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
ALLERGAN PLC SHS G0177J108 41,917 199,595 SH   OTR 1,2 199,595 0 0
ALLY FINL INC COM 02005N100 2,920 153,500 SH   OTR 1,2 153,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,404 21,500 SH   OTR 1,2 21,500 0 0
BANK AMER CORP COM 060505104 24,472 1,107,338 SH   OTR 1,2 1,107,338 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 71,556 1,224,427 SH   OTR 1,2 1,224,427 0 0
CABOT OIL & GAS CORP COM 127097103 37,409 1,601,394 SH   OTR 1,2 1,601,394 0 0
CAPITAL ONE FINL CORP COM 14040H105 12,065 138,300 SH   OTR 1,2 138,300 0 0
CBS CORP NEW CL B 124857202 6,362 100,000 SH   OTR 1,2 100,000 0 0
CF INDS HLDGS INC COM 125269100 51,467 1,634,911 SH   OTR 1,2 1,634,911 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 8,858 307,353 SH   OTR 1,2 307,353 0 0
CIGNA CORPORATION COM 125509109 25,742 192,982 SH   OTR 1,2 192,982 0 0
CITIGROUP INC COM NEW 172967424 14,453 243,200 SH   OTR 1,2 243,200 0 0
COMCAST CORP NEW CL A 20030N101 26,584 385,000 SH   OTR 1,2 385,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 25,926 503,034 SH   OTR 1,2 503,034 0 0
CORECIVIC INC COM 21871N101 11,839 484,032 SH   OTR 1,2 484,032 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 9,978 550,000 SH   OTR 1,2 550,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,495 186,000 SH   OTR 1,2 186,000 0 0
DISCOVER FINL SVCS COM 254709108 5,407 75,000 SH   OTR 1,2 75,000 0 0
DISH NETWORK CORP CL A 25470M109 58,498 1,009,806 SH   OTR 1,2 1,009,806 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 15,757 565,784 SH   OTR 1,2 565,784 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 21,887 611,194 SH   OTR 1,2 611,194 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 20,353 85,000 SH   OTR 1,2 85,000 0 0
HCA HOLDINGS INC COM 40412C101 9,386 126,800 SH   OTR 1,2 126,800 0 0
HUMANA INC COM 444859102 24,038 117,815 SH   OTR 1,2 117,815 0 0
KINDER MORGAN INC DEL COM 49456B101 2,175 105,000 SH   OTR 1,2 105,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,375 23,000 SH   OTR 1,2 2,300 0 0
MERCK & CO INC COM 58933Y105 36,862 626,159 SH   OTR 1,2 626,159 0 0
METLIFE INC COM 59156R108 8,110 150,500 SH   OTR 1,2 15,500 0 0
MORGAN STANLEY COM NEW 617446448 19,266 456,000 SH   OTR 1,2 456,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 15,674 450,267 SH   OTR 1,2 450,267 0 0
PFIZER INC COM 717081103 9,094 280,000 SH   OTR 1,2 280,000 0 0
PIONEER NAT RES CO COM 723787107 14,743 81,871 SH   OTR 1,2 81,871 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,192 67,900 SH   OTR 1,2 67,900 0 0
RSP PERMIAN INC COM 74978Q105 1,562 35,000 SH   OTR 1,2 35,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 10,072 554,328 SH   OTR 1,2 554,328 0 0
T MOBILE US INC COM 872590104 60,472 1,051,505 SH   OTR 1,2 1,051,505 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 9,946 685,000 SH   OTR 1,2 685,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,014 125,874 SH   OTR 1,2 125,874 0 0
VISA INC COM CL A 92826C839 4,525 58,000 SH   OTR 1,2 58,000 0 0
DISNEY WALT CO COM DISNEY 254687106 29,755 285,500 SH   OTR 1,2 285,500 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 8,982 1,800,000 SH   OTR 1,2 1,800,000 0 0
WILLIAMS COS INC DEL COM 969457100 39,963 1,283,322 SH   OTR 1,2 1,283,322 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 69,018 1,814,834 SH   OTR 1,2 1,814,834 0 0
YAHOO INC COM 984332106 1,547 40,000 SH   OTR 1,2 40,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 121 10,000 SH   OTR 1,2 10,000 0 0