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
AECOM COM 00766T100 35,843 1,205,632 SH   SOLE   1,205,632 0 0
AECOM COM 00766T100 5,328 179,225 SH   OTR 1 179,225 0 0
AECOM COM 00766T100 18,424 619,714 SH   OTR 2 619,714 0 0
AERCAP HOLDINGS NV SHS N00985106 276,291 7,178,252 SH   SOLE   7,178,252 0 0
AERCAP HOLDINGS NV SHS N00985106 64,421 1,673,700 SH   OTR 1 1,673,700 0 0
AERCAP HOLDINGS NV SHS N00985106 142,695 3,707,326 SH   OTR 2 3,707,326 0 0
AERCAP HOLDINGS NV SHS N00985106 7,969 207,030 SH   OTR 3 207,030 0 0
AMAYA INC COM 02314M108 36,544 2,257,384 SH   SOLE   2,257,384 0 0
AMAYA INC COM 02314M108 8,826 545,200 SH   OTR 1 545,200 0 0
AMAYA INC COM 02314M108 18,780 1,160,100 SH   OTR 2 1,160,100 0 0
AMERCO COM 023586100 40,723 125,600 SH   SOLE   125,600 0 0
AMERCO COM 023586100 9,759 30,100 SH   OTR 1 30,100 0 0
AMERCO COM 023586100 20,848 64,300 SH   OTR 2 64,300 0 0
APPLE INC COM 037833100 340,596 3,014,924 SH   SOLE   3,014,924 0 0
APPLE INC COM 037833100 66,107 585,176 SH   OTR 1 585,176 0 0
APPLE INC COM 037833100 176,683 1,563,980 SH   OTR 2 1,563,980 0 0
APPLE INC COM 037833100 3,430 30,360 SH   OTR 3 30,360 0 0
ARRIS INTL INC SHS G0551A103 30,877 1,089,900 SH   SOLE   1,089,900 0 0
ARRIS INTL INC SHS G0551A103 6,193 218,600 SH   OTR 1 218,600 0 0
ARRIS INTL INC SHS G0551A103 14,825 523,300 SH   OTR 2 523,300 0 0
AVANGRID INC COM 05351W103 74,786 1,790,000 SH   SOLE   1,790,000 0 0
AVANGRID INC COM 05351W103 16,077 384,800 SH   OTR 1 384,800 0 0
AVANGRID INC COM 05351W103 38,438 920,000 SH   OTR 2 920,000 0 0
CALPINE CORP COM NEW 131347304 81,503 6,448,000 SH   SOLE   6,448,000 0 0
CALPINE CORP COM NEW 131347304 18,418 1,457,100 SH   OTR 1 1,457,100 0 0
CALPINE CORP COM NEW 131347304 42,151 3,334,700 SH   OTR 2 3,334,700 0 0
CHEMOURS CO COM 163851108 151,992 9,499,486 SH   SOLE   9,499,486 0 0
CHEMOURS CO COM 163851108 31,766 1,985,400 SH   OTR 1 1,985,400 0 0
CHEMOURS CO COM 163851108 78,117 4,882,300 SH   OTR 2 4,882,300 0 0
CIGNA CORPORATION COM 125509109 32,228 247,300 SH   SOLE   247,300 0 0
CIGNA CORPORATION COM 125509109 7,897 60,600 SH   OTR 1 60,600 0 0
CIGNA CORPORATION COM 125509109 16,564 127,100 SH   OTR 2 127,100 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 50,354 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 11,149 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 23,568 1,520,500 SH   OTR 2 1,520,500 0 0
CONSOL ENERGY INC COM 20854P109 192,485 10,025,267 SH   SOLE   10,025,267 0 0
CONSOL ENERGY INC COM 20854P109 42,749 2,226,500 SH   OTR 1 2,226,500 0 0
CONSOL ENERGY INC COM 20854P109 106,056 5,523,749 SH   OTR 2 5,523,749 0 0
CONSOL ENERGY INC COM 20854P109 1,864 97,100 SH   OTR 3 97,100 0 0
DILLARDS INC CL A 254067101 67,669 1,073,942 SH   SOLE   1,073,942 0 0
DILLARDS INC CL A 254067101 15,223 241,600 SH   OTR 1 241,600 0 0
DILLARDS INC CL A 254067101 34,775 551,900 SH   OTR 2 551,900 0 0
DILLARDS INC CL A 254067101 4,047 64,230 SH   OTR 3 64,230 0 0
DSW INC CL A 23334L102 41,996 2,050,600 SH   SOLE   2,050,600 0 0
DSW INC CL A 23334L102 9,480 462,900 SH   OTR 1 462,900 0 0
DSW INC CL A 23334L102 21,719 1,060,500 SH   OTR 2 1,060,500 0 0
F M C CORP COM NEW 302491303 20,361 421,200 SH   SOLE   421,200 0 0
F M C CORP COM NEW 302491303 4,761 98,500 SH   OTR 1 98,500 0 0
F M C CORP COM NEW 302491303 9,663 199,900 SH   OTR 2 199,900 0 0
GENERAL MTRS CO COM 37045V100 305,662 9,621,098 SH   SOLE   9,621,098 0 0
GENERAL MTRS CO COM 37045V100 73,366 2,309,300 SH   OTR 1 2,309,300 0 0
GENERAL MTRS CO COM 37045V100 156,455 4,924,602 SH   OTR 2 4,924,602 0 0
GENERAL MTRS CO COM 37045V100 4,607 145,000 SH   OTR 3 145,000 0 0
GEO GROUP INC NEW COM 36162J106 3,903 164,133 SH   SOLE   164,133 0 0
GEO GROUP INC NEW COM 36162J106 937 39,400 SH   OTR 1 39,400 0 0
GEO GROUP INC NEW COM 36162J106 1,988 83,600 SH   OTR 2 83,600 0 0
GREEN BRICK PARTNERS INC COM 392709101 142,004 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 28,636 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 28,580 3,460,054 SH   OTR 2 3,460,054 0 0
IAC INTERACTIVECORP COM 44919P508 42,770 684,654 SH   SOLE   684,654 0 0
IAC INTERACTIVECORP COM 44919P508 20,321 325,296 SH   OTR 2 325,296 0 0
IAC INTERACTIVECORP COM 44919P508 747 11,950 SH   OTR 3 11,950 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 25,812 755,165 SH   SOLE   755,165 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,408 99,709 SH   OTR 1 99,709 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 13,267 388,144 SH   OTR 2 388,144 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 62,189 1,882,818 SH   SOLE   1,882,818 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,677 444,347 SH   OTR 1 444,347 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 31,960 967,615 SH   OTR 2 967,615 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 81,501 1,741,850 SH   SOLE   1,741,850 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,568 418,200 SH   OTR 1 418,200 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 41,725 891,752 SH   OTR 2 891,752 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 707 15,100 SH   OTR 3 15,100 0 0
MYLAN N V SHS EURO N59465109 139,697 3,664,652 SH   SOLE   3,664,652 0 0
MYLAN N V SHS EURO N59465109 32,770 859,648 SH   OTR 1 859,648 0 0
MYLAN N V SHS EURO N59465109 71,502 1,875,700 SH   OTR 2 1,875,700 0 0
PVH CORP COM 693656100 38,616 349,470 SH   SOLE   349,470 0 0
PVH CORP COM 693656100 19,857 179,700 SH   OTR 2 179,700 0 0
QUORUM HEALTH CORP COM 74909E106 10,646 1,697,950 SH   SOLE   1,697,950 0 0
QUORUM HEALTH CORP COM 74909E106 5,040 803,850 SH   OTR 2 803,850 0 0
RITE AID CORP COM 767754104 58,798 7,646,035 SH   SOLE   7,646,035 0 0
RITE AID CORP COM 767754104 14,441 1,877,900 SH   OTR 1 1,877,900 0 0
RITE AID CORP COM 767754104 30,138 3,919,100 SH   OTR 2 3,919,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 40,947 908,311 SH   SOLE   908,311 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 21,182 469,882 SH   OTR 2 469,882 0 0
TERRAFORM GLOBAL INC CL A 88104M101 4,574 1,112,891 SH   SOLE   1,112,891 0 0
TERRAFORM GLOBAL INC CL A 88104M101 2,141 520,900 SH   OTR 2 520,900 0 0
TERRAFORM PWR INC CL A COM 88104R100 14,563 1,046,925 SH   SOLE   1,046,925 0 0
TERRAFORM PWR INC CL A COM 88104R100 6,692 481,100 SH   OTR 2 481,100 0 0
TIME WARNER INC COM NEW 887317303 176,143 2,212,574 SH   SOLE   2,212,574 0 0
TIME WARNER INC COM NEW 887317303 38,213 480,000 SH   OTR 1 480,000 0 0
TIME WARNER INC COM NEW 887317303 91,101 1,144,335 SH   OTR 2 1,144,335 0 0
TIME WARNER INC COM NEW 887317303 2,102 26,400 SH   OTR 3 26,400 0 0
TRI POINTE GROUP INC COM 87265H109 16,003 1,214,182 SH   SOLE   1,214,182 0 0
TRI POINTE GROUP INC COM 87265H109 3,751 284,600 SH   OTR 1 284,600 0 0
TRI POINTE GROUP INC COM 87265H109 7,575 574,700 SH   OTR 2 574,700 0 0
UNITED STATES STL CORP NEW COM 912909108 33,493 1,775,900 SH   SOLE   1,775,900 0 0
UNITED STATES STL CORP NEW COM 912909108 7,519 398,700 SH   OTR 1 398,700 0 0
UNITED STATES STL CORP NEW COM 912909108 17,261 915,200 SH   OTR 2 915,200 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 129,180 4,887,635 SH   SOLE   4,887,635 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 19,602 741,650 SH   OTR 1 741,650 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 66,392 2,512,011 SH   OTR 2 2,512,011 0 0
VOYA FINL INC COM 929089100 85,467 2,965,560 SH   SOLE   2,965,560 0 0
VOYA FINL INC COM 929089100 19,563 678,800 SH   OTR 1 678,800 0 0
VOYA FINL INC COM 929089100 43,920 1,523,941 SH   OTR 2 1,523,941 0 0
YAHOO INC COM 984332106 108,185 2,510,100 SH   SOLE   2,510,100 0 0
YAHOO INC COM 984332106 25,123 582,900 SH   OTR 1 582,900 0 0
YAHOO INC COM 984332106 55,603 1,290,100 SH   OTR 2 1,290,100 0 0
YELP INC CL A 985817105 55,052 1,320,200 SH   SOLE   1,320,200 0 0
YELP INC CL A 985817105 12,314 295,300 SH   OTR 1 295,300 0 0
YELP INC CL A 985817105 28,544 684,500 SH   OTR 2 684,500 0 0