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
AGROFRESH SOLUTIONS COM 00856G109 3,195 402,418 SH   OTR 1 0 402,418 0
AGROFRESH SOLUTIONS *W EXP 07/31/202 00856G117 1,095 500,000 SH   OTR 1 0 500,000 0
AMAZON COM INC COM 023135106 62,098 121,312 SH   SOLE   121,312 0 0
ANTERO RES CORP COM 03674X106 167 7,911 SH   SOLE   7,911 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 24,474 1,557,833 SH   SOLE   1,557,833 0 0
ARCH COAL INC COM 039380308 7,326 2,220,000 SH Put OTR 1 0 2,220,000 0
AUTOZONE INC COM 053332102 101,633 140,409 SH   SOLE   140,409 0 0
AXOVANT SCIENCES LTD COM G0750W104 4,569 353,669 SH   SOLE   353,669 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 1,034 313,454 SH   SOLE   313,454 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 7,105 533,000 SH   SOLE   533,000 0 0
BIOSCRIP, INC. COM 09069N108 36 19,224 SH   OTR 1 0 19,224 0
BLACKSTONE MTG TR INC COM CL A 09257W100 119,849 4,367,663 SH   SOLE   4,367,663 0 0
BOOZ ALLEN HAMILTON HLDG CL A 099502106 3,039 115,960 SH   OTR 1 0 115,960 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,854,168 121,557,417 SH   SOLE   121,557,417 0 0
BURLINGTON STORES INC COM 122017106 2,511 49,200 SH   SOLE   49,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 41,502 2,006,885 SH   SOLE   2,006,885 0 0
CATALENT INC COM 148806102 629,036 25,886,244 SH   SOLE   25,886,244 0 0
CHEMOURS CO COM 163851108 6,470 1,000,000 SH Put OTR 1 0 1,000,000 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 59,873 2,273,087 SH   OTR 1 0 2,273,087 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 68,739 3,615,921 SH   OTR 1 0 3,615,921 0
CONNS INC COM 208242107 22,476 934,921 SH   OTR 1 0 934,921 0
DOLLAR GEN CORP NEW COM 256677105 29,639 409,156 SH   SOLE   409,156 0 0
DYNEGY INC NEW DEL COM 26817R108 35,445 1,714,800 SH   SOLE   1,714,800 0 0
EASTMAN KODAK CO COM 277461406 132,583 8,488,044 SH   OTR 1 0 8,488,044 0
ECLIPSE RES CORP COM 27890G100 6,650 3,410,000 SH   OTR 1 0 3,410,000 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 31,051 2,555,599 SH   SOLE   2,555,599 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 27,420 1,500,000 SH   OTR 1 0 1,500,000 0
ENVIVA PARTNERS LP COM UNIT 29414J107 6,432 514,544 SH   OTR 1 0 514,544 0
ENVIVA PARTNERS LP COM UNITS 26926V107 250 41,663 SH   SOLE   41,663 0 0
EXTENDED STAY AMER INC COM 30224P200 799,076 47,620,730 SH   SOLE   47,620,730 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 7,205,530 196,980,050 SH   OTR   0 196,980,050 0
GOOGLE INC CL A 38259P508 85,362 133,718 SH   SOLE   133,718 0 0
HCA HOLDINGS INC COM 40412C101 95,964 1,240,486 SH   SOLE   1,240,486 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 10,387,033 452,791,323 SH   SOLE   452,791,323 0 0
HOME DEPOT INC COM 437076102 85,588 741,083 SH   SOLE   741,083 0 0
HUDSON PAC PPTYS INC COM 444097109 248,351 8,626,311 SH   SOLE   8,626,311 0 0
IMPAX LABORATORIES INC COM 45256B101 16,218 460,600 SH   SOLE   460,600 0 0
INTELSAT S A COM L5140P101 7,147 1,111,433 SH   SOLE   1,111,433 0 0
ISHARES TR IBOXX HI YD ETF 464288513 41,645 500,000 SH   OTR 1 0 500,000 0
ISHARES TR IBOXX HI YD ETF 464288513 83,290 1,000,000 SH Call OTR 1 0 1,000,000 0
JONES ENERGY INC COM CL A 48019R108 11,405 2,380,953 SH   OTR 1 0 2,380,953 0
K12 INC COM 48273U102 161 12,923 SH   SOLE   12,923 0 0
KOSMOS ENERGY LTD SHS G5315B107 538,763 96,552,512 SH   SOLE   96,552,512 0 0
LA QUINTA HLDGS INC COM 50420D108 555,031 35,173,076 SH   SOLE   35,173,076 0 0
LAREDO PETROLEUM INC COM 516806106 75 8,000 SH   SOLE   8,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 17,185 400,200 SH   SOLE   400,200 0 0
MASONITE INTL CORP NEW COM 575385109 21,948 362,300 SH   SOLE   362,300 0 0
MICHAELS COS INC COM 59408Q106 1,483,355 64,214,483 SH   SOLE   64,214,483 0 0
MOHAWK INDS INC COM 608190104 35,807 196,968 SH   SOLE   196,968 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 6,973 1,577,623 SH   OTR 1 0 1,577,623 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 43,913 766,377 SH   SOLE   766,377 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 8,826 2,411,556 SH   SOLE   2,411,556 0 0
PINNACLE ENTMT INC COM 723456109 4,966 146,743 SH   OTR 1 0 146,743 0
PINNACLE ENTMT INC CON 723456109 50,760 1,500,000 SH Call OTR 1 0 1,500,000 0
PROSHARES TR II ULT BLMBG CD OIL 74347W320 0 3 SH   OTR 1 0 3 0
PULTE GROUP INC COM 745867101 58,912 3,122,000 SH   SOLE   3,122,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 33 3,987 SH   SOLE   3,987 0 0
RETAILMENOT INC COM SER 1 76132B106 18 2,137 SH   SOLE   2,137 0 0
SEARS HLDGS CORP COM 812350106 12,721 562,879 SH   OTR 1 0 562,879 0
SEAWORLD ENTMT INC COM 81282V100 347,332 19,502,063 SH   SOLE   19,502,063 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 31,128 835,660 SH   OTR 1 0 835,660 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 63,150 1,379,431 SH   SOLE   1,379,431 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 214 9,354 SH   SOLE   9,354 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,154 6,024 SH   SOLE   6,024 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 191,630 1,000,000 SH Put OTR 1 0 1,000,000 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 120,155 2,917,800 SH Put SOLE   2,917,800 0 0
STARBUCKS CORP COM 855244109 44,647 785,493 SH   SOLE   785,493 0 0
SUNRUN INC COM 86771W105 5,185 500,000 SH   SOLE   500,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 11 337 SH   SOLE   337 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 165,313 12,504,740 SH   SOLE   12,504,740 0 0
TRIPADVISOR INC COM 896945201 52,672 835,787 SH   SOLE   835,787 0 0
UNION PAC CORP COM 907818108 83,835 948,252 SH   SOLE   948,252 0 0
UNITED RENTALS INC COM 911363109 45,964 765,430 SH   SOLE   765,430 0 0
UNIVAR INC COM 91336L107 7,557 416,383 SH   OTR 1 0 416,383 0
VISA INC COM CL A 92826C839 89,862 1,289,997 SH   SOLE   1,289,997 0 0
VIVINT SOLAR INC COM 92854Q106 863,126 82,359,374 SH   SOLE   82,359,374 0 0
WMIH CORP COM 92936P100 179 68,897 SH   OTR 1 0 68,897 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,829,036 30,118,560 SH   OTR   0 30,118,560 0