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 6,660 122,858 SH   SOLE 1 59,195 0 63,663
58 COM INC SPON ADR REP A 31680Q104 10,230 188,706 SH   SOLE   142,056 0 46,650
AECOM COM 00766T100 9,792 369,525 SH   SOLE   369,525 0 0
AECOM COM 00766T100 8,450 318,886 SH   SOLE 1 153,026 0 165,860
ALPHABET INC CAP STK CL A 02079K305 6,238 5,970 SH   SOLE   0 0 5,970
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 71 2,900 SH   SOLE 1 2,900 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,598 65,100 SH   SOLE 2 65,100 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,055 25,000 SH   SOLE   0 0 25,000
BAUSCH HEALTH COS INC COM 071734107 9,499 514,273 SH   SOLE   440,100 0 74,173
BAUSCH HEALTH COS INC COM 071734107 7,029 380,575 SH   SOLE 1 183,425 0 197,150
BROADCOM INC COM 11135F101 76 300 SH   SOLE 1 300 0 0
BROADCOM INC COM 11135F101 1,933 7,600 SH   SOLE 2 7,600 0 0
CAESARS ENTMT CORP COM 127686103 12,787 1,883,258 SH   SOLE   1,371,258 0 512,000
CAESARS ENTMT CORP COM 127686103 8,208 1,208,886 SH   SOLE 1 587,786 0 621,100
CAESARS ENTMT CORP COM 127686103 1,338 197,000 SH   SOLE 2 197,000 0 0
CHUBB LIMITED COM H1467J104 90 700 SH   SOLE 1 700 0 0
CHUBB LIMITED COM H1467J104 2,080 16,100 SH   SOLE 2 16,100 0 0
CLEARWAY ENERGY INC CL C 18539C204 76 4,400 SH   SOLE 1 4,400 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,846 107,000 SH   SOLE 2 107,000 0 0
COMCAST CORP NEW CL A 20030N101 12,926 379,620 SH   SOLE   379,620 0 0
COMCAST CORP NEW CL A 20030N101 11,283 331,354 SH   SOLE 1 161,054 0 170,300
COMCAST CORP NEW CL A 20030N101 1,910 56,100 SH   SOLE 2 56,100 0 0
CROWN HOLDINGS INC COM 228368106 13,184 317,150 SH   SOLE   282,800 0 34,350
CROWN HOLDINGS INC COM 228368106 10,164 244,500 SH   SOLE 1 117,825 0 126,675
DISCOVER FINL SVCS COM 254709108 1,003 17,000 SH   SOLE 2 17,000 0 0
DISCOVER FINL SVCS COM 254709108 47 800 SH   SOLE 1 800 0 0
DOLLAR TREE INC COM 256746108 63 700 SH   SOLE 1 700 0 0
DOLLAR TREE INC COM 256746108 1,590 17,600 SH   SOLE 2 17,600 0 0
DOWDUPONT INC COM 26078J100 10,654 199,208 SH   SOLE   199,208 0 0
DOWDUPONT INC COM 26078J100 9,208 172,173 SH   SOLE 1 82,898 0 89,275
DOWDUPONT INC COM 26078J100 1,706 31,900 SH   SOLE 2 31,900 0 0
ECHOSTAR CORP CL A 278768106 3,588 97,700 SH   SOLE   0 0 97,700
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 52 1,200 SH   SOLE 1 1,200 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,453 33,600 SH   SOLE 2 33,600 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 9,227 242,888 SH   SOLE   242,888 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,940 208,991 SH   SOLE 1 100,460 0 108,531
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,052 27,700 SH   SOLE 2 27,700 0 0
GCI LIBERTY INC COM CLASS A 36164V305 5,901 143,356 SH   SOLE 1 68,231 0 75,125
GCI LIBERTY INC COM CLASS A 36164V305 9,636 234,109 SH   SOLE   167,534 0 66,575
GILDAN ACTIVEWEAR INC COM 375916103 2,301 75,800 SH   SOLE 2 75,800 0 0
GILDAN ACTIVEWEAR INC COM 375916103 14,633 481,974 SH   SOLE   436,234 0 45,740
GILDAN ACTIVEWEAR INC COM 375916103 11,494 378,605 SH   SOLE 1 182,763 0 195,842
GSV CAP CORP COM 36191J101 823 157,642 SH   SOLE   0 0 157,642
IQVIA HLDGS INC COM 46266C105 11,486 98,874 SH   SOLE   68,664 0 30,210
IQVIA HLDGS INC COM 46266C105 6,836 58,841 SH   SOLE 1 28,116 0 30,725
ISHARES TR MSCI ACWI EX US 464288240 1,196 28,500 SH   SOLE 1 28,500 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 6,036 171,915 SH   SOLE   0 0 171,915
LENNAR CORP CL A 526057104 12,675 323,746 SH   SOLE   233,346 0 90,400
LENNAR CORP CL A 526057104 7,724 197,282 SH   SOLE 1 95,032 0 102,250
LENNAR CORP CL A 526057104 1,292 33,000 SH   SOLE 2 33,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 9,663 314,750 SH   SOLE 1 151,750 0 163,000
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 11,167 363,738 SH   SOLE   363,738 0 0
LKQ CORP COM 501889208 14,268 601,244 SH   SOLE   485,244 0 116,000
LKQ CORP COM 501889208 9,960 419,715 SH   SOLE 1 202,340 0 217,375
MACQUARIE INFRASTRUCTURE COR COM 55608B105 66 1,800 SH   SOLE 1 1,800 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,419 38,800 SH   SOLE 2 38,800 0 0
METLIFE INC COM 59156R108 8,245 200,808 SH   SOLE   200,808 0 0
METLIFE INC COM 59156R108 7,171 174,656 SH   SOLE 1 84,556 0 90,100
METLIFE INC COM 59156R108 1,766 43,000 SH   SOLE 2 43,000 0 0
MICROSOFT CORP COM 594918104 11,903 117,190 SH   SOLE   62,250 0 54,940
MICROSOFT CORP COM 594918104 5,523 54,375 SH   SOLE 1 26,425 0 27,950
MICROSOFT CORP COM 594918104 1,930 19,000 SH   SOLE 2 19,000 0 0
MICROSOFT CORP COM 594918104 6,125 60,300 SH Call SOLE   0 0 60,300
NORTHERN TR CORP COM 665859104 5,772 69,050 SH   SOLE 1 33,400 0 35,650
NORTHERN TR CORP COM 665859104 1,212 14,500 SH   SOLE 2 14,500 0 0
NORTHERN TR CORP COM 665859104 6,658 79,650 SH   SOLE   79,650 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,857 114,575 SH   SOLE 1 54,700 0 59,875
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 14,328 338,013 SH   SOLE   133,813 0 204,200
NRG ENERGY INC COM NEW 629377508 17,092 431,622 SH   SOLE   336,587 0 95,035
NRG ENERGY INC COM NEW 629377508 11,598 292,874 SH   SOLE 1 141,834 0 151,040
NRG ENERGY INC COM NEW 629377508 2,519 63,600 SH   SOLE 2 63,600 0 0
PACKAGING CORP AMER COM 695156109 8,964 107,400 SH   SOLE   107,400 0 0
PACKAGING CORP AMER COM 695156109 7,708 92,355 SH   SOLE 1 44,441 0 47,914
PACKAGING CORP AMER COM 695156109 1,511 18,100 SH   SOLE 2 18,100 0 0
PFIZER INC COM 717081103 70 1,600 SH   SOLE 1 1,600 0 0
PFIZER INC COM 717081103 1,811 41,500 SH   SOLE 2 41,500 0 0
QORVO INC COM 74736K101 9,173 151,038 SH   SOLE 1 72,829 0 78,209
QORVO INC COM 74736K101 10,598 174,508 SH   SOLE   174,508 0 0
RAYTHEON CO COM NEW 755111507 1,457 9,500 SH   SOLE 2 9,500 0 0
RAYTHEON CO COM NEW 755111507 61 400 SH   SOLE 1 400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,087 72,473 SH   SOLE   72,473 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,137 62,762 SH   SOLE 1 30,412 0 32,350
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,310 13,400 SH   SOLE 2 13,400 0 0
SABRE CORP COM 78573M104 16,573 765,848 SH   SOLE   482,898 0 282,950
SABRE CORP COM 78573M104 8,969 414,475 SH   SOLE 1 199,100 0 215,375
SABRE CORP COM 78573M104 1,433 66,200 SH   SOLE 2 66,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,287 5,149 SH   SOLE 1 5,149 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,869 7,478 SH   SOLE 2 7,478 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 125 500 SH Put SOLE 1 500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,624 14,500 SH Put SOLE 2 14,500 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 28 800 SH   SOLE 1 800 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 747 21,200 SH   SOLE 2 21,200 0 0
SVB FINL GROUP COM 78486Q101 7,283 38,349 SH   SOLE 1 18,401 0 19,948
SVB FINL GROUP COM 78486Q101 8,437 44,425 SH   SOLE   44,425 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,325 225,249 SH   SOLE   156,030 0 69,219
TEMPUR SEALY INTL INC COM 88023U101 5,510 133,081 SH   SOLE 1 63,481 0 69,600
TERADYNE INC COM 880770102 44 1,400 SH   SOLE 1 1,400 0 0
TERADYNE INC COM 880770102 1,067 34,000 SH   SOLE 2 34,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 865 41,000 SH   SOLE   0 0 41,000
VICI PPTYS INC COM 925652109 6,308 335,910 SH   SOLE   335,910 0 0
VICI PPTYS INC COM 925652109 5,543 295,151 SH   SOLE 1 144,554 0 150,597
VICI PPTYS INC COM 925652109 2,182 116,200 SH   SOLE 2 116,200 0 0
WEBSTER FINL CORP CONN COM 947890109 1,370 27,800 SH   SOLE 2 27,800 0 0
WEBSTER FINL CORP CONN COM 947890109 10,786 218,823 SH   SOLE   193,583 0 25,240
WEBSTER FINL CORP CONN COM 947890109 8,230 166,969 SH   SOLE 1 80,463 0 86,506