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

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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
ADIENT PLC ORD SHS G0084W101 7,771 599,600 SH   OTR 2 599,600 0 0
ADIENT PLC ORD SHS G0084W101 11,948 921,913 SH   SOLE   921,913 0 0
ADIENT PLC ORD SHS G0084W101 5,972 460,779 SH   OTR 1 460,779 0 0
AERCAP HOLDINGS NV SHS N00985106 46,465 998,392 SH   OTR 1 998,392 0 0
AERCAP HOLDINGS NV SHS N00985106 58,047 1,247,243 SH   OTR 2 1,247,243 0 0
AERCAP HOLDINGS NV SHS N00985106 89,238 1,917,443 SH   SOLE   1,917,443 0 0
ALTICE USA INC CL A 02156K103 19,865 924,800 SH   OTR 1 924,800 0 0
ALTICE USA INC CL A 02156K103 26,983 1,256,200 SH   OTR 2 1,256,200 0 0
ALTICE USA INC CL A 02156K103 41,489 1,931,540 SH   SOLE   1,931,540 0 0
BRIGHTHOUSE FINL INC COM 10922N103 26,559 731,863 SH   OTR 1 731,863 0 0
BRIGHTHOUSE FINL INC COM 10922N103 37,698 1,038,800 SH   OTR 2 1,038,800 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,390 38,300 SH   OTR 3 38,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103 53,846 1,483,756 SH   SOLE   1,483,756 0 0
CNX RESOURCES CORPORATION COM 12653C108 15,276 1,418,365 SH   OTR 1 1,418,365 0 0
CNX RESOURCES CORPORATION COM 12653C108 26,233 2,435,729 SH   SOLE   2,435,729 0 0
CNX RESOURCES CORPORATION COM 12653C108 20,662 1,918,506 SH   OTR 2 1,918,506 0 0
CNX RESOURCES CORPORATION COM 12653C108 188 17,500 SH   OTR 3 17,500 0 0
CONSOL COAL RES LP COM UNIT 20855T100 12,710 719,300 SH   OTR 1 719,300 0 0
CONSOL COAL RES LP COM UNIT 20855T100 31,905 1,805,600 SH   OTR 2 1,805,600 0 0
CONSOL COAL RES LP COM UNIT 20855T100 52,366 2,963,538 SH   SOLE   2,963,538 0 0
CONSOL ENERGY INC NEW COM 20854L108 2,642 77,200 SH   OTR 1 77,200 0 0
CONSOL ENERGY INC NEW COM 20854L108 4,425 129,300 SH   OTR 2 129,300 0 0
CONSOL ENERGY INC NEW COM 20854L108 4,568 133,500 SH   SOLE   133,500 0 0
ECHOSTAR CORP CL A 278768106 6,594 180,900 SH   OTR 1 180,900 0 0
ECHOSTAR CORP CL A 278768106 5,792 158,900 SH   OTR 2 158,900 0 0
ECHOSTAR CORP CL A 278768106 9,484 260,200 SH   SOLE   260,200 0 0
ENSCO PLC SHS CLASS A G3157S106 25,951 6,603,300 SH   SOLE   6,603,300 0 0
ENSCO PLC SHS CLASS A G3157S106 16,594 4,222,400 SH   OTR 1 4,222,400 0 0
ENSCO PLC SHS CLASS A G3157S106 16,877 4,294,300 SH   OTR 2 4,294,300 0 0
EXELA TECHNOLOGIES INC COM 30162V102 8,410 2,518,107 SH   OTR 2 2,518,107 0 0
EXELA TECHNOLOGIES INC COM 30162V102 13,776 4,124,621 SH   SOLE   4,124,621 0 0
EXELA TECHNOLOGIES INC COM 30162V102 4,610 1,380,200 SH   OTR 1 1,380,200 0 0
GENERAL MTRS CO COM 37045V100 95,089 2,563,039 SH   OTR 1 2,563,039 0 0
GENERAL MTRS CO COM 37045V100 92,613 2,496,302 SH   OTR 2 2,496,302 0 0
GENERAL MTRS CO COM 37045V100 1,603 43,200 SH   OTR 3 43,200 0 0
GENERAL MTRS CO COM 37045V100 149,001 4,016,200 SH   SOLE   4,016,200 0 0
GREEN BRICK PARTNERS INC COM 392709101 30,334 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 68,417 7,819,054 SH   OTR 2 7,819,054 0 0
GREEN BRICK PARTNERS INC COM 392709101 112,287 12,832,821 SH   SOLE   12,832,821 0 0
HILTON GRAND VACATIONS INC COM 43283X105 16,227 526,000 SH   SOLE   526,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,771 251,900 SH   OTR 1 251,900 0 0
HILTON GRAND VACATIONS INC COM 43283X105 10,554 342,100 SH   OTR 2 342,100 0 0
MEDICINES CO COM 584688105 12,723 455,200 SH   SOLE   455,200 0 0
MEDICINES CO COM 584688105 6,071 217,200 SH   OTR 1 217,200 0 0
MEDICINES CO COM 584688105 7,725 276,400 SH   OTR 2 276,400 0 0
SEADRILL LTD COM G7998G106 1,954 235,091 SH   OTR 1 235,091 0 0
SEADRILL LTD COM G7998G106 2,515 302,700 SH   OTR 2 302,700 0 0
SEADRILL LTD COM G7998G106 4,230 509,009 SH   SOLE   509,009 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 2,254 150,700 SH   OTR 1 150,700 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 1,981 132,400 SH   OTR 2 132,400 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 3,245 216,900 SH   SOLE   216,900 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,807 187,400 SH   OTR 1 187,400 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,421 180,700 SH   OTR 2 180,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 16,801 291,325 SH   SOLE   291,325 0 0
VOYA FINL INC COM 929089100 16,247 325,205 SH   SOLE   325,205 0 0
VOYA FINL INC COM 929089100 10,507 210,300 SH   OTR 1 210,300 0 0
VOYA FINL INC COM 929089100 10,039 200,941 SH   OTR 2 200,941 0 0