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 24,264 625,976 SH   SOLE   469,905 0 156,071
AERCAP HOLDINGS NV SHS N00985106 53,393 1,377,623 SH   DFND 1 1,070,673 0 306,950
ALLERGAN PLC SHS G0177J108 49,065 183,041 SH   DFND 1 141,761 0 41,280
ALLERGAN PLC SHS G0177J108 22,342 83,367 SH   SOLE   83,367 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 459 16,400 SH   DFND 1 16,400 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 3,944 140,900 SH   DFND 2 140,900 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 123 4,400 SH   SOLE   4,400 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 698 40,800 SH   DFND 1 40,800 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 5,577 325,800 SH   DFND 2 325,800 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 180 10,500 SH   SOLE   10,500 0 0
ARAMARK COM 03852U106 50,602 1,527,637 SH   DFND 1 1,186,387 0 341,250
ARAMARK COM 03852U106 3,365 101,600 SH   DFND 2 101,600 0 0
ARAMARK COM 03852U106 17,195 519,215 SH   SOLE   519,215 0 0
ARRIS INTL INC SHS G0551A103 45,213 1,972,684 SH   DFND 1 1,527,034 0 445,650
ARRIS INTL INC SHS G0551A103 20,851 909,840 SH   SOLE   670,840 0 239,000
ASPEN TECHNOLOGY INC COM 045327103 492 13,625 SH   SOLE   0 0 13,625
BERRY PLASTICS GROUP INC COM 08579W103 61,431 1,699,340 SH   DFND 1 1,318,690 0 380,650
BERRY PLASTICS GROUP INC COM 08579W103 26,162 723,729 SH   SOLE   723,729 0 0
CAPITAL ONE FINL CORP COM 14040H105 472 6,800 SH   DFND 1 6,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,269 61,600 SH   DFND 2 61,600 0 0
CAPITAL ONE FINL CORP COM 14040H105 118 1,700 SH   SOLE   1,700 0 0
CHUBB LIMITED COM H1467J104 43,628 366,142 SH   DFND 1 288,260 0 77,882
CHUBB LIMITED COM H1467J104 4,146 34,800 SH   DFND 2 34,800 0 0
CHUBB LIMITED COM H1467J104 15,542 130,411 SH   SOLE   130,411 0 0
CITIZENS FINL GROUP INC COM 174610105 27,152 1,295,979 SH   DFND 1 1,014,067 0 281,912
CITIZENS FINL GROUP INC COM 174610105 4,347 207,500 SH   DFND 2 207,500 0 0
CITIZENS FINL GROUP INC COM 174610105 10,081 481,193 SH   SOLE   481,193 0 0
COMMSCOPE HLDG CO INC COM 20337X109 49,973 1,789,710 SH   DFND 1 1,384,635 0 405,075
COMMSCOPE HLDG CO INC COM 20337X109 23,126 828,300 SH   SOLE   828,300 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 535 6,175 SH   DFND 1 6,175 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,980 46,000 SH   DFND 2 46,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 138 1,600 SH   SOLE   1,600 0 0
CVS HEALTH CORP COM 126650100 11,283 108,791 SH   SOLE   108,791 0 0
CVS HEALTH CORP COM 126650100 2,666 25,700 SH   DFND 2 25,700 0 0
CVS HEALTH CORP COM 126650100 33,990 327,691 SH   DFND 1 255,940 0 71,751
DELTA AIR LINES INC DEL COM NEW 247361702 2,293 47,100 SH   DFND 2 47,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 21,348 438,460 SH   SOLE   316,460 0 122,000
DELTA AIR LINES INC DEL COM NEW 247361702 46,642 958,167 SH   DFND 1 746,692 0 211,475
DISCOVER FINL SVCS COM 254709108 52,887 1,038,621 SH   DFND 1 799,696 0 238,925
DISCOVER FINL SVCS COM 254709108 4,008 78,700 SH   DFND 2 78,700 0 0
DISCOVER FINL SVCS COM 254709108 18,586 365,045 SH   SOLE   365,045 0 0
DOLLAR GEN CORP NEW COM 256677105 3,672 42,900 SH   DFND 2 42,900 0 0
DOLLAR GEN CORP NEW COM 256677105 15,778 184,309 SH   SOLE   184,309 0 0
DOLLAR GEN CORP NEW COM 256677105 44,310 517,656 SH   DFND 1 390,781 0 126,875
DOLLAR TREE INC COM 256746108 16,866 204,495 SH   SOLE   204,495 0 0
DOLLAR TREE INC COM 256746108 51,269 621,714 SH   DFND 1 482,639 0 139,075
EAGLE MATERIALS INC COM 26969P108 28,991 413,521 SH   DFND 1 321,278 0 92,243
EAGLE MATERIALS INC COM 26969P108 9,654 137,688 SH   SOLE   137,688 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 112 1,500 SH   SOLE   1,500 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 455 6,100 SH   DFND 1 6,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,386 45,500 SH   DFND 2 45,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 23,745 767,979 SH   SOLE   767,979 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 57,380 1,855,792 SH   DFND 1 1,438,630 0 417,162
GAMING & LEISURE PPTYS INC COM 36467J108 5,504 178,012 SH   DFND 2 178,012 0 0
GILEAD SCIENCES INC COM 375558103 551 6,000 SH   DFND 1 6,000 0 0
GILEAD SCIENCES INC COM 375558103 4,235 46,100 SH   DFND 2 46,100 0 0
GILEAD SCIENCES INC COM 375558103 147 1,600 SH   SOLE   1,600 0 0
HARLEY DAVIDSON INC COM 412822108 98 1,900 SH   SOLE   1,900 0 0
HARLEY DAVIDSON INC COM 412822108 381 7,400 SH   DFND 1 7,400 0 0
HARLEY DAVIDSON INC COM 412822108 2,967 57,800 SH   DFND 2 57,800 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 106 2,300 SH   SOLE   2,300 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 433 9,400 SH   DFND 1 9,400 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,525 76,500 SH   DFND 2 76,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 39,441 1,192,665 SH   DFND 1 920,065 0 272,600
HD SUPPLY HLDGS INC COM 40416M105 13,692 414,140 SH   SOLE   414,140 0 0
KAR AUCTION SVCS INC COM 48238T109 52,446 1,375,089 SH   DFND 1 1,073,346 0 301,743
KAR AUCTION SVCS INC COM 48238T109 5,336 139,900 SH   DFND 2 139,900 0 0
KAR AUCTION SVCS INC COM 48238T109 21,986 576,384 SH   SOLE   576,384 0 0
LENNAR CORP CL A 526057104 8,704 180,030 SH   SOLE   180,030 0 0
LENNAR CORP CL A 526057104 23,676 489,520 SH   DFND 1 377,095 0 112,425
MCKESSON CORP COM 58155Q103 3,554 22,600 SH   DFND 2 22,600 0 0
MCKESSON CORP COM 58155Q103 20,579 130,871 SH   SOLE   100,071 0 30,800
MCKESSON CORP COM 58155Q103 46,302 294,455 SH   DFND 1 228,760 0 65,695
MEDTRONIC PLC SHS G5960L103 466 6,200 SH   DFND 1 6,200 0 0
MEDTRONIC PLC SHS G5960L103 3,586 47,800 SH   DFND 2 47,800 0 0
MEDTRONIC PLC SHS G5960L103 143 1,900 SH   SOLE   1,900 0 0
METLIFE INC COM 59156R108 2,769 63,000 SH   DFND 2 63,000 0 0
METLIFE INC COM 59156R108 13,208 300,627 SH   SOLE   300,627 0 0
METLIFE INC COM 59156R108 36,957 841,118 SH   DFND 1 651,318 0 189,800
MONDELEZ INTL INC CL A 609207105 3,895 97,100 SH   DFND 2 97,100 0 0
MONDELEZ INTL INC CL A 609207105 136 3,400 SH   SOLE   3,400 0 0
MONDELEZ INTL INC CL A 609207105 517 12,900 SH   DFND 1 12,900 0 0
MYLAN N V SHS EURO N59465109 50,501 1,089,600 SH   DFND 1 846,474 0 243,126
MYLAN N V SHS EURO N59465109 21,843 471,275 SH   SOLE   471,275 0 0
NRG ENERGY INC COM NEW 629377508 170 13,100 SH   SOLE   13,100 0 0
NRG ENERGY INC COM NEW 629377508 654 50,300 SH   DFND 1 50,300 0 0
NRG ENERGY INC COM NEW 629377508 4,977 382,500 SH   DFND 2 382,500 0 0
NRG YIELD INC CL C 62942X405 81 5,700 SH   SOLE   5,700 0 0
NRG YIELD INC CL C 62942X405 2,288 160,700 SH   DFND 2 160,700 0 0
NRG YIELD INC CL C 62942X405 306 21,500 SH   DFND 1 21,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 390 5,700 SH   DFND 1 5,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,011 44,000 SH   DFND 2 44,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 96 1,400 SH   SOLE   1,400 0 0
PFIZER INC COM 717081103 172 5,800 SH   SOLE   5,800 0 0
PFIZER INC COM 717081103 658 22,200 SH   DFND 1 22,200 0 0
PFIZER INC COM 717081103 4,912 165,700 SH   DFND 2 165,700 0 0
PRUDENTIAL FINL INC COM 744320102 19,610 271,498 SH   DFND 1 210,023 0 61,475
PRUDENTIAL FINL INC COM 744320102 8,613 119,245 SH   SOLE   119,245 0 0
RALPH LAUREN CORP CL A 751212101 434 4,500 SH   DFND 1 4,500 0 0
RALPH LAUREN CORP CL A 751212101 3,321 34,500 SH   DFND 2 34,500 0 0
RALPH LAUREN CORP CL A 751212101 106 1,100 SH   SOLE   1,100 0 0
RAYTHEON CO COM NEW 755111507 3,166 25,820 SH   SOLE   0 0 25,820
REALOGY HLDGS CORP COM 75605Y106 15,828 438,279 SH   SOLE   438,279 0 0
REALOGY HLDGS CORP COM 75605Y106 46,708 1,293,513 SH   DFND 1 1,012,872 0 280,641
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,363 28,770 SH   SOLE   28,770 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,959 23,855 SH   DFND 1 18,255 0 5,600
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 493 6,000 SH   DFND 2 6,000 0 0
SANOFI SPONSORED ADR 80105N105 433 10,800 SH   DFND 1 10,800 0 0
SANOFI SPONSORED ADR 80105N105 3,847 95,800 SH   DFND 2 95,800 0 0
SANOFI SPONSORED ADR 80105N105 141 3,500 SH   SOLE   3,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 58,074 337,836 SH   DFND 1 263,761 0 74,075
SHIRE PLC SPONSORED ADR 82481R106 5,415 31,500 SH   DFND 2 31,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 25,508 148,371 SH   SOLE   112,471 0 35,900
SIX FLAGS ENTMT CORP NEW COM 83001A102 711 12,800 SH   DFND 1 12,800 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,461 98,400 SH   DFND 2 98,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 189 3,400 SH   SOLE   3,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 644 3,135 SH   DFND 1 3,135 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,170 59,200 SH Put DFND 1 59,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 90,406 439,800 SH Put DFND 2 439,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,083 15,000 SH Put SOLE   15,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,722 176,377 SH   SOLE   176,377 0 0
TEMPUR SEALY INTL INC COM 88023U101 33,176 545,807 SH   DFND 1 425,226 0 120,581
TERADYNE INC COM 880770102 160 7,400 SH   SOLE   7,400 0 0
TERADYNE INC COM 880770102 610 28,300 SH   DFND 1 28,300 0 0
TERADYNE INC COM 880770102 4,564 211,375 SH   DFND 2 211,375 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 568 10,600 SH   DFND 1 10,600 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4,500 84,100 SH   DFND 2 84,100 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 144 2,700 SH   SOLE   2,700 0 0
TIME WARNER INC COM NEW 887317303 582 8,035 SH   SOLE   8,035 0 0
TIME WARNER INC COM NEW 887317303 4,986 68,720 SH   DFND 1 68,720 0 0
TIME WARNER INC COM NEW 887317303 5,463 75,300 SH   DFND 2 75,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 126 1,500 SH   SOLE   1,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 286 3,400 SH   DFND 1 3,400 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,414 52,400 SH   DFND 2 52,400 0 0
WHIRLPOOL CORP COM 963320106 41,305 229,050 SH   DFND 1 176,750 0 52,300
WHIRLPOOL CORP COM 963320106 14,783 81,987 SH   SOLE   81,987 0 0
WILLIAMS SONOMA INC COM 969904101 88 1,600 SH   SOLE   1,600 0 0
WILLIAMS SONOMA INC COM 969904101 416 7,600 SH   DFND 1 7,600 0 0
WILLIAMS SONOMA INC COM 969904101 3,016 55,100 SH   DFND 2 55,100 0 0