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 19,020 372,108 SH   DFND 1 190,558 0 181,550
AERCAP HOLDINGS NV SHS N00985106 26,917 526,655 SH   SOLE   314,655 0 212,000
ALLERGAN PLC SHS G0177J108 24,460 119,347 SH   SOLE   119,347 0 0
ALLERGAN PLC SHS G0177J108 17,160 83,740 SH   DFND 1 44,345 0 39,395
ALLERGAN PLC SHS G0177J108 2,050 10,000 SH   DFND 2 10,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 891 29,600 SH   DFND 1 29,600 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,884 95,800 SH   DFND 2 95,800 0 0
ARRIS INTL INC SHS G0551A103 17,908 628,605 SH   SOLE   445,105 0 183,500
ARRIS INTL INC SHS G0551A103 15,119 530,709 SH   DFND 1 271,784 0 258,925
CELGENE CORP COM 151020104 36,673 251,519 SH   SOLE   234,019 0 17,500
CELGENE CORP COM 151020104 19,374 132,870 SH   DFND 1 68,045 0 64,825
CHUBB LIMITED COM H1467J104 8,802 61,741 SH   SOLE   61,741 0 0
CHUBB LIMITED COM H1467J104 10,845 76,098 SH   DFND 1 40,422 0 35,676
CHUBB LIMITED COM H1467J104 1,526 10,700 SH   DFND 2 10,700 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 345 8,300 SH   DFND 1 8,300 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,223 29,400 SH   DFND 2 29,400 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,393 19,200 SH   DFND 2 19,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 377 5,200 SH   DFND 1 5,200 0 0
COMCAST CORP NEW CL A 20030N101 16,794 436,360 SH   SOLE   436,360 0 0
COMCAST CORP NEW CL A 20030N101 14,467 375,900 SH   DFND 1 201,650 0 174,250
COMCAST CORP NEW CL A 20030N101 2,355 61,200 SH   DFND 2 61,200 0 0
COMMSCOPE HLDG CO INC COM 20337X109 15,278 460,080 SH   SOLE   460,080 0 0
COMMSCOPE HLDG CO INC COM 20337X109 13,227 398,260 SH   DFND 1 211,485 0 186,775
COMMSCOPE HLDG CO INC COM 20337X109 1,534 46,200 SH   DFND 2 46,200 0 0
COVANTA HLDG CORP COM 22282E102 6,912 465,430 SH   SOLE   465,430 0 0
COVANTA HLDG CORP COM 22282E102 9,004 606,155 SH   DFND 1 333,853 0 272,302
COVANTA HLDG CORP COM 22282E102 2,956 199,100 SH   DFND 2 199,100 0 0
CVS HEALTH CORP COM 126650100 6,346 78,080 SH   SOLE   78,080 0 0
CVS HEALTH CORP COM 126650100 7,468 91,855 SH   DFND 1 47,255 0 44,600
DELTA AIR LINES INC DEL COM NEW 247361702 2,296 47,600 SH   DFND 2 47,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,519 487,710 SH   SOLE   317,710 0 170,000
DELTA AIR LINES INC DEL COM NEW 247361702 18,757 388,987 SH   DFND 1 206,457 0 182,530
DISCOVER FINL SVCS COM 254709108 16,029 248,545 SH   SOLE   248,545 0 0
DISCOVER FINL SVCS COM 254709108 19,940 309,256 SH   DFND 1 164,556 0 144,700
DISCOVER FINL SVCS COM 254709108 2,605 40,400 SH   DFND 2 40,400 0 0
DOLLAR GEN CORP NEW COM 256677105 9,389 115,895 SH   SOLE   115,895 0 0
DOLLAR GEN CORP NEW COM 256677105 11,730 144,735 SH   DFND 1 77,310 0 67,425
DOLLAR GEN CORP NEW COM 256677105 1,604 19,800 SH   DFND 2 19,800 0 0
DOWDUPONT INC COM 26078J100 10,841 156,615 SH   SOLE   156,615 0 0
DOWDUPONT INC COM 26078J100 12,822 185,200 SH   DFND 1 94,850 0 90,350
ECHOSTAR CORP CL A 278768106 12,791 223,500 SH   SOLE   34,400 0 189,100
EQT CORP COM 26884L109 2,486 38,100 SH   DFND 2 38,100 0 0
EQT CORP COM 26884L109 20,127 308,525 SH   SOLE   224,525 0 84,000
EQT CORP COM 26884L109 18,050 276,700 SH   DFND 1 146,975 0 129,725
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 651 8,700 SH   DFND 1 8,700 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,256 30,100 SH   DFND 2 30,100 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 10,804 292,808 SH   SOLE   292,808 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 13,621 369,203 SH   DFND 1 201,447 0 167,756
GAMING & LEISURE PPTYS INC COM 36467J108 1,665 45,112 SH   DFND 2 45,112 0 0
GENERAL COMMUNICATION INC CL A 369385109 7,057 173,000 SH   SOLE   173,000 0 0
GILEAD SCIENCES INC COM 375558103 11,037 136,230 SH   SOLE   136,230 0 0
GILEAD SCIENCES INC COM 375558103 14,029 173,185 SH   DFND 1 94,235 0 78,950
GILEAD SCIENCES INC COM 375558103 3,006 37,100 SH   DFND 2 37,100 0 0
JELD-WEN HLDG INC COM 47580P103 3,705 104,260 SH   SOLE   104,260 0 0
JELD-WEN HLDG INC COM 47580P103 4,905 138,044 SH   DFND 1 76,758 0 61,286
JUNIPER NETWORKS INC COM 48203R104 609 21,900 SH   DFND 1 21,900 0 0
JUNIPER NETWORKS INC COM 48203R104 1,973 70,900 SH   DFND 2 70,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 11,323 271,910 SH   SOLE   271,910 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,419 322,100 SH   DFND 1 165,325 0 156,775
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 6,728 163,350 SH   DFND 1 87,225 0 76,125
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 972 23,600 SH   DFND 2 23,600 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 10,759 261,165 SH   SOLE   133,165 0 128,000
LENNAR CORP CL A 526057104 17,607 333,490 SH   SOLE   333,490 0 0
LENNAR CORP CL A 526057104 14,513 274,820 SH   DFND 1 140,470 0 134,350
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 589 24,800 SH   DFND 1 24,800 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 2,091 88,000 SH   DFND 2 88,000 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 13,313 231,315 SH   SOLE   231,315 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 15,627 271,565 SH   DFND 1 138,965 0 132,600
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 7,955 190,000 SH   SOLE   0 0 190,000
LKQ CORP COM 501889208 6,054 168,270 SH   SOLE   168,270 0 0
LKQ CORP COM 501889208 7,113 197,625 SH   DFND 1 101,200 0 96,425
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,404 33,300 SH   DFND 2 33,300 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 744 10,300 SH   DFND 1 10,300 0 0
METLIFE INC COM 59156R108 2,119 40,800 SH   DFND 2 40,800 0 0
METLIFE INC COM 59156R108 11,468 220,812 SH   SOLE   220,812 0 0
METLIFE INC COM 59156R108 14,466 278,449 SH   DFND 1 149,674 0 128,775
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,129 114,476 SH   SOLE   114,476 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 8,882 142,601 SH   DFND 1 76,743 0 65,858
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,613 25,900 SH   DFND 2 25,900 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 10,614 196,370 SH   SOLE   196,370 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 12,546 232,125 SH   DFND 1 118,875 0 113,250
NRG ENERGY INC COM NEW 629377508 821 32,100 SH   DFND 1 32,100 0 0
NRG ENERGY INC COM NEW 629377508 2,786 108,900 SH   DFND 2 108,900 0 0
NRG YIELD INC CL C 62942X405 892 46,200 SH   DFND 1 46,200 0 0
NRG YIELD INC CL C 62942X405 2,916 151,100 SH   DFND 2 151,100 0 0
PFIZER INC COM 717081103 909 25,500 SH   DFND 1 25,500 0 0
PFIZER INC COM 717081103 2,617 73,300 SH   DFND 2 73,300 0 0
QORVO INC COM 74736K101 8,740 123,625 SH   SOLE   123,625 0 0
QORVO INC COM 74736K101 10,354 146,500 SH   DFND 1 75,375 0 71,125
REALOGY HLDGS CORP COM 75605Y106 10,761 326,519 SH   SOLE   326,519 0 0
REALOGY HLDGS CORP COM 75605Y106 12,877 390,825 SH   DFND 1 200,565 0 190,260
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 771 6,500 SH   DFND 1 6,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,667 22,500 SH   DFND 2 22,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 25,779 168,351 SH   SOLE   104,351 0 64,000
SHIRE PLC SPONSORED ADR 82481R106 19,506 127,371 SH   DFND 1 67,226 0 60,145
SHIRE PLC SPONSORED ADR 82481R106 1,884 12,300 SH   DFND 2 12,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 354 5,800 SH   DFND 1 5,800 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 1,115 18,300 SH   DFND 2 18,300 0 0
SNAP ON INC COM 833034101 7,175 48,175 SH   SOLE   48,175 0 0
SNAP ON INC COM 833034101 8,829 59,275 SH   DFND 1 31,500 0 27,775
SNAP ON INC COM 833034101 1,281 8,600 SH   DFND 2 8,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 42,710 170,000 SH Put DFND 1 170,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 140,061 557,500 SH Put DFND 2 557,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,499 5,970 SH   DFND 1 5,970 0 0
STATE STR CORP COM 857477103 11,438 119,700 SH   DFND 1 61,275 0 58,425
STATE STR CORP COM 857477103 9,613 100,600 SH   SOLE   100,600 0 0
SVB FINL GROUP COM 78486Q101 4,936 26,371 SH   SOLE   26,371 0 0
SVB FINL GROUP COM 78486Q101 5,817 31,090 SH   DFND 1 15,890 0 15,200
SYNCHRONY FINL COM 87165B103 13,701 441,200 SH   SOLE   441,200 0 0
SYNCHRONY FINL COM 87165B103 16,661 536,600 SH   DFND 1 283,375 0 253,225
SYNCHRONY FINL COM 87165B103 1,693 54,500 SH   DFND 2 54,500 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,027 155,392 SH   SOLE   155,392 0 0
TEMPUR SEALY INTL INC COM 88023U101 11,701 181,333 SH   DFND 1 93,562 0 87,771
TERADYNE INC COM 880770102 19,497 522,875 SH   SOLE   522,875 0 0
TERADYNE INC COM 880770102 15,398 412,875 SH   DFND 1 220,975 0 191,900
TERADYNE INC COM 880770102 2,204 59,100 SH   DFND 2 59,100 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,606 20,800 SH   DFND 2 20,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 510 6,600 SH   DFND 1 6,600 0 0