Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting GENERAL MTRS CO,GM,,Sell,37045V100,1395594000.0,34561500.0,22.242 AERCAP HOLDINGS NV,AER,,Sell,N00985106,631490000.0,12355508.0,10.064 "Brighthouse Financial, Inc.",BHF,,New,10922N103,412955000.0,6792028.0,6.582 CONSOL ENERGY INC,CNX,,Sell,20854P109,383878000.0,22661081.0,6.118 APPLE INC,AAPL,,Sell,037833100,337971000.0,2192900.0,5.386 MYLAN N V,MYL,,Buy,N59465109,337048000.0,10744307.0,5.372 ALTABA INC,AABA,, ,021346101,283646000.0,4282100.0,4.521 TEMPUR SEALY INTL INC,TPX,,Buy,88023U101,258080000.0,4000000.0,4.113 PERRIGO CO PLC,PRGO,,Buy,G97822103,245572000.0,2901032.0,3.914 GREEN BRICK PARTNERS INC,GRBK,, ,392709101,238775000.0,24118668.0,3.806 VOYA FINL INC,VOYA,, ,929089100,236183000.0,5920853.0,3.764 MICRON TECHNOLOGY INC,MU,,Buy,595112103,197511000.0,5021900.0,3.148 VANECK VECTORS ETF TR,GDX,gold miners etf, ,92189F106,182415000.0,7944896.0,2.907 ADIENT PLC,ADNT,,Buy,G0084W101,145387000.0,1731000.0,2.317 HEWLETT PACKARD ENTERPRISE C,HPE,,Buy,42824C109,114811000.0,7805000.0,1.83 CONDUENT INC,CNDT,, ,206787103,93394000.0,5960000.0,1.488 DILLARDS INC,DDS,cl a,Sell,254067101,84105000.0,1500000.0,1.34 CNX COAL RES LP,CNXC,, ,12592V100,81229000.0,5488438.0,1.295 STARS GROUP INC,TSG,,New,85570W100,80985000.0,3962684.0,1.291 GENERAL MTRS CO,GM,,New,37045V100,80760000.0,2000000.0,1.287 CHEMOURS CO,CC,,Sell,163851108,75156000.0,1485000.0,1.198 DSW INC,DSW,cl a,Buy,23334L102,65492000.0,3049000.0,1.044 MONSANTO CO NEW,MON,, ,61166W101,46119000.0,384900.0,0.735 EXELA TECHNOLOGIES INC,XELA,,New,30162V102,41084000.0,8384629.0,0.655 VENATOR MATLS PLC,VNTR,,New,G9329Z100,38420000.0,1700000.0,0.612 TEGNA INC,TGNA,, ,87901J105,31991000.0,2400000.0,0.51 RITE AID CORP,RAD,,Sell,767754104,29946000.0,15278289.0,0.477 VAREX IMAGING CORP,VREX,, ,92214X106,22503000.0,665000.0,0.359 AMERCO,UHAL,,Sell,023586100,18745000.0,50000.0,0.299 CARS COM INC,CARS,, ,14575E105,14593000.0,548399.0,0.233 CLIPPER RLTY INC,CLPR,, ,18885T306,10710000.0,1000000.0,0.171 HEWLETT PACKARD ENTERPRISE C,HPE,,New,42824C109,9346000.0,635400.0,0.149 FREDS INC,FREDQ,cl a,Sell,356108100,9022000.0,1400903.0,0.144 TECH DATA CORP,TECD,,New,878237106,7997000.0,90000.0,0.127 CHILDRENS PL INC,PLCE,,New,168905107,7844000.0,66400.0,0.125 GAP INC DEL,GPS,,New,364760108,7751000.0,262500.0,0.124 DOLLAR TREE INC,DLTR,,New,256746108,7631000.0,87900.0,0.122 KROGER CO,KR,,New,501044101,7268000.0,362300.0,0.116 QUORUM HEALTH CORP,QHCCQ,,Sell,74909E106,1062000.0,205000.0,0.017 NEW YORK REIT INC,NYRT,,Exit,64976L109,0.0,-1000000.0,-0.139 ALCOA CORP,AA,,Exit,013872106,0.0,-1275000.0,-0.672 PVH CORP,PVH,,Exit,693656100,0.0,-386837.0,-0.715 AMAYA INC,AYA,,Exit,02314M108,0.0,-3962684.0,-1.143 CALPINE CORP,CPN,,Exit,131347304,0.0,-10961000.0,-2.393