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
AERIE PHARMACEUTICALS INC COM 00771V108 8,252 169,799 SH   SOLE N/A 169,799 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 615,279 3,562,500 SH   SOLE N/A 3,562,500 0 0
ALLERGAN PLC SHS G0177J108 386,984 1,888,188 SH   SOLE N/A 1,888,188 0 0
ALLSTATE CORP COM 020002101 135,004 1,468,871 SH   SOLE N/A 1,468,871 0 0
ALLY FINL INC COM 02005N100 165,225 6,810,600 SH   SOLE N/A 6,810,600 0 0
ALPHABET INC CAP STK CL C 02079K107 544,774 568,000 SH   SOLE N/A 568,000 0 0
ALTABA INC COM 021346101 310,169 4,682,500 SH   SOLE N/A 4,682,500 0 0
ANTERO RES CORP COM 03674X106 2,985 150,000 SH   SOLE N/A 150,000 0 0
APPLE INC COM 037833100 209,757 1,361,000 SH   SOLE N/A 1,361,000 0 0
APPLIED MATLS INC COM 038222105 13,023 250,000 SH   SOLE N/A 250,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 92,098 4,675,000 SH   SOLE N/A 4,675,000 0 0
BANK AMER CORP COM 060505104 160,387 6,329,404 SH   SOLE N/A 6,329,404 0 0
BOSTON SCIENTIFIC CORP COM 101137107 109,471 3,752,866 SH   SOLE N/A 3,752,866 0 0
CBS CORP NEW CL B 124857202 52,102 898,317 SH   SOLE N/A 898,317 0 0
CENTENE CORP DEL COM 15135B101 105,108 1,086,164 SH   SOLE N/A 1,086,164 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,294 766,000 SH   SOLE N/A 766,000 0 0
DOLLAR GEN CORP NEW COM 256677105 48,570 599,264 SH   SOLE N/A 599,264 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 81,212 4,672,707 SH   SOLE N/A 4,672,707 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 218,566 11,950,000 SH   SOLE N/A 11,950,000 0 0
FACEBOOK INC CL A 30303M102 563,871 3,300,000 SH   SOLE N/A 3,300,000 0 0
GENERAL MTRS CO COM 37045V100 10,095 250,000 SH   SOLE N/A 250,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 31,173 757,547 SH   SOLE N/A 757,547 0 0
HCA HEALTHCARE INC COM 40412C101 14,622 183,711 SH   SOLE N/A 183,711 0 0
HUNTSMAN CORP COM 447011107 140,822 5,135,744 SH   SOLE N/A 5,135,744 0 0
KENNAMETAL INC COM 489170100 72,631 1,800,463 SH   SOLE N/A 1,800,463 0 0
KINDER MORGAN INC DEL COM 49456B101 65,365 3,407,996 SH   SOLE N/A 3,407,996 0 0
MICRON TECHNOLOGY INC COM 595112103 670,734 17,053,999 SH   SOLE N/A 17,053,999 0 0
MOHAWK INDS INC COM 608190104 78,629 317,682 SH   SOLE N/A 317,682 0 0
NRG ENERGY INC COM NEW 629377508 216,010 8,441,193 SH   SOLE N/A 8,441,193 0 0
OWENS CORNING NEW COM 690742101 164,783 2,130,353 SH   SOLE N/A 2,130,353 0 0
PEABODY ENERGY CORP NEW 8.5% PFD CONV A 704551407 18,641 301,316 SH   SOLE N/A 301,316 0 0
PEABODY ENERGY CORP NEW COM 704551100 6,282 216,536 SH   SOLE N/A 216,536 0 0
PNC FINL SVCS GROUP INC COM 693475105 124,327 922,510 SH   SOLE N/A 922,510 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 207,994 1,430,000 SH   SOLE N/A 1,430,000 0 0
RANGE RES CORP COM 75281A109 2,936 150,000 SH   SOLE N/A 150,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 209,572 8,104,100 SH Call SOLE N/A 8,104,100 0 0
SOUTHWEST AIRLS CO COM 844741108 43,228 772,202 SH   SOLE N/A 772,202 0 0
STRYKER CORP COM 863667101 75,697 533,000 SH   SOLE N/A 533,000 0 0
SUMMIT MATLS INC CL A 86614U100 62,894 1,963,585 SH   SOLE N/A 1,963,585 0 0
TERRAFORM PWR INC CL A COM 88104R100 113,064 8,552,482 SH   SOLE N/A 8,552,482 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 112,006 592,000 SH   SOLE N/A 592,000 0 0
UNITED RENTALS INC COM 911363109 129,289 931,880 SH   SOLE N/A 931,880 0 0
UNITEDHEALTH GROUP INC COM 91324P102 131,024 669,000 SH   SOLE N/A 669,000 0 0
WESTERN DIGITAL CORP COM 958102105 222,492 2,575,138 SH   SOLE N/A 2,575,138 0 0
WHIRLPOOL CORP COM 963320106 67,501 365,976 SH   SOLE N/A 365,976 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 289,288 7,436,701 SH   SOLE N/A 7,436,701 0 0
WMIH CORP COM 92936P100 7,220 7,600,000 SH   SOLE N/A 7,600,000 0 0
XPO LOGISTICS INC COM 983793100 4,359 64,311 SH   SOLE N/A 64,311 0 0