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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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
AbbVie Inc Common Stock 00287Y109 1,988 21,000 SH   SOLE None 21,000 0 0
Aetna Inc Common Stock 00817Y108 1,183 7,000 SH   SOLE None 7,000 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 9,195 50,100 SH   SOLE None 50,100 0 0
Allstate Corp/The Common Stock 020002101 853 9,000 SH   SOLE None 9,000 0 0
Alphabet Inc CAP STK CL A 02079K305 15,142 14,600 SH   SOLE None 14,600 0 0
Amazon.com Inc Common Stock 023135106 15,269 10,550 SH   SOLE None 10,550 0 0
Analog Devices Inc Common Stock 032654105 1,640 18,000 SH   SOLE None 18,000 0 0
Apple Inc Common Stock 037833100 3,356 20,000 SH   SOLE None 20,000 0 0
Applied Materials Inc Common Stock 038222105 2,224 40,000 SH   SOLE None 40,000 0 0
Bank of New York Mellon Corp/The Common Stock 064058100 7,152 138,800 SH   SOLE None 138,800 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 12,774 270,000 SH   SOLE None 270,000 0 0
Becton Dickinson and Co Common Stock 075887109 1,300 6,000 SH   SOLE None 6,000 0 0
BeiGene Ltd SPONSORED ADR 07725L102 7,594 45,200 SH   SOLE None 45,200 0 0
Booking Holdings Inc Common Stock 09857L108 2,080 1,000 SH   SOLE None 1,000 0 0
Celgene Corp Common Stock 151020104 803 9,000 SH   SOLE None 9,000 0 0
CF Industries Holdings Inc Common Stock 125269100 23,804 630,900 SH   SOLE None 630,900 0 0
Charles Schwab Corp/The Common Stock 808513105 9,880 189,200 SH   SOLE None 189,200 0 0
Cheniere Energy Inc Common Stock 16411R208 22,716 425,000 SH   SOLE None 425,000 0 0
Chesapeake Energy Corp Common Stock 165167107 2,265 750,000 SH   SOLE None 750,000 0 0
CME Group Inc COM CL A 12572Q105 4,998 30,900 SH   SOLE None 30,900 0 0
Cognizant Technology Solutions Corp CL A 192446102 1,610 20,000 SH   SOLE None 20,000 0 0
Diamond Offshore Drilling Inc Common Stock 25271C102 4,797 327,200 SH   SOLE None 327,200 0 0
DXC Technology Co Common Stock 23355L106 1,206 12,000 SH   SOLE None 12,000 0 0
Electronic Arts Inc Common Stock 285512109 1,212 10,000 SH   SOLE None 10,000 0 0
Exact Sciences Corp Common Stock 30063P105 1,089 27,000 SH   SOLE None 27,000 0 0
Facebook Inc CL A 30303M102 10,466 65,500 SH   SOLE None 65,500 0 0
Freeport-McMoRan Inc CL B 35671D857 17,219 980,000 SH   SOLE None 980,000 0 0
GasLog Ltd SHS G37585109 10,447 635,074 SH   SOLE None 635,074 0 0
Genco Shipping & Trading Ltd SHS Y2685T131 3,828 269,200 SH   SOLE None 269,200 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 6,840 250,000 SH   SOLE None 250,000 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 7,480 29,700 SH   SOLE None 29,700 0 0
Helmerich & Payne Inc Common Stock 423452101 6,729 101,100 SH   SOLE None 101,100 0 0
Hollysys Automation Technologies Ltd SHS G45667105 4,227 171,000 SH   SOLE None 171,000 0 0
Intel Corp Common Stock 458140100 1,250 24,000 SH   SOLE None 24,000 0 0
Intuitive Surgical Inc Common Stock 46120E602 1,238 3,000 SH   SOLE None 3,000 0 0
Johnson & Johnson Common Stock 478160104 1,025 8,000 SH   SOLE None 8,000 0 0
JPMorgan Chase & Co Common Stock 46625H100 11,426 103,900 SH   SOLE None 103,900 0 0
Microsoft Corp Common Stock 594918104 2,373 26,000 SH   SOLE None 26,000 0 0
Momo Inc ADR 60879B107 5,985 160,100 SH   SOLE None 160,100 0 0
Morgan Stanley Common Stock 617446448 8,925 165,400 SH   SOLE None 165,400 0 0
Mosaic Co/The Common Stock 61945C103 20,638 850,000 SH   SOLE None 850,000 0 0
NetEase Inc SPONSORED ADR 64110W102 1,963 7,000 SH   SOLE None 7,000 0 0
Netflix Inc Common Stock 64110L106 2,658 9,000 SH   SOLE None 9,000 0 0
Nutrien Ltd Common Stock 67077M108 23,076 488,280 SH   SOLE None 488,280 0 0
NVIDIA Corp Common Stock 67066G104 5,929 25,600 SH   SOLE None 25,600 0 0
ONEOK Inc COM 682680103 2,391 42,000 SH   SOLE None 42,000 0 0
Orbotech Ltd ORD M75253100 1,244 20,000 SH   SOLE None 20,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 3,824 50,400 SH   SOLE None 50,400 0 0
Petroleo Brasileiro SA SPONSORED ADR 71654V408 25,653 1,814,200 SH   SOLE None 1,814,200 0 0
POSCO SPONSORED ADR 693483109 23,724 300,877 SH   SOLE None 300,877 0 0
Quest Diagnostics Inc Common Stock 74834L100 1,003 10,000 SH   SOLE None 10,000 0 0
Snap Inc Common Stock 83304A106 5,316 335,000 SH   SOLE None 335,000 0 0
SPDR SERIES TRUST OILGAS EQUIP 78464A748 1,019 70,000 SH   SOLE None 70,000 0 0
Star Bulk Carriers Corp SHS PAR Y8162K204 5,693 489,500 SH   SOLE None 489,500 0 0
SunTrust Banks Inc Common Stock 867914103 1,225 18,000 SH   SOLE None 18,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADR 874039100 1,750 40,000 SH   SOLE None 40,000 0 0
Tapestry Inc Common Stock 876030107 2,041 38,800 SH   SOLE None 38,800 0 0
Teck Resources Ltd CL B 878742204 15,971 620,000 SH   SOLE None 620,000 0 0
Teekay LNG Partners LP PRTNRSP UNITS Y8564M105 3,670 205,000 SH   SOLE None 205,000 0 0
Tesla Inc Common Stock 88160R101 9,261 34,800 SH   SOLE None 34,800 0 0
Texas Instruments Inc Common Stock 882508104 2,078 20,000 SH   SOLE None 20,000 0 0
US Bancorp Common Stock 902973304 7,009 138,800 SH   SOLE None 138,800 0 0
Vale SA ADR 91912E105 34,198 2,688,500 SH   SOLE None 2,688,500 0 0
VanEck Vectors Oil Services ET OIL SVCS ETF 92189F718 14,014 587,100 SH   SOLE None 587,100 0 0
Varonis Systems Inc Common Stock 922280102 1,210 20,000 SH   SOLE None 20,000 0 0
Visa Inc COM CL A 92826C839 2,392 20,000 SH   SOLE None 20,000 0 0
VMware Inc CL A COM 928563402 1,455 12,000 SH   SOLE None 12,000 0 0
Warrior Met Coal Inc Common Stock 93627C101 9,091 324,549 SH   SOLE None 324,549 0 0
Weibo Corp SPONSORED ADR 948596101 6,108 51,100 SH   SOLE None 51,100 0 0
YY Inc ADS REP COM CL A 98426T106 10,162 96,600 SH   SOLE None 96,600 0 0