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
ADIENT PLC ORD SHS G0084W101 8,687 576,800 SH   OTR 2 576,800 0 0
ADIENT PLC ORD SHS G0084W101 14,227 944,713 SH   SOLE   944,713 0 0
ADIENT PLC ORD SHS G0084W101 6,939 460,779 SH   OTR 1 460,779 0 0
AERCAP HOLDINGS NV SHS N00985106 35,972 908,392 SH   OTR 1 908,392 0 0
AERCAP HOLDINGS NV SHS N00985106 44,100 1,113,643 SH   OTR 2 1,113,643 0 0
AERCAP HOLDINGS NV SHS N00985106 72,232 1,824,043 SH   SOLE   1,824,043 0 0
ALTICE USA INC CL A 02156K103 15,278 924,800 SH   OTR 1 924,800 0 0
ALTICE USA INC CL A 02156K103 19,555 1,183,700 SH   OTR 2 1,183,700 0 0
ALTICE USA INC CL A 02156K103 33,107 2,004,040 SH   SOLE   2,004,040 0 0
BRIGHTHOUSE FINL INC COM 10922N103 19,092 626,363 SH   OTR 1 626,363 0 0
BRIGHTHOUSE FINL INC COM 10922N103 29,745 975,900 SH   OTR 2 975,900 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,219 40,000 SH   OTR 3 40,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 50,306 1,650,456 SH   SOLE   1,650,456 0 0
CHEMOURS CO COM 163851108 1,496 53,000 SH   OTR 2 53,000 0 0
CHEMOURS CO COM 163851108 2,447 86,700 SH   SOLE   86,700 0 0
CHEMOURS CO COM 163851108 1,702 60,300 SH   OTR 1 60,300 0 0
CNX RESOURCES CORPORATION COM 12653C108 14,682 1,285,606 SH   OTR 2 1,285,606 0 0
CNX RESOURCES CORPORATION COM 12653C108 200 17,500 SH   OTR 3 17,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 12,368 1,083,029 SH   SOLE   1,083,029 0 0
CNX RESOURCES CORPORATION COM 12653C108 12,607 1,103,965 SH   OTR 1 1,103,965 0 0
CONSOL COAL RES LP COM UNIT 20855T100 48,632 2,963,538 SH   SOLE   2,963,538 0 0
CONSOL COAL RES LP COM UNIT 20855T100 11,804 719,300 SH   OTR 1 719,300 0 0
CONSOL COAL RES LP COM UNIT 20855T100 29,630 1,805,600 SH   OTR 2 1,805,600 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,544 48,700 SH   SOLE   48,700 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,024 32,300 SH   OTR 1 32,300 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,871 59,000 SH   OTR 2 59,000 0 0
DILLARDS INC CL A 254067101 3,377 56,000 SH   OTR 1 56,000 0 0
DILLARDS INC CL A 254067101 4,222 70,000 SH   OTR 2 70,000 0 0
DILLARDS INC CL A 254067101 7,478 124,000 SH   SOLE   124,000 0 0
ECHOSTAR CORP CL A 278768106 9,555 260,200 SH   SOLE   260,200 0 0
ECHOSTAR CORP CL A 278768106 6,643 180,900 SH   OTR 1 180,900 0 0
ECHOSTAR CORP CL A 278768106 5,835 158,900 SH   OTR 2 158,900 0 0
ENSCO PLC SHS CLASS A G3157S106 15,754 4,425,300 SH   OTR 1 4,425,300 0 0
ENSCO PLC SHS CLASS A G3157S106 20,597 5,785,700 SH   OTR 2 5,785,700 0 0
ENSCO PLC SHS CLASS A G3157S106 34,849 9,789,000 SH   SOLE   9,789,000 0 0
EXELA TECHNOLOGIES INC COM 30162V102 5,369 1,380,200 SH   OTR 1 1,380,200 0 0
EXELA TECHNOLOGIES INC COM 30162V102 10,316 2,651,907 SH   OTR 2 2,651,907 0 0
EXELA TECHNOLOGIES INC COM 30162V102 16,931 4,352,522 SH   SOLE   4,352,522 0 0
GENERAL MTRS CO COM 37045V100 108,696 3,249,515 SH   OTR 1 3,249,515 0 0
GENERAL MTRS CO COM 37045V100 180,383 5,392,626 SH   SOLE   5,392,626 0 0
GENERAL MTRS CO COM 37045V100 108,893 3,255,402 SH   OTR 2 3,255,402 0 0
GENERAL MTRS CO COM 37045V100 1,562 46,700 SH   OTR 3 46,700 0 0
GREEN BRICK PARTNERS INC COM 392709101 25,100 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 56,610 7,819,054 SH   OTR 2 7,819,054 0 0
GREEN BRICK PARTNERS INC COM 392709101 92,910 12,832,821 SH   SOLE   12,832,821 0 0
HILTON GRAND VACATIONS INC COM 43283X105 8,505 322,300 SH   OTR 2 322,300 0 0
HILTON GRAND VACATIONS INC COM 43283X105 14,404 545,800 SH   SOLE   545,800 0 0
HILTON GRAND VACATIONS INC COM 43283X105 6,648 251,900 SH   OTR 1 251,900 0 0
MEDICINES CO COM 584688105 4,157 217,200 SH   OTR 1 217,200 0 0
MEDICINES CO COM 584688105 5,290 276,400 SH   OTR 2 276,400 0 0
MEDICINES CO COM 584688105 8,713 455,200 SH   SOLE   455,200 0 0
SEADRILL LTD COM G7998G106 2,292 235,091 SH   OTR 1 235,091 0 0
SEADRILL LTD COM G7998G106 2,951 302,700 SH   OTR 2 302,700 0 0
SEADRILL LTD COM G7998G106 4,963 509,009 SH   SOLE   509,009 0 0
SHUTTERFLY INC COM 82568P304 6,329 157,200 SH   OTR 1 157,200 0 0
SHUTTERFLY INC COM 82568P304 5,556 138,000 SH   OTR 2 138,000 0 0
SHUTTERFLY INC COM 82568P304 9,099 226,000 SH   SOLE   226,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,395 299,400 SH   OTR 1 299,400 0 0
TEMPUR SEALY INTL INC COM 88023U101 15,860 383,100 SH   OTR 2 383,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 26,858 648,752 SH   SOLE   648,752 0 0
VOYA FINL INC COM 929089100 18,906 471,005 SH   SOLE   471,005 0 0
VOYA FINL INC COM 929089100 11,986 298,600 SH   OTR 1 298,600 0 0
VOYA FINL INC COM 929089100 11,393 283,841 SH   OTR 2 283,841 0 0