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 25,751 554,665 SH   SOLE   359,665 0 195,000
AERCAP HOLDINGS NV SHS N00985106 43,607 939,113 SH   DFND 1 700,113 0 239,000
ALLERGAN PLC SHS G0177J108 27,868 114,652 SH   SOLE   114,652 0 0
ALLERGAN PLC SHS G0177J108 46,337 190,613 SH   DFND 1 142,648 0 47,965
ALLERGAN PLC SHS G0177J108 2,431 10,000 SH   DFND 2 10,000 0 0
ANADARKO PETE CORP COM 032511107 6,908 152,375 SH   SOLE   152,375 0 0
ANADARKO PETE CORP COM 032511107 18,109 399,425 SH   DFND 1 298,150 0 101,275
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 647 24,500 SH   DFND 1 24,500 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,971 74,500 SH   DFND 2 74,500 0 0
ARRIS INTL INC SHS G0551A103 20,781 741,645 SH   SOLE   558,145 0 183,500
ARRIS INTL INC SHS G0551A103 40,595 1,448,809 SH   DFND 1 1,078,859 0 369,950
BERRY GLOBAL GROUP INC COM 08579W103 5,549 97,288 SH   SOLE   97,288 0 0
BERRY GLOBAL GROUP INC COM 08579W103 13,887 243,560 SH   DFND 1 175,160 0 68,400
CELGENE CORP COM 151020104 35,865 276,169 SH   SOLE   258,669 0 17,500
CELGENE CORP COM 151020104 47,808 368,110 SH   DFND 1 274,685 0 93,425
CHUBB LIMITED COM H1467J104 12,806 88,101 SH   SOLE   88,101 0 0
CHUBB LIMITED COM H1467J104 33,186 228,278 SH   DFND 1 170,821 0 57,457
CHUBB LIMITED COM H1467J104 1,556 10,700 SH   DFND 2 10,700 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 338 8,300 SH   DFND 1 8,300 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,196 29,400 SH   DFND 2 29,400 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 17,521 263,835 SH   SOLE   176,335 0 87,500
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 30,848 464,588 SH   DFND 1 346,388 0 118,200
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,275 19,200 SH   DFND 2 19,200 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,198 426,000 SH   SOLE   426,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 28,553 750,835 SH   DFND 1 560,335 0 190,500
COVANTA HLDG CORP COM 22282E102 6,597 499,755 SH   SOLE   499,755 0 0
COVANTA HLDG CORP COM 22282E102 17,615 1,334,121 SH   DFND 1 1,001,746 0 332,375
COVANTA HLDG CORP COM 22282E102 2,628 199,100 SH   DFND 2 199,100 0 0
CVS HEALTH CORP COM 126650100 6,815 84,730 SH   SOLE   84,730 0 0
CVS HEALTH CORP COM 126650100 18,041 224,226 SH   DFND 1 170,025 0 54,201
CVS HEALTH CORP COM 126650100 2,438 30,300 SH   DFND 2 30,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,288 340,320 SH   SOLE   340,320 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 48,132 895,667 SH   DFND 1 671,022 0 224,645
DELTA AIR LINES INC DEL COM NEW 247361702 2,558 47,600 SH   DFND 2 47,600 0 0
DISCOVER FINL SVCS COM 254709108 25,942 417,175 SH   SOLE   248,175 0 169,000
DISCOVER FINL SVCS COM 254709108 40,601 652,831 SH   DFND 1 489,031 0 163,800
DISCOVER FINL SVCS COM 254709108 2,512 40,400 SH   DFND 2 40,400 0 0
DOLLAR GEN CORP NEW COM 256677105 7,900 109,575 SH   SOLE   109,575 0 0
DOLLAR GEN CORP NEW COM 256677105 20,418 283,220 SH   DFND 1 212,645 0 70,575
DOLLAR GEN CORP NEW COM 256677105 1,428 19,800 SH   DFND 2 19,800 0 0
DOW CHEM CO COM 260543103 12,049 191,045 SH   SOLE   191,045 0 0
DOW CHEM CO COM 260543103 31,036 492,145 SH   DFND 1 366,270 0 125,875
ECHOSTAR CORP CL A 278768106 11,381 187,500 SH   SOLE   0 0 187,500
EQT CORP COM 26884L109 18,408 314,200 SH   SOLE   237,200 0 77,000
EQT CORP COM 26884L109 36,479 622,656 SH   DFND 1 463,281 0 159,375
EQT CORP COM 26884L109 2,232 38,100 SH   DFND 2 38,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 649 8,700 SH   DFND 1 8,700 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,247 30,100 SH   DFND 2 30,100 0 0
FEDEX CORP COM 31428X106 1,522 7,000 SH   DFND 2 7,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 542 12,100 SH   DFND 1 12,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,004 44,700 SH   DFND 2 44,700 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 15,075 400,236 SH   SOLE   400,236 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 40,588 1,077,548 SH   DFND 1 813,450 0 264,098
GAMING & LEISURE PPTYS INC COM 36467J108 1,699 45,112 SH   DFND 2 45,112 0 0
GILEAD SCIENCES INC COM 375558103 11,840 167,265 SH   SOLE   167,265 0 0
GILEAD SCIENCES INC COM 375558103 29,965 423,355 SH   DFND 1 313,155 0 110,200
GILEAD SCIENCES INC COM 375558103 3,199 45,200 SH   DFND 2 45,200 0 0
JUNIPER NETWORKS INC COM 48203R104 395 14,200 SH   DFND 1 14,200 0 0
JUNIPER NETWORKS INC COM 48203R104 1,288 46,200 SH   DFND 2 46,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,070 53,095 SH   SOLE   53,095 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 9,464 243,100 SH   DFND 1 191,000 0 52,100
LENNAR CORP CL A 526057104 18,495 346,815 SH   SOLE   346,815 0 0
LENNAR CORP CL A 526057104 34,110 639,670 SH   DFND 1 475,945 0 163,725
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 4,082 187,494 SH   SOLE   0 0 187,494
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 6,526 304,800 SH   SOLE   304,800 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 540 24,800 SH   DFND 1 24,800 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,916 88,000 SH   DFND 2 88,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 7,923 190,000 SH   SOLE   0 0 190,000
LKQ CORP COM 501889208 9,799 297,380 SH   SOLE   297,380 0 0
LKQ CORP COM 501889208 25,340 769,075 SH   DFND 1 572,375 0 196,700
MACQUARIE INFRASTRUCTURE COR COM 55608B105 807 10,300 SH   DFND 1 10,300 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,610 33,300 SH   DFND 2 33,300 0 0
METLIFE INC COM 59156R108 13,431 244,462 SH   SOLE   244,462 0 0
METLIFE INC COM 59156R108 35,135 639,494 SH   DFND 1 479,519 0 159,975
METLIFE INC COM 59156R108 2,148 39,100 SH   DFND 2 39,100 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,745 129,543 SH   SOLE   52,187 0 77,356
NEXSTAR MEDIA GROUP INC CL A 65336K103 8,051 134,613 SH   DFND 1 98,716 0 35,897
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,346 22,500 SH   DFND 2 22,500 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 8,652 159,395 SH   SOLE   159,395 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 19,113 352,025 SH   DFND 1 247,000 0 105,025
NRG ENERGY INC COM NEW 629377508 632 36,700 SH   DFND 1 36,700 0 0
NRG ENERGY INC COM NEW 629377508 2,168 125,900 SH   DFND 2 125,900 0 0
NRG YIELD INC CL C 62942X405 813 46,200 SH   DFND 1 46,200 0 0
NRG YIELD INC CL C 62942X405 2,659 151,100 SH   DFND 2 151,100 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,994 33,300 SH   DFND 1 33,300 0 0
PFIZER INC COM 717081103 856 25,500 SH   DFND 1 25,500 0 0
PFIZER INC COM 717081103 2,462 73,300 SH   DFND 2 73,300 0 0
REALOGY HLDGS CORP COM 75605Y106 14,402 443,809 SH   SOLE   443,809 0 0
REALOGY HLDGS CORP COM 75605Y106 37,429 1,153,515 SH   DFND 1 863,674 0 289,841
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,165 74,760 SH   SOLE   74,760 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,394 205,034 SH   DFND 1 156,809 0 48,225
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,458 22,500 SH   DFND 2 22,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 26,966 163,131 SH   SOLE   108,131 0 55,000
SHIRE PLC SPONSORED ADR 82481R106 46,793 283,121 SH   DFND 1 211,611 0 71,510
SHIRE PLC SPONSORED ADR 82481R106 2,033 12,300 SH   DFND 2 12,300 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 1,849 56,221 SH   SOLE   56,221 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,997 151,839 SH   DFND 1 112,556 0 39,283
SINCLAIR BROADCAST GROUP INC CL A 829226109 1,053 32,000 SH   DFND 2 32,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 31,579 130,600 SH Put DFND 1 130,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,789 7,400 SH Put DFND 2 7,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,443 5,970 SH   DFND 1 5,970 0 0
STATE STR CORP COM 857477103 11,527 128,475 SH   SOLE   128,475 0 0
STATE STR CORP COM 857477103 29,872 332,925 SH   DFND 1 247,850 0 85,075
SVB FINL GROUP COM 78486Q101 14,110 80,281 SH   SOLE   50,956 0 29,325
SVB FINL GROUP COM 78486Q101 22,547 128,245 SH   DFND 1 95,695 0 32,550
SYNCHRONY FINL COM 87165B103 14,010 469,875 SH   SOLE   469,875 0 0
SYNCHRONY FINL COM 87165B103 36,439 1,222,150 SH   DFND 1 914,550 0 307,600
SYNCHRONY FINL COM 87165B103 1,625 54,500 SH   DFND 2 54,500 0 0
TEMPUR SEALY INTL INC COM 88023U101 8,898 166,717 SH   SOLE   166,717 0 0
TEMPUR SEALY INTL INC COM 88023U101 23,932 448,231 SH   DFND 1 339,545 0 108,686
TEMPUR SEALY INTL INC COM 88023U101 2,242 42,000 SH   DFND 2 42,000 0 0
UNITI GROUP INC COM 91325V108 400 15,900 SH   DFND 1 15,900 0 0
UNITI GROUP INC COM 91325V108 1,420 56,500 SH   DFND 2 56,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 517 6,600 SH   DFND 1 6,600 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,636 20,900 SH   DFND 2 20,900 0 0