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 |
| ADOBE SYSTEMS INC - EQUITIES | COM | 00724F101 | 11,312 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 181,232 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
| AMAZON.COM INC - EQUITIES | COM | 023135106 | 120,158 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
| AMERICAN AIRLINES GROUP | COM | 02376R102 | 15,413 | 480,000 | SH | SOLE | 0 | 480,000 | 0 | 0 | |
| APPLE COMPUTER - G7 EQ | COM | 037833100 | 55,209 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 51,372 | 1,800,000 | SH | SOLE | 0 | 1,800,000 | 0 | 0 | |
| BEST INC-ADR - EQUITIES | SPONSORED ADS | 08653C106 | 4,671 | 1,136,602 | SH | SOLE | 0 | 1,136,602 | 0 | 0 | |
| BOYD GAMING CORP - GLOBAL EQ | COM | 103304101 | 7,481 | 360,000 | SH | SOLE | 0 | 360,000 | 0 | 0 | |
| COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 24,005 | 705,000 | SH | SOLE | 0 | 705,000 | 0 | 0 | |
| DELTA AIR LINES INC | COM NEW | 247361702 | 16,467 | 330,000 | SH | SOLE | 0 | 330,000 | 0 | 0 | |
| DESPEGAR.COM - EQUITIES | ORD SHS | G27358103 | 1,143 | 92,122 | SH | SOLE | 0 | 92,122 | 0 | 0 | |
| FACEBOOK CLASS A ORD SHS | CL A | 30303M102 | 39,327 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| GLOBAL X ROBOTICS & ARTIFICI G7 EQUITIES | RBTCS ARTFL INTE | 37954Y715 | 17,494 | 1,045,018 | SH | SOLE | 0 | 1,045,018 | 0 | 0 | |
| HOMEBUILDERS - SPDR | S&P HOMEBUILD | 78464A888 | 13,821 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
| ISHARES CHINA LARGE-CAP ETF - EQUITIES | CHINA LG-CAP ETF | 464287184 | 78,160 | 2,000,000 | SH | SOLE | 0 | 2,000,000 | 0 | 0 | |
| ISHARES J.P. MORGAN USD EMERG MARK HH | JPMORGAN USD EMG | 464288281 | 389,663 | 3,750,000 | SH | SOLE | 0 | 3,750,000 | 0 | 0 | |
| ISHARES MSCI EMERGING MARKET- G7 EQ | MSCI EMG MKT ETF | 464287234 | 225,962 | 5,785,000 | SH | SOLE | 0 | 5,785,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 60,225 | 3,750,000 | SH | SOLE | 0 | 3,750,000 | 0 | 0 | |
| KRANESHARES CSI CHINA INTERN - EQUITIES | CSI CHI INTERNET | 500767306 | 15,000 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
| MELCO RESORTS AND ENTERTAINMENT LTD -ADR | ADR | 585464100 | 34,095 | 1,935,000 | SH | SOLE | 0 | 1,935,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 44,396 | 1,830,000 | SH | SOLE | 0 | 1,830,000 | 0 | 0 | |
| MICROSOFT CORP- EQUITIES | COM | 594918104 | 20,314 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| SALESFORCE.COM INC EQUITIES | COM | 79466L302 | 34,243 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| SPIRIT AIRLINES INC | COM | 848577102 | 13,901 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
| SPRINT CORPORATION | COM SER 1 | 85207U105 | 7,857 | 1,350,000 | SH | SOLE | 0 | 1,350,000 | 0 | 0 | |
| TELEFONICA BRASIL ADR | SPONSORED ADR | 87936R106 | 1,790 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 16,888 | 519,000 | SH | SOLE | 0 | 519,000 | 0 | 0 | |
| TENCENT MUSIC ENTERTAINM-ADR - EQUITIES | SPON ADS | 88034P109 | 264 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 6,520 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 53,432 | 840,000 | SH | SOLE | 0 | 840,000 | 0 | 0 | |
| TWITTER INC - EQUITIES | COM | 90184L102 | 23,409 | 814,508 | SH | SOLE | 0 | 814,508 | 0 | 0 | |
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 26,375 | 315,000 | SH | SOLE | 0 | 315,000 | 0 | 0 | |
| VERIZON COMM INC | COM | 92343V104 | 10,120 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| WYNN RESORTS LTD - GLOBAL EQUITY | COM | 983134107 | 17,804 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| XLE - ENERGY SELECT SEC SPDR - G7 | ENERGY | 81369Y506 | 88,893 | 1,550,000 | SH | SOLE | 0 | 1,550,000 | 0 | 0 | |
| YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 6,052 | 451,974 | SH | SOLE | 0 | 451,974 | 0 | 0 | |
| SPDR S&P 500 ETF TRUST- DIV FUTURES | CALL | 78462F903 | 52,792 | 189,900 | SH | Call | SOLE | 0 | 189,900 | 0 | 0 |
| SPDR S&P 500 ETF TRUST- DIV FUTURES | PUT | 78462F953 | 26,410 | 95,000 | SH | Put | SOLE | 0 | 95,000 | 0 | 0 |
| FINANCIAL SELECT SECTOR SPDR - EQUITIES | CALL | 81369Y905 | 71,460 | 3,000,000 | SH | Call | SOLE | 0 | 3,000,000 | 0 | 0 |
| VANECK VECTORS OIL SERVICES- EQUITIES | CALL | 92189F908 | 28,060 | 2,000,000 | SH | Call | SOLE | 0 | 2,000,000 | 0 | 0 |