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
58 COM INC SPON ADR REP A 31680Q104 8,259 112,216 SH   SOLE 1 56,878 0 55,338
58 COM INC SPON ADR REP A 31680Q104 12,626 171,554 SH   SOLE   124,904 0 46,650
AECOM COM 00766T100 11,171 342,041 SH   SOLE   342,041 0 0
AECOM COM 00766T100 10,037 307,330 SH   SOLE 1 155,880 0 151,450
ALPHABET INC CAP STK CL A 02079K305 3,259 2,700 SH   SOLE   0 0 2,700
AMERICAN INTL GROUP INC COM NEW 026874784 9,448 177,460 SH   SOLE   177,460 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 8,567 160,916 SH   SOLE 1 82,291 0 78,625
AMERICAN INTL GROUP INC COM NEW 026874784 2,220 41,700 SH   SOLE 2 41,700 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 86 2,500 SH   SOLE 1 2,500 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,460 71,200 SH   SOLE 2 71,200 0 0
ARRIS INTL INC SHS G0551A103 1,627 62,600 SH   SOLE 2 62,600 0 0
ARRIS INTL INC SHS G0551A103 18,398 707,869 SH   SOLE   465,369 0 242,500
ARRIS INTL INC SHS G0551A103 10,911 419,807 SH   SOLE 1 218,960 0 200,847
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,594 25,000 SH   SOLE   0 0 25,000
BAUSCH HEALTH COS INC COM 071734107 1,792 69,800 SH   SOLE   69,800 0 0
BROADCOM INC COM 11135F101 4,416 17,900 SH   SOLE   0 0 17,900
BROADCOM INC COM 11135F101 99 400 SH   SOLE 1 400 0 0
BROADCOM INC COM 11135F101 2,369 9,600 SH   SOLE 2 9,600 0 0
CAESARS ENTMT CORP COM 127686103 18,560 1,810,683 SH   SOLE   1,298,683 0 512,000
CAESARS ENTMT CORP COM 127686103 12,023 1,172,961 SH   SOLE 1 597,161 0 575,800
CAESARS ENTMT CORP COM 127686103 2,209 215,500 SH   SOLE 2 215,500 0 0
CHUBB LIMITED COM H1467J104 80 600 SH   SOLE 1 600 0 0
CHUBB LIMITED COM H1467J104 2,138 16,000 SH   SOLE 2 16,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,025 105,200 SH   SOLE 2 105,200 0 0
CLEARWAY ENERGY INC CL C 18539C204 69 3,600 SH   SOLE 1 3,600 0 0
COMCAST CORP NEW CL A 20030N101 1,987 56,100 SH   SOLE 2 56,100 0 0
COMCAST CORP NEW CL A 20030N101 14,498 409,420 SH   SOLE   409,420 0 0
COMCAST CORP NEW CL A 20030N101 13,050 368,529 SH   SOLE 1 189,054 0 179,475
DISCOVER FINL SVCS COM 254709108 61 800 SH   SOLE 1 800 0 0
DISCOVER FINL SVCS COM 254709108 1,422 18,600 SH   SOLE 2 18,600 0 0
DOWDUPONT INC COM 26078J100 11,195 174,083 SH   SOLE   174,083 0 0
DOWDUPONT INC COM 26078J100 10,134 157,573 SH   SOLE 1 80,498 0 77,075
DOWDUPONT INC COM 26078J100 2,277 35,400 SH   SOLE 2 35,400 0 0
ECHOSTAR CORP CL A 278768106 4,873 105,100 SH   SOLE   0 0 105,100
EQT CORP COM 26884L109 414 9,350 SH   SOLE   9,350 0 0
EQT CORP COM 26884L109 1,552 35,085 SH   SOLE 1 35,085 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,905 36,100 SH   SOLE 2 36,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 63 1,200 SH   SOLE 1 1,200 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,587 30,300 SH   SOLE 2 30,300 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 12,811 244,663 SH   SOLE   244,663 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 11,608 221,691 SH   SOLE 1 113,160 0 108,531
GCI LIBERTY INC COM CLASS A 36164V305 13,406 262,869 SH   SOLE   169,434 0 93,435
GCI LIBERTY INC COM CLASS A 36164V305 7,760 152,156 SH   SOLE 1 77,031 0 75,125
GILDAN ACTIVEWEAR INC COM 375916103 14,613 480,216 SH   SOLE   480,216 0 0
GILDAN ACTIVEWEAR INC COM 375916103 12,967 426,132 SH   SOLE 1 211,865 0 214,267
GILDAN ACTIVEWEAR INC COM 375916103 1,439 47,300 SH   SOLE 2 47,300 0 0
GSV CAP CORP COM 36191J101 691 100,000 SH   SOLE   0 0 100,000
IQVIA HLDGS INC COM 46266C105 15,691 120,939 SH   SOLE   80,939 0 40,000
IQVIA HLDGS INC COM 46266C105 9,458 72,896 SH   SOLE 1 37,071 0 35,825
ISHARES TR MSCI ACWI EX US 464288240 1,359 28,500 SH   SOLE 1 28,500 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 2,403 52,800 SH   SOLE 2 52,800 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 20,454 449,448 SH   SOLE   240,988 0 208,460
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 9,966 218,974 SH   SOLE 1 112,049 0 106,925
LENNAR CORP CL A 526057104 15,196 325,471 SH   SOLE   235,071 0 90,400
LENNAR CORP CL A 526057104 9,771 209,282 SH   SOLE 1 107,032 0 102,250
LENNAR CORP CL A 526057104 1,690 36,200 SH   SOLE 2 36,200 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 13,535 363,935 SH   SOLE   282,263 0 81,672
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 9,433 253,650 SH   SOLE 1 128,725 0 124,925
LKQ CORP COM 501889208 16,791 530,194 SH   SOLE   414,194 0 116,000
LKQ CORP COM 501889208 11,787 372,190 SH   SOLE 1 188,790 0 183,400
MACQUARIE INFRASTRUCTURE COR COM 55608B105 92 2,000 SH   SOLE 1 2,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,463 53,400 SH   SOLE 2 53,400 0 0
MATTEL INC COM 577081102 1,570 100,000 SH   SOLE   0 0 100,000
METLIFE INC COM 59156R108 10,868 232,623 SH   SOLE   232,623 0 0
METLIFE INC COM 59156R108 9,836 210,531 SH   SOLE 1 107,531 0 103,000
METLIFE INC COM 59156R108 2,196 47,000 SH   SOLE 2 47,000 0 0
NORTHERN TR CORP COM 665859104 82 800 SH   SOLE 1 800 0 0
NORTHERN TR CORP COM 665859104 1,052 10,300 SH   SOLE 2 10,300 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 24,403 424,913 SH   SOLE   240,413 0 184,500
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12,378 215,525 SH   SOLE 1 108,900 0 106,625
NRG ENERGY INC COM NEW 629377508 25,111 671,419 SH   SOLE   421,419 0 250,000
NRG ENERGY INC COM NEW 629377508 14,290 382,081 SH   SOLE 1 196,281 0 185,800
NRG ENERGY INC COM NEW 629377508 2,379 63,600 SH   SOLE 2 63,600 0 0
PACKAGING CORP AMER COM 695156109 11,866 108,181 SH   SOLE   108,181 0 0
PACKAGING CORP AMER COM 695156109 10,735 97,868 SH   SOLE 1 49,954 0 47,914
PACKAGING CORP AMER COM 695156109 2,172 19,800 SH   SOLE 2 19,800 0 0
PFIZER INC COM 717081103 71 1,600 SH   SOLE 1 1,600 0 0
PFIZER INC COM 717081103 1,829 41,500 SH   SOLE 2 41,500 0 0
QORVO INC COM 74736K101 11,919 155,008 SH   SOLE   155,008 0 0
QORVO INC COM 74736K101 10,693 139,063 SH   SOLE 1 70,829 0 68,234
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,484 72,988 SH   SOLE   72,988 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,649 66,562 SH   SOLE 1 34,212 0 32,350
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,936 14,900 SH   SOLE 2 14,900 0 0
SABRE CORP COM 78573M104 19,278 739,173 SH   SOLE   486,473 0 252,700
SABRE CORP COM 78573M104 11,478 440,125 SH   SOLE 1 224,750 0 215,375
SABRE CORP COM 78573M104 2,232 85,600 SH   SOLE 2 85,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,979 27,444 SH   SOLE 1 27,444 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 989 3,400 SH Put SOLE 1 3,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,026 148,000 SH Put SOLE 2 148,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 52 6,500 SH   SOLE 1 6,500 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,427 177,000 SH   SOLE 2 177,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 7,471 141,231 SH   SOLE 1 71,631 0 69,600
TEMPUR SEALY INTL INC COM 88023U101 13,442 254,099 SH   SOLE   157,180 0 96,919
TERADYNE INC COM 880770102 41 1,100 SH   SOLE 1 1,100 0 0
TERADYNE INC COM 880770102 1,231 33,300 SH   SOLE 2 33,300 0 0
VICI PPTYS INC COM 925652109 10,565 488,676 SH   SOLE   488,676 0 0
VICI PPTYS INC COM 925652109 9,593 443,715 SH   SOLE 1 227,443 0 216,272
VICI PPTYS INC COM 925652109 2,512 116,200 SH   SOLE 2 116,200 0 0
WEBSTER FINL CORP CONN COM 947890109 12,897 218,749 SH   SOLE   195,009 0 23,740
WEBSTER FINL CORP CONN COM 947890109 10,418 176,694 SH   SOLE 1 90,188 0 86,506
WEBSTER FINL CORP CONN COM 947890109 1,527 25,900 SH   SOLE 2 25,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,405 32,400 SH   SOLE 2 32,400 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 48 1,100 SH   SOLE 1 1,100 0 0