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
ADVANCE AUTO PARTS INC COM 00751Y106 3,163 21,012 SH   SOLE   21,012 0 0
ALLERGAN PLC SHS G0177J108 9,083 29,066 SH   SOLE   29,066 0 0
ALPHABET INC CAP STK CL C 02079K107 9,535 12,564 SH   SOLE   12,564 0 0
APPLE INC COM 037833100 6,421 61,002 SH   SOLE   61,002 0 0
ATLASSIAN CORP PLC CL A G06242104 241 8,018 SH   SOLE   8,018 0 0
BANK AMER CORP COM 060505104 4,837 287,398 SH   SOLE   287,398 0 0
BIOGEN INC COM 09062X103 2,158 7,045 SH   SOLE   7,045 0 0
CANADIAN NAT RES LTD COM 136385101 2,162 98,863 SH   SOLE   98,863 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,753 95,496 SH   SOLE   95,496 0 0
CF INDS HLDGS INC COM 125269100 1,768 43,328 SH   SOLE   43,328 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 5,878 32,101 SH   SOLE   32,101 0 0
CHESAPEAKE ENERGY CORP COM 165167107 633 140,632 SH   SOLE   140,632 0 0
COMCAST CORP NEW CL A 20030N101 10,701 189,632 SH   SOLE   189,632 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 507 24,040 SH   SOLE   24,040 0 0
DISNEY WALT CO COM DISNEY 254687106 6,589 62,700 SH Put SOLE   62,700 0 0
DOLLAR TREE INC COM 256746108 4,820 62,423 SH   SOLE   62,423 0 0
ELECTRUM SPL ACQSITION COR *W EXP 99/99/999 G3105C112 9 40,645 SH   SOLE   40,645 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 392 40,645 SH   SOLE   40,645 0 0
EXPEDIA INC DEL COM NEW 30212P303 7,296 58,695 SH   SOLE   58,695 0 0
FACEBOOK INC CL A 30303M102 2,945 28,135 SH   SOLE   28,135 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,133 28,916 SH   SOLE   28,916 0 0
GRACE W R & CO DEL NEW COM 38388F108 499 5,011 SH   SOLE   5,011 0 0
HALLIBURTON CO COM 406216101 375 11,012 SH   SOLE   11,012 0 0
IMS HEALTH HLDGS INC COM 44970B109 4,538 178,178 SH   SOLE   178,178 0 0
INFRAREIT INC COM 45685L100 754 40,749 SH   SOLE   40,749 0 0
INTUIT COM 461202103 1,207 12,506 SH   SOLE   12,506 0 0
ISTAR INC COM 45031U101 2,053 175,035 SH   SOLE   175,035 0 0
JD COM INC SPON ADR CL A 47215P106 7,701 238,686 SH   SOLE   238,686 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 4,040 225,957 SH   SOLE   225,957 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 15,522 285,538 SH   SOLE   285,538 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,305 24,000 SH Call SOLE   24,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,097 125,017 SH   SOLE   125,017 0 0
MASTERCARD INC CL A 57636Q104 5,083 52,212 SH   SOLE   52,212 0 0
MICROSOFT CORP COM 594918104 13,291 239,567 SH   SOLE   239,567 0 0
MICROSOFT CORP COM 594918104 12,894 232,400 SH Call SOLE   232,400 0 0
NETFLIX INC COM 64110L106 1,831 16,004 SH   SOLE   16,004 0 0
NEXTERA ENERGY INC COM 65339F101 6,479 62,363 SH   SOLE   62,363 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,933 64,750 SH   SOLE   64,750 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 335 27,628 SH   SOLE   27,628 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 683 40,091 SH   SOLE   40,091 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 1,706 100,200 SH Call SOLE   100,200 0 0
NOVAGOLD RES INC COM NEW 66987E206 1,350 320,551 SH   SOLE   320,551 0 0
NRG YIELD INC CL A NEW 62942X306 845 60,721 SH   SOLE   60,721 0 0
NRG YIELD INC CL C 62942X405 1,217 82,482 SH   SOLE   82,482 0 0
PBF ENERGY INC CL A 69318G106 3,179 86,365 SH   SOLE   86,365 0 0
PFIZER INC COM 717081103 8,026 248,625 SH   SOLE   248,625 0 0
PIONEER NAT RES CO COM 723787107 2,424 19,334 SH   SOLE   19,334 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 299 9,902 SH   SOLE   9,902 0 0
TERRAFORM GLOBAL INC CL A 88104M101 390 69,825 SH   SOLE   69,825 0 0
TESORO CORP COM 881609101 3,501 33,228 SH   SOLE   33,228 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,795 468,060 SH   SOLE   468,060 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 3,641 35,822 SH   SOLE   35,822 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,494 49,420 SH   SOLE   49,420 0 0
VISA INC COM CL A 92826C839 4,938 63,672 SH   SOLE   63,672 0 0
WALTER INVT MGMT CORP COM 93317W102 296 20,827 SH   SOLE   20,827 0 0
WILLIAMS COS INC DEL COM 969457100 1,388 54,000 SH Call SOLE   54,000 0 0
WIX COM LTD SHS M98068105 2,361 103,760 SH   SOLE   103,760 0 0