FORM 13F INFORMATION TABLE
| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | VALUE (X$1000) | SHRS or PRN AMT | SH or PRN | PUT / CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | ||
| SOLE | SHARED | NONE | |||||||||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 490351 | 2642974 | SH | - | SOLE | N/A | 2642974 | 0 | 0 |
| ALLERGAN PLC | SHS | G0177J108 | 565181 | 3390000 | SH | - | SOLE | N/A | 3390000 | 0 | 0 |
| ALLY FINL INC | COM | 02005N100 | 126569 | 4817993 | SH | - | SOLE | N/A | 4817993 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 369280 | 331000 | SH | - | SOLE | N/A | 331000 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q866 | 5050 | 500000 | SH | - | SOLE | N/A | 500000 | 0 | 0 |
| ALTABA INC | COM | 021346101 | 469474 | 6412700 | SH | - | SOLE | N/A | 6412700 | 0 | 0 |
| ATLANTICA YIELD PLC | SHS | G0751N103 | 69852 | 3461464 | SH | - | SOLE | N/A | 3461464 | 0 | 0 |
| BANK AMER CORP | COM | 060505104 | 204200 | 7243695 | SH | - | SOLE | N/A | 7243695 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 82670 | 2528138 | SH | - | SOLE | N/A | 2528138 | 0 | 0 |
| BOYD GAMING CORP | COM | 103304101 | 46961 | 1354896 | SH | - | SOLE | N/A | 1354896 | 0 | 0 |
| CAESARS ENTMT CORP | COM | 127686103 | 168785 | 15774344 | SH | - | SOLE | N/A | 15774344 | 0 | 0 |
| CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 84464 | 48992834 | PRN | - | SOLE | N/A | 48992834 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 | 126403 | 1025916 | SH | - | SOLE | N/A | 1025916 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 80167 | 1229741 | SH | - | SOLE | N/A | 1229741 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 | 48924 | 1257694 | SH | - | SOLE | N/A | 1257694 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 | 90586 | 918719 | SH | - | SOLE | N/A | 918719 | 0 | 0 |
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 103080 | 5975672 | SH | - | SOLE | N/A | 5975672 | 0 | 0 |
| ENERGY TRANSFER PARTNERS LP | UNIT LTD PRT INT | 29278N103 | 105702 | 5551581 | SH | - | SOLE | N/A | 5551581 | 0 | 0 |
| FACEBOOK INC | CL A | 30303M102 | 986174 | 5075000 | SH | - | SOLE | N/A | 5075000 | 0 | 0 |
| HUNTSMAN CORP | COM | 447011107 | 90784 | 3109041 | SH | - | SOLE | N/A | 3109041 | 0 | 0 |
| KENNAMETAL INC | COM | 489170100 | 72420 | 2017257 | SH | - | SOLE | N/A | 2017257 | 0 | 0 |
| KEYCORP NEW | COM | 493267108 | 104570 | 5351561 | SH | - | SOLE | N/A | 5351561 | 0 | 0 |
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 42058 | 1100700 | SH | - | SOLE | N/A | 1100700 | 0 | 0 |
| LAM RESEARCH CORP | COM | 512807108 | 238533 | 1380000 | SH | - | SOLE | N/A | 1380000 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 23035 | 793504 | SH | - | SOLE | N/A | 793504 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 | 2125278 | 40527800 | SH | - | SOLE | N/A | 40527800 | 0 | 0 |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 34095 | 360189 | SH | - | SOLE | N/A | 360189 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 | 78974 | 2572442 | SH | - | SOLE | N/A | 2572442 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 23960 | 219272 | SH | - | SOLE | N/A | 219272 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 48079 | 440000 | SH | Call | SOLE | N/A | 440000 | 0 | 0 |
| OWENS CORNING NEW | COM | 690742101 | 89299 | 1409164 | SH | - | SOLE | N/A | 1409164 | 0 | 0 |
| PG&E CORP | COM | 69331C108 | 76351 | 1793967 | SH | - | SOLE | N/A | 1793967 | 0 | 0 |
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 50330 | 4338801 | SH | - | SOLE | N/A | 4338801 | 0 | 0 |
| STRYKER CORP | COM | 863667101 | 53360 | 316000 | SH | - | SOLE | N/A | 316000 | 0 | 0 |
| SUMMIT MATLS INC | CL A | 86614U100 | 67733 | 2580314 | SH | - | SOLE | N/A | 2580314 | 0 | 0 |
| SYMANTEC CORP | COM | 871503108 | 78470 | 3800000 | SH | - | SOLE | N/A | 3800000 | 0 | 0 |
| T MOBILE US INC | COM | 872590104 | 239000 | 4000000 | SH | - | SOLE | N/A | 4000000 | 0 | 0 |
| TERRAFORM PWR INC | COM CL A | 88104R209 | 39838 | 3404955 | SH | - | SOLE | N/A | 3404955 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 121177 | 585000 | SH | - | SOLE | N/A | 585000 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 | 105698 | 6828480 | SH | - | SOLE | N/A | 6828480 | 0 | 0 |
| UNITED CONTL HLDGS INC | COM | 910047109 | 36627 | 525276 | SH | - | SOLE | N/A | 525276 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 129881 | 529390 | SH | - | SOLE | N/A | 529390 | 0 | 0 |
| VENATOR MATLS PLC | SHS | G9329Z100 | 28655 | 1751541 | SH | - | SOLE | N/A | 1751541 | 0 | 0 |
| VISTRA ENERGY CORP | COM | 92840M102 | 44267 | 1870951 | SH | - | SOLE | N/A | 1870951 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 | 180527 | 3256261 | SH | - | SOLE | N/A | 3256261 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 | 85112 | 1099500 | SH | - | SOLE | N/A | 1099500 | 0 | 0 |
| WILLIAMS PARTNERS L P NEW | COM UNIT LTD PAR | 96949L105 | 86042 | 2119775 | SH | - | SOLE | N/A | 2119775 | 0 | 0 |
| WMIH CORP | COM | 92936P100 | 1817 | 1355646 | SH | - | SOLE | N/A | 1355646 | 0 | 0 |
| XPO LOGISTICS INC | COM | 983793100 | 164801 | 1645045 | SH | - | SOLE | N/A | 1645045 | 0 | 0 |
[Repeat as Necessary]