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
ABENGOA YIELD PLC ORD SHS G00349103 81 4,931 SH   SOLE   4,931 0 0
ABENGOA YIELD PLC ORD SHS G00349103 201 12,100 SH   DFND 1 12,100 0 0
ABENGOA YIELD PLC ORD SHS G00349103 1,757 106,200 SH   DFND 2 106,200 0 0
AERCAP HOLDINGS NV SHS N00985106 25,454 665,656 SH   SOLE   318,485 0 347,171
AERCAP HOLDINGS NV SHS N00985106 51,301 1,341,648 SH   DFND 1 1,169,408 0 172,240
ALLERGAN PLC SHS G0177J108 19,163 70,500 SH   SOLE   67,610 0 2,890
ALLERGAN PLC SHS G0177J108 50,412 185,474 SH   DFND 1 161,596 0 23,878
AMC ENTMT HLDGS INC CL A COM 00165C104 162 6,427 SH   SOLE   6,427 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 412 16,400 SH   DFND 1 16,400 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 3,549 140,900 SH   DFND 2 140,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 21,724 559,605 SH   SOLE   307,205 0 252,400
AMERICAN AIRLS GROUP INC COM 02376R102 49,315 1,269,994 SH   DFND 1 1,105,124 0 164,870
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 10,088 587,218 SH   SOLE   587,218 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 491 28,600 SH   DFND 1 28,600 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 3,986 232,000 SH   DFND 2 232,000 0 0
APPLE INC COM 037833100 199 1,806 SH   SOLE   1,806 0 0
APPLE INC COM 037833100 485 4,400 SH   DFND 1 4,400 0 0
APPLE INC COM 037833100 4,001 36,280 SH   DFND 2 36,280 0 0
ARAMARK COM 03852U106 13,013 439,052 SH   SOLE   419,377 0 19,675
ARAMARK COM 03852U106 51,013 1,721,087 SH   DFND 1 1,500,412 0 220,675
ARAMARK COM 03852U106 4,772 161,000 SH   DFND 2 161,000 0 0
ARRIS GROUP INC NEW COM 04270V106 9,337 359,420 SH   SOLE   342,295 0 17,125
ARRIS GROUP INC NEW COM 04270V106 37,535 1,445,409 SH   DFND 1 1,257,084 0 188,325
ASPEN TECHNOLOGY INC COM 045327103 517 13,625 SH   SOLE   0 0 13,625
BAXALTA INC COM 07177M103 154 4,900 SH   SOLE   4,900 0 0
BAXALTA INC COM 07177M103 391 12,400 SH   DFND 1 12,400 0 0
BAXALTA INC COM 07177M103 3,346 106,200 SH   DFND 2 106,200 0 0
BERRY PLASTICS GROUP INC COM 08579W103 22,506 748,444 SH   SOLE   726,694 0 21,750
BERRY PLASTICS GROUP INC COM 08579W103 55,679 1,851,625 SH   DFND 1 1,612,475 0 239,150
CAPITAL ONE FINL CORP COM 14040H105 175 2,421 SH   SOLE   2,421 0 0
CAPITAL ONE FINL CORP COM 14040H105 450 6,200 SH   DFND 1 6,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,467 61,600 SH   DFND 2 61,600 0 0
CITIZENS FINL GROUP INC COM 174610105 148 6,200 SH   SOLE   6,200 0 0
CITIZENS FINL GROUP INC COM 174610105 279 11,700 SH   DFND 1 11,700 0 0
CITIZENS FINL GROUP INC COM 174610105 3,409 142,900 SH   DFND 2 142,900 0 0
COMMSCOPE HLDG CO INC COM 20337X109 12,469 415,165 SH   SOLE   395,915 0 19,250
COMMSCOPE HLDG CO INC COM 20337X109 49,107 1,635,200 SH   DFND 1 1,429,650 0 205,550
CROWN CASTLE INTL CORP NEW COM 22822V101 183 2,316 SH   SOLE   2,316 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 463 5,875 SH   DFND 1 5,875 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,628 46,000 SH   DFND 2 46,000 0 0
CVS HEALTH CORP COM 126650100 193 2,004 SH   SOLE   2,004 0 0
CVS HEALTH CORP COM 126650100 491 5,101 SH   DFND 1 5,100 0 1
CVS HEALTH CORP COM 126650100 4,255 44,100 SH   DFND 2 44,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,360 253,084 SH   SOLE   241,884 0 11,200
DELTA AIR LINES INC DEL COM NEW 247361702 44,992 1,002,697 SH   DFND 1 874,872 0 127,825
DELTA AIR LINES INC DEL COM NEW 247361702 4,482 99,900 SH   DFND 2 99,900 0 0
DISCOVER FINL SVCS COM 254709108 17,969 345,716 SH   SOLE   334,666 0 11,050
DISCOVER FINL SVCS COM 254709108 49,229 946,891 SH   DFND 1 825,361 0 121,530
DISCOVER FINL SVCS COM 254709108 4,091 78,700 SH   DFND 2 78,700 0 0
DOLLAR TREE INC COM 256746108 10,385 155,770 SH   SOLE   148,495 0 7,275
DOLLAR TREE INC COM 256746108 41,479 622,224 SH   DFND 1 542,424 0 79,800
EAGLE MATERIALS INC COM 26969P108 16,296 238,163 SH   SOLE   230,488 0 7,675
EAGLE MATERIALS INC COM 26969P108 44,824 655,070 SH   DFND 1 571,246 0 83,824
GAMING & LEISURE PPTYS INC COM 36467J108 5,697 191,878 SH   SOLE   179,428 0 12,450
GAMING & LEISURE PPTYS INC COM 36467J108 33,393 1,124,473 SH   DFND 1 979,040 0 145,433
GAMING & LEISURE PPTYS INC COM 36467J108 4,396 148,012 SH   DFND 2 148,012 0 0
GILEAD SCIENCES INC COM 375558103 226 2,305 SH   SOLE   2,305 0 0
GILEAD SCIENCES INC COM 375558103 570 5,800 SH   DFND 1 5,800 0 0
GILEAD SCIENCES INC COM 375558103 4,527 46,100 SH   DFND 2 46,100 0 0
HARLEY DAVIDSON INC COM 412822108 148 2,705 SH   SOLE   2,705 0 0
HARLEY DAVIDSON INC COM 412822108 378 6,900 SH   DFND 1 6,900 0 0
HARLEY DAVIDSON INC COM 412822108 3,173 57,800 SH   DFND 2 57,800 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 151 3,311 SH   SOLE   3,311 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 399 8,700 SH   DFND 1 8,700 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,503 76,500 SH   DFND 2 76,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 8,606 300,740 SH   SOLE   286,590 0 14,150
HD SUPPLY HLDGS INC COM 40416M105 33,948 1,186,145 SH   DFND 1 1,032,495 0 153,650
INTL PAPER CO COM 460146103 175 4,625 SH   SOLE   4,625 0 0
INTL PAPER CO COM 460146103 435 11,500 SH   DFND 1 11,500 0 0
INTL PAPER CO COM 460146103 3,457 91,500 SH   DFND 2 91,500 0 0
KAR AUCTION SVCS INC COM 48238T109 185 5,200 SH   SOLE   5,200 0 0
KAR AUCTION SVCS INC COM 48238T109 469 13,200 SH   DFND 1 13,200 0 0
KAR AUCTION SVCS INC COM 48238T109 4,158 117,100 SH   DFND 2 117,100 0 0
KLX INC COM 482539103 7,592 212,424 SH   SOLE   0 0 212,424
LAMAR ADVERTISING CO NEW CL A 512816109 196 3,750 SH   SOLE   3,750 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 496 9,500 SH   DFND 1 9,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,901 74,756 SH   DFND 2 74,756 0 0
LAZARD LTD SHS A G54050102 131 3,011 SH   SOLE   3,011 0 0
LAZARD LTD SHS A G54050102 381 8,800 SH   DFND 1 8,800 0 0
LAZARD LTD SHS A G54050102 2,953 68,200 SH   DFND 2 68,200 0 0
LENNAR CORP CL A 526057104 5,462 113,460 SH   SOLE   108,160 0 5,300
LENNAR CORP CL A 526057104 21,493 446,450 SH   DFND 1 388,875 0 57,575
MCKESSON CORP COM 58155Q103 18,298 98,889 SH   SOLE   65,149 0 33,740
MCKESSON CORP COM 58155Q103 49,889 269,600 SH   DFND 1 235,035 0 34,565
MCKESSON CORP COM 58155Q103 3,720 20,100 SH   DFND 2 20,100 0 0
MEDIA GEN INC NEW COM 58441K100 4,825 344,988 SH   SOLE   320,555 0 24,433
MEDIA GEN INC NEW COM 58441K100 11,717 837,616 SH   DFND 1 759,479 0 78,137
MEDTRONIC PLC SHS G5960L103 174 2,607 SH   SOLE   2,607 0 0
MEDTRONIC PLC SHS G5960L103 394 5,900 SH   DFND 1 5,900 0 0
MEDTRONIC PLC SHS G5960L103 3,207 47,900 SH   DFND 2 47,900 0 0
METLIFE INC COM 59156R108 7,422 157,263 SH   SOLE   150,113 0 7,150
METLIFE INC COM 59156R108 29,387 623,293 SH   DFND 1 544,118 0 79,175
METLIFE INC COM 59156R108 2,970 63,000 SH   DFND 2 63,000 0 0
MONDELEZ INTL INC CL A 609207105 181 4,313 SH   SOLE   4,313 0 0
MONDELEZ INTL INC CL A 609207105 473 11,300 SH   DFND 1 11,300 0 0
MONDELEZ INTL INC CL A 609207105 4,016 95,900 SH   DFND 2 95,900 0 0
MYLAN N V SHS EURO N59465109 20,330 505,020 SH   SOLE   491,845 0 13,175
MYLAN N V SHS EURO N59465109 45,563 1,131,770 SH   DFND 1 986,864 0 144,906
NEXSTAR BROADCASTING GROUP I CL A 65336K103 128 2,709 SH   SOLE   2,709 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 336 7,100 SH   DFND 1 7,100 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 2,860 60,400 SH   DFND 2 60,400 0 0
NOBLE ENERGY INC COM 655044105 3,939 130,402 SH   SOLE   124,177 0 6,225
NOBLE ENERGY INC COM 655044105 15,658 518,766 SH   DFND 1 451,891 0 66,875
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 16,592 1,343,295 SH   SOLE   828,900 0 514,395
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 41,896 3,392,510 SH   DFND 1 2,959,260 0 433,250
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 3,943 319,300 SH   DFND 2 319,300 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 133 2,009 SH   SOLE   2,009 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 357 5,400 SH   DFND 1 5,400 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,911 44,000 SH   DFND 2 44,000 0 0
OUTFRONT MEDIA INC COM 69007J106 151 7,261 SH   SOLE   7,261 0 0
OUTFRONT MEDIA INC COM 69007J106 387 18,658 SH   DFND 1 18,658 0 0
OUTFRONT MEDIA INC COM 69007J106 3,167 152,242 SH   DFND 2 152,242 0 0
PFIZER INC COM 717081103 168 5,363 SH   SOLE   5,363 0 0
PFIZER INC COM 717081103 434 13,800 SH   DFND 1 13,800 0 0
PFIZER INC COM 717081103 3,703 117,900 SH   DFND 2 117,900 0 0
PRUDENTIAL FINL INC COM 744320102 11,344 148,863 SH   SOLE   142,013 0 6,850
PRUDENTIAL FINL INC COM 744320102 44,482 583,673 SH   DFND 1 509,673 0 74,000
PRUDENTIAL FINL INC COM 744320102 4,329 56,800 SH   DFND 2 56,800 0 0
QUANTA SVCS INC COM 74762E102 6,687 276,220 SH   SOLE   263,745 0 12,475
QUANTA SVCS INC COM 74762E102 27,173 1,122,350 SH   DFND 1 977,125 0 145,225
RALPH LAUREN CORP CL A 751212101 189 1,601 SH   SOLE   1,601 0 0
RALPH LAUREN CORP CL A 751212101 508 4,300 SH   DFND 1 4,300 0 0
RALPH LAUREN CORP CL A 751212101 4,077 34,500 SH   DFND 2 34,500 0 0
RAYTHEON CO COM NEW 755111507 2,821 25,820 SH   SOLE   0 0 25,820
REALOGY HLDGS CORP COM 75605Y106 17,935 476,635 SH   SOLE   463,210 0 13,425
REALOGY HLDGS CORP COM 75605Y106 42,341 1,125,197 SH   DFND 1 980,497 0 144,700
SANOFI SPONSORED ADR 80105N105 237 5,000 SH   SOLE   5,000 0 0
SANOFI SPONSORED ADR 80105N105 422 8,900 SH   DFND 1 8,900 0 0
SANOFI SPONSORED ADR 80105N105 4,547 95,800 SH   DFND 2 95,800 0 0
SHIRE PLC SPONSORED ADR 82481R106 17,937 87,402 SH   SOLE   57,222 0 30,180
SHIRE PLC SPONSORED ADR 82481R106 49,448 240,931 SH   DFND 1 209,941 0 30,990
SINCLAIR BROADCAST GROUP INC CL A 829226109 215 8,505 SH   SOLE   8,505 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 513 20,242 SH   DFND 1 20,242 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,294 169,561 SH   DFND 2 169,561 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 226 4,935 SH   SOLE   4,935 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 563 12,300 SH   DFND 1 12,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,493 120,000 SH   DFND 2 120,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 42,982 224,300 SH Put SOLE   164,300 0 60,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,073 63,000 SH Put DFND 1 63,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 687 3,585 SH   DFND 1 3,585 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 103,997 542,700 SH Put DFND 2 542,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 7,104 99,397 SH   SOLE   94,672 0 4,725
TEMPUR SEALY INTL INC COM 88023U101 28,945 405,223 SH   DFND 1 353,338 0 51,885
TERADYNE INC COM 880770102 152 8,474 SH   SOLE   8,474 0 0
TERADYNE INC COM 880770102 385 21,400 SH   DFND 1 21,400 0 0
TERADYNE INC COM 880770102 3,951 219,375 SH   DFND 2 219,375 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 210 3,716 SH   SOLE   3,716 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 514 9,100 SH   DFND 1 9,100 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4,274 75,700 SH   DFND 2 75,700 0 0
THE ADT CORPORATION COM 00101J106 212 7,072 SH   SOLE   7,072 0 0
THE ADT CORPORATION COM 00101J106 556 18,600 SH   DFND 1 18,500 0 100
THE ADT CORPORATION COM 00101J106 4,387 146,700 SH   DFND 2 146,700 0 0
TIME WARNER INC COM NEW 887317303 159 2,310 SH   SOLE   2,310 0 0
TIME WARNER INC COM NEW 887317303 406 5,900 SH   DFND 1 5,900 0 0
TIME WARNER INC COM NEW 887317303 3,417 49,700 SH   DFND 2 49,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 184 2,208 SH   SOLE   2,208 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 232 2,800 SH   DFND 1 2,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,354 52,400 SH   DFND 2 52,400 0 0
WESTROCK CO COM 96145D105 10,932 212,437 SH   SOLE   202,519 0 9,918
WESTROCK CO COM 96145D105 42,868 833,322 SH   DFND 1 726,673 0 106,649
WESTROCK CO COM 96145D105 3,379 65,700 SH   DFND 2 65,700 0 0
WHIRLPOOL CORP COM 963320106 18,575 126,127 SH   SOLE   122,052 0 4,075
WHIRLPOOL CORP COM 963320106 50,321 341,715 SH   DFND 1 298,100 0 43,615
WHIRLPOOL CORP COM 963320106 2,710 18,400 SH   DFND 2 18,400 0 0
WILLIAMS SONOMA INC COM 969904101 176 2,307 SH   SOLE   2,307 0 0
WILLIAMS SONOMA INC COM 969904101 451 5,900 SH   DFND 1 5,900 0 0
WILLIAMS SONOMA INC COM 969904101 3,901 51,100 SH   DFND 2 51,100 0 0