2016-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Amazon.com, Inc. US0231351067	-3M	2.2M	SELL	$33.42–$38.40
American Airlines Group Inc. US02376R1023	-94K	1.9M	SELL
Apple Inc. US0378331005	-1.6M	13M	SELL	$24.28–$28.09
Arlington Asset Investment Corp. US0413562051	+50K	210K	BUY
Bank of America Corporation US0605051046	-378K	3.5M	SELL	$13.89–$22.22
Citigroup Inc. US1729674242	-94K	912K	SELL
Delta Air Lines, Inc. US2473617023	-156K	1.9M	SELL
The GEO Group, Inc. US36162J1060	+90K	228K	BUY
GameStop Corp. US36467W1099	+1.8M	6.4M	BUY
Genworth Financial, Inc. US37247D1063	+3.4K	16M	BUY
Gilead Sciences, Inc. US3755581036	-4.5K	466K	SELL
Lennar Corporation US5260571048	-5.9K	1.6M	SELL
MGIC Investment Corporation US5528481030	-408K	7.7M	SELL
New Residential Investment Corp. US64828T2015	+33K	256K	BUY
OneMain Holdings, Inc. US68268W1036	+515K	3.3M	BUY
PulteGroup, Inc. US7458671010	-418K	3.5M	SELL
Quotient Technology Inc. US7491191034	-33K	6.2M	SELL
Radian Group Inc. US7502361014	-39K	1.5M	SELL
Tri Pointe Homes, Inc. US87265H1095	-38K	2M	SELL
Taylor Morrison Home Corporation US87724P1066	-35K	2.2M	SELL
Twitter, Inc. (delisted) US90184L1026	-1.3M	3.9M	SELL
United Airlines Holdings, Inc. US9100471096	-87K	1.3M	SELL