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
ADT INC COM 00090Q103 88,974 9,475,425 SH   SOLE   9,475,425 0 0
ALASKA COMMUNICATIONS SYS GR COM 01167P101 246 150,000 SH   SOLE   150,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 62,391 448,825 SH   SOLE   448,825 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 741 4,500 SH   SOLE   4,500 0 0
ALLERGAN PLC SHS G0177J108 53,192 279,255 SH   SOLE   279,255 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 1,522 50,000 SH   SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 724 600 SH   SOLE   600 0 0
AMAZON COM INC COM 023135106 193,534 96,622 SH   SOLE   96,622 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 63,947 1,547,225 SH   SOLE   1,547,225 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 10,797 312,500 SH   SOLE   312,500 0 0
ASCENA RETAIL GROUP INC COM 04351G101 108 23,525 SH   SOLE   23,525 0 0
AVON PRODS INC COM 054303102 60,326 27,420,713 SH   SOLE   27,420,713 0 0
BANK AMER CORP *W EXP 01/16/201 060505146 712 40,000 SH   SOLE   40,000 0 0
BANK AMER CORP COM 060505104 64,371 2,185,029 SH   SOLE   2,185,029 0 0
BARCLAYS PLC ADR 06738E204 148 16,545 SH   SOLE   16,545 0 0
BARINGS BDC INC COM 06759L103 5,678 567,278 SH   SOLE   567,278 0 0
BAUSCH HEALTH COS INC COM 071734107 126,497 4,927,819 SH   SOLE   4,927,819 0 0
BED BATH & BEYOND INC COM 075896100 1,083 72,185 SH   SOLE   72,185 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,902 155,000 SH   SOLE   155,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 82,481 1,864,407 SH   SOLE   1,864,407 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 8,948 396,800 SH   SOLE   396,800 0 0
CARVANA CO CL A 146869102 236 4,000 SH   SOLE   4,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 58 14,560 SH   SOLE   14,560 0 0
CELGENE CORP COM 151020104 74,451 831,945 SH   SOLE   831,945 0 0
CENTURY CMNTYS INC COM 156504300 446 17,000 SH   SOLE   17,000 0 0
CENTURYLINK INC COM 156700106 94,780 4,470,760 SH   SOLE   4,470,760 0 0
CHEGG INC COM 163092109 15,636 550,000 SH   SOLE   550,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 131 29,125 SH   SOLE   29,125 0 0
CHIMERA INVT CORP COM NEW 16934Q208 5,076 280,000 SH   SOLE   280,000 0 0
CITIGROUP INC COM NEW 172967424 46,440 647,331 SH   SOLE   647,331 0 0
CLEVELAND CLIFFS INC COM 185899101 229 18,093 SH   SOLE   18,093 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 505 146,065 SH   SOLE   146,065 0 0
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 20451Q104 2,541 140,000 SH   SOLE   140,000 0 0
COTT CORP QUE COM 22163N106 8,882 550,000 SH   SOLE   550,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 5,657 378,645 SH   SOLE   378,645 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 88,678 1,533,430 SH   SOLE   1,533,430 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 227 19,990 SH   SOLE   19,990 0 0
DIREXION SHS ETF TR DALY HOM B&S BUL 25490K596 2,564 60,000 SH   SOLE   60,000 0 0
DISCOVERY INC COM SER A 25470F104 65,227 2,038,350 SH   SOLE   2,038,350 0 0
DONNELLEY R R & SONS CO COM 257867200 90 16,680 SH   SOLE   16,680 0 0
ENDO INTL PLC SHS G30401106 151,877 9,024,155 SH   SOLE   9,024,155 0 0
ENDURANCE INTL GROUP HLDGS I COM 29272B105 51,195 5,817,650 SH   SOLE   5,817,650 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 4,630 208,000 SH   SOLE   208,000 0 0
ETFS PLATINUM TR SH BEN INT 26922V101 7,696 10,000 SH   SOLE   10,000 0 0
EVENTBRITE INC COM CL A 29975E109 3,674 96,750 SH   SOLE   96,750 0 0
EXPRESS INC COM 30219E103 272 24,580 SH   SOLE   24,580 0 0
FACEBOOK INC CL A 30303M102 90,367 549,480 SH   SOLE   549,480 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 8,755 500,000 SH   SOLE   500,000 0 0
FLEXION THERAPEUTICS INC COM 33938J106 53,907 2,881,200 SH   SOLE   2,881,200 0 0
FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 1,587 244,240 SH   SOLE   244,240 0 0
FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 9,606 1,480,000 SH Call SOLE   1,480,000 0 0
GAMESTOP CORP NEW CL A 36467W109 957 62,675 SH   SOLE   62,675 0 0
GENWORTH FINL INC COM CL A 37247D106 88,255 21,164,205 SH   SOLE   21,164,205 0 0
GNC HLDGS INC COM CL A 36191G107 398 96,075 SH   SOLE   96,075 0 0
GREENHILL & CO INC COM 395259104 5,635 213,835 SH   SOLE   213,835 0 0
GTY TECHNOLOGY HOLDINGS INC UNIT 99/99/9999 G4182A110 20,148 1,862,125 SH   SOLE   1,862,125 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 3,089 170,000 SH   SOLE   170,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 7,344 680,000 SH   SOLE   680,000 0 0
HOWARD HUGHES CORP COM 44267D107 621 5,000 SH   SOLE   5,000 0 0
INTREXON CORP COM 46122T102 81,047 4,706,550 SH   SOLE   4,706,550 0 0
INTREXON CORP COM 46122T102 19,114 1,110,000 SH Call SOLE   1,110,000 0 0
JMP GROUP LLC COM 46629U107 1,593 300,000 SH   SOLE   300,000 0 0
JPMORGAN CHASE & CO COM 46625H100 86,916 770,257 SH   SOLE   770,257 0 0
JUST ENERGY GROUP INC COM 48213W101 5,641 1,817,225 SH   SOLE   1,817,225 0 0
KKR & CO INC CL A 48251W104 1,091 40,000 SH   SOLE   40,000 0 0
LAS VEGAS SANDS CORP COM 517834107 356 6,000 SH   SOLE   6,000 0 0
LENNAR CORP CL A 526057104 64,884 1,389,675 SH   SOLE   1,389,675 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 134 15,500 SH   SOLE   15,500 0 0
LYON WILLIAM HOMES CL A NEW 552074700 318 20,000 SH   SOLE   20,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 12,271 266,000 SH   SOLE   266,000 0 0
MAIDEN HOLDINGS LTD SHS G5753U112 4,781 1,677,620 SH   SOLE   1,677,620 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 91,619 3,125,850 SH   SOLE   3,125,850 0 0
MBIA INC COM 55262C100 723 67,600 SH   SOLE   67,600 0 0
MICRON TECHNOLOGY INC COM 595112103 9,046 200,000 SH   SOLE   200,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,116 181,235 SH   SOLE   181,235 0 0
NATIONAL CINEMEDIA INC COM 635309107 7,731 730,000 SH   SOLE   730,000 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 4,864 310,000 SH   SOLE   310,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 6,304 353,750 SH   SOLE   353,750 0 0
NEWELL BRANDS INC COM 651229106 50,051 2,465,560 SH   SOLE   2,465,560 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 4,524 390,000 SH   SOLE   390,000 0 0
NOBLE CORP PLC SHS USD G65431101 645 91,800 SH   SOLE   91,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 61,934 724,370 SH   SOLE   724,370 0 0
OBSIDIAN ENERGY LTD COM 674482104 116 121,764 SH   SOLE   121,764 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 518 350,000 SH   SOLE   350,000 0 0
ONEMAIN HLDGS INC COM 68268W103 106,552 3,170,255 SH   SOLE   3,170,255 0 0
PANDORA MEDIA INC COM 698354107 60,946 6,408,650 SH   SOLE   6,408,650 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 6,547 525,000 SH   SOLE   525,000 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831 2,988 42,000 SH   SOLE   42,000 0 0
PROSHARES TR ULTRPRO S&P500 74347X864 17,991 314,148 SH   SOLE   314,148 0 0
PULTE GROUP INC COM 745867101 56,268 2,271,600 SH   SOLE   2,271,600 0 0
QUALCOMM INC COM 747525103 38,491 534,370 SH   SOLE   534,370 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 81,163 5,236,350 SH   SOLE   5,236,350 0 0
RH COM 74967X103 145,688 1,112,035 SH   SOLE   1,112,035 0 0
SEASPAN CORP SHS Y75638109 6,094 731,525 SH   SOLE   731,525 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 36,538 125,681 SH   SOLE   125,681 0 0
STARWOOD PPTY TR INC COM 85571B105 3,125 145,200 SH   SOLE   145,200 0 0
STITCH FIX INC COM CL A 860897107 38,396 877,225 SH   SOLE   877,225 0 0
SUNCOKE ENERGY PARTNERS L P COMUNIT REP LT 86722Y101 1,372 90,000 SH   SOLE   90,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 84,123 3,905,452 SH   SOLE   3,905,452 0 0
TRIPLEPOINT VENTURE GROWTH B COM 89677Y100 1,668 122,711 SH   SOLE   122,711 0 0
TUPPERWARE BRANDS CORP COM 899896104 9,700 290,000 SH   SOLE   290,000 0 0
TWITTER INC COM 90184L102 1,167 41,000 SH   SOLE   41,000 0 0
TWO HBRS INVT CORP COM NEW 90187B408 5,660 379,080 SH   SOLE   379,080 0 0
UNISYS CORP COM NEW 909214306 794 38,940 SH   SOLE   38,940 0 0
UNITED CONTL HLDGS INC COM 910047109 88,763 996,665 SH   SOLE   996,665 0 0
WALKER & DUNLOP INC COM 93148P102 10,576 200,000 SH   SOLE   200,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 4,197 575,000 SH   SOLE   575,000 0 0
WELLS FARGO CO NEW COM 949746101 312 5,933 SH   SOLE   5,933 0 0
WESTERN ASSET MTG CAP CORP COM 95790D105 1,432 142,900 SH   SOLE   142,900 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 15,416 4,817,546 SH   SOLE   4,817,546 0 0