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 23,615 513,761 SH   SOLE   369,190 0 144,571
AERCAP HOLDINGS NV SHS N00985106 54,373 1,182,783 SH   DFND 1 877,433 0 305,350
ALLERGAN PLC SHS G0177J108 50,474 211,262 SH   DFND 1 156,747 0 54,515
ALLERGAN PLC SHS G0177J108 2,532 10,600 SH   DFND 2 10,600 0 0
ALLERGAN PLC SHS G0177J108 15,607 65,314 SH   SOLE   65,314 0 0
ANADARKO PETE CORP COM 032511107 24,756 399,300 SH   DFND 1 294,950 0 104,350
ANADARKO PETE CORP COM 032511107 7,814 126,010 SH   SOLE   126,010 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,193 49,100 SH   DFND 1 49,100 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 3,225 132,600 SH   DFND 2 132,600 0 0
ARRIS INTL INC SHS G0551A103 48,151 1,820,484 SH   DFND 1 1,344,584 0 475,900
ARRIS INTL INC SHS G0551A103 19,957 754,470 SH   SOLE   570,970 0 183,500
BERRY PLASTICS GROUP INC COM 08579W103 42,556 876,212 SH   DFND 1 647,112 0 229,100
BERRY PLASTICS GROUP INC COM 08579W103 15,834 325,944 SH   SOLE   325,944 0 0
CELGENE CORP COM 151020104 61,661 495,555 SH   DFND 1 366,055 0 129,500
CELGENE CORP COM 151020104 32,101 257,974 SH   SOLE   240,474 0 17,500
CHUBB LIMITED COM H1467J104 12,279 90,126 SH   SOLE   90,126 0 0
CHUBB LIMITED COM H1467J104 38,979 286,062 SH   DFND 1 211,755 0 74,307
COCA COLA EUROPEAN PARTNERS SHS G25839104 312 8,300 SH   DFND 1 8,300 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,165 30,900 SH   DFND 2 30,900 0 0
COMMSCOPE HLDG CO INC COM 20337X109 39,196 939,685 SH   DFND 1 693,835 0 245,850
COMMSCOPE HLDG CO INC COM 20337X109 17,634 422,875 SH   SOLE   422,875 0 0
COVANTA HLDG CORP COM 22282E102 21,382 1,361,750 SH   DFND 1 1,016,877 0 344,873
COVANTA HLDG CORP COM 22282E102 2,867 182,600 SH   DFND 2 182,600 0 0
COVANTA HLDG CORP COM 22282E102 6,433 409,529 SH   SOLE   409,529 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 2,351 24,900 SH   DFND 2 24,900 0 0
CVS HEALTH CORP COM 126650100 6,685 85,155 SH   SOLE   85,155 0 0
CVS HEALTH CORP COM 126650100 2,488 31,700 SH   DFND 2 31,700 0 0
CVS HEALTH CORP COM 126650100 22,061 281,026 SH   DFND 1 210,250 0 70,776
DELTA AIR LINES INC DEL COM NEW 247361702 1,939 42,200 SH   DFND 2 42,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,915 346,270 SH   SOLE   346,270 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 51,322 1,116,677 SH   DFND 1 828,132 0 288,545
DISCOVER FINL SVCS COM 254709108 40,555 592,986 SH   DFND 1 440,461 0 152,525
DISCOVER FINL SVCS COM 254709108 2,182 31,900 SH   DFND 2 31,900 0 0
DISCOVER FINL SVCS COM 254709108 18,378 268,750 SH   SOLE   181,750 0 87,000
DOLLAR GEN CORP NEW COM 256677105 24,805 355,670 SH   DFND 1 264,370 0 91,300
DOLLAR GEN CORP NEW COM 256677105 1,646 23,600 SH   DFND 2 23,600 0 0
DOLLAR GEN CORP NEW COM 256677105 7,630 109,425 SH   SOLE   109,425 0 0
DOW CHEM CO COM 260543103 43,552 685,400 SH   DFND 1 507,850 0 177,550
DOW CHEM CO COM 260543103 13,467 211,960 SH   SOLE   211,960 0 0
ECHOSTAR CORP CL A 278768106 10,678 187,500 SH   SOLE   0 0 187,500
EQT CORP COM 26884L109 42,361 693,281 SH   DFND 1 514,431 0 178,850
EQT CORP COM 26884L109 2,004 32,800 SH   DFND 2 32,800 0 0
EQT CORP COM 26884L109 17,793 291,165 SH   SOLE   214,165 0 77,000
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 923 12,000 SH   DFND 1 12,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,160 41,100 SH   DFND 2 41,100 0 0
FEDEX CORP COM 31428X106 1,757 9,000 SH   DFND 2 9,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 35,054 900,114 SH   DFND 1 668,289 0 231,825
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,822 46,800 SH   DFND 2 46,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 17,644 453,060 SH   SOLE   278,060 0 175,000
GAMING & LEISURE PPTYS INC COM 36467J108 53,368 1,596,912 SH   DFND 1 1,186,792 0 410,120
GAMING & LEISURE PPTYS INC COM 36467J108 3,640 108,912 SH   DFND 2 108,912 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 24,371 729,208 SH   SOLE   729,208 0 0
GILEAD SCIENCES INC COM 375558103 24,955 367,460 SH   DFND 1 275,110 0 92,350
GILEAD SCIENCES INC COM 375558103 3,212 47,300 SH   DFND 2 47,300 0 0
GILEAD SCIENCES INC COM 375558103 7,521 110,740 SH   SOLE   110,740 0 0
HD SUPPLY HLDGS INC COM 40416M105 11,556 280,930 SH   SOLE   280,930 0 0
HD SUPPLY HLDGS INC COM 40416M105 37,186 904,190 SH   DFND 1 668,240 0 235,950
HEWLETT PACKARD ENTERPRISE C COM 42824C109 614 25,900 SH   DFND 1 25,900 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,031 85,700 SH   DFND 2 85,700 0 0
IAC INTERACTIVECORP COM 44919P508 5,558 75,400 SH   SOLE   0 0 75,400
KROGER CO COM 501044101 705 23,900 SH   DFND 1 23,900 0 0
KROGER CO COM 501044101 2,568 87,100 SH   DFND 2 87,100 0 0
LAMB WESTON HLDGS INC COM 513272104 799 19,000 SH   DFND 1 19,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,902 69,000 SH   DFND 2 69,000 0 0
LENNAR CORP CL A 526057104 41,163 804,145 SH   DFND 1 593,945 0 210,200
LENNAR CORP CL A 526057104 18,704 365,340 SH   SOLE   365,340 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 418 18,800 SH   DFND 1 18,800 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,534 69,000 SH   DFND 2 69,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 4,648 209,000 SH   SOLE   0 0 209,000
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 5,898 256,000 SH   SOLE   256,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,082 105,266 SH   SOLE   0 0 105,266
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,627 32,600 SH   DFND 2 32,600 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 718 8,900 SH   DFND 1 8,900 0 0
METLIFE INC COM 59156R108 41,992 795,038 SH   DFND 1 590,263 0 204,775
METLIFE INC COM 59156R108 2,171 41,100 SH   DFND 2 41,100 0 0
METLIFE INC COM 59156R108 12,892 244,062 SH   SOLE   244,062 0 0
NRG ENERGY INC COM NEW 629377508 686 36,700 SH   DFND 1 36,700 0 0
NRG ENERGY INC COM NEW 629377508 2,476 132,400 SH   DFND 2 132,400 0 0
NRG YIELD INC CL C 62942X405 538 30,400 SH   DFND 1 30,400 0 0
NRG YIELD INC CL C 62942X405 1,850 104,500 SH   DFND 2 104,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 24,631 388,670 SH   DFND 1 288,520 0 100,150
OCCIDENTAL PETE CORP DEL COM 674599105 1,077 17,000 SH   DFND 2 17,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 7,646 120,705 SH   SOLE   120,705 0 0
PFIZER INC COM 717081103 2,647 77,400 SH   DFND 2 77,400 0 0
PFIZER INC COM 717081103 873 25,500 SH   DFND 1 25,500 0 0
RALPH LAUREN CORP CL A 751212101 1,535 18,800 SH   DFND 2 18,800 0 0
RALPH LAUREN CORP CL A 751212101 515 6,300 SH   DFND 1 6,300 0 0
REALOGY HLDGS CORP COM 75605Y106 43,410 1,457,213 SH   DFND 1 1,081,747 0 375,466
REALOGY HLDGS CORP COM 75605Y106 13,610 456,784 SH   SOLE   456,784 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 50,207 511,764 SH   DFND 1 381,239 0 130,525
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,207 22,500 SH   DFND 2 22,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,315 156,120 SH   SOLE   156,120 0 0
SHIRE PLC SPONSORED ADR 82481R106 54,909 315,156 SH   DFND 1 233,446 0 81,710
SHIRE PLC SPONSORED ADR 82481R106 2,265 13,000 SH   DFND 2 13,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 33,719 193,517 SH   SOLE   97,517 0 96,000
SIX FLAGS ENTMT CORP NEW COM 83001A102 214 3,600 SH   DFND 1 3,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 791 13,300 SH   DFND 2 13,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 37,129 157,500 SH Put DFND 1 157,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 115,512 490,000 SH Put DFND 2 490,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 665 2,820 SH   DFND 1 2,820 0 0
STATE STR CORP COM 857477103 9,378 117,740 SH   SOLE   117,740 0 0
STATE STR CORP COM 857477103 30,074 377,750 SH   DFND 1 278,800 0 98,950
SVB FINL GROUP COM 78486Q101 30,158 162,070 SH   DFND 1 119,720 0 42,350
SVB FINL GROUP COM 78486Q101 14,927 80,216 SH   SOLE   50,891 0 29,325
SYNCHRONY FINL COM 87165B103 49,857 1,453,550 SH   DFND 1 1,077,725 0 375,825
SYNCHRONY FINL COM 87165B103 1,965 57,300 SH   DFND 2 57,300 0 0
SYNCHRONY FINL COM 87165B103 15,473 451,110 SH   SOLE   451,110 0 0
TEMPUR SEALY INTL INC COM 88023U101 25,997 559,492 SH   DFND 1 417,306 0 142,186
TEMPUR SEALY INTL INC COM 88023U101 1,956 42,100 SH   DFND 2 42,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 7,914 170,367 SH   SOLE   170,367 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 631 7,600 SH   DFND 1 7,600 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,740 33,000 SH   DFND 2 33,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 21,736 660,665 SH   SOLE   660,665 0 0
ZAYO GROUP HLDGS INC COM 98919V105 43,539 1,323,400 SH   DFND 1 977,475 0 345,925