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
ADIENT PLC ORD SHS G0084W101 21,848 555,800 SH   SOLE   555,800 0 0
ADIENT PLC ORD SHS G0084W101 9,870 251,079 SH   OTR 1 251,079 0 0
ADIENT PLC ORD SHS G0084W101 13,067 332,400 SH   OTR 2 332,400 0 0
AERCAP HOLDINGS NV SHS N00985106 105,701 1,837,643 SH   SOLE   1,837,643 0 0
AERCAP HOLDINGS NV SHS N00985106 48,057 835,492 SH   OTR 1 835,492 0 0
AERCAP HOLDINGS NV SHS N00985106 64,224 1,116,543 SH   OTR 2 1,116,543 0 0
ALTABA INC COM 021346101 47,885 702,958 SH   SOLE   702,958 0 0
ALTABA INC COM 021346101 22,119 324,700 SH   OTR 1 324,700 0 0
ALTABA INC COM 021346101 30,309 444,940 SH   OTR 2 444,940 0 0
ALTICE USA INC CL A 02156K103 25,745 1,419,219 SH   SOLE   1,419,219 0 0
ALTICE USA INC CL A 02156K103 11,608 639,900 SH   OTR 1 639,900 0 0
ALTICE USA INC CL A 02156K103 15,308 843,900 SH   OTR 2 843,900 0 0
BRIGHTHOUSE FINL INC COM 10922N103 251,236 5,678,937 SH   SOLE   5,678,937 0 0
BRIGHTHOUSE FINL INC COM 10922N103 106,210 2,400,763 SH   OTR 1 2,400,763 0 0
BRIGHTHOUSE FINL INC COM 10922N103 153,084 3,460,300 SH   OTR 2 3,460,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,770 40,000 SH   OTR 3 40,000 0 0
CNX RESOURCES CORPORATION COM 12653C108 15,501 1,083,229 SH   SOLE   1,083,229 0 0
CNX RESOURCES CORPORATION COM 12653C108 15,799 1,104,065 SH   OTR 1 1,104,065 0 0
CNX RESOURCES CORPORATION COM 12653C108 18,397 1,285,606 SH   OTR 2 1,285,606 0 0
CNX RESOURCES CORPORATION COM 12653C108 388 27,100 SH   OTR 3 27,100 0 0
CONSOL COAL RES LP COM UNIT 20855T100 53,196 2,963,538 SH   SOLE   2,963,538 0 0
CONSOL COAL RES LP COM UNIT 20855T100 12,911 719,300 SH   OTR 1 719,300 0 0
CONSOL COAL RES LP COM UNIT 20855T100 32,411 1,805,600 SH   OTR 2 1,805,600 0 0
ENSCO PLC SHS CLASS A G3157S106 81,682 9,678,000 SH   SOLE   9,678,000 0 0
ENSCO PLC SHS CLASS A G3157S106 37,350 4,425,300 SH   OTR 1 4,425,300 0 0
ENSCO PLC SHS CLASS A G3157S106 49,768 5,896,700 SH   OTR 2 5,896,700 0 0
EXELA TECHNOLOGIES INC COM 30162V102 31,033 4,352,522 SH   SOLE   4,352,522 0 0
EXELA TECHNOLOGIES INC COM 30162V102 9,841 1,380,200 SH   OTR 1 1,380,200 0 0
EXELA TECHNOLOGIES INC COM 30162V102 18,908 2,651,907 SH   OTR 2 2,651,907 0 0
GENERAL MTRS CO COM 37045V100 244,395 7,258,526 SH   SOLE   7,258,526 0 0
GENERAL MTRS CO COM 37045V100 109,411 3,249,515 SH   OTR 1 3,249,515 0 0
GENERAL MTRS CO COM 37045V100 145,448 4,319,802 SH   OTR 2 4,319,802 0 0
GENERAL MTRS CO COM 37045V100 1,791 53,200 SH   OTR 3 53,200 0 0
GREEN BRICK PARTNERS INC COM 392709101 129,611 12,832,821 SH   SOLE   12,832,821 0 0
GREEN BRICK PARTNERS INC COM 392709101 35,015 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 78,972 7,819,054 SH   OTR 2 7,819,054 0 0
IAC INTERACTIVECORP COM 44919P508 46,638 215,200 SH   SOLE   215,200 0 0
IAC INTERACTIVECORP COM 44919P508 19,841 91,550 SH   OTR 1 91,550 0 0
IAC INTERACTIVECORP COM 44919P508 27,827 128,400 SH   OTR 2 128,400 0 0
MEDICINES CO COM 584688105 13,615 455,200 SH   SOLE   455,200 0 0
MEDICINES CO COM 584688105 6,496 217,200 SH   OTR 1 217,200 0 0
MEDICINES CO COM 584688105 8,267 276,400 SH   OTR 2 276,400 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,522 22,200 SH   SOLE   22,200 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 939 13,700 SH   OTR 1 13,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 912 13,300 SH   OTR 2 13,300 0 0
PERRIGO CO PLC SHS G97822103 7,609 107,473 SH   SOLE   107,473 0 0
PERRIGO CO PLC SHS G97822103 3,436 48,528 SH   OTR 1 48,528 0 0
PERRIGO CO PLC SHS G97822103 4,531 64,000 SH   OTR 2 64,000 0 0
SEADRILL LTD COM G7998G106 12,613 509,009 SH   SOLE   509,009 0 0
SEADRILL LTD COM G7998G106 5,826 235,091 SH   OTR 1 235,091 0 0
SEADRILL LTD COM G7998G106 7,501 302,700 SH   OTR 2 302,700 0 0
SHERWIN WILLIAMS CO COM 824348106 1,662 3,650 SH   SOLE   3,650 0 0
SHERWIN WILLIAMS CO COM 824348106 1,029 2,260 SH   OTR 1 2,260 0 0
SHERWIN WILLIAMS CO COM 824348106 997 2,190 SH   OTR 2 2,190 0 0
TEMPUR SEALY INTL INC COM 88023U101 20,012 378,300 SH   SOLE   378,300 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,152 173,000 SH   OTR 1 173,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,188 230,400 SH   OTR 2 230,400 0 0
TRACTOR SUPPLY CO COM 892356106 1,827 20,100 SH   SOLE   20,100 0 0
TRACTOR SUPPLY CO COM 892356106 1,127 12,400 SH   OTR 1 12,400 0 0
TRACTOR SUPPLY CO COM 892356106 1,091 12,000 SH   OTR 2 12,000 0 0
VOYA FINL INC COM 929089100 49,820 1,003,012 SH   SOLE   1,003,012 0 0
VOYA FINL INC COM 929089100 22,302 449,000 SH   OTR 1 449,000 0 0
VOYA FINL INC COM 929089100 29,655 597,041 SH   OTR 2 597,041 0 0