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 35,813 237,947 SH   OTR 2 0 237,947 0
AGROFRESH SOLUTIONS *W EXP 07/31/202 00856G117 500 500,000 SH   OTR 1 0 500,000 0
ALPHABET INC CAP STK CL A 02079K305 109,811 141,143 SH   OTR 2 0 141,143 0
AMAYA INC. COM 02314M108 37,569 2,984,025 SH   OTR 1 0 2,984,025 0
AMAZON COM INC COM 023135106 72,005 106,534 SH   OTR 2 0 106,534 0
APOLLO COML REAL EST FIN INC COM 03762U105 18,022 1,045,974 SH   SOLE   1,045,974 0 0
AUTOZONE INC COM 053332102 89,071 120,057 SH   OTR 2 0 120,057 0
AXOVANT SCIENCES LTD COM G0750W104 6,377 353,669 SH   SOLE   353,669 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 420 156,730 SH   SOLE   156,730 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 6,124 533,000 SH   OTR 2 0 533,000 0
BIOSCRIP, INC. COM 09069N108 34 19,224 SH   OTR 1 0 19,224 0
BLACKSTONE MTG TR INC COM CL A 09257W100 116,879 4,367,663 SH   SOLE   4,367,663 0 0
BOOZ ALLEN HAMILTON HLDG CL A 099502106 2,487 80,623 SH   OTR 1 0 115,960 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,789,943 108,053,553 SH   SOLE   108,053,553 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,463 358,610 SH   OTR 2 0 358,610 0
CATALENT INC COM 148806102 647,933 25,886,244 SH   OTR 3 0 25,886,244 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 65,030 2,494,434 SH   OTR 1 0 2,494,434 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 22,681 870,000 SH   OTR 3 0 870,000 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 61,666 3,543,996 SH   OTR 1 0 3,543,996 0
CYTOSORBENTS CORP COM NEW 23283X206 112 20,118 SH   SOLE   20,118 0 0
DOLLAR GEN CORP NEW COM 256677105 9,570 133,156 SH   OTR 2 0 133,156 0
EASTMAN KODAK CO COM NEW 277461406 111,295 8,875,211 SH   OTR 1 0 8,875,211 0
EASTMAN KODAK CO *W EXP 09/03/201 277461133 320 115,410 SH   OTR 1 0 115,410 0
EASTMAN KODAK CO *W EXP 09/03/201 277461141 211 115,410 SH   OTR 1 0 115,410 0
ECLIPSE RES CORP COM 27890G100 6,206 3,410,000 SH   OTR 1 0 3,410,000 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 33,124 2,682,097 SH   SOLE   2,555,599 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 22,635 1,500,000 SH   OTR 1 0 1,500,000 0
ENVIVA PARTNERS LP COM UNIT 29414J107 21,750 1,198,340 SH   OTR 1 0 1,198,340 0
EV ENERGY PARTNERS LP COM UNITS 26926V107 117 41,663 SH   SOLE   41,663 0 0
EXTENDED STAY AMER INC COM 30224P200 677,670 42,620,730 SH   SOLE   42,620,730 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 674 11,123 SH   SOLE   11,123 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 248,978 4,108,544 SH   OTR 3 0 4,108,544 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 18,618 684,229 SH   OTR 2 0 684,229 0
HCA HOLDINGS INC COM 40412C101 19,110 282,572 SH   OTR 2 0 282,572 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 9,689,734 452,791,323 SH   SOLE   452,791,323 0 0
HOME DEPOT INC COM 437076102 88,078 665,996 SH   OTR 2 0 665,996 0
HUDSON PAC PPTYS INC COM 444097109 242,744 8,626,311 SH   SOLE   8,626,311 0 0
IMPAX LABORATORIES INC COM 45256B101 7,832 183,170 SH   OTR 2 0 183,170 0
INTELSAT S A COM L5140P101 4,624 1,111,433 SH   SOLE   1,111,433 0 0
ISHARES TR IBOXX HI YD ETF 464288513 65,649 814,700 SH   OTR 1 0 814,700 0
JONES ENERGY INC COM CL A 48019R108 9,167 2,380,953 SH   OTR 1 0 2,380,953 0
KOSMOS ENERGY LTD SHS G5315B107 502,073 96,552,512 SH   SOLE   96,552,512 0 0
LA QUINTA HLDGS INC COM 50420D108 478,706 35,173,076 SH   SOLE   35,173,076 0 0
MASONITE INTL CORP NEW COM 575385109 22,184 362,300 SH   OTR 2 0 362,300 0
MICHAELS COS INC COM 59408Q106 1,419,782 64,214,483 SH   OTR 3 0 64,214,483 0
NORTHERN OIL & GAS INC NEV COM 665531109 5,298 1,372,438 SH   OTR 1 0 1,372,438 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 35,453 605,000 SH   OTR 2 0 605,000 0
NXP SEMICONDUCTORS N V SHS G3727Q101 2,803,422 33,275,034 SH   OTR 3 0 33,275,034 0
OFFICE DEPOT INC COM 676220106 14,532 2,576,523 SH   SOLE   2,576,523 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 31,664 2,411,556 SH   SOLE 3 0 2,411,556 0
PARAMOUNT GROUP INC COM 69924R108 54,323 3,001,296 SH   SOLE   3,001,296 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,389,350 60,041,050 SH   OTR 3 0 60,041,050 0
PULTE GROUP INC COM 745867101 33,046 1,854,418 SH   OTR 2 0 1,854,418 0
SEAWORLD ENTMT INC COM 81282V100 383,996 19,502,063 SH   OTR 3 0 19,502,063 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 65,820 1,198,031 SH   OTR 2 0 1,198,031 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 62,369 305,927 SH   OTR 2 0 305,927 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 149,562 3,567,800 SH Put SOLE   3,567,800 0 0
STARBUCKS CORP COM 855244109 42,718 711,609 SH   OTR 2 0 711,609 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 971 72,211 SH   SOLE   72,211 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 12 337 SH   SOLE   337 0 0
TERRAFORM GLOBAL INC CL A 88104M101 20,083 3,703,703 SH   SOLE   3,703,703 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 98,101 7,604,740 SH   OTR 3 0 7,604,740 0
TRIPADVISOR INC COM 896945201 37,410 438,824 SH   OTR 2 0 438,824 0
UNION PAC CORP COM 907818108 58,238 744,729 SH   OTR 2 0 744,729 0
UNITED RENTALS INC COM 911363109 66,109 911,342 SH   OTR 2 0 911,342 0
UNIVAR INC COM 91336L107 7,083 416,383 SH   OTR 1 0 416,383 0
VISA INC COM CL A 92826C839 86,234 1,111,977 SH   OTR 2 0 1,111,977 0
VIVINT SOLAR INC COM 92854Q106 787,356 82,359,374 SH   OTR 3 0 82,359,374 0
WMIH CORP COM 92936P100 178 68,897 SH   OTR 1 0 68,897 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 15,671 225,000 SH Put OTR 1 0 225,000 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,089,863 30,118,560 SH   OTR 3 0 30,118,560 0