Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting GENERAL MTRS CO,GM,,Sell,37045V100,1060091000.0,25862200.0,19.264 BRIGHTHOUSE FINL INC,BHF,,Buy,10922N103,645040000.0,11000000.0,11.722 AERCAP HOLDINGS NV,AER,,Sell,N00985106,513904000.0,9768178.0,9.339 MYLAN N V,MYL,,Sell,N59465109,430813000.0,10182307.0,7.829 APPLE INC,AAPL,, ,037833100,371105000.0,2192900.0,6.744 VOYA FINL INC,VOYA,,Sell,929089100,282101000.0,5702444.0,5.126 GREEN BRICK PARTNERS INC,GRBK,, ,392709101,272542000.0,24118668.0,4.953 CNX RESOURCES CORPORATION,CNX,,New,12653C108,260519000.0,17807181.0,4.734 PERRIGO CO PLC,PRGO,,Sell,G97822103,247241000.0,2836632.0,4.493 TEMPUR SEALY INTL INC,TPX,,Sell,88023U101,177036000.0,2824000.0,3.217 ALTABA INC,AABA,,Sell,021346101,154816000.0,2216400.0,2.813 MICRON TECHNOLOGY INC,MU,,Sell,595112103,139976000.0,3404100.0,2.544 ADIENT PLC,ADNT,,Sell,G0084W101,134215000.0,1705385.0,2.439 CONSOL ENERGY INC NEW,CEIX,,New,20854L108,87936000.0,2225663.0,1.598 CONSOL COAL RES LP,CCR,,New,20855T100,85894000.0,5488438.0,1.561 CONDUENT INC,CNDT,,Sell,206787103,70097000.0,4337700.0,1.274 TWITTER INC,TWTR,,New,90184L102,66868000.0,2785000.0,1.215 TIME WARNER INC,TWX,,New,887317303,60827000.0,665000.0,1.105 ENSCO PLC,ESV,,New,G3157S106,57327000.0,9700000.0,1.042 CHEMOURS CO,CC,,Sell,163851108,52468000.0,1048100.0,0.953 DSW INC,DSW,cl a,Sell,23334L102,51548000.0,2407700.0,0.937 DILLARDS INC,DDS,cl a,Sell,254067101,48379000.0,805659.0,0.879 EXELA TECHNOLOGIES INC,XELA,, ,30162V102,43181000.0,8384629.0,0.785 VENATOR MATLS PLC,VNTR,, ,G9329Z100,37604000.0,1700000.0,0.683 MEDICINES CO,MDCO,,New,584688105,27340000.0,1000000.0,0.497 PENNEY J C INC,JCPNQ,,New,708160106,20219000.0,6397990.0,0.367 VAREX IMAGING CORP,VREX,,Sell,92214X106,9315000.0,231900.0,0.169 CLIPPER RLTY INC,CLPR,,Sell,18885T306,8826000.0,883377.0,0.16 KOHLS CORP,KSS,,New,500255104,7203000.0,132800.0,0.131 BEST BUY INC,BBY,,New,086516101,7168000.0,104700.0,0.13 WAYFAIR INC,W,cl a,New,94419L101,7024000.0,87500.0,0.128 SHUTTERFLY INC,SFLY,,New,82568P304,6915000.0,139000.0,0.126 CARTER INC,CRI,,New,146229109,6815000.0,58000.0,0.124 UNDER ARMOUR INC,UAA,cl a,New,904311107,6529000.0,452500.0,0.119 LOWES COS INC,LOW,,New,548661107,6330000.0,68100.0,0.115 CHILDRENS PL INC,PLCE,,Sell,168905107,6264000.0,43100.0,0.114 GAP INC DEL,GPS,,Sell,364760108,6015000.0,176600.0,0.109 NORDSTROM INC,JWN,,New,655664100,5965000.0,125900.0,0.108 SIGNET JEWELERS LIMITED,SIG,,New,G81276100,5881000.0,104000.0,0.107 WEIGHT WATCHERS INTL INC NEW,WW,,New,948626106,5757000.0,130000.0,0.105 MICHAEL KORS HLDGS LTD,KORS,,New,G60754101,3037000.0,48250.0,0.055 FIVE BELOW INC,FIVE,,New,33829M101,2937000.0,44300.0,0.053 SEAWORLD ENTMT INC,SEAS,,New,81282V100,1929000.0,142148.0,0.035 QUORUM HEALTH CORP,QHCCQ,,Exit,74909E106,0.0,-205000.0,-0.017 KROGER CO,KR,,Exit,501044101,0.0,-362300.0,-0.116 DOLLAR TREE INC,DLTR,,Exit,256746108,0.0,-87900.0,-0.122 TECH DATA CORP,TECD,,Exit,878237106,0.0,-90000.0,-0.127 FREDS INC,FREDQ,cl a,Exit,356108100,0.0,-1400903.0,-0.144 HEWLETT PACKARD ENTERPRISE C,HPE,,Exit,42824C109,0.0,-635400.0,-0.149 CARS COM INC,CARS,,Exit,14575E105,0.0,-548399.0,-0.233 AMERCO,UHAL,,Exit,023586100,0.0,-50000.0,-0.299 RITE AID CORP,RAD,,Exit,767754104,0.0,-15278289.0,-0.477 TEGNA INC,TGNA,,Exit,87901J105,0.0,-2400000.0,-0.51 MONSANTO CO NEW,MON,,Exit,61166W101,0.0,-384900.0,-0.735 GENERAL MTRS CO,GM,,Exit,37045V100,0.0,-2000000.0,-1.287 STARS GROUP INC,TSG,,Exit,85570W100,0.0,-3962684.0,-1.291 CNX COAL RES LP,CNXC,,Exit,12592V100,0.0,-5488438.0,-1.295 HEWLETT PACKARD ENTERPRISE C,HPE,,Exit,42824C109,0.0,-7805000.0,-1.83 VANECK VECTORS ETF TR,GDX,gold miners etf,Exit,92189F106,0.0,-7944896.0,-2.907 CONSOL ENERGY INC,CNX,,Exit,20854P109,0.0,-22661081.0,-6.118