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
ALLERGAN PLC SHS G0177J108 291,360 1,260,809 SH   SOLE N/A 1,260,809 0 0
ALLSTATE CORP COM 020002101 233,393 3,336,569 SH   SOLE N/A 3,336,569 0 0
ALPHABET INC CAP STK CL C 02079K107 436,023 630,000 SH   SOLE N/A 630,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 60,604 4,764,435 SH   SOLE N/A 4,764,435 0 0
ATLANTICA YIELD PLC SHS G0751N103 116,962 6,295,065 SH   SOLE N/A 6,295,065 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 75,555 6,270,130 SH   SOLE N/A 6,270,130 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 434,564 11,414,857 SH   SOLE N/A 11,414,857 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 3,500 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,984 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO COM 37045V100 39,366 1,391,036 SH   SOLE N/A 1,391,036 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 18,195 709,076 SH   SOLE N/A 709,076 0 0
HAIN CELESTIAL GROUP INC COM 405217100 63,756 1,281,528 SH   SOLE N/A 1,281,528 0 0
HCA HOLDINGS INC COM 40412C101 93,717 1,216,940 SH   SOLE N/A 1,216,940 0 0
HD SUPPLY HLDGS INC COM 40416M105 95,995 2,756,896 SH   SOLE N/A 2,756,896 0 0
HUNTSMAN CORP COM 447011107 90,481 6,727,231 SH   SOLE N/A 6,727,231 0 0
INGERSOLL-RAND PLC SHS G47791101 30,191 474,102 SH   SOLE N/A 474,102 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 15,897 781,173 SH   SOLE N/A 781,173 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 13 793,836 SH   SOLE N/A 793,836 0 0
KINDER MORGAN INC DEL COM 49456B101 28,080 1,500,000 SH   SOLE N/A 1,500,000 0 0
MOHAWK INDS INC COM 608190104 144,325 760,568 SH   SOLE N/A 760,568 0 0
NXP SEMICONDUCTORS N V COM N6596X109 109,676 1,400,000 SH   SOLE N/A 1,400,000 0 0
OWENS CORNING NEW COM 690742101 171,860 3,335,787 SH   SOLE N/A 3,335,787 0 0
PPG INDS INC COM 693506107 22,644 217,419 SH   SOLE N/A 217,419 0 0
QUORUM HEALTH CORP COM 74909E106 8,262 771,436 SH   SOLE N/A 771,436 0 0
SOUTHWEST AIRLS CO COM 844741108 136,410 3,478,953 SH   SOLE N/A 3,478,953 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,789 22,854 SH   SOLE N/A 22,854 0 0
SYNCHRONY FINL COM 87165B103 153,402 6,068,117 SH   SOLE N/A 6,068,117 0 0
TERRAFORM GLOBAL INC CL A 88104M101 12,065 3,701,067 SH   SOLE N/A 3,701,067 0 0
TERRAFORM PWR INC CL A COM 88104R100 94,925 8,708,708 SH   SOLE N/A 8,708,708 0 0
TRIUMPH GROUP INC NEW COM 896818101 35,648 1,004,155 SH   SOLE N/A 1,004,155 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 88,613 3,275,900 SH   SOLE N/A 3,275,900 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 29,550 1,084,414 SH   SOLE N/A 1,084,414 0 0
US FOODS HLDG CORP COM 912008109 17,930 739,675 SH   SOLE N/A 739,675 0 0
WESTERN DIGITAL CORP COM 958102105 68,527 1,450,000 SH   SOLE N/A 1,450,000 0 0
WHIRLPOOL CORP COM 963320106 217,530 1,305,387 SH   SOLE N/A 1,305,387 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 321,004 9,266,864 SH   SOLE N/A 9,266,864 0 0
WMIH CORP COM 92936P100 36,382 16,388,287 SH   SOLE N/A 16,388,287 0 0