The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 21,515 | 350,000 | SH | SOLE | 1 | 350,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,833 | 27,500 | SH | SOLE | 1 | 27,500 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 28,159 | 147,300 | SH | SOLE | 1 | 147,300 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,685 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | |
| BROADMARK RLTY CAP INC | COM | 11135B100 | 1,785 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
| CIGNA CORP NEW | COM | 125523100 | 1,636 | 8,000 | SH | SOLE | 1 | 8,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,918 | 169,600 | SH | SOLE | 1 | 169,600 | 0 | 0 | |
| DIAMOND S SHIPPING INC | COM | Y20676105 | 3,125 | 186,706 | SH | SOLE | 1 | 186,706 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,965 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | |
| DXC TECHNOLOGY CO | COM | 23355L106 | 3,285 | 87,400 | SH | SOLE | 1 | 87,400 | 0 | 0 | |
| EURONAV NV ANTWERPEN | SHS | B38564108 | 7,900 | 630,000 | SH | SOLE | 1 | 630,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 11,289 | 55,000 | SH | SOLE | 1 | 55,000 | 0 | 0 | |
| GANNETT CO INC NEW | COM | 36472T109 | 1,914 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| GS ACQUISITION HLDGS CORP | COM CL A | 36255F102 | 2,206 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
| HUMANA INC | COM | 444859102 | 3,482 | 9,500 | SH | SOLE | 1 | 9,500 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,076 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 9,912 | 84,540 | SH | SOLE | 1 | 84,540 | 0 | 0 | |
| NOBLE ENERGY INC | COM | 655044105 | 5,830 | 234,722 | SH | SOLE | 1 | 234,722 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 24,645 | 620,000 | SH | SOLE | 1 | 620,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 42,870 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| TEEKAY CORPORATION | NOTE 5.000% 1/1 | 87900YAE3 | 8,864 | 10,076,000 | SH | SOLE | 1 | 10,076,000 | 0 | 0 | |
| TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 12,888 | 828,293 | SH | SOLE | 1 | 828,293 | 0 | 0 | |
| TEEKAY TANKERS LTD | CL A | Y8565N300 | 8,022 | 334,661 | SH | SOLE | 1 | 334,661 | 0 | 0 | |
| UNITED AIRLINES HLDGS INC | COM | 910047109 | 7,012 | 79,600 | SH | SOLE | 1 | 79,600 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 7,024 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 35,742 | 108,241 | SH | SOLE | 1 | 108,241 | 0 | 0 | |