC COM 08579W103 53,073 1,466,900 SH   SOLE 1 1,298,175 0 168,725
CAPITAL ONE FINL CORP COM 14040H105 175 2,425 SH   SOLE   2,425 0 0
CAPITAL ONE FINL CORP COM 14040H105 447 6,200 SH   SOLE 1 6,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,446 61,600 SH   SOLE 2 61,600 0 0
CITIZENS FINL GROUP INC COM 174610105 421 16,100 SH   SOLE 1 16,100 0 0
CITIZENS FINL GROUP INC COM 174610105 3,766 143,800 SH   SOLE 2 143,800 0 0
CITIZENS FINL GROUP INC COM 174610105 163 6,207 SH   SOLE   6,207 0 0
COMMSCOPE HLDG CO INC COM 20337X109 42,778 1,652,200 SH   SOLE 1 1,463,750 0 188,450
COMMSCOPE HLDG CO INC COM 20337X109 16,126 623,090 SH   SOLE   623,090 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 201 2,324 SH   SOLE   2,324 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 509 5,875 SH   SOLE 1 5,875 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,976 46,000 SH   SOLE 2 46,000 0 0
CVS HEALTH CORP COM 126650100 235 2,406 SH   SOLE   2,406 0 0
CVS HEALTH CORP COM 126650100 597 6,101 SH   SOLE 1 6,100 0 1
CVS HEALTH CORP COM 126650100 5,163 52,800 SH   SOLE 2 52,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,445 245,539 SH   SOLE   245,539 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 50,738 1,000,947 SH   SOLE 1 882,612 0 118,335
DISCOVER FINL SVCS COM 254709108 12,841 239,471 SH   SOLE   239,471 0 0
DISCOVER FINL SVCS COM 254709108 51,416 958,941 SH   SOLE 1 847,416 0 111,525
DISCOVER FINL SVCS COM 254709108 4,220 78,700 SH   SOLE 2 78,700 0 0
DOLLAR TREE INC COM 256746108 12,095 156,620 SH   SOLE   156,620 0 0
DOLLAR TREE INC COM 256746108 48,429 627,174 SH   SOLE 1 553,249 0 73,925
EAGLE MATERIALS INC COM 26969P108 13,921 230,263 SH   SOLE   230,263 0 0
EAGLE MATERIALS INC COM 26969P108 39,970 661,420 SH   SOLE 1 584,291 0 77,129
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 121 1,600 SH   SOLE   1,600 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 294 3,900 SH   SOLE 1 3,900 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,619 34,700 SH   SOLE 2 34,700 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 14,171 509,649 SH   SOLE   509,649 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 41,046 1,476,623 SH   SOLE 1 1,308,527 0 168,096
GAMING & LEISURE PPTYS INC COM 36467J108 4,949 178,012 SH   SOLE 2 178,012 0 0
GILEAD SCIENCES INC COM 375558103 234 2,308 SH   SOLE   2,308 0 0
GILEAD SCIENCES INC COM 375558103 587 5,800 SH   SOLE 1 5,800 0 0
GILEAD SCIENCES INC COM 375558103 4,665 46,100 SH   SOLE 2 46,100 0 0
HARLEY DAVIDSON INC COM 412822108 314 6,900 SH   SOLE 1 6,900 0 0
HARLEY DAVIDSON INC COM 412822108 2,623 57,800 SH   SOLE 2 57,800 0 0
HARLEY DAVIDSON INC COM 412822108 123 2,710 SH   SOLE   2,710 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 144 3,316 SH   SOLE   3,316 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 378 8,700 SH   SOLE 1 8,700 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,325 76,500 SH   SOLE 2 76,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 9,061 301,615 SH   SOLE   301,615 0 0
HD SUPPLY HLDGS INC COM 40416M105 35,973 1,197,820 SH   SOLE 1 1,055,345 0 142,475
INTL PAPER CO COM 460146103 175 4,641 SH   SOLE   4,641 0 0
INTL PAPER CO COM 460146103 433 11,500 SH   SOLE 1 11,500 0 0
INTL PAPER CO COM 460146103 3,449 91,500 SH   SOLE 2 91,500 0 0
KAR AUCTION SVCS INC COM 48238T109 241 6,510 SH   SOLE   6,510 0 0
KAR AUCTION SVCS INC COM 48238T109 599 16,200 SH   SOLE 1 16,200 0 0
KAR AUCTION SVCS INC COM 48238T109 5,180 139,900 SH   SOLE 2 139,900 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 227 3,779 SH   SOLE   3,779 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 570 9,500 SH   SOLE 1 9,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 4,484 74,756 SH   SOLE 2 74,756 0 0
LAZARD LTD SHS A G54050102 136 3,017 SH   SOLE   3,017 0 0
LAZARD LTD SHS A G54050102 398 8,800 SH   SOLE 1 8,800 0 0
LAZARD LTD SHS A G54050102 3,070 68,200 SH   SOLE 2 68,200 0 0
LENNAR CORP CL A 526057104 5,654 115,610 SH   SOLE   115,610 0 0
LENNAR CORP CL A 526057104 22,142 452,775 SH   SOLE 1 399,325 0 53,450
MCKESSON CORP COM 58155Q103 53,815 272,845 SH   SOLE 1 241,845 0 31,000
MCKESSON CORP COM 58155Q103 4,458 22,600 SH   SOLE 2 22,600 0 0
MCKESSON CORP COM 58155Q103 19,232 97,524 SH   SOLE   66,724 0 30,800
MEDTRONIC PLC SHS G5960L103 201 2,610 SH   SOLE   2,610 0 0
MEDTRONIC PLC SHS G5960L103 453 5,900 SH   SOLE 1 5,900 0 0
MEDTRONIC PLC SHS G5960L103 3,677 47,800 SH   SOLE 2 47,800 0 0
METLIFE INC COM 59156R108 3,037 63,000 SH   SOLE 2 63,000 0 0
METLIFE INC COM 59156R108 9,269 192,295 SH   SOLE   192,295 0 0
METLIFE INC COM 59156R108 37,434 776,368 SH   SOLE 1 687,893 0 88,475
MONDELEZ INTL INC CL A 609207105 3,201 71,400 SH   SOLE 2 71,400 0 0
MONDELEZ INTL INC CL A 609207105 149 3,318 SH   SOLE   3,318 0 0
MONDELEZ INTL INC CL A 609207105 385 8,600 SH   SOLE 1 8,600 0 0
MYLAN N V SHS EURO N59465109 17,133 316,830 SH   SOLE   316,830 0 0
MYLAN N V SHS EURO N59465109 49,940 923,585 SH   SOLE 1 818,384 0 105,201
NORTHSTAR REALTY EUROPE CORP COM 66706L101 31 2,560 SH   SOLE   2,560 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 76 6,385 SH   SOLE 1 6,385 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 629 53,333 SH   SOLE 2 53,333 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 2,719 159,650 SH   SOLE 2 159,650 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 29,166 1,712,504 SH   SOLE 1 1,511,493 0 201,011
NORTHSTAR RLTY FIN CORP COM 66704R803 7,226 424,418 SH   SOLE   424,418 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 365 5,400 SH   SOLE 1 5,400 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,975 44,000 SH   SOLE 2 44,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 137 2,016 SH   SOLE   2,016 0 0
OUTFRONT MEDIA INC COM 69007J106 160 7,295 SH   SOLE   7,295 0 0
OUTFRONT MEDIA INC COM 69007J106 406 18,658 SH   SOLE 1 18,658 0 0
OUTFRONT MEDIA INC COM 69007J106 3,324 152,242 SH   SOLE 2 152,242 0 0
PFIZER INC COM 717081103 4,961 153,700 SH   SOLE 2 153,700 0 0
PFIZER INC COM 717081103 228 7,077 SH   SOLE   7,077 0 0
PFIZER INC COM 717081103 581 18,000 SH   SOLE 1 18,000 0 0
PRUDENTIAL FINL INC COM 744320102 4,624 56,800 SH   SOLE 2 56,800 0 0
PRUDENTIAL FINL INC COM 744320102 12,077 148,296 SH   SOLE   148,296 0 0
PRUDENTIAL FINL INC COM 744320102 48,114 591,023 SH   SOLE 1 521,923 0 69,100
RALPH LAUREN CORP CL A 751212101 179 1,603 SH   SOLE   1,603 0 0
RALPH LAUREN CORP CL A 751212101 480 4,300 SH   SOLE 1 4,300 0 0
RALPH LAUREN CORP CL A 751212101 3,846 34,500 SH   SOLE 2 34,500 0 0
RAYTHEON CO COM NEW 755111507 3,215 25,820 SH   SOLE   0 0 25,820
REALOGY HLDGS CORP COM 75605Y106 46,463 1,267,023 SH   SOLE 1 1,117,995 0 149,028
REALOGY HLDGS CORP COM 75605Y106 15,870 432,834 SH   SOLE   432,834 0 0
SANOFI SPONSORED ADR 80105N105 4,086 95,800 SH   SOLE 2 95,800 0 0
SANOFI SPONSORED ADR 80105N105 380 8,900 SH   SOLE 1 8,900 0 0
SANOFI SPONSORED ADR 80105N105 213 5,000 SH   SOLE   5,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 20,813 101,537 SH   SOLE   66,342 0 35,195
SHIRE PLC SPONSORED ADR 82481R106 55,579 271,106 SH   SOLE 1 240,241 0 30,865
SHIRE PLC SPONSORED ADR 82481R106 5,085 24,800 SH   SOLE 2 24,800 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 272 4,952 SH   SOLE   4,952 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 676 12,300 SH   SOLE 1 12,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,406 98,400 SH   SOLE 2 98,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 639 3,135 SH   SOLE 1 3,135 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 126,891 622,400 SH Put SOLE 2 622,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,730 28,100 SH Put SOLE   28,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 14,780 72,500 SH Put SOLE 1 72,500 0 0
TEMPUR SEALY INTL INC COM 88023U101 6,974 98,947 SH   SOLE   98,947 0 0
TEMPUR SEALY INTL INC COM 88023U101 28,845 409,348 SH   SOLE 1 361,622 0 47,726
TERADYNE INC COM 880770102 175 8,482 SH   SOLE   8,482 0 0
TERADYNE INC COM 880770102 442 21,400 SH   SOLE 1 21,400 0 0
TERADYNE INC COM 880770102 3,501 169,375 SH   SOLE 2 169,375 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 656 10,000 SH   SOLE 1 10,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 5,520 84,100 SH   SOLE 2 84,100 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 257 3,922 SH   SOLE   3,922 0 0
THE ADT CORPORATION COM 00101J106 234 7,085 SH   SOLE   7,085 0 0
THE ADT CORPORATION COM 00101J106 612 18,600 SH   SOLE 1 18,500 0 100
THE ADT CORPORATION COM 00101J106 4,839 146,700 SH   SOLE 2 146,700 0 0
TIME WARNER INC COM NEW 887317303 14,325 221,485 SH   SOLE   221,485 0 0
TIME WARNER INC COM NEW 887317303 45,168 698,450 SH   SOLE 1 619,150 0 79,300
TIME WARNER INC COM NEW 887317303 4,869 75,300 SH   SOLE 2 75,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 239 2,800 SH   SOLE 1 2,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,462 52,400 SH   SOLE 2 52,400 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 189 2,211 SH   SOLE   2,211 0 0
WESTROCK CO COM 96145D105 38,479 843,547 SH   SOLE 1 744,327 0 99,220
WESTROCK CO COM 96145D105 2,997 65,700 SH   SOLE 2 65,700 0 0
WESTROCK CO COM 96145D105 9,588 210,220 SH   SOLE   210,220 0 0
WHIRLPOOL CORP COM 963320106 8,842 60,169 SH   SOLE   60,169 0 0
WHIRLPOOL CORP COM 963320106 36,263 246,905 SH   SOLE 1 218,805 0 28,100
WHIRLPOOL CORP COM 963320106 2,703 18,400 SH   SOLE 2 18,400 0 0
WILLIAMS SONOMA INC COM 969904101 2,984 51,100 SH   SOLE 2 51,100 0 0
WILLIAMS SONOMA INC COM 969904101 135 2,311 SH   SOLE   2,311 0 0
WILLIAMS SONOMA INC COM 969904101 344 5,900 SH   SOLE 1 5,900 0 0