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
ADOBE SYSTEMS INC - EQUITIES COM 00724F101 14,733 50,000 SH   SOLE 0 50,000 0 0
AMAZON.COM INC - EQUITIES COM 023135106 151,490 80,000 SH   SOLE 0 80,000 0 0
AMERICAN AIRLINES GROUP COM 02376R102 9,783 300,000 SH   SOLE 0 300,000 0 0
AT&T INC COM 00206R102 38,201 1,140,000 SH   SOLE 0 1,140,000 0 0
BOYD GAMING CORP - GLOBAL EQ COM 103304101 7,476 277,500 SH   SOLE 0 277,500 0 0
COMCAST CORP-CLASS A - BOA CL A 20030N101 29,418 695,800 SH   SOLE 0 695,800 0 0
COMCAST CORP-CLASS A GLOBAL EQUITY CL A 20030N101 15,610 369,200 SH   SOLE 0 369,200 0 0
DESPEGAR.COM - EQUITIES ORD SHS G27358103 1,280 92,122 SH   SOLE 0 92,122 0 0
GLOBAL X ROBOTICS & ARTIFICI G7 EQUITIES RBTCS ARTFL INTE 37954Y715 21,684 1,045,018 SH   SOLE 0 1,045,018 0 0
HOMEBUILDERS - SPDR S&P HOMEBUILD 78464A888 17,714 425,000 SH   SOLE 0 425,000 0 0
ISHARES MSCI BRAZIL CAPPED - DIV FUT MSCI BRAZIL ETF 464286400 2,273 52,000 SH   SOLE 0 52,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 49,923 2,700,000 SH   SOLE 0 2,700,000 0 0
KRANESHARES CSI CHINA INTERN - EQUITIES CSI CHI INTERNET 500767306 17,580 400,000 SH   SOLE 0 400,000 0 0
MELCO CROWN ENTERTAINME-ADR - BOA ADR 585464100 26,186 1,205,600 SH   SOLE 0 1,205,600 0 0
MELCO RESORTS AND ENTERTAINMENT LTD -ADR ADR 585464100 13,888 639,400 SH   SOLE 0 639,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 41,998 1,470,000 SH   SOLE 0 1,470,000 0 0
PALO ALTO NETWORKS INC EQUITIES COM 697435105 35,658 175,000 SH   SOLE 0 175,000 0 0
SALESFORCE.COM INC EQUITIES COM 79466L302 68,279 450,000 SH   SOLE 0 450,000 0 0
SPIRIT AIRLINES INC COM 848577102 15,321 321,000 SH   SOLE 0 321,000 0 0
TECH SELECT SECTOR SPDR G7 EQ TECHNOLOGY 81369Y803 1,951 25,000 SH   SOLE 0 25,000 0 0
TELEFONICA BRASIL ADR SPONSORED ADR 87936R106 1,953 150,000 SH   SOLE 0 150,000 0 0
TELEPHONE AND DATA SYSTEMS COM NEW 879433829 15,778 519,000 SH   SOLE 0 519,000 0 0
TENCENT MUSIC ENTERTAINM-ADR - EQUITIES SPON ADS 88034P109 305 20,333 SH   SOLE 0 20,333 0 0
TIM PARTICIPACOES SA-ADR NEW SPONSORED ADR 88706P205 8,308 555,000 SH   SOLE 0 555,000 0 0
T-MOBILE US INC COM 872590104 53,381 720,000 SH   SOLE 0 720,000 0 0
TRADEWEB MARKETS INC-CLASS A - EQ CL A 892672106 44 1,000 SH   SOLE 0 1,000 0 0
TWITTER INC - EQUITIES COM 90184L102 28,426 814,508 SH   SOLE 0 814,508 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 19,576 223,600 SH   SOLE 0 223,600 0 0
UNITED CONTINENTAL HOLDINGS-BOA COM 910047109 36,894 421,400 SH   SOLE 0 421,400 0 0
VERIZON COMM INC COM 92343V104 9,506 166,400 SH   SOLE 0 166,400 0 0
VERIZON COMMUNICATIONS INC-BOA COM 92343V104 17,916 313,600 SH   SOLE 0 313,600 0 0
WYNN RESORTS LTD - GLOBAL EQUITY COM 983134107 13,019 105,000 SH   SOLE 0 105,000 0 0
XLE - ENERGY SELECT SEC SPDR - G7 ENERGY 81369Y506 98,751 1,550,000 SH   SOLE 0 1,550,000 0 0
YPF S.A.-SPONSORED ADR -G7 EQ SPON ADR CL D 984245100 8,230 451,974 SH   SOLE 0 451,974 0 0
XLE - ENERGY SELECT SEC SPDR - G7 CALL 81369Y906 95,565 1,500,000 SH Call SOLE 0 1,500,000 0 0
SPDR S&P BIOTECH ETF- EQUITIES CALL 78464A900 33,564 384,200 SH Call SOLE 0 384,200 0 0
APPLE COMPUTER - G7 EQ PUT 037833950 22,468 113,600 SH Put SOLE 0 113,600 0 0
ISHARES MSCI MEXICO ETF - EQUITIES CALL 464286902 130,260 3,000,000 SH Call SOLE 0 3,000,000 0 0
INTEL CORP EQUITIES CALL 458140900 31,680 660,000 SH Call SOLE 0 660,000 0 0