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
ADIENT PLC ORD SHS G0084W101 16,231 248,261 SH   SOLE   248,261 0 0
ADIENT PLC ORD SHS G0084W101 4,446 68,000 SH   OTR 1 68,000 0 0
ADIENT PLC ORD SHS G0084W101 8,035 122,900 SH   OTR 2 122,900 0 0
AERCAP HOLDINGS NV SHS N00985106 330,918 7,127,235 SH   SOLE   7,127,235 0 0
AERCAP HOLDINGS NV SHS N00985106 77,710 1,673,700 SH   OTR 1 1,673,700 0 0
AERCAP HOLDINGS NV SHS N00985106 160,302 3,452,543 SH   OTR 2 3,452,543 0 0
AERCAP HOLDINGS NV SHS N00985106 9,612 207,030 SH   OTR 3 207,030 0 0
ALCOA CORP COM 013872106 23,893 731,800 SH   SOLE   731,800 0 0
ALCOA CORP COM 013872106 6,190 189,600 SH   OTR 1 189,600 0 0
ALCOA CORP COM 013872106 11,545 353,600 SH   OTR 2 353,600 0 0
AMAYA INC COM 02314M108 40,361 2,257,384 SH   SOLE   2,257,384 0 0
AMAYA INC COM 02314M108 9,748 545,200 SH   OTR 1 545,200 0 0
AMAYA INC COM 02314M108 20,742 1,160,100 SH   OTR 2 1,160,100 0 0
ALTABA INC COM 021346101 135,889 2,494,300 SH   SOLE   2,494,300 0 0
ALTABA INC COM 021346101 31,756 582,900 SH   OTR 1 582,900 0 0
ALTABA INC COM 021346101 65,643 1,204,900 SH   OTR 2 1,204,900 0 0
AMERCO COM 023586100 45,977 125,600 SH   SOLE   125,600 0 0
AMERCO COM 023586100 11,018 30,100 SH   OTR 1 30,100 0 0
AMERCO COM 023586100 23,538 64,300 SH   OTR 2 64,300 0 0
APPLE INC COM 037833100 335,780 2,331,484 SH   SOLE   2,331,484 0 0
APPLE INC COM 037833100 49,554 344,076 SH   OTR 1 344,076 0 0
APPLE INC COM 037833100 176,422 1,224,980 SH   OTR 2 1,224,980 0 0
APPLE INC COM 037833100 4,041 28,060 SH   OTR 3 28,060 0 0
CALPINE CORP COM NEW 131347304 86,704 6,408,300 SH   SOLE   6,408,300 0 0
CALPINE CORP COM NEW 131347304 19,715 1,457,100 SH   OTR 1 1,457,100 0 0
CALPINE CORP COM NEW 131347304 41,883 3,095,600 SH   OTR 2 3,095,600 0 0
CARS COM INC COM 14575E105 8,275 310,733 SH   SOLE   310,733 0 0
CARS COM INC COM 14575E105 2,243 84,233 SH   OTR 1 84,233 0 0
CARS COM INC COM 14575E105 4,086 153,433 SH   OTR 2 153,433 0 0
CHEMOURS CO COM 163851108 78,304 2,064,970 SH   SOLE   2,064,970 0 0
CHEMOURS CO COM 163851108 18,433 486,100 SH   OTR 1 486,100 0 0
CHEMOURS CO COM 163851108 39,892 1,052,000 SH   OTR 2 1,052,000 0 0
CLIPPER RLTY INC COM 18885T306 7,068 591,900 SH   SOLE   591,900 0 0
CLIPPER RLTY INC COM 18885T306 1,564 131,000 SH   OTR 1 131,000 0 0
CLIPPER RLTY INC COM 18885T306 3,309 277,100 SH   OTR 2 277,100 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 48,567 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 10,754 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 22,731 1,520,500 SH   OTR 2 1,520,500 0 0
CONDUENT INC COM 206787103 53,951 3,384,600 SH   SOLE   3,384,600 0 0
CONDUENT INC COM 206787103 14,325 898,700 SH   OTR 1 898,700 0 0
CONDUENT INC COM 206787103 26,727 1,676,700 SH   OTR 2 1,676,700 0 0
CONSOL ENERGY INC COM 20854P109 188,072 12,588,510 SH   SOLE   12,588,510 0 0
CONSOL ENERGY INC COM 20854P109 53,086 3,553,265 SH   OTR 1 3,553,265 0 0
CONSOL ENERGY INC COM 20854P109 96,078 6,430,906 SH   OTR 2 6,430,906 0 0
CONSOL ENERGY INC COM 20854P109 1,351 90,400 SH   OTR 3 90,400 0 0
DILLARDS INC CL A 254067101 79,100 1,371,117 SH   SOLE   1,371,117 0 0
DILLARDS INC CL A 254067101 21,651 375,300 SH   OTR 1 375,300 0 0
DILLARDS INC CL A 254067101 39,097 677,700 SH   OTR 2 677,700 0 0
DILLARDS INC CL A 254067101 5,263 91,230 SH   OTR 3 91,230 0 0
DSW INC CL A 23334L102 22,624 1,278,206 SH   SOLE   1,278,206 0 0
DSW INC CL A 23334L102 6,133 346,500 SH   OTR 1 346,500 0 0
DSW INC CL A 23334L102 11,176 631,400 SH   OTR 2 631,400 0 0
FREDS INC CL A 356108100 7,869 852,600 SH   SOLE   852,600 0 0
FREDS INC CL A 356108100 2,085 225,900 SH   OTR 1 225,900 0 0
FREDS INC CL A 356108100 3,890 421,500 SH   OTR 2 421,500 0 0
GENERAL MTRS CO COM 37045V100 1,128,148 32,297,398 SH   SOLE   32,297,398 0 0
GENERAL MTRS CO COM 37045V100 207,369 5,936,700 SH   OTR 1 5,936,700 0 0
GENERAL MTRS CO COM 37045V100 567,637 16,250,702 SH   OTR 2 16,250,702 0 0
GENERAL MTRS CO COM 37045V100 9,438 270,200 SH   OTR 3 270,200 0 0
GREEN BRICK PARTNERS INC COM 392709101 196,846 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 39,695 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 39,618 3,460,054 SH   OTR 2 3,460,054 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 41,755 2,516,900 SH   SOLE   2,516,900 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 11,431 689,000 SH   OTR 1 689,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 20,640 1,244,100 SH   OTR 2 1,244,100 0 0
MICRON TECHNOLOGY INC COM 595112103 44,832 1,501,400 SH   SOLE   1,501,400 0 0
MICRON TECHNOLOGY INC COM 595112103 12,153 407,000 SH   OTR 1 407,000 0 0
MICRON TECHNOLOGY INC COM 595112103 22,144 741,600 SH   OTR 2 741,600 0 0
MONSANTO CO NEW COM 61166W101 27,720 234,200 SH   SOLE   234,200 0 0
MONSANTO CO NEW COM 61166W101 3,788 32,000 SH   OTR 1 32,000 0 0
MONSANTO CO NEW COM 61166W101 14,049 118,700 SH   OTR 2 118,700 0 0
MYLAN N V SHS EURO N59465109 234,475 6,040,059 SH   SOLE   6,040,059 0 0
MYLAN N V SHS EURO N59465109 63,073 1,624,748 SH   OTR 1 1,624,748 0 0
MYLAN N V SHS EURO N59465109 115,315 2,970,500 SH   OTR 2 2,970,500 0 0
MYLAN N V SHS EURO N59465109 2,578 66,400 SH   OTR 3 66,400 0 0
NEW YORK REIT INC COM 64976L109 5,784 669,400 SH   SOLE   669,400 0 0
NEW YORK REIT INC COM 64976L109 2,856 330,600 SH   OTR 2 330,600 0 0
PERRIGO CO PLC SHS G97822103 107,933 1,429,200 SH   SOLE   1,429,200 0 0
PERRIGO CO PLC SHS G97822103 29,551 391,300 SH   OTR 1 391,300 0 0
PERRIGO CO PLC SHS G97822103 53,355 706,500 SH   OTR 2 706,500 0 0
PVH CORP COM 693656100 26,545 231,837 SH   SOLE   231,837 0 0
PVH CORP COM 693656100 4,317 37,700 SH   OTR 1 37,700 0 0
PVH CORP COM 693656100 13,431 117,300 SH   OTR 2 117,300 0 0
QUORUM HEALTH CORP COM 74909E106 3,237 780,016 SH   SOLE   780,016 0 0
QUORUM HEALTH CORP COM 74909E106 1,315 316,975 SH   OTR 2 316,975 0 0
RITE AID CORP COM 767754104 28,315 9,598,289 SH   SOLE   9,598,289 0 0
RITE AID CORP COM 767754104 7,456 2,527,600 SH   OTR 1 2,527,600 0 0
RITE AID CORP COM 767754104 13,727 4,653,100 SH   OTR 2 4,653,100 0 0
TEGNA INC COM 87901J105 19,560 1,357,400 SH   SOLE   1,357,400 0 0
TEGNA INC COM 87901J105 5,355 371,600 SH   OTR 1 371,600 0 0
TEGNA INC COM 87901J105 9,669 671,000 SH   OTR 2 671,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,077 226,200 SH   SOLE   226,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,305 61,900 SH   OTR 1 61,900 0 0
TEMPUR SEALY INTL INC COM 88023U101 5,974 111,900 SH   OTR 2 111,900 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 107,243 4,857,035 SH   SOLE   4,857,035 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 16,376 741,650 SH   OTR 1 741,650 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 51,804 2,346,211 SH   OTR 2 2,346,211 0 0
VAREX IMAGING CORP COM 92214X106 12,861 380,500 SH   SOLE   380,500 0 0
VAREX IMAGING CORP COM 92214X106 3,383 100,100 SH   OTR 1 100,100 0 0
VAREX IMAGING CORP COM 92214X106 6,233 184,400 SH   OTR 2 184,400 0 0
VOYA FINL INC COM 929089100 126,518 3,429,612 SH   SOLE   3,429,612 0 0
VOYA FINL INC COM 929089100 30,788 834,600 SH   OTR 1 834,600 0 0
VOYA FINL INC COM 929089100 61,113 1,656,641 SH   OTR 2 1,656,641 0 0