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 24,729 314,224 SH   SOLE   314,224 0 0
AETNA INC NEW COM 00817Y108 13,528 74,993 SH   SOLE   74,993 0 0
ALLY FINL INC COM 02005N100 39,455 1,353,056 SH   SOLE   1,353,056 0 0
ALPHABET INC CAP STK CL A 02079K305 40,675 38,613 SH   SOLE   38,613 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 32,966 984,953 SH   SOLE   943,193 0 41,760
ARES CAP CORP COM 04010L103 12,902 820,744 SH   SOLE   820,744 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 37,186 15,138,486 SH   DFND 1 15,138,486 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,261 654,473 SH   SOLE   654,473 0 0
CIT GROUP INC COM NEW 125581801 32,293 655,963 SH   SOLE   655,963 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,411 287,391 SH   SOLE   287,391 0 0
DDR CORP COM 23317H102 14,136 1,577,656 SH   SOLE   1,577,656 0 0
DDR CORP COM 23317H102 1,985 221,500 SH Call SOLE   221,500 0 0
DXC TECHNOLOGY CO COM 23355L106 72,336 762,232 SH   SOLE   762,232 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 40,048 1,312,618 SH   SOLE   1,312,618 0 0
EXPEDIA INC DEL COM NEW 30212P303 46,476 388,046 SH   SOLE   388,046 0 0
F M C CORP COM NEW 302491303 13,864 146,463 SH   SOLE   146,463 0 0
FIRST DATA CORP NEW COM CL A 32008D106 71,873 4,301,189 SH   SOLE   4,301,189 0 0
GENESEE & WYO INC CL A 371559105 35,671 453,075 SH   SOLE   453,075 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 36,541 2,365,096 SH   SOLE   2,365,096 0 0
HCA HEALTHCARE INC COM 40412C101 26,905 306,298 SH   SOLE   306,298 0 0
IAC INTERACTIVECORP COM 44919P508 46,286 378,524 SH   SOLE   378,524 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 51,638 731,835 SH   SOLE   731,835 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 37,320 1,041,298 SH   SOLE   1,041,298 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 41,773 770,157 SH   SOLE   770,157 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 42,534 1,072,469 SH   SOLE   1,072,469 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 19,862 587,468 SH   SOLE   587,468 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 36,635 1,154,227 SH   SOLE   1,154,227 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 41,133 640,699 SH   SOLE   622,445 0 18,254
MACQUARIE INFRASTRUCTURE COR COM 55608B105 5,836 90,900 SH Call SOLE   90,900 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 52,867 676,046 SH   SOLE   676,046 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 27,174 645,466 SH   SOLE   616,096 0 29,370
PINNACLE FOODS INC DEL COM 72348P104 30,295 509,416 SH   SOLE   509,416 0 0
PPG INDS INC COM 693506107 49,791 426,224 SH   SOLE   426,224 0 0
SPX CORP COM 784635104 14,675 467,511 SH   SOLE   467,511 0 0
SYNCHRONY FINL COM 87165B103 43,235 1,119,777 SH   SOLE   1,119,777 0 0
TRANSCANADA CORP COM 89353D107 29,012 596,456 SH   SOLE   596,456 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 14,157 409,986 SH   SOLE   409,986 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 29,711 262,115 SH   SOLE   262,115 0 0
VANTIV INC CL A 92210H105 42,800 581,916 SH   SOLE   581,916 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,381 91,100 SH Call SOLE   91,100 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 27,003 561,502 SH   SOLE   537,151 0 24,351