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
ANTERO RES CORP COM 03674X106 272 7,911 SH   SOLE   7,911 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 25,297 1,539,692 SH   SOLE   1,539,692 0 0
AUTOZONE INC COM 053332102 36,479 54,700 SH   SOLE   54,700 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 2,367 313,454 SH   SOLE   313,454 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 10,633 533,000 SH   SOLE   533,000 0 0
BIOSCRIP INC COM 09069N108 70 19,224 SH   OTR 1 0 19,224 0
BLACKSTONE MTG TR INC COM CL A 09257W100 121,508 4,367,663 SH   SOLE   4,367,663 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,927 115,960 SH   OTR 1 0 115,960 0
BOULEVARD ACQUISITION CORP UNIT 02/19/2019 10157P203 13,990 1,000,000 SH   OTR 1 0 1,000,000 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,811,623 121,557,416 SH   SOLE   121,557,416 0 0
BURLINGTON STORES INC COM 122017106 19,517 381,200 SH   SOLE   381,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 35,386 1,799,885 SH   SOLE   1,799,885 0 0
CARA THERAPEUTICS INC COM 140755109 295 24,254 SH   SOLE   24,254 0 0
CATALENT INC COM 148806102 759,244 25,886,244 SH   SOLE   25,886,244 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 70,125 2,273,087 SH   OTR 1 0 2,273,087 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 72,578 3,098,989 SH   OTR 1 0 3,098,989 0
CONNS INC COM 208242107 59,506 1,498,882 SH   OTR 1 0 1,498,882 0
DYNEGY INC NEW DEL COM 26817R108 24,447 835,800 SH   SOLE   835,800 0 0
EASTMAN KODAK CO COM NEW 277461406 142,599 8,488,044 SH   OTR 1 0 8,488,044 0
ECLIPSE RES CORP COM 27890G100 17,937 3,410,000 SH   OTR 1 0 3,410,000 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 36,494 2,555,599 SH   SOLE   2,555,599 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 46,635 1,500,000 SH   OTR 1 0 1,500,000 0
ENVIVA PARTNERS LP COM UNIT 29414J107 6,710 370,931 SH   OTR 1 0 370,931 0
EV ENERGY PARTNERS LP COM UNITS 26926V107 476 41,663 SH   SOLE   41,663 0 0
EXTENDED STAY AMER INC COM 30224P200 893,841 47,620,730 SH   SOLE   47,620,730 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 7,873,293 196,980,050 SH   OTR   0 196,980,050 0
GENERAL MTRS CO COM 37045V100 24,818 744,600 SH   SOLE   744,600 0 0
HCA HOLDINGS INC COM 40412C101 53,133 585,680 SH   SOLE   585,680 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 12,474,401 452,791,323 SH   SOLE   452,791,323 0 0
HOME DEPOT INC COM 437076102 38,833 349,440 SH   SOLE   349,440 0 0
HUDSON PAC PPTYS INC COM 444097109 244,728 8,626,311 SH   SOLE   8,626,311 0 0
IMPAX LABORATORIES INC COM 45256B101 10,130 220,600 SH   SOLE   220,600 0 0
INTELSAT S A COM L5140P101 11,025 1,111,433 SH   SOLE   1,111,433 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,050 32,438 SH   SOLE   32,438 0 0
JONES ENERGY INC COM CL A 48019R108 21,548 2,380,953 SH   OTR 1 0 2,380,953 0
KOSMOS ENERGY LTD SHS G5315B107 813,938 96,552,512 SH   SOLE   96,552,512 0 0
LA QUINTA HLDGS INC COM 50420D108 803,705 35,173,076 SH   SOLE   35,173,076 0 0
LAREDO PETROLEUM INC COM 516806106 101 8,000 SH   SOLE   8,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 12,068 223,200 SH   SOLE   223,200 0 0
MASONITE INTL CORP NEW COM 575385109 28,486 406,300 SH   SOLE   406,300 0 0
MICHAELS COS INC COM 59408Q106 1,892,656 70,332,830 SH   SOLE   70,332,830 0 0
MOHAWK INDS INC COM 608190104 42,741 223,890 SH   SOLE   223,890 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 9,213 1,360,900 SH   OTR 1 0 1,360,900 0
ORBITZ WORLDWIDE INC COM 68557K109 38,532 3,374,052 SH   SOLE   3,374,052 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 13,891 2,411,556 SH   SOLE   2,411,556 0 0
PINNACLE ENTMT INC COM 723456109 79,533 2,133,385 SH   OTR 1 0 2,133,385 0
PINNACLE ENTMT INC COM 723456109 74,560 2,000,000 SH Call OTR 1 0 2,000,000 0
PULTE GROUP INC COM 745867101 38,225 1,897,000 SH   SOLE   1,897,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 46 3,987 SH   SOLE   3,987 0 0
RETAILMENOT INC COM SER 1 76132B106 38 2,137 SH   SOLE   2,137 0 0
SEARS HLDGS CORP COM 812350106 60,405 2,262,343 SH   OTR 1 0 2,262,343 0
SEAWORLD ENTMT INC COM 81282V100 359,618 19,502,063 SH   SOLE   19,502,063 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 32,511 724,894 SH   SOLE   724,894 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 138,367 3,133,300 SH Put SOLE   3,133,300 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 15 337 SH   SOLE   337 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 172,315 12,504,740 SH   SOLE   12,504,740 0 0
UNITED RENTALS INC COM 911363109 21,572 246,200 SH   SOLE   246,200 0 0
UNIVAR INC COM 91336L107 10,838 416,383 SH   OTR 1 0 416,383 0
VISA INC COM CL A 92826C839 47,609 709,000 SH   SOLE   709,000 0 0
VIVINT SOLAR INC COM 92854Q106 1,002,314 82,359,374 SH   SOLE   82,359,374 0 0
WESTLAKE CHEM CORP COM 960413102 258 3,761 SH   SOLE   3,761 0 0
YODLEE INC COM 98600P201 481 33,333 SH   SOLE   33,333 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,660 96,980 SH   OTR 1 0 96,980 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,289,850 30,118,560 SH   OTR   0 30,118,560 0