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 32,657 1,345,587 SH   SOLE   1,345,587 0 0
ADIENT PLC ORD SHS G0084W101 20,557 847,000 SH   OTR 2 847,000 0 0
AERCAP HOLDINGS NV SHS N00985106 7,281 140,000 SH   OTR 1 140,000 0 0
AERCAP HOLDINGS NV SHS N00985106 66,055 1,270,043 SH   OTR 2 1,270,043 0 0
AERCAP HOLDINGS NV SHS N00985106 107,818 2,073,026 SH   SOLE   2,073,026 0 0
ALTICE USA INC CL A 02156K103 29,356 1,205,600 SH   OTR 2 1,205,600 0 0
ALTICE USA INC CL A 02156K103 48,265 1,982,140 SH   SOLE   1,982,140 0 0
BRIGHTHOUSE FINL INC COM 10922N103 26,852 731,863 SH   OTR 1 731,863 0 0
BRIGHTHOUSE FINL INC COM 10922N103 33,329 908,400 SH   OTR 2 908,400 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,405 38,300 SH   OTR 3 38,300 0 0
BRIGHTHOUSE FINL INC COM 10922N103 59,223 1,614,156 SH   SOLE   1,614,156 0 0
CARS COM INC COM 14575E105 1,560 79,100 SH   OTR 2 79,100 0 0
CARS COM INC COM 14575E105 2,560 129,800 SH   SOLE   129,800 0 0
CHEMOURS CO COM 163851108 7,200 300,000 SH   OTR 1 300,000 0 0
CHEMOURS CO COM 163851108 31,327 1,305,300 SH   OTR 2 1,305,300 0 0
CHEMOURS CO COM 163851108 50,797 2,116,523 SH   SOLE   2,116,523 0 0
CNX RESOURCES CORPORATION COM 12653C108 16,212 2,217,806 SH   OTR 2 2,217,806 0 0
CNX RESOURCES CORPORATION COM 12653C108 128 17,500 SH   OTR 3 17,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 26,659 3,646,955 SH   SOLE   3,646,955 0 0
CONSOL COAL RES LP COM UNIT 20855T100 11,991 719,300 SH   OTR 1 719,300 0 0
CONSOL COAL RES LP COM UNIT 20855T100 30,099 1,805,600 SH   OTR 2 1,805,600 0 0
CONSOL COAL RES LP COM UNIT 20855T100 49,402 2,963,538 SH   SOLE   2,963,538 0 0
CONSOL ENERGY INC NEW COM 20854L108 107 4,017 SH   OTR 1 4,017 0 0
CONSOL ENERGY INC NEW COM 20854L108 7,056 265,174 SH   OTR 2 265,174 0 0
CONSOL ENERGY INC NEW COM 20854L108 10,849 407,691 SH   SOLE   407,691 0 0
DILLARDS INC CL A 254067101 9,435 151,500 SH   OTR 2 151,500 0 0
DILLARDS INC CL A 254067101 15,477 248,500 SH   SOLE   248,500 0 0
ECHOSTAR CORP CL A 278768106 16,270 367,100 SH   SOLE   367,100 0 0
ECHOSTAR CORP CL A 278768106 9,972 225,000 SH   OTR 2 225,000 0 0
ENSCO ROWAN PLC SHS CLASS A G3166L100 4,400 515,800 SH   OTR 2 515,800 0 0
ENSCO ROWAN PLC SHS CLASS A G3166L100 7,220 846,400 SH   SOLE   846,400 0 0
EXELA TECHNOLOGIES INC COM 30162V102 3,023 1,380,200 SH   OTR 1 1,380,200 0 0
EXELA TECHNOLOGIES INC COM 30162V102 5,515 2,518,107 SH   OTR 2 2,518,107 0 0
EXELA TECHNOLOGIES INC COM 30162V102 9,033 4,124,621 SH   SOLE   4,124,621 0 0
GENERAL MTRS CO COM 37045V100 7,398 192,000 SH   OTR 1 192,000 0 0
GENERAL MTRS CO COM 37045V100 83,737 2,173,302 SH   OTR 2 2,173,302 0 0
GENERAL MTRS CO COM 37045V100 1,664 43,200 SH   OTR 3 43,200 0 0
GENERAL MTRS CO COM 37045V100 133,013 3,452,200 SH   SOLE   3,452,200 0 0
GREEN BRICK PARTNERS INC COM 392709101 28,809 3,466,793 SH   OTR 1 3,466,793 0 0
GREEN BRICK PARTNERS INC COM 392709101 64,976 7,819,054 SH   OTR 2 7,819,054 0 0
GREEN BRICK PARTNERS INC COM 392709101 106,641 12,832,821 SH   SOLE   12,832,821 0 0
HILTON GRAND VACATIONS INC COM 43283X105 10,447 328,300 SH   OTR 2 328,300 0 0
HILTON GRAND VACATIONS INC COM 43283X105 17,176 539,800 SH   SOLE   539,800 0 0
KAR AUCTION SVCS INC COM 48238T109 13,576 543,043 SH   SOLE   543,043 0 0
KAR AUCTION SVCS INC COM 48238T109 8,549 341,957 SH   OTR 2 341,957 0 0
MEDICINES CO COM 584688105 10,080 276,400 SH   OTR 2 276,400 0 0
MEDICINES CO COM 584688105 16,601 455,200 SH   SOLE   455,200 0 0
SCIENTIFIC GAMES CORP COM 80874P109 230 11,600 SH   OTR 1 11,600 0 0
SCIENTIFIC GAMES CORP COM 80874P109 11,357 573,000 SH   OTR 2 573,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 18,040 910,178 SH   SOLE   910,178 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 670 47,500 SH   OTR 1 47,500 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 4,305 305,300 SH   OTR 2 305,300 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 7,000 496,474 SH   SOLE   496,474 0 0
TEMPUR SEALY INTL INC COM 88023U101 13,258 180,700 SH   OTR 2 180,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 21,375 291,325 SH   SOLE   291,325 0 0
VOYA FINL INC COM 929089100 10,839 196,005 SH   SOLE   196,005 0 0
VOYA FINL INC COM 929089100 6,605 119,441 SH   OTR 2 119,441 0 0