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
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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
ACTIVISION BLIZZARD INC COM 00507V109 146,708 2,174,744 SH   SOLE N/A 2,174,744 0 0
ALPHABET INC CAP STK CL C 02079K107 121,914 118,158 SH   SOLE N/A 118,158 0 0
ANDEAVOR COM 03349M105 207,203 2,060,495 SH   SOLE N/A 2,060,495 0 0
AUTODESK INC COM 052769106 149,173 1,187,874 SH   SOLE N/A 1,187,874 0 0
BANK AMER CORP COM 060505104 107,845 3,596,029 SH   SOLE N/A 3,596,029 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 299 1 SH   SOLE N/A 1 0 0
CARS COM INC COM 14575E105 41,381 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 246,106 4,604,410 SH   SOLE N/A 4,604,410 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 2,034 141,271 SH   SOLE N/A 141,271 0 0
CITIGROUP INC COM NEW 172967424 58,905 872,661 SH   SOLE N/A 872,661 0 0
CORNING INC COM 219350105 104,073 3,732,892 SH   SOLE N/A 3,732,892 0 0
CSX CORP COM 126408103 271,770 4,878,294 SH   SOLE N/A 4,878,294 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 06/16/202 G3105C112 345 1,000,000 SH   SOLE N/A 1,000,000 0 0
ENCANA CORP COM 292505104 155,667 14,151,561 SH   SOLE N/A 14,151,561 0 0
FIRST DATA CORP NEW COM CL A 32008D106 266,543 16,658,967 SH   SOLE N/A 16,658,967 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 371,823 1,836,162 SH   SOLE N/A 1,836,162 0 0
IAC INTERACTIVECORP COM 44919P508 226,893 1,450,906 SH   SOLE N/A 1,450,906 0 0
IQVIA HLDGS INC COM 46266C105 80,320 818,673 SH   SOLE N/A 818,673 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 37,792 800,000 SH Call SOLE N/A 800,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 43,217 1,128,094 SH   SOLE N/A 1,128,094 0 0
MARATHON PETE CORP COM 56585A102 127,559 1,744,757 SH   SOLE N/A 1,744,757 0 0
MASTERCARD INCORPORATED CL A 57636Q104 137,687 786,064 SH   SOLE N/A 786,064 0 0
MATCH GROUP INC COM 57665R106 90,330 2,032,627 SH   SOLE N/A 2,032,627 0 0
MICROSOFT CORP COM 594918104 371,586 4,071,286 SH   SOLE N/A 4,071,286 0 0
NOVAGOLD RES INC COM NEW 66987E206 18,619 4,300,010 SH   SOLE N/A 4,300,010 0 0
NRG ENERGY INC COM NEW 629377508 186,067 6,094,574 SH   SOLE N/A 6,094,574 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 139,336 3,636,112 SH   SOLE N/A 3,636,112 0 0
PARSLEY ENERGY INC CL A 701877102 92,907 3,204,808 SH   SOLE N/A 3,204,808 0 0
PAYPAL HLDGS INC COM 70450Y103 76,793 1,012,171 SH   SOLE N/A 1,012,171 0 0
PRAXAIR INC COM 74005P104 158,491 1,098,342 SH   SOLE N/A 1,098,342 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 80,669 471,970 SH   SOLE N/A 471,970 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 44,112 1,600,000 SH   SOLE N/A 1,600,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 82,710 3,000,000 SH Call SOLE N/A 3,000,000 0 0
SERVICENOW INC COM 81762P102 75,759 457,899 SH   SOLE N/A 457,899 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 78,945 300,000 SH Put SOLE N/A 300,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 131,575 500,000 SH Call SOLE N/A 500,000 0 0
STEEL DYNAMICS INC COM 858119100 149,915 3,390,213 SH   SOLE N/A 3,390,213 0 0
STITCH FIX INC COM CL A 860897107 9,816 484,000 SH   SOLE N/A 484,000 0 0
SUMMIT MATLS INC CL A 86614U100 41,878 1,383,023 SH   SOLE N/A 1,383,023 0 0
TECK RESOURCES LTD CL B 878742204 59,482 2,309,093 SH   SOLE N/A 2,309,093 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 13,121 1,887,932 SH   SOLE N/A 1,887,932 0 0
ULTA BEAUTY INC COM 90384S303 91,760 449,207 SH   SOLE N/A 449,207 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,134 825,000 SH   SOLE N/A 825,000 0 0
VISA INC COM CL A 92826C839 126,745 1,059,561 SH   SOLE N/A 1,059,561 0 0
WILLIAMS COS INC DEL COM 969457100 67,248 2,705,072 SH   SOLE N/A 2,705,072 0 0
WIX COM LTD SHS M98068105 311,200 3,912,010 SH   SOLE N/A 3,912,010 0 0
WORLDPAY INC CL A 981558109 227,787 2,769,782 SH   SOLE N/A 2,769,782 0 0