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
AETNA INC NEW COM 00817Y108 648,534 3,197,113 SH   OTR 1 3,197,113 0 0
ALPHABET INC CAP STK CL C 02079K107 152,432 127,722 SH   OTR 1 127,722 0 0
ALPHABET INC CAP STK CL A 02079K305 232,573 192,674 SH   OTR 1 192,674 0 0
ALTA MESA RES INC CL A 02133L109 27,545 6,589,646 SH   OTR 1 6,589,646 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 1,917 3,833,333 SH   OTR 1 3,833,333 0 0
BP PLC SPONSORED ADR 055622104 23,050 500,000 SH   OTR 1 500,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 218,361 670,065 SH   OTR 1 670,065 0 0
COMCAST CORP NEW CL A 20030N101 295,116 8,334,244 SH   OTR 1 8,334,244 0 0
EQT CORP COM 26884L109 250,188 5,656,532 SH   OTR 1 5,656,532 0 0
EQT CORP COM 26884L109 44,230 1,000,000 SH Call OTR 1 1,000,000 0 0
FACEBOOK INC CL A 30303M102 106,899 650,000 SH   OTR 1 650,000 0 0
FRANKLIN RES INC COM 354613101 120,182 3,952,071 SH   OTR 1 3,952,071 0 0
HCA HEALTHCARE INC COM 40412C101 37,562 270,000 SH   OTR 1 270,000 0 0
HERC HLDGS INC COM 42704L104 27,897 544,860 SH   OTR 1 544,860 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 336,306 4,163,228 SH   OTR 1 4,163,228 0 0
HYATT HOTELS CORP COM CL A 448579102 2,746 34,500 SH   OTR 1 34,500 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 30,229 239,232 SH   OTR 1 239,232 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 637 18,900 SH Call OTR 1 18,900 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 180,667 840,000 SH   OTR 1 840,000 0 0
LENNAR CORP CL A 526057104 40,480 867,000 SH   OTR 1 867,000 0 0
LILLY ELI & CO COM 532457108 37,558 350,000 SH   OTR 1 350,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 95,285 3,414,000 SH   OTR 1 3,414,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 148,095 1,121,679 SH   OTR 1 1,121,679 0 0
MOHAWK INDS INC COM 608190104 104,333 595,000 SH   OTR 1 595,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 88,910 8,500,000 SH   OTR 1 8,500,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 54,315 4,500,000 SH   OTR 1 4,500,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 18,105 1,500,000 SH Call OTR 1 1,500,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 106,060 1,152,200 SH   OTR 1 1,152,200 0 0
RITE AID CORP COM 767754104 39,074 30,526,743 SH   OTR 1 30,526,743 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 33,828 300,000 SH Call OTR 1 300,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 226,805 1,251,200 SH   OTR 1 1,251,200 0 0
SONY CORP SPONSORED ADR 835699307 61,263 1,010,100 SH   OTR 1 1,010,100 0 0
SUMMIT MATLS INC CL A 86614U100 13,635 750,000 SH   OTR 1 750,000 0 0
TESLA INC COM 88160R101 76,086 287,368 SH   OTR 1 287,368 0 0
TESLA INC COM 88160R101 66,193 250,000 SH Put OTR 1 250,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 302,877 14,061,156 SH   OTR 1 14,061,156 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 16,632 359,000 SH   OTR 1 359,000 0 0
ALLERGAN PLC SHS G0177J108 7,143 37,500 SH   OTR 1 37,500 0 0
AXALTA COATING SYS LTD COM G0750C108 113,053 3,877,000 SH   OTR 1 3,877,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 102,395 2,251,926 SH   OTR 1 2,251,926 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 13,366 462,000 SH   OTR 1 462,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 293,222 3,429,493 SH   OTR 1 3,429,493 0 0