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
ADVANCE AUTO PARTS INC COM 00751Y106 54,740 341,397 SH   OTR 2 0 341,397 0
AGROFRESH SOLUTIONS *W EXP 07/31/202 00856G117 500 500,000 SH   OTR 1 0 500,000 0
ALLERGAN PLC SHS G0177J108 42,020 156,774 SH   OTR 2 0 156,774 0
ALPHABET INC CAP STK CL A 02079K305 28,715 37,639 SH   OTR 2 0 37,639 0
AMAZON COM INC COM 023135106 62,231 104,830 SH   OTR 2 0 104,830 0
APOLLO COML REAL EST FIN INC COM 03762U105 26,180 1,606,139 SH   SOLE   1,606,139 0 0
AXOVANT SCIENCES LTD COM G0750W104 4,060 353,669 SH   SOLE   4,060 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 433 156,727 SH   SOLE   156,730 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 3,951 453,050 SH   OTR 2 0 453,050 0
BIOSCRIP INC COM 09069N108 36 16,802 SH   OTR 1 0 16,802 0
BLACKSTONE MTG TR INC COM CL A 09257W100 92,516 4,367,663 SH   SOLE   4,367,663 0 0
BOOZ ALLEN HAMILTON HLDG CL A 099502106 3,511 115,960 SH   OTR 1 0 115,960 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,768,332 108,053,553 SH   SOLE   108,053,553 0 0
CATALENT INC COM 148806102 690,386 25,886,244 SH   OTR 3 0 25,886,244 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 22,694 786,907 SH   OTR 3 0 786,907 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 78,906 2,736,009 SH   OTR 1 0 2,736,009 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 55,941 3,097,530 SH   OTR 1 0 3,097,530 0
CHESAPEAKE ENERGY CORP COM 165167107 10,300 2,500,000 SH Put OTR 1 0 2,500,000 0
CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 9,439 2,008,288 SH   OTR 1 0 2,008,288 0
DOLLAR GEN CORP NEW COM 256677105 61,064 713,364 SH   OTR 2 0 713,364 0
EAGLE MATERIALS INC COM 26969P108 30,622 436,767 SH   OTR 2 0 436,767 0
EASTMAN KODAK CO COM NEW 277461406 96,296 8,875,211 SH   OTR 1 0 8,875,211 0
EASTMAN KODAK CO *W EXP 09/03/201 277461133 305 115,410 SH   OTR 1 0 115,410 0
EASTMAN KODAK CO *W EXP 09/03/201 277461141 209 115,410 SH   OTR 1 0 115,410 0
ECLIPSE RES CORP COM 27890G100 4,910 3,410,000 SH   OTR 1 0 3,410,000 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 32,196 2,689,702 SH   SOLE   2,689,702 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 16,875 1,500,000 SH   OTR 1 0 1,500,000 0
ENVIVA PARTNERS LP COM UNIT 29414J107 9,445 434,847 SH   OTR 1 0 434,847 0
EV ENERGY PARTNERS LP COM UNITS 26926V107 81 41,663 SH   SOLE   41,663 0 0
EXTENDED STAY AMER INC COM 30224P200 694,718 42,620,730 SH   SOLE   42,620,730 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 173,408 2,739,029 SH   OTR 3 0 2,739,029 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 4,560 166,064 SH   OTR 2 0 166,064 0
HCA HOLDINGS INC COM 40412C101 30,265 387,759 SH   OTR 2 0 387,759 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 10,196,861 452,791,323 SH   SOLE   452,791,323 0 0
HOME DEPOT INC COM 437076102 31,379 235,170 SH   OTR 2 0 235,170 0
HUDSON PAC PPTYS INC COM 444097109 249,473 8,626,311 SH   SOLE   8,626,311 0 0
INTELSAT S A COM L5140P101 2,801 1,111,433 SH   SOLE   1,111,433 0 0
ISHARES TR IBOXX HI YD ETF 464288513 310 3,795 SH   OTR 1 0 3,795 0
ISHARES TR IBOXX HI YD ETF 464288513 40,845 500,000 SH Call OTR 1 0 500,000 0
ITRON INC COM 465741106 31,718 760,259 SH   SOLE   760,259 0 0
JONES ENERGY INC COM CL A 48019R108 4,550 1,366,235 SH   OTR 1 0 1,366,235 0
KOSMOS ENERGY LTD SHS G5315B107 561,936 96,552,512 SH   OTR 3 0 96,552,512 0
LA QUINTA HLDGS INC COM 50420D108 439,663 35,173,076 SH   SOLE   35,173,076 0 0
MASONITE INTL CORP NEW COM 575385109 24,181 369,182 SH   OTR 2 0 369,182 0
MICHAELS COS INC COM 59408Q106 1,563,342 55,893,531 SH   OTR 3 0 55,893,531 0
MICROSOFT CORP COM 594918104 45,204 818,481 SH   OTR 2 0 818,481 0
NORTHERN OIL & GAS INC NEV COM 665531109 8,835 2,214,293 SH   OTR 1 0 2,214,293 0
NXP SEMICONDUCTORS N V SHS G3727Q101 2,697,607 33,275,028 SH   OTR 3 0 33,275,028 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 20,498 2,411,556 SH   OTR 3 0 2,411,556 0
PARAMOUNT GROUP INC COM 69924R108 47,871 3,001,296 SH   SOLE   3,001,296 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,401,959 60,041,050 SH   OTR 3 0 60,041,050 0
PRETIUM RES INC COM 74139C102 20,587 3,848,004 SH   SOLE   3,848,004 0 0
PULTE GROUP INC COM 745867101 36,853 1,969,722 SH   OTR 2 0 1,969,722 0
SEAWORLD ENTMT INC COM 81282V100 410,713 19,502,063 SH   OTR 3 0 19,502,063 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 42,740 770,225 SH   OTR 2 0 770,225 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 90,336 2,400,000 SH Put SOLE   2,400,000 0 0
TERRAFORM GLOBAL INC CL A 88104M101 8,815 3,703,703 SH   SOLE   3,703,703 0 0
TRIPADVISOR INC COM 896945201 76,976 1,157,534 SH   OTR 2 0 1,157,534 0
UNION PAC CORP COM 907818108 44,005 553,176 SH   OTR 2 0 553,176 0
UNITED RENTALS INC COM 911363109 46,302 744,517 SH   OTR 2 0 744,517 0
UNIVAR INC COM 91336L107 7,153 416,383 SH   OTR 1 0 416,383 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 40,502 1,540,000 SH Call SOLE   1,540,000 0 0
VISA INC COM CL A 92826C839 22,543 294,751 SH   OTR 2 0 294,751 0
VIVINT SOLAR INC COM 92854Q106 218,252 82,359,374 SH   OTR 3 0 82,359,374 0
WHITING PETE CORP NEW COM 966387102 19,054 2,387,688 SH   OTR 2 0 2,387,688 0
WHITING PETE CORP NEW NOTE 5.000% 3/1 966387AR3 27,783 32,928,000 PRN   OTR 1 0 32,928,000 0
WMIH CORP COM 92936P100 161 68,897 SH   OTR 1 0 68,897 0