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
AMERICAN AIRLINES GROUP INC COM 02376R102 9,282 178,400 SH   SOLE NONE 178,400 0 0
ARBOR REALTY TRUST INC COM 038923108 700 81,000 SH   SOLE NONE 81,000 0 0
ADOBE SYSTEMS INC COM 00724F101 36,275 207,000 SH   SOLE NONE 207,000 0 0
AUTODESK INC COM 052769106 17,653 168,400 SH   SOLE NONE 168,400 0 0
AERCAP HOLDINGS NV SHS N00985106 81,117 1,541,846 SH   SOLE NONE 1,541,846 0 0
AMERICAN INTERNATIONAL GROUP I *W EXP 01/19/202 026874156 9,535 526,237 SH   SOLE NONE 526,237 0 0
ALLY FINANCIAL INC COM 02005N100 25,438 872,368 SH   SOLE NONE 872,368 0 0
AMC NETWORKS INC CL A 00164V103 156,022 2,885,028 SH   SOLE NONE 2,885,028 0 0
AMAZON.COM INC COM 023135106 12,443 10,640 SH   SOLE NONE 10,640 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 50,125 704,000 SH   SOLE NONE 704,000 0 0
ALTISOURCE PORTFOLIO SOLUTIONS REG SHS L0175J104 34,427 1,229,540 SH   SOLE NONE 1,229,540 0 0
BALL CORP COM 058498106 18,999 501,955 SH   SOLE NONE 501,955 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 5,656 75,000 SH   SOLE NONE 75,000 0 0
CITIGROUP INC COM 172967424 9,673 130,000 SH   SOLE NONE 130,000 0 0
CBS CORP CL B 124857202 18,762 318,000 SH   SOLE NONE 318,000 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 1,109 60,000 SH   SOLE NONE 60,000 0 0
DISH NETWORK CORP CL A 25470M109 53,033 1,110,641 SH   SOLE NONE 1,110,641 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 51,768 636,914 SH   SOLE NONE 636,914 0 0
DOWDUPONT INC COM 26078J100 91,596 1,286,100 SH   SOLE NONE 1,286,100 0 0
DXC TECHNOLOGY CO COM 23355L106 26,098 275,000 SH   SOLE NONE 275,000 0 0
ELLINGTON FINANCIAL LLC COM 288522303 871 60,000 SH   SOLE NONE 60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 43,060 464,813 SH   SOLE NONE 464,813 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 17,980 1,041,700 SH   SOLE NONE 1,041,700 0 0
EXPEDIA INC COM 30212P303 23,415 195,497 SH   SOLE NONE 195,497 0 0
FACEBOOK INC CL A 30303M102 49,621 281,200 SH   SOLE NONE 281,200 0 0
FIRST DATA CORP COM CL A 32008D106 134,778 8,065,713 SH   SOLE NONE 8,065,713 0 0
AMICUS THERAPEUTICS COM 03152W109 1,439 100,000 SH   SOLE NONE 100,000 0 0
KEANE GROUP INC COM 48669A108 47,223 2,484,100 SH   SOLE NONE 2,484,100 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 17,311 140,000 SH   SOLE NONE 140,000 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108 10,175 275,000 SH   SOLE NONE 275,000 0 0
ALPHABET INC CAP STK CL A 02079K305 171,109 162,435 SH   SOLE NONE 162,435 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 3,960 30,000 SH   SOLE NONE 30,000 0 0
HESS CORP COM 42809H107 79,256 1,669,600 SH   SOLE NONE 1,669,600 0 0
HRG GROUP INC COM 40434J100 14,528 857,100 SH   SOLE NONE 857,100 0 0
HUMANA INC COM 444859102 42,508 171,353 SH   SOLE NONE 171,353 0 0
INTELSAT SA COM L5140P101 1,035 305,187 SH   SOLE NONE 305,187 0 0
INSMED INC COM PAR $.01 457669307 4,833 155,000 SH   SOLE NONE 155,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 14,713 250,000 SH   SOLE NONE 250,000 0 0
LORAL SPACE & COMMUNICATIONS I COM 543881106 47,009 1,067,180 SH   SOLE NONE 1,067,180 0 0
MONGODB INC CL A 60937P106 4,452 150,000 SH   SOLE NONE 150,000 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 439 45,000 SH   SOLE NONE 45,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 27,780 831,990 SH   SOLE NONE 831,990 0 0
MICROSOFT CORP COM 594918104 95,725 1,119,070 SH   SOLE NONE 1,119,070 0 0
MVC CAPITAL INC COM 553829102 2,112 200,000 SH   SOLE NONE 200,000 0 0
MAXLINEAR INC COM 57776J100 49,215 1,862,795 SH   SOLE NONE 1,862,795 0 0
MYLAN NV SHS EURO N59465109 10,027 237,000 SH   SOLE NONE 237,000 0 0
NAVIENT CORP COM 63938C108 23,992 1,801,188 SH   SOLE NONE 1,801,188 0 0
NABORS INDUSTRIES LTD SHS G6359F103 45,771 6,701,414 SH   SOLE NONE 6,701,414 0 0
NEW MEDIA INVESTMENT GROUP INC COM 64704V106 43,990 2,621,581 SH   SOLE NONE 2,621,581 0 0
NETFLIX INC COM 64110L106 12,477 65,000 SH   SOLE NONE 65,000 0 0
NEW YORK COMMUNITY BANCORP INC COM 649445103 9,765 750,000 SH   SOLE NONE 750,000 0 0
OCWEN FINANCIAL CORP COM 675746309 34,595 11,052,744 SH   SOLE NONE 11,052,744 0 0
ORION ENGINEERED CARBONS SA COM L72967109 3,840 150,000 SH   SOLE NONE 150,000 0 0
PARSLEY ENERGY INC CL A 701877102 52,041 1,767,694 SH   SOLE NONE 1,767,694 0 0
PENNYMAC FINANCIAL SERVICES IN CL A 70932B101 33,122 1,481,975 SH   SOLE NONE 1,481,975 0 0
PROTEOSTASIS THERAPEUTICS INC COM 74373B109 875 150,000 SH   SOLE NONE 150,000 0 0
PVH CORP COM 693656100 59,390 432,838 SH   SOLE NONE 432,838 0 0
PAYPAL HOLDINGS INC COM 70450Y103 36,781 499,600 SH   SOLE NONE 499,600 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 62,685 1,656,154 SH   SOLE NONE 1,656,154 0 0
NEW SENIOR INVESTMENT GROUP IN COM 648691103 529 70,000 SH   SOLE NONE 70,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 47,976 1,242,567 SH   SOLE NONE 1,242,567 0 0
THL CREDIT INC COM 872438106 1,358 150,000 SH   SOLE NONE 150,000 0 0
TIME INC COM 887228104 11,234 608,913 SH   SOLE NONE 608,913 0 0
TRINITY INDUSTRIES INC COM 896522109 48,513 1,295,049 SH   SOLE NONE 1,295,049 0 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 151,470 2,247,329 SH   SOLE NONE 2,247,329 0 0
VALVOLINE INC COM 92047W101 55,712 2,223,140 SH   SOLE NONE 2,223,140 0 0
WELLS FARGO & CO COM 949746101 36,990 609,700 SH   SOLE NONE 609,700 0 0
WPX ENERGY INC COM 98212B103 64,298 4,569,898 SH   SOLE NONE 4,569,898 0 0
ACCELERON PHARMA INC COM 00434H108 2,122 50,000 SH   SOLE NONE 50,000 0 0
ZYNGA INC COM 98986T108 40,915 10,228,806 SH   SOLE NONE 10,228,806 0 0
CEMEX SAB DE CV SPON ADR 151290889 12,750 1,700,000 SH   SOLE NONE 1,700,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 152,073 980,356 SH   SOLE NONE 980,356 0 0