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
AECOM COM 00766T100 11,293 316,900 SH   DFND 1 178,150 0 138,750
AECOM COM 00766T100 10,435 292,785 SH   SOLE   292,785 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 18,237 335,080 SH   SOLE   254,080 0 81,000
AMERICAN INTL GROUP INC COM NEW 026874784 15,598 286,615 SH   DFND 1 166,390 0 120,225
AMERICAN INTL GROUP INC COM NEW 026874784 2,236 41,100 SH   DFND 2 41,100 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 646 21,800 SH   DFND 1 21,800 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,402 81,100 SH   DFND 2 81,100 0 0
ARRIS INTL INC SHS G0551A103 21,096 793,995 SH   SOLE   551,495 0 242,500
ARRIS INTL INC SHS G0551A103 15,873 597,409 SH   DFND 1 336,459 0 260,950
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,028 17,000 SH   SOLE   17,000 0 0
BROADCOM LTD SHS Y09827109 11,961 50,745 SH   DFND 1 29,720 0 21,025
BROADCOM LTD SHS Y09827109 2,450 10,400 SH   DFND 2 10,400 0 0
BROADCOM LTD SHS Y09827109 16,315 69,232 SH   SOLE   69,232 0 0
CAESARS ENTMT CORP COM 127686103 15,254 1,355,900 SH   DFND 1 780,625 0 575,275
CAESARS ENTMT CORP COM 127686103 1,682 149,500 SH   DFND 2 149,500 0 0
CAESARS ENTMT CORP COM 127686103 19,393 1,723,875 SH   SOLE   1,211,875 0 512,000
CHUBB LIMITED COM H1467J104 8,998 65,786 SH   SOLE   65,786 0 0
CHUBB LIMITED COM H1467J104 10,472 76,542 SH   DFND 1 45,292 0 31,250
CHUBB LIMITED COM H1467J104 2,612 19,100 SH   DFND 2 19,100 0 0
COMCAST CORP NEW CL A 20030N101 13,565 397,065 SH   SOLE   397,065 0 0
COMCAST CORP NEW CL A 20030N101 15,658 458,275 SH   DFND 1 270,050 0 188,225
COMCAST CORP NEW CL A 20030N101 3,147 92,100 SH   DFND 2 92,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 483 8,800 SH   DFND 1 8,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,568 28,600 SH   DFND 2 28,600 0 0
DISCOVER FINL SVCS COM 254709108 741 10,300 SH   DFND 1 10,300 0 0
DISCOVER FINL SVCS COM 254709108 2,410 33,500 SH   DFND 2 33,500 0 0
DOWDUPONT INC COM 26078J100 7,727 121,325 SH   SOLE   121,325 0 0
DOWDUPONT INC COM 26078J100 8,833 138,655 SH   DFND 1 81,155 0 57,500
DOWDUPONT INC COM 26078J100 1,510 23,700 SH   DFND 2 23,700 0 0
ECHOSTAR CORP CL A 278768106 8,575 162,500 SH   SOLE   0 0 162,500
ENTERCOM COMMUNICATIONS CORP CL A 293639100 5,665 587,000 SH   SOLE   0 0 587,000
ENTERCOM COMMUNICATIONS CORP CL A 293639100 893 92,600 SH   DFND 1 92,600 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 3,039 315,000 SH   DFND 2 315,000 0 0
EQT CORP COM 26884L109 10,221 215,130 SH   SOLE   215,130 0 0
EQT CORP COM 26884L109 11,638 244,935 SH   DFND 1 142,860 0 102,075
EQT CORP COM 26884L109 1,811 38,100 SH   DFND 2 38,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 655 11,100 SH   DFND 1 11,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,131 36,100 SH   DFND 2 36,100 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 10,374 310,001 SH   DFND 1 186,361 0 123,640
GAMING & LEISURE PPTYS INC COM 36467J108 2,078 62,112 SH   DFND 2 62,112 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 8,808 263,214 SH   SOLE   263,214 0 0
GCI LIBERTY INC COM CLASS A 36164V305 21,251 402,045 SH   SOLE   402,045 0 0
GCI LIBERTY INC COM CLASS A 36164V305 12,771 241,590 SH   DFND 1 135,665 0 105,925
GILEAD SCIENCES INC COM 375558103 9,408 124,820 SH   SOLE   124,820 0 0
GILEAD SCIENCES INC COM 375558103 11,034 146,360 SH   DFND 1 87,385 0 58,975
GILEAD SCIENCES INC COM 375558103 2,796 37,100 SH   DFND 2 37,100 0 0
IQVIA HLDGS INC COM 46266C105 14,237 145,135 SH   SOLE   105,135 0 40,000
IQVIA HLDGS INC COM 46266C105 11,225 114,415 SH   DFND 1 64,515 0 49,900
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 16,392 427,850 SH   DFND 1 247,475 0 180,375
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 1,850 48,300 SH   DFND 2 48,300 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 23,284 607,655 SH   SOLE   381,655 0 226,000
LENNAR CORP CL A 526057104 13,645 231,525 SH   SOLE   231,525 0 0
LENNAR CORP CL A 526057104 10,041 170,380 SH   DFND 1 95,905 0 74,475
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 17,597 570,420 SH   SOLE   570,420 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 12,973 420,525 SH   DFND 1 236,800 0 183,725
LKQ CORP COM 501889208 8,522 224,630 SH   SOLE   224,630 0 0
LKQ CORP COM 501889208 9,247 243,650 SH   DFND 1 136,800 0 106,850
MACQUARIE INFRASTRUCTURE COR COM 55608B105 9,535 258,225 SH   SOLE   258,225 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 11,014 298,225 SH   DFND 1 176,125 0 122,100
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,460 66,600 SH   DFND 2 66,600 0 0
METLIFE INC COM 59156R108 12,079 263,199 SH   DFND 1 153,224 0 109,975
METLIFE INC COM 59156R108 2,101 45,800 SH   DFND 2 45,800 0 0
METLIFE INC COM 59156R108 10,644 231,937 SH   SOLE   231,937 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 13,847 261,450 SH   DFND 1 147,125 0 114,325
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 22,562 425,975 SH   SOLE   241,475 0 184,500
NRG ENERGY INC COM NEW 629377508 22,875 749,235 SH   SOLE   749,235 0 0
NRG ENERGY INC COM NEW 629377508 17,388 569,525 SH   DFND 1 332,875 0 236,650
NRG ENERGY INC COM NEW 629377508 2,940 96,300 SH   DFND 2 96,300 0 0
NRG YIELD INC CL C 62942X405 726 42,700 SH   DFND 1 42,700 0 0
NRG YIELD INC CL C 62942X405 2,355 138,500 SH   DFND 2 138,500 0 0
PACKAGING CORP AMER COM 695156109 9,893 87,780 SH   SOLE   87,780 0 0
PACKAGING CORP AMER COM 695156109 11,365 100,830 SH   DFND 1 59,030 0 41,800
PACKAGING CORP AMER COM 695156109 2,175 19,300 SH   DFND 2 19,300 0 0
PFIZER INC COM 717081103 1,962 55,300 SH   DFND 2 55,300 0 0
PFIZER INC COM 717081103 610 17,200 SH   DFND 1 17,200 0 0
QORVO INC COM 74736K101 11,930 169,320 SH   SOLE   169,320 0 0
QORVO INC COM 74736K101 12,911 183,250 SH   DFND 1 102,975 0 80,275
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 695 5,900 SH   DFND 1 5,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,472 21,000 SH   DFND 2 21,000 0 0
SABRE CORP COM 78573M104 18,478 861,475 SH   SOLE   620,775 0 240,700
SABRE CORP COM 78573M104 14,986 698,625 SH   DFND 1 405,200 0 293,425
SABRE CORP COM 78573M104 2,310 107,700 SH   DFND 2 107,700 0 0
SHIRE PLC SPONSORED ADR 82481R106 225 1,500 SH   DFND 1 1,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 762 5,100 SH   DFND 2 5,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 29,736 113,000 SH Put DFND 2 113,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,737 6,599 SH   DFND 1 6,599 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,816 29,700 SH Put DFND 1 29,700 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 2,545 327,900 SH   DFND 2 327,900 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 12,181 1,569,775 SH   SOLE   1,569,775 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 13,965 1,799,875 SH   DFND 1 1,057,650 0 742,225
TEMPUR SEALY INTL INC COM 88023U101 8,944 197,492 SH   SOLE   197,492 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,988 220,542 SH   DFND 1 127,362 0 93,180
TEMPUR SEALY INTL INC COM 88023U101 1,169 25,800 SH   DFND 2 25,800 0 0
TERADYNE INC COM 880770102 475 10,400 SH   DFND 1 10,400 0 0
TERADYNE INC COM 880770102 1,522 33,300 SH   DFND 2 33,300 0 0
ULTA BEAUTY INC COM 90384S303 11,201 54,830 SH   SOLE   54,830 0 0
ULTA BEAUTY INC COM 90384S303 12,097 59,220 SH   DFND 1 33,395 0 25,825
VICI PPTYS INC COM 925652109 2,093 114,200 SH   DFND 2 114,200 0 0
VICI PPTYS INC COM 925652109 7,533 411,328 SH   SOLE   411,328 0 0
VICI PPTYS INC COM 925652109 8,788 479,567 SH   DFND 1 283,716 0 195,851