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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 744,938 4,320,234 SH   SOLE N/A 4,320,234 0 0
ALLERGAN PLC SHS G0177J108 566,946 3,465,862 SH   SOLE N/A 3,465,862 0 0
ALLSTATE CORP COM 020002101 79,377 758,069 SH   SOLE N/A 758,069 0 0
ALLY FINL INC COM 02005N100 234,345 8,036,523 SH   SOLE N/A 8,036,523 0 0
ALPHABET INC CAP STK CL C 02079K107 372,235 355,729 SH   SOLE N/A 355,729 0 0
ALTABA INC COM 021346101 619,220 8,865,000 SH   SOLE N/A 8,865,000 0 0
APPLE INC COM 037833100 776,402 4,587,852 SH   SOLE N/A 4,587,852 0 0
ATLANTICA YIELD PLC SHS G0751N103 75,147 3,543,012 SH   SOLE N/A 3,543,012 0 0
BANK AMER CORP COM 060505104 506,268 17,150,000 SH   SOLE N/A 17,150,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 118,563 4,782,683 SH   SOLE N/A 4,782,683 0 0
CAESARS ENTMT CORP COM 127686103 74,133 5,860,349 SH   SOLE N/A 5,860,349 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 95,594 48,992,834 PRN   SOLE N/A 48,992,834 0 0
CENTENE CORP DEL COM 15135B101 76,539 758,717 SH   SOLE N/A 758,717 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,532 177,045 SH   SOLE N/A 177,045 0 0
COMCAST CORP NEW CL A 20030N101 79,542 1,986,078 SH   SOLE N/A 1,986,078 0 0
CSX CORP COM 126408103 9,653 175,479 SH   SOLE N/A 175,479 0 0
DOLLAR GEN CORP NEW COM 256677105 76,697 824,607 SH   SOLE N/A 824,607 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 87,350 5,060,815 SH   SOLE N/A 5,060,815 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 146,587 8,180,094 SH   SOLE N/A 8,180,094 0 0
FACEBOOK INC CL A 30303M102 975,725 5,529,441 SH   SOLE N/A 5,529,441 0 0
HCA HEALTHCARE INC COM 40412C101 48,565 552,884 SH   SOLE N/A 552,884 0 0
HUNTSMAN CORP COM 447011107 87,659 2,633,185 SH   SOLE N/A 2,633,185 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 428,792 9,100,000 SH   SOLE N/A 9,100,000 0 0
KENNAMETAL INC COM 489170100 68,297 1,410,804 SH   SOLE N/A 1,410,804 0 0
MGM RESORTS INTERNATIONAL COM 552953101 77,691 2,326,766 SH   SOLE N/A 2,326,766 0 0
MICRON TECHNOLOGY INC COM 595112103 1,130,800 27,500,000 SH   SOLE N/A 27,500,000 0 0
MOHAWK INDS INC COM 608190104 19,121 69,305 SH   SOLE N/A 69,305 0 0
NRG ENERGY INC COM NEW 629377508 277,958 9,759,777 SH   SOLE N/A 9,759,777 0 0
OWENS CORNING NEW COM 690742101 90,840 988,035 SH   SOLE N/A 988,035 0 0
PEABODY ENERGY CORP NEW 8.5% PFD CONV A 704551407 23,280 314,121 SH   SOLE N/A 314,121 0 0
PG&E CORP COM 69331C108 50,649 1,129,808 SH   SOLE N/A 1,129,808 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 903,408 5,800,000 SH   SOLE N/A 5,800,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 35,013 1,254,500 SH Call SOLE N/A 1,254,500 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 279,100 10,000,000 SH   SOLE N/A 10,000,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 145,040 2,007,200 SH Call SOLE N/A 2,007,200 0 0
SOUTHWEST AIRLS CO COM 844741108 4,861 74,265 SH   SOLE N/A 74,265 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 74,628 2,007,200 SH Call SOLE N/A 2,007,200 0 0
STRYKER CORP COM 863667101 57,446 371,000 SH   SOLE N/A 371,000 0 0
SUMMIT MATLS INC CL A 86614U100 78,927 2,510,401 SH   SOLE N/A 2,510,401 0 0
T MOBILE US INC COM 872590104 244,972 3,857,224 SH   SOLE N/A 3,857,224 0 0
TERRAFORM PWR INC COM CL A 88104R209 55,556 4,645,157 SH   SOLE N/A 4,645,157 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 108,611 572,000 SH   SOLE N/A 572,000 0 0
UNITED RENTALS INC COM 911363109 130,906 761,478 SH   SOLE N/A 761,478 0 0
UNITEDHEALTH GROUP INC COM 91324P102 130,422 591,589 SH   SOLE N/A 591,589 0 0
VENATOR MATLS PLC SHS G9329Z100 38,679 1,748,605 SH   SOLE N/A 1,748,605 0 0
VISTRA ENERGY CORP COM 92840M102 17,611 961,285 SH   SOLE N/A 961,285 0 0
WESTERN DIGITAL CORP COM 958102105 47,718 600,000 SH   SOLE N/A 600,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 144,111 3,716,117 SH   SOLE N/A 3,716,117 0 0
WMIH CORP COM 92936P100 6,453 7,600,000 SH   SOLE N/A 7,600,000 0 0
XPO LOGISTICS INC COM 983793100 201,845 2,203,790 SH   SOLE N/A 2,203,790 0 0