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
AERCAP HOLDINGS NV SHS N00985106 297,817 7,157,352 SH   SOLE   7,157,352 0 0
AERCAP HOLDINGS NV SHS N00985106 69,643 1,673,700 SH   OTR 1 1,673,700 0 0
AERCAP HOLDINGS NV SHS N00985106 149,099 3,583,243 SH   OTR 2 3,583,243 0 0
AERCAP HOLDINGS NV SHS N00985106 8,615 207,030 SH   OTR 3 207,030 0 0
ALCOA CORP COM 013872106 20,549 731,800 SH   SOLE   731,800 0 0
ALCOA CORP COM 013872106 5,324 189,600 SH   OTR 1 189,600 0 0
ALCOA CORP COM 013872106 9,929 353,600 SH   OTR 2 353,600 0 0
AMAYA INC COM 02314M108 31,949 2,257,384 SH   SOLE   2,257,384 0 0
AMAYA INC COM 02314M108 7,716 545,200 SH   OTR 1 545,200 0 0
AMAYA INC COM 02314M108 16,419 1,160,100 SH   OTR 2 1,160,100 0 0
AMERCO COM 023586100 46,421 125,600 SH   SOLE   125,600 0 0
AMERCO COM 023586100 11,125 30,100 SH   OTR 1 30,100 0 0
AMERCO COM 023586100 23,765 64,300 SH   OTR 2 64,300 0 0
APPLE INC COM 037833100 392,792 3,390,524 SH   SOLE   3,390,524 0 0
APPLE INC COM 037833100 82,784 714,576 SH   OTR 1 714,576 0 0
APPLE INC COM 037833100 193,734 1,672,280 SH   OTR 2 1,672,280 0 0
APPLE INC COM 037833100 3,517 30,360 SH   OTR 3 30,360 0 0
AVANGRID INC COM 05351W103 34,205 902,991 SH   SOLE   902,991 0 0
AVANGRID INC COM 05351W103 8,693 229,500 SH   OTR 1 229,500 0 0
AVANGRID INC COM 05351W103 16,671 440,100 SH   OTR 2 440,100 0 0
CALPINE CORP COM NEW 131347304 73,247 6,408,300 SH   SOLE   6,408,300 0 0
CALPINE CORP COM NEW 131347304 16,655 1,457,100 SH   OTR 1 1,457,100 0 0
CALPINE CORP COM NEW 131347304 35,383 3,095,600 SH   OTR 2 3,095,600 0 0
CHEMOURS CO COM 163851108 113,444 5,135,544 SH   SOLE   5,135,544 0 0
CHEMOURS CO COM 163851108 27,705 1,254,200 SH   OTR 1 1,254,200 0 0
CHEMOURS CO COM 163851108 56,449 2,555,400 SH   OTR 2 2,555,400 0 0
CIGNA CORPORATION COM 125509109 32,987 247,300 SH   SOLE   247,300 0 0
CIGNA CORPORATION COM 125509109 8,083 60,600 SH   OTR 1 60,600 0 0
CIGNA CORPORATION COM 125509109 16,954 127,100 SH   OTR 2 127,100 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 59,288 3,248,638 SH   SOLE   3,248,638 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 13,127 719,300 SH   OTR 1 719,300 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 27,749 1,520,500 SH   OTR 2 1,520,500 0 0
CONSOL ENERGY INC COM 20854P109 158,916 8,717,267 SH   SOLE   8,717,267 0 0
CONSOL ENERGY INC COM 20854P109 40,378 2,214,900 SH   OTR 1 2,214,900 0 0
CONSOL ENERGY INC COM 20854P109 79,858 4,380,606 SH   OTR 2 4,380,606 0 0
CONSOL ENERGY INC COM 20854P109 1,648 90,400 SH   OTR 3 90,400 0 0
DILLARDS INC CL A 254067101 61,075 974,242 SH   SOLE   974,242 0 0
DILLARDS INC CL A 254067101 14,883 237,400 SH   OTR 1 237,400 0 0
DILLARDS INC CL A 254067101 31,113 496,300 SH   OTR 2 496,300 0 0
DILLARDS INC CL A 254067101 3,682 58,730 SH   OTR 3 58,730 0 0
DSW INC CL A 23334L102 27,857 1,229,906 SH   SOLE   1,229,906 0 0
DSW INC CL A 23334L102 6,802 300,300 SH   OTR 1 300,300 0 0
DSW INC CL A 23334L102 13,839 611,000 SH   OTR 2 611,000 0 0
F M C CORP COM NEW 302491303 23,823 421,200 SH   SOLE   421,200 0 0
F M C CORP COM NEW 302491303 5,571 98,500 SH   OTR 1 98,500 0 0
F M C CORP COM NEW 302491303 11,306 199,900 SH   OTR 2 199,900 0 0
FREDS INC CL A 356108100 15,982 861,100 SH   SOLE   861,100 0 0
FREDS INC CL A 356108100 4,139 223,000 SH   OTR 1 223,000 0 0
FREDS INC CL A 356108100 7,719 415,900 SH   OTR 2 415,900 0 0
GENERAL MTRS CO COM 37045V100 258,905 7,431,262 SH   SOLE   7,431,262 0 0
GENERAL MTRS CO COM 37045V100 497,724 14,286,000 SH Call SOLE   14,286,000 0 0
GENERAL MTRS CO COM 37045V100 62,254 1,786,850 SH   OTR 1 1,786,850 0 0
GENERAL MTRS CO COM 37045V100 118,770 3,409,000 SH Call OTR 1 3,409,000 0 0
GENERAL MTRS CO COM 37045V100 132,561 3,804,852 SH   OTR 2 3,804,852 0 0
GENERAL MTRS CO COM 37045V100 254,506 7,305,000 SH Call OTR 2 7,305,000 0 0
GENERAL MTRS CO COM 37045V100 5,052 145,000 SH   OTR 3 145,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 172,778 17,191,821 SH   SOLE   17,191,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,841 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 34,774 3,460,054 SH   OTR 2 3,460,054 0 0
IAC INTERACTIVECORP COM 44919P508 40,503 625,150 SH   SOLE   625,150 0 0
IAC INTERACTIVECORP COM 44919P508 19,521 301,296 SH   OTR 2 301,296 0 0
IAC INTERACTIVECORP COM 44919P508 716 11,050 SH   OTR 3 11,050 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 23,100 755,165 SH   SOLE   755,165 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,050 99,709 SH   OTR 1 99,709 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,873 388,144 SH   OTR 2 388,144 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 55,920 1,882,818 SH   SOLE   1,882,818 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,197 444,347 SH   OTR 1 444,347 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 28,738 967,615 SH   OTR 2 967,615 0 0
MONSANTO CO NEW COM 61166W101 24,640 234,200 SH   SOLE   234,200 0 0
MONSANTO CO NEW COM 61166W101 6,007 57,100 SH   OTR 1 57,100 0 0
MONSANTO CO NEW COM 61166W101 12,488 118,700 SH   OTR 2 118,700 0 0
MYLAN N V SHS EURO N59465109 191,389 5,016,759 SH   SOLE   5,016,759 0 0
MYLAN N V SHS EURO N59465109 46,934 1,230,248 SH   OTR 1 1,230,248 0 0
MYLAN N V SHS EURO N59465109 92,449 2,423,300 SH   OTR 2 2,423,300 0 0
PVH CORP COM 693656100 31,681 351,070 SH   SOLE   351,070 0 0
PVH CORP COM 693656100 7,761 86,000 SH   OTR 1 86,000 0 0
PVH CORP COM 693656100 16,036 177,700 SH   OTR 2 177,700 0 0
QUORUM HEALTH CORP COM 74909E106 12,344 1,697,950 SH   SOLE   1,697,950 0 0
QUORUM HEALTH CORP COM 74909E106 5,844 803,850 SH   OTR 2 803,850 0 0
RITE AID CORP COM 767754104 96,734 11,739,562 SH   SOLE   11,739,562 0 0
RITE AID CORP COM 767754104 24,857 3,016,600 SH   OTR 1 3,016,600 0 0
RITE AID CORP COM 767754104 47,024 5,706,800 SH   OTR 2 5,706,800 0 0
SYNGENTA AG SPONSORED ADR 87160A100 41,976 531,000 SH   SOLE   531,000 0 0
SYNGENTA AG SPONSORED ADR 87160A100 10,861 137,400 SH   OTR 1 137,400 0 0
SYNGENTA AG SPONSORED ADR 87160A100 20,284 256,600 SH   OTR 2 256,600 0 0
TIME WARNER INC COM NEW 887317303 184,119 1,907,374 SH   SOLE   1,907,374 0 0
TIME WARNER INC COM NEW 887317303 44,269 458,600 SH   OTR 1 458,600 0 0
TIME WARNER INC COM NEW 887317303 88,936 921,335 SH   OTR 2 921,335 0 0
TIME WARNER INC COM NEW 887317303 2,230 23,100 SH   OTR 3 23,100 0 0
TRI POINTE GROUP INC COM 87265H109 13,939 1,214,182 SH   SOLE   1,214,182 0 0
TRI POINTE GROUP INC COM 87265H109 3,267 284,600 SH   OTR 1 284,600 0 0
TRI POINTE GROUP INC COM 87265H109 6,598 574,700 SH   OTR 2 574,700 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 101,609 4,857,035 SH   SOLE   4,857,035 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 15,515 741,650 SH   OTR 1 741,650 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 49,083 2,346,211 SH   OTR 2 2,346,211 0 0
VOYA FINL INC COM 929089100 134,509 3,429,612 SH   SOLE   3,429,612 0 0
VOYA FINL INC COM 929089100 32,733 834,600 SH   OTR 1 834,600 0 0
VOYA FINL INC COM 929089100 64,973 1,656,641 SH   OTR 2 1,656,641 0 0
YAHOO INC COM 984332106 96,455 2,494,300 SH   SOLE   2,494,300 0 0
YAHOO INC COM 984332106 22,541 582,900 SH   OTR 1 582,900 0 0
YAHOO INC COM 984332106 46,593 1,204,900 SH   OTR 2 1,204,900 0 0
YELP INC CL A 985817105 19,687 516,300 SH   SOLE   516,300 0 0
YELP INC CL A 985817105 13,307 349,000 SH   OTR 2 349,000 0 0