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 280,589 1,218,309 SH   SOLE N/A 1,218,309 0 0
ALLSTATE CORP COM 020002101 215,829 3,119,823 SH   SOLE N/A 3,119,823 0 0
ALPHABET INC CAP STK CL C 02079K107 366,881 472,000 SH   SOLE N/A 472,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 60,461 4,764,435 SH   SOLE N/A 4,764,435 0 0
APPLE INC COM 037833100 90,440 800,000 SH   SOLE N/A 800,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 114,183 6,006,471 SH   SOLE N/A 6,006,471 0 0
BANK AMER CORP COM 060505104 64,717 4,135,303 SH   SOLE N/A 4,135,303 0 0
CITIGROUP INC COM NEW 172967424 4,723 100,000 SH   SOLE N/A 100,000 0 0
CITIZENS FINL GROUP INC COM 174610105 63,755 2,580,137 SH   SOLE N/A 2,580,137 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 15,774 330,000 SH   SOLE N/A 330,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,946 481,350 SH   SOLE N/A 481,350 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 429,779 11,615,657 SH   SOLE N/A 11,615,657 0 0
FACEBOOK INC CL A 30303M102 190,431 1,484,608 SH   SOLE N/A 1,484,608 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 2,653 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO COM 37045V100 3,013 94,826 SH   SOLE N/A 94,826 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 27,748 859,076 SH   SOLE N/A 859,076 0 0
HAIN CELESTIAL GROUP INC COM 405217100 45,376 1,275,331 SH   SOLE N/A 1,275,331 0 0
HCA HOLDINGS INC COM 40412C101 93,550 1,236,940 SH   SOLE N/A 1,236,940 0 0
HD SUPPLY HLDGS INC COM 40416M105 90,237 2,821,662 SH   SOLE N/A 2,821,662 0 0
HUNTSMAN CORP COM 447011107 103,238 6,345,318 SH   SOLE N/A 6,345,318 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 16,116 781,173 SH   SOLE N/A 781,173 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 12 793,836 SH   SOLE N/A 793,836 0 0
KINDER MORGAN INC DEL COM 49456B101 84,425 3,650,000 SH   SOLE N/A 3,650,000 0 0
MOHAWK INDS INC COM 608190104 115,807 578,051 SH   SOLE N/A 578,051 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,162 30,999 SH   SOLE N/A 30,999 0 0
OWENS CORNING NEW COM 690742101 157,608 2,952,007 SH   SOLE N/A 2,952,007 0 0
PNC FINL SVCS GROUP INC COM 693475105 55,175 612,445 SH   SOLE N/A 612,445 0 0
QUALCOMM INC COM 747525103 61,650 900,000 SH   SOLE N/A 900,000 0 0
SOUTHWEST AIRLS CO COM 844741108 22,433 576,838 SH   SOLE N/A 576,838 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,943 22,854 SH   SOLE N/A 22,854 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 540,750 2,500,000 SH Put SOLE N/A 2,500,000 0 0
SYNCHRONY FINL COM 87165B103 116,611 4,164,671 SH   SOLE N/A 4,164,671 0 0
TEMPUR SEALY INTL INC COM 88023U101 67,370 1,187,347 SH   SOLE N/A 1,187,347 0 0
TERRAFORM GLOBAL INC CL A 88104M101 15,814 3,847,657 SH   SOLE N/A 3,847,657 0 0
TERRAFORM PWR INC CL A COM 88104R100 121,138 8,708,708 SH   SOLE N/A 8,708,708 0 0
US FOODS HLDG CORP COM 912008109 14,703 622,762 SH   SOLE N/A 622,762 0 0
VMWARE INC CL A COM 928563402 28,040 382,276 SH   SOLE N/A 382,276 0 0
WESTERN DIGITAL CORP COM 958102105 67,241 1,150,000 SH   SOLE N/A 1,150,000 0 0
WHIRLPOOL CORP COM 963320106 187,910 1,158,794 SH   SOLE N/A 1,158,794 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 344,635 9,266,864 SH   SOLE N/A 9,266,864 0 0
WMIH CORP COM 92936P100 18,252 7,800,000 SH   SOLE N/A 7,800,000 0 0
YAHOO INC COM 984332106 77,580 1,800,000 SH   SOLE N/A 1,800,000 0 0