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 53,293 1,280,833 SH   DFND 1 974,433 0 306,400
AERCAP HOLDINGS NV SHS N00985106 21,456 515,536 SH   SOLE   370,965 0 144,571
ALLERGAN PLC SHS G0177J108 2,100 10,000 SH   DFND 2 10,000 0 0
ALLERGAN PLC SHS G0177J108 59,697 284,257 SH   DFND 1 215,392 0 68,865
ALLERGAN PLC SHS G0177J108 16,953 80,744 SH   SOLE   80,744 0 0
ANADARKO PETE CORP COM 032511107 29,916 429,050 SH   DFND 1 324,050 0 105,000
ANADARKO PETE CORP COM 032511107 8,459 121,260 SH   SOLE   121,260 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,545 131,500 SH   DFND 2 131,500 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 950 49,100 SH   DFND 1 49,100 0 0
ARRIS INTL INC SHS G0551A103 44,276 1,469,459 SH   DFND 1 1,110,659 0 358,800
ARRIS INTL INC SHS G0551A103 12,499 414,760 SH   SOLE   414,760 0 0
BERRY PLASTICS GROUP INC COM 08579W103 45,907 942,062 SH   DFND 1 711,762 0 230,300
BERRY PLASTICS GROUP INC COM 08579W103 20,545 421,569 SH   SOLE   421,569 0 0
CELGENE CORP COM 151020104 53,549 462,620 SH   DFND 1 350,195 0 112,425
CELGENE CORP COM 151020104 23,731 205,039 SH   SOLE   205,039 0 0
CHUBB LIMITED COM H1467J104 40,993 310,287 SH   DFND 1 234,830 0 75,457
CHUBB LIMITED COM H1467J104 11,587 87,681 SH   SOLE   87,681 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 970 30,900 SH   DFND 2 30,900 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 260 8,300 SH   DFND 1 8,300 0 0
COMMSCOPE HLDG CO INC COM 20337X109 37,584 1,010,335 SH   DFND 1 763,435 0 246,900
COMMSCOPE HLDG CO INC COM 20337X109 19,250 517,350 SH   SOLE   517,350 0 0
COVANTA HLDG CORP COM 22282E102 3,761 241,100 SH   DFND 2 241,100 0 0
COVANTA HLDG CORP COM 22282E102 22,752 1,458,705 SH   DFND 1 1,118,127 0 340,578
COVANTA HLDG CORP COM 22282E102 6,122 392,504 SH   SOLE   392,504 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,160 24,900 SH   DFND 2 24,900 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 536 6,175 SH   DFND 1 6,175 0 0
CVS HEALTH CORP COM 126650100 2,453 31,100 SH   DFND 2 31,100 0 0
CVS HEALTH CORP COM 126650100 23,697 300,351 SH   DFND 1 229,475 0 70,876
CVS HEALTH CORP COM 126650100 6,416 81,280 SH   SOLE   81,280 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,076 42,200 SH   DFND 2 42,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 51,601 1,049,012 SH   DFND 1 797,392 0 251,620
DELTA AIR LINES INC DEL COM NEW 247361702 14,517 295,170 SH   SOLE   295,170 0 0
DISCOVER FINL SVCS COM 254709108 3,713 51,500 SH   DFND 2 51,500 0 0
DISCOVER FINL SVCS COM 254709108 46,212 641,061 SH   DFND 1 487,486 0 153,575
DISCOVER FINL SVCS COM 254709108 19,168 265,900 SH   SOLE   178,900 0 87,000
DISH NETWORK CORP CL A 25470M109 38,879 671,105 SH   DFND 1 508,205 0 162,900
DISH NETWORK CORP CL A 25470M109 16,820 290,350 SH   SOLE   187,850 0 102,500
DOLLAR GEN CORP NEW COM 256677105 1,104 14,900 SH   DFND 2 14,900 0 0
DOLLAR GEN CORP NEW COM 256677105 11,844 159,980 SH   DFND 1 122,280 0 37,700
DOLLAR GEN CORP NEW COM 256677105 3,242 43,815 SH   SOLE   43,815 0 0
DOW CHEM CO COM 260543103 42,347 740,100 SH   DFND 1 561,675 0 178,425
DOW CHEM CO COM 260543103 11,749 205,410 SH   SOLE   205,410 0 0
EAGLE MATERIALS INC COM 26969P108 40,355 409,556 SH   DFND 1 310,913 0 98,643
EAGLE MATERIALS INC COM 26969P108 11,410 115,823 SH   SOLE   115,823 0 0
EQT CORP COM 26884L109 1,740 26,600 SH   DFND 2 26,600 0 0
EQT CORP COM 26884L109 34,613 529,256 SH   DFND 1 401,706 0 127,550
EQT CORP COM 26884L109 9,629 147,245 SH   SOLE   147,245 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,113 40,600 SH   DFND 2 40,600 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 920 12,000 SH   DFND 1 12,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,565 46,100 SH   DFND 2 46,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 411 12,100 SH   DFND 1 12,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,943 175,000 SH   SOLE   0 0 175,000
GAMING & LEISURE PPTYS INC COM 36467J108 3,283 107,212 SH   DFND 2 107,212 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 52,915 1,728,065 SH   DFND 1 1,310,895 0 417,170
GAMING & LEISURE PPTYS INC COM 36467J108 22,305 728,468 SH   SOLE   728,468 0 0
GILEAD SCIENCES INC COM 375558103 2,979 41,600 SH   DFND 2 41,600 0 0
GILEAD SCIENCES INC COM 375558103 651 9,100 SH   DFND 1 9,100 0 0
HD SUPPLY HLDGS INC COM 40416M105 41,289 971,290 SH   DFND 1 734,115 0 237,175
HD SUPPLY HLDGS INC COM 40416M105 11,732 275,980 SH   SOLE   275,980 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,956 84,500 SH   DFND 2 84,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 600 25,900 SH   DFND 1 25,900 0 0
IAC INTERACTIVECORP COM 44919P508 4,885 75,400 SH   SOLE   0 0 75,400
KROGER CO COM 501044101 2,820 81,700 SH   DFND 2 81,700 0 0
KROGER CO COM 501044101 414 12,000 SH   DFND 1 12,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,244 59,300 SH   DFND 2 59,300 0 0
LAMB WESTON HLDGS INC COM 513272104 45,830 1,211,000 SH   DFND 1 922,125 0 288,875
LAMB WESTON HLDGS INC COM 513272104 18,412 486,600 SH   SOLE   332,600 0 154,000
LENNAR CORP CL A 526057104 42,945 1,000,345 SH   DFND 1 758,770 0 241,575
LENNAR CORP CL A 526057104 16,935 394,560 SH   SOLE   394,560 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,970 180,804 SH   SOLE   0 0 180,804
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 4,814 227,400 SH   SOLE   227,400 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,198 26,900 SH   DFND 2 26,900 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 727 8,900 SH   DFND 1 8,900 0 0
METLIFE INC COM 59156R108 2,878 53,400 SH   DFND 2 53,400 0 0
METLIFE INC COM 59156R108 41,959 778,588 SH   DFND 1 589,088 0 189,500
METLIFE INC COM 59156R108 12,315 228,497 SH   SOLE   228,497 0 0
MYLAN N V SHS EURO N59465109 23,969 628,275 SH   DFND 1 476,074 0 152,201
MYLAN N V SHS EURO N59465109 6,787 177,895 SH   SOLE   177,895 0 0
NRG ENERGY INC COM NEW 629377508 3,371 275,000 SH   DFND 2 275,000 0 0
NRG ENERGY INC COM NEW 629377508 892 72,800 SH   DFND 1 72,800 0 0
NRG YIELD INC CL C 62942X405 2,594 164,100 SH   DFND 2 164,100 0 0
NRG YIELD INC CL C 62942X405 603 38,200 SH   DFND 1 38,200 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 29,397 412,720 SH   DFND 1 311,845 0 100,875
OCCIDENTAL PETE CORP DEL COM 674599105 8,245 115,730 SH   SOLE   115,730 0 0
PFIZER INC COM 717081103 2,491 76,700 SH   DFND 2 76,700 0 0
PFIZER INC COM 717081103 829 25,500 SH   DFND 1 25,500 0 0
RALPH LAUREN CORP CL A 751212101 1,607 17,800 SH   DFND 2 17,800 0 0
RALPH LAUREN CORP CL A 751212101 570 6,300 SH   DFND 1 6,300 0 0
RAYTHEON CO COM NEW 755111507 341 2,400 SH   SOLE   0 0 2,400
REALOGY HLDGS CORP COM 75605Y106 40,480 1,573,113 SH   DFND 1 1,192,422 0 380,691
REALOGY HLDGS CORP COM 75605Y106 14,985 582,434 SH   SOLE   455,934 0 126,500
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,404 29,300 SH   DFND 2 29,300 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 45,649 556,464 SH   DFND 1 425,489 0 130,975
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 18,048 219,995 SH   SOLE   219,995 0 0
SHIRE PLC SPONSORED ADR 82481R106 1,056 6,200 SH   DFND 2 6,200 0 0
SHIRE PLC SPONSORED ADR 82481R106 57,358 336,651 SH   DFND 1 254,391 0 82,260
SHIRE PLC SPONSORED ADR 82481R106 31,376 184,157 SH   SOLE   95,217 0 88,940
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,376 56,300 SH   DFND 2 56,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 780 13,000 SH   DFND 1 13,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 630 2,820 SH   DFND 1 2,820 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 849 3,800 SH   SOLE   3,800 0 0
SVB FINL GROUP COM 78486Q101 41,487 241,675 SH   DFND 1 182,650 0 59,025
SVB FINL GROUP COM 78486Q101 17,767 103,511 SH   SOLE   67,436 0 36,075
SYNCHRONY FINL COM 87165B103 1,647 45,400 SH   DFND 2 45,400 0 0
SYNCHRONY FINL COM 87165B103 20,568 567,100 SH   DFND 1 433,475 0 133,625
SYNCHRONY FINL COM 87165B103 5,577 153,850 SH   SOLE   153,850 0 0
TEMPUR SEALY INTL INC COM 88023U101 40,187 588,592 SH   DFND 1 445,681 0 142,911
TEMPUR SEALY INTL INC COM 88023U101 11,416 167,217 SH   SOLE   167,217 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,866 51,500 SH   DFND 2 51,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 483 13,300 SH   DFND 1 13,300 0 0
VIACOM INC NEW CL B 92553P201 1,422 40,500 SH   DFND 2 40,500 0 0
VIACOM INC NEW CL B 92553P201 509 14,500 SH   DFND 1 14,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,714 32,800 SH   DFND 2 32,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 629 7,600 SH   DFND 1 7,600 0 0
WHIRLPOOL CORP COM 963320106 33,081 181,990 SH   DFND 1 137,490 0 44,500
WHIRLPOOL CORP COM 963320106 9,447 51,998 SH   SOLE   51,998 0 0