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 20,045 520,816 SH   SOLE   376,245 0 144,571
AERCAP HOLDINGS NV SHS N00985106 49,403 1,283,648 SH   DFND 1 977,248 0 306,400
ALLERGAN PLC SHS G0177J108 55,461 240,813 SH   DFND 1 182,523 0 58,290
ALLERGAN PLC SHS G0177J108 21,565 93,631 SH   SOLE   93,631 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 881 49,100 SH   DFND 1 49,100 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,252 125,400 SH   DFND 2 125,400 0 0
ARRIS INTL INC SHS G0551A103 51,850 1,830,234 SH   DFND 1 1,389,584 0 440,650
ARRIS INTL INC SHS G0551A103 15,073 532,040 SH   SOLE   532,040 0 0
BERRY PLASTICS GROUP INC COM 08579W103 43,985 1,003,112 SH   DFND 1 764,237 0 238,875
BERRY PLASTICS GROUP INC COM 08579W103 19,073 434,939 SH   SOLE   434,939 0 0
CAPITAL ONE FINL CORP COM 14040H105 646 9,000 SH   DFND 1 9,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,263 31,500 SH   DFND 2 31,500 0 0
CELGENE CORP COM 151020104 20,335 194,529 SH   SOLE   194,529 0 0
CELGENE CORP COM 151020104 48,579 464,780 SH   DFND 1 352,355 0 112,425
CHUBB LIMITED COM H1467J104 39,118 311,312 SH   DFND 1 235,855 0 75,457
CHUBB LIMITED COM H1467J104 11,069 88,116 SH   SOLE   88,116 0 0
CITIZENS FINL GROUP INC COM 174610105 516 20,900 SH   DFND 1 20,900 0 0
CITIZENS FINL GROUP INC COM 174610105 1,742 70,500 SH   DFND 2 70,500 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 120 3,000 SH   DFND 1 3,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,157 29,000 SH   DFND 2 29,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 59,091 1,962,460 SH   DFND 1 1,486,960 0 475,500
COMMSCOPE HLDG CO INC COM 20337X109 26,890 893,140 SH   SOLE   893,140 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 583 6,175 SH   DFND 1 6,175 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,233 23,700 SH   DFND 2 23,700 0 0
CVS HEALTH CORP COM 126650100 21,178 237,976 SH   DFND 1 182,275 0 55,701
CVS HEALTH CORP COM 126650100 2,635 29,600 SH   DFND 2 29,600 0 0
CVS HEALTH CORP COM 126650100 5,781 64,895 SH   SOLE   64,895 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,830 580,140 SH   SOLE   359,640 0 220,500
DELTA AIR LINES INC DEL COM NEW 247361702 50,156 1,274,247 SH   DFND 1 969,652 0 304,595
DELTA AIR LINES INC DEL COM NEW 247361702 3,200 81,300 SH   DFND 2 81,300 0 0
DISCOVER FINL SVCS COM 254709108 54,387 961,696 SH   DFND 1 728,246 0 233,450
DISCOVER FINL SVCS COM 254709108 2,913 51,500 SH   DFND 2 51,500 0 0
DISCOVER FINL SVCS COM 254709108 21,040 372,095 SH   SOLE   285,095 0 87,000
DISH NETWORK CORP CL A 25470M109 41,167 751,505 SH   DFND 1 570,655 0 180,850
DISH NETWORK CORP CL A 25470M109 18,151 331,350 SH   SOLE   210,850 0 120,500
DOLLAR GEN CORP NEW COM 256677105 11,160 159,535 SH   DFND 1 121,835 0 37,700
DOLLAR GEN CORP NEW COM 256677105 994 14,200 SH   DFND 2 14,200 0 0
DOLLAR GEN CORP NEW COM 256677105 3,080 44,040 SH   SOLE   44,040 0 0
EAGLE MATERIALS INC COM 26969P108 33,825 437,586 SH   DFND 1 331,443 0 106,143
EAGLE MATERIALS INC COM 26969P108 9,883 127,828 SH   SOLE   127,828 0 0
EQT CORP COM 26884L109 49,879 686,821 SH   DFND 1 522,846 0 163,975
EQT CORP COM 26884L109 1,837 25,300 SH   DFND 2 25,300 0 0
EQT CORP COM 26884L109 13,805 190,125 SH   SOLE   190,125 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 701 9,200 SH   DFND 1 9,200 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 4,259 55,900 SH   DFND 2 55,900 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 57,700 1,724,983 SH   DFND 1 1,307,813 0 417,170
GAMING & LEISURE PPTYS INC COM 36467J108 3,078 92,012 SH   DFND 2 92,012 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 24,592 735,184 SH   SOLE   735,184 0 0
GILEAD SCIENCES INC COM 375558103 720 9,100 SH   DFND 1 9,100 0 0
GILEAD SCIENCES INC COM 375558103 3,134 39,600 SH   DFND 2 39,600 0 0
HD SUPPLY HLDGS INC COM 40416M105 38,650 1,208,390 SH   DFND 1 917,565 0 290,825
HD SUPPLY HLDGS INC COM 40416M105 11,232 351,280 SH   SOLE   351,280 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,832 80,500 SH   DFND 2 80,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 41,964 1,844,450 SH   DFND 1 1,406,700 0 437,750
HEWLETT PACKARD ENTERPRISE C COM 42824C109 19,178 842,974 SH   SOLE   511,075 0 331,899
KROGER CO COM 501044101 2,279 76,800 SH   DFND 2 76,800 0 0
KROGER CO COM 501044101 357 12,000 SH   DFND 1 12,000 0 0
LEIDOS HLDGS INC COM 525327102 30,957 715,266 SH   DFND 1 571,160 0 144,106
LEIDOS HLDGS INC COM 525327102 3,679 85,000 SH   DFND 2 85,000 0 0
LEIDOS HLDGS INC COM 525327102 8,002 184,823 SH   SOLE   184,823 0 0
LENNAR CORP CL A 526057104 36,714 867,170 SH   DFND 1 656,920 0 210,250
LENNAR CORP CL A 526057104 10,620 250,730 SH   SOLE   250,730 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 4,161 150,804 SH   SOLE   0 0 150,804
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 4,050 144,400 SH   SOLE   144,400 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 740 8,900 SH   DFND 1 8,900 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,422 29,100 SH   DFND 2 29,100 0 0
MACYS INC COM 55616P104 1,927 52,000 SH   DFND 2 52,000 0 0
MACYS INC COM 55616P104 426 11,500 SH   DFND 1 11,500 0 0
MCKESSON CORP COM 58155Q103 567 3,400 SH   DFND 1 3,400 0 0
MCKESSON CORP COM 58155Q103 100 600 SH   DFND 2 600 0 0
METLIFE INC COM 59156R108 34,822 783,693 SH   DFND 1 594,193 0 189,500
METLIFE INC COM 59156R108 2,257 50,800 SH   DFND 2 50,800 0 0
METLIFE INC COM 59156R108 10,414 234,307 SH   SOLE   234,307 0 0
MYLAN N V SHS EURO N59465109 41,809 1,096,750 SH   DFND 1 830,899 0 265,851
MYLAN N V SHS EURO N59465109 12,229 320,880 SH   SOLE   320,880 0 0
NRG ENERGY INC COM NEW 629377508 816 72,800 SH   DFND 1 72,800 0 0
NRG ENERGY INC COM NEW 629377508 2,943 262,500 SH   DFND 2 262,500 0 0
NRG YIELD INC CL C 62942X405 648 38,200 SH   DFND 1 38,200 0 0
NRG YIELD INC CL C 62942X405 2,639 155,600 SH   DFND 2 155,600 0 0
PFIZER INC COM 717081103 864 25,500 SH   DFND 1 25,500 0 0
PFIZER INC COM 717081103 2,476 73,100 SH   DFND 2 73,100 0 0
RALPH LAUREN CORP CL A 751212101 638 6,300 SH   DFND 1 6,300 0 0
RALPH LAUREN CORP CL A 751212101 1,800 17,800 SH   DFND 2 17,800 0 0
RAYTHEON CO COM NEW 755111507 885 6,500 SH   SOLE   0 0 6,500
REALOGY HLDGS CORP COM 75605Y106 40,735 1,575,338 SH   DFND 1 1,194,647 0 380,691
REALOGY HLDGS CORP COM 75605Y106 16,538 639,624 SH   SOLE   462,124 0 177,500
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 42,144 562,279 SH   DFND 1 431,304 0 130,975
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,298 44,000 SH   DFND 2 44,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 17,797 237,455 SH   SOLE   237,455 0 0
SHIRE PLC SPONSORED ADR 82481R106 57,510 296,646 SH   DFND 1 225,086 0 71,560
SHIRE PLC SPONSORED ADR 82481R106 39 200 SH   DFND 2 200 0 0
SHIRE PLC SPONSORED ADR 82481R106 24,060 124,084 SH   SOLE   84,684 0 39,400
SIX FLAGS ENTMT CORP NEW COM 83001A102 568 10,600 SH   DFND 1 10,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,835 52,900 SH   DFND 2 52,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,474 103,900 SH Put DFND 1 103,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,083 342,500 SH Put DFND 2 342,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 653 3,020 SH   DFND 1 3,020 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 15,141 70,000 SH Put SOLE   20,000 0 50,000
SVB FINL GROUP COM 78486Q101 44,669 404,045 SH   DFND 1 307,970 0 96,075
SVB FINL GROUP COM 78486Q101 19,443 175,871 SH   SOLE   113,296 0 62,575
TEMPUR SEALY INTL INC COM 88023U101 33,459 589,742 SH   DFND 1 446,831 0 142,911
TEMPUR SEALY INTL INC COM 88023U101 9,603 169,167 SH   SOLE   169,167 0 0
TERADYNE INC COM 880770102 658 30,500 SH   DFND 1 30,500 0 0
TERADYNE INC COM 880770102 1,644 76,175 SH   DFND 2 76,175 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 585 12,700 SH   DFND 1 12,700 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,928 41,900 SH   DFND 2 41,900 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 612 7,600 SH   DFND 1 7,600 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,475 30,700 SH   DFND 2 30,700 0 0
WHIRLPOOL CORP COM 963320106 10,613 65,438 SH   SOLE   65,438 0 0
WHIRLPOOL CORP COM 963320106 36,220 223,375 SH   DFND 1 169,825 0 53,550