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 44,812 1,334,048 SH   DFND 1 1,026,548 0 307,500
AERCAP HOLDINGS NV SHS N00985106 22,496 669,691 SH   SOLE   453,620 0 216,071
ALLERGAN PLC SHS G0177J108 57,870 250,423 SH   DFND 1 191,858 0 58,565
ALLERGAN PLC SHS G0177J108 23,976 103,756 SH   SOLE   103,756 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 3,318 120,200 SH   DFND 2 120,200 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 514 18,600 SH   DFND 1 18,600 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 4,963 327,600 SH   DFND 2 327,600 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 744 49,100 SH   DFND 1 49,100 0 0
ARRIS INTL INC SHS G0551A103 39,911 1,904,309 SH   DFND 1 1,462,159 0 442,150
ARRIS INTL INC SHS G0551A103 16,839 803,385 SH   SOLE   647,390 0 155,995
ASPEN TECHNOLOGY INC COM 045327103 548 13,625 SH   SOLE   0 0 13,625
BERRY PLASTICS GROUP INC COM 08579W103 58,180 1,497,565 SH   DFND 1 1,148,215 0 349,350
BERRY PLASTICS GROUP INC COM 08579W103 26,152 673,054 SH   SOLE   673,054 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,937 62,000 SH   DFND 2 62,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 571 9,000 SH   DFND 1 9,000 0 0
CELGENE CORP COM 151020104 34,641 351,215 SH   DFND 1 269,665 0 81,550
CELGENE CORP COM 151020104 17,586 178,304 SH   SOLE   178,304 0 0
CHUBB LIMITED COM H1467J104 4,575 35,000 SH   DFND 2 35,000 0 0
CHUBB LIMITED COM H1467J104 57,529 440,137 SH   DFND 1 339,105 0 101,032
CHUBB LIMITED COM H1467J104 18,487 141,466 SH   SOLE   141,466 0 0
CITIZENS FINL GROUP INC COM 174610105 2,745 137,400 SH   DFND 2 137,400 0 0
CITIZENS FINL GROUP INC COM 174610105 418 20,900 SH   DFND 1 20,900 0 0
COMMSCOPE HLDG CO INC COM 20337X109 59,868 1,929,310 SH   DFND 1 1,482,860 0 446,450
COMMSCOPE HLDG CO INC COM 20337X109 27,783 895,340 SH   SOLE   895,340 0 0
COVANTA HLDG CORP COM 22282E102 4,891 297,300 SH   DFND 2 297,300 0 0
COVANTA HLDG CORP COM 22282E102 3,586 217,930 SH   DFND 1 194,677 0 23,253
COVANTA HLDG CORP COM 22282E102 833 50,600 SH   SOLE   50,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,686 46,200 SH   DFND 2 46,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 627 6,175 SH   DFND 1 6,175 0 0
CVS HEALTH CORP COM 126650100 2,681 28,000 SH   DFND 2 28,000 0 0
CVS HEALTH CORP COM 126650100 459 4,801 SH   DFND 1 4,800 0 1
DELTA AIR LINES INC DEL COM NEW 247361702 3,613 99,200 SH   DFND 2 99,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 48,207 1,323,242 SH   DFND 1 1,018,647 0 304,595
DELTA AIR LINES INC DEL COM NEW 247361702 23,770 652,365 SH   SOLE   431,865 0 220,500
DISCOVER FINL SVCS COM 254709108 4,255 79,400 SH   DFND 2 79,400 0 0
DISCOVER FINL SVCS COM 254709108 53,869 1,005,271 SH   DFND 1 767,946 0 237,325
DISCOVER FINL SVCS COM 254709108 22,177 413,795 SH   SOLE   346,795 0 67,000
DISH NETWORK CORP CL A 25470M109 40,893 780,380 SH   DFND 1 599,530 0 180,850
DISH NETWORK CORP CL A 25470M109 19,238 367,150 SH   SOLE   253,650 0 113,500
DOLLAR GEN CORP NEW COM 256677105 2,463 26,200 SH   DFND 2 26,200 0 0
DOLLAR GEN CORP NEW COM 256677105 42,699 454,286 SH   DFND 1 351,186 0 103,100
DOLLAR GEN CORP NEW COM 256677105 13,512 143,682 SH   SOLE   143,682 0 0
DOLLAR TREE INC COM 256746108 41,903 444,664 SH   DFND 1 342,889 0 101,775
DOLLAR TREE INC COM 256746108 13,663 144,955 SH   SOLE   144,955 0 0
EAGLE MATERIALS INC COM 26969P108 30,676 397,621 SH   DFND 1 304,828 0 92,793
EAGLE MATERIALS INC COM 26969P108 10,307 133,563 SH   SOLE   133,563 0 0
EQT CORP COM 26884L109 3,872 50,000 SH   DFND 2 50,000 0 0
EQT CORP COM 26884L109 29,022 374,866 SH   DFND 1 289,566 0 85,300
EQT CORP COM 26884L109 9,291 120,055 SH   SOLE   120,055 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 4,408 54,900 SH   DFND 2 54,900 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 643 8,000 SH   DFND 1 8,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,138 178,012 SH   DFND 2 178,012 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 62,325 1,807,527 SH   DFND 1 1,389,335 0 418,192
GAMING & LEISURE PPTYS INC COM 36467J108 26,162 758,649 SH   SOLE   758,649 0 0
GILEAD SCIENCES INC COM 375558103 3,846 46,100 SH   DFND 2 46,100 0 0
GILEAD SCIENCES INC COM 375558103 549 6,600 SH   DFND 1 6,600 0 0
HARLEY DAVIDSON INC COM 412822108 2,618 57,800 SH   DFND 2 57,800 0 0
HARLEY DAVIDSON INC COM 412822108 335 7,400 SH   DFND 1 7,400 0 0
HD SUPPLY HLDGS INC COM 40416M105 43,664 1,253,890 SH   DFND 1 963,065 0 290,825
HD SUPPLY HLDGS INC COM 40416M105 14,676 421,505 SH   SOLE   421,505 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,466 135,000 SH   DFND 2 135,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 35,000 1,915,675 SH   DFND 1 1,474,600 0 441,075
HEWLETT PACKARD ENTERPRISE C COM 42824C109 18,331 1,003,375 SH   SOLE   615,375 0 388,000
KAR AUCTION SVCS INC COM 48238T109 3,039 72,800 SH   DFND 2 72,800 0 0
KAR AUCTION SVCS INC COM 48238T109 392 9,400 SH   DFND 1 9,400 0 0
LENNAR CORP CL A 526057104 22,022 477,645 SH   DFND 1 364,945 0 112,700
LENNAR CORP CL A 526057104 8,176 177,445 SH   SOLE   177,445 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 4,228 57,100 SH   DFND 2 57,100 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 660 8,900 SH   DFND 1 8,900 0 0
MCKESSON CORP COM 58155Q103 4,237 22,700 SH   DFND 2 22,700 0 0
MCKESSON CORP COM 58155Q103 58,250 312,065 SH   DFND 1 240,520 0 71,545
MCKESSON CORP COM 58155Q103 19,493 104,438 SH   SOLE   104,438 0 0
METLIFE INC COM 59156R108 2,542 63,800 SH   DFND 2 63,800 0 0
METLIFE INC COM 59156R108 32,358 812,443 SH   DFND 1 622,943 0 189,500
METLIFE INC COM 59156R108 11,505 288,807 SH   SOLE   288,807 0 0
MYLAN N V SHS EURO N59465109 45,459 1,051,325 SH   DFND 1 807,699 0 243,626
MYLAN N V SHS EURO N59465109 23,203 536,610 SH   SOLE   536,610 0 0
NRG ENERGY INC COM NEW 629377508 5,747 383,400 SH   DFND 2 383,400 0 0
NRG ENERGY INC COM NEW 629377508 817 54,500 SH   DFND 1 54,500 0 0
NRG YIELD INC CL C 62942X405 4,016 257,600 SH   DFND 2 257,600 0 0
NRG YIELD INC CL C 62942X405 596 38,200 SH   DFND 1 38,200 0 0
PFIZER INC COM 717081103 5,848 166,100 SH   DFND 2 166,100 0 0
PFIZER INC COM 717081103 898 25,500 SH   DFND 1 25,500 0 0
PRUDENTIAL FINL INC COM 744320102 18,844 264,148 SH   DFND 1 201,923 0 62,225
PRUDENTIAL FINL INC COM 744320102 6,612 92,750 SH   SOLE   92,750 0 0
RALPH LAUREN CORP CL A 751212101 3,836 42,800 SH   DFND 2 42,800 0 0
RALPH LAUREN CORP CL A 751212101 564 6,300 SH   DFND 1 6,300 0 0
RAYTHEON CO COM NEW 755111507 3,510 25,820 SH   SOLE   0 0 25,820
REALOGY HLDGS CORP COM 75605Y106 41,455 1,428,638 SH   DFND 1 1,099,497 0 329,141
REALOGY HLDGS CORP COM 75605Y106 13,940 480,524 SH   SOLE   480,524 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,828 57,000 SH   DFND 2 57,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 38,827 578,254 SH   DFND 1 447,279 0 130,975
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,657 248,080 SH   SOLE   248,080 0 0
SHIRE PLC SPONSORED ADR 82481R106 5,817 31,600 SH   DFND 2 31,600 0 0
SHIRE PLC SPONSORED ADR 82481R106 60,169 326,861 SH   DFND 1 252,826 0 74,035
SHIRE PLC SPONSORED ADR 82481R106 26,220 142,454 SH   SOLE   106,554 0 35,900
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,886 49,800 SH   DFND 2 49,800 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 388 6,700 SH   DFND 1 6,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 172,131 821,500 SH Put DFND 2 821,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 26,275 125,400 SH Put DFND 1 125,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 633 3,020 SH   DFND 1 3,020 0 0
SVB FINL GROUP COM 78486Q101 26,778 281,420 SH   DFND 1 215,870 0 65,550
SVB FINL GROUP COM 78486Q101 14,097 148,106 SH   SOLE   91,606 0 56,500
TEMPUR SEALY INTL INC COM 88023U101 39,099 706,782 SH   DFND 1 541,246 0 165,536
TEMPUR SEALY INTL INC COM 88023U101 12,848 232,292 SH   SOLE   232,292 0 0
TERADYNE INC COM 880770102 4,177 212,175 SH   DFND 2 212,175 0 0
TERADYNE INC COM 880770102 600 30,500 SH   DFND 1 30,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4,234 84,300 SH   DFND 2 84,300 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 638 12,700 SH   DFND 1 12,700 0 0
TIME WARNER INC COM NEW 887317303 2,773 37,700 SH   DFND 2 37,700 0 0
TIME WARNER INC COM NEW 887317303 433 5,900 SH   DFND 1 5,900 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,388 52,700 SH   DFND 2 52,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 633 7,600 SH   DFND 1 7,600 0 0
WHIRLPOOL CORP COM 963320106 42,266 253,660 SH   DFND 1 195,060 0 58,600
WHIRLPOOL CORP COM 963320106 14,343 86,069 SH   SOLE   86,069 0 0