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
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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
2U, Inc. COM 90214J101 38 1,498 SH   SOLE   1,498 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 26,452 1,539,692 SH   SOLE   1,539,692 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 2,172 313,454 SH   SOLE   313,454 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 5,475 309,000 SH   SOLE   309,000 0 0
BIOSCRIP INC COM 09069N108 85 19,212 SH   OTR 1 0 19,212 0
BLACKSTONE MTG TR INC COM CL A 09257W100 89,029 3,138,156 SH   SOLE   3,138,156 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,356 115,960 SH   OTR 1 0 115,960 0
BOULEVARD ACQUISITION CORP UNIT 02/19/2019 10157P203 10,140 1,000,000 SH   OTR 1 0 1,000,000 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,319,034 125,010,693 SH   SOLE   125,010,693 0 0
BURLINGTON STORES INC COM 122017106 9,270 156,000 SH   SOLE   156,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,821 369,904 SH   SOLE   369,904 0 0
CAESARS ENTMT CORP COM 127686103 5,265 500,000 SH Call OTR 1 0 500,000 0
CARA THERAPEUTICS INC COM 140755109 244 24,254 SH   SOLE   24,254 0 0
CATALENT INC COM 148806102 1,263,246 40,553,630 SH   SOLE   40,553,630 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 68,102 2,273,087 SH   OTR 1 0 2,273,087 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 66,284 2,765,305 SH   OTR 1 0 2,765,305 0
EASTMAN KODAK CO COM NEW 277461406 157,932 8,316,573 SH   OTR 1 0 8,316,573 0
ECLIPSE RES CORP COM 27890G100 19,164 3,410,000 SH   OTR 1 0 3,410,000 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 41,861 2,555,599 SH   SOLE   2,555,599 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 48,810 1,500,000 SH   OTR 1 0 1,500,000 0
EV ENERGY PARTNERS LP COM UNITS 26926V107 555 41,663 SH   SOLE   41,663 0 0
EVERBANK FINL CORP COM 29977G102 2,631 145,933 SH   SOLE   145,933 0 0
EXTENDED STAY AMER INC COM 30224P200 930,033 47,620,730 SH   SOLE   47,620,730 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 7,994,540 196,136,895 SH   OTR   0 196,136,895 0
HCA HOLDINGS INC COM 40412C101 9,930 132,000 SH   SOLE   132,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 16,124,978 544,394,932 SH   SOLE   544,394,932 0 0
HOME DEPOT INC COM 437076102 13,247 116,600 SH   SOLE   116,600 0 0
INTELSAT S A COM L5140P101 13,337 1,111,433 SH   SOLE   1,111,433 0 0
JONES ENERGY INC COM CL A 48019R108 21,381 2,380,953 SH   OTR 1 0 2,380,953 0
KOSMOS ENERGY LTD SHS G5315B107 763,730 96,552,512 SH   SOLE   96,552,512 0 0
LA QUINTA HLDGS INC COM 50420D108 906,602 38,285,576 SH   SOLE   38,285,576 0 0
LAREDO PETROLEUM INC COM 516806106 104 8,000 SH   SOLE   8,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 9,573 186,000 SH   SOLE   186,000 0 0
MASONITE INTL CORP NEW COM 575385109 13,553 201,500 SH   SOLE   201,500 0 0
MICHAELS COS INC COM 59408Q106 1,903,206 70,332,830 SH   SOLE   70,332,830 0 0
NIELSEN HOLDINGS N V COM N63218106 538,668 12,085,883 SH   SOLE   12,085,883 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 9,843 1,276,700 SH   OTR 1 0 1,276,700 0
ORBITZ WORLDWIDE INC COM 68557K109 39,341 3,374,052 SH   SOLE   3,374,052 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 14,083 2,411,556 SH   SOLE   2,411,556 0 0
PINNACLE ENTMT INC COM 723456109 77,662 2,151,894 SH   OTR 1 0 2,151,894 0
PINNACLE ENTMT INC COM 723456109 86,616 2,400,000 SH Call OTR 1 0 2,400,000 0
PINNACLE FOODS INC COM 72348P104 204,050 5,000,000 SH   SOLE   5,000,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347b201 41,870 1,000,000 SH Call OTR 1 0 1,000,000 0
PROSHARES TR PSHS ULTSH 20YRS 74347b201 20,935 500,000 SH Put OTR 1 0 500,000 0
PULTE GROUP INC COM 745867101 8,003 360,000 SH   SOLE   360,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 37 3,987 SH   SOLE   3,987 0 0
RETAILMENOT INC COM SER 1 76132B106 38 2,137 SH   SOLE   2,137 0 0
SARATOGA RES INC TEX COM 803521103 960 4,800,000 SH   OTR 1 0 4,800,000 0
SEARS HLDGS CORP COM 812350106 20,240 489,131 SH   OTR 1 0 489,131 0
SEAWORLD ENTMT INC COM 81282V100 376,000 19,502,063 SH   SOLE   19,502,063 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 13,769 284,425 SH   SOLE   284,425 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 8,255 39,987 SH   SOLE   39,987 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 76,892 2,829,300 SH Put SOLE   2,829,300 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 16 337 SH   SOLE   337 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 208,829 12,504,740 SH   SOLE   12,504,740 0 0
UNITED RENTALS INC COM 911363109 10,775 118,200 SH   SOLE   118,200 0 0
VIVINT SOLAR INC COM 92854Q106 999,843 82,359,374 SH   SOLE   82,359,374 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 5,682 206,980 SH   OTR 1 0 206,980 0