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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,245 227,233 SH   OTR 1,2 227,233 0 0
ALLERGAN PLC SHS G0177J108 25,169 122,805 SH   OTR 1,2 122,805 0 0
ALPHABET INC CAP STK CL A 02079K305 78,884 81,013 SH   OTR 1,2 81,013 0 0
ALTABA INC COM 021346101 11,824 178,500 SH   OTR 1,2 178,500 0 0
AVIS BUDGET GROUP COM 053774105 8,382 220,226 SH   OTR 1,2 220,226 0 0
BANCO MACRO SA SPON ADR B 05961W105 739 6,294 SH   OTR 1,2 6,294 0 0
BANK AMER CORP COM 060505104 70,268 2,773,000 SH   OTR 1,2 2,773,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 41,146 645,532 SH   OTR 1,2 645,532 0 0
CF INDS HLDGS INC COM 125269100 81,964 2,331,164 SH   OTR 1,2 2,331,164 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 8,347 289,612 SH   OTR 1,2 289,612 0 0
CIGNA CORPORATION COM 125509109 35,490 189,845 SH   OTR 1,2 189,845 0 0
CITIGROUP INC COM NEW 172967424 53,044 729,231 SH   OTR 1,2 729,231 0 0
CITIZENS FINL GROUP INC COM 174610105 16,663 440,000 SH   OTR 1,2 440,000 0 0
COMCAST CORP NEW CL A 20030N101 32,253 838,187 SH   OTR 1,2 838,187 0 0
CORECIVIC INC COM 21871N101 13,923 520,093 SH   OTR 1,2 520,093 0 0
DISCOVER FINL SVCS COM 254709108 45,320 702,850 SH   OTR 1,2 702,850 0 0
DISH NETWORK CORP CL A 25470M109 19,682 362,941 SH   OTR 1,2 362,941 0 0
DOWDUPONT INC COM 26078J100 22,818 329,593 SH   OTR 1,2 329,593 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 21,115 531,200 SH   OTR 1,2 531,200 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 9,707 558,500 SH   OTR 1,2 558,500 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 23,468 1,283,120 SH   OTR 1,2 1,283,120 0 0
EQUIFAX INC COM 294429105 35,843 338,177 SH   OTR 1,2 338,177 0 0
FACEBOOK INC CL A 30303M102 56,196 328,879 SH   OTR 1,2 328,879 0 0
FIRSTENERGY CORP COM 337932107 21,091 684,100 SH   OTR 1,2 684,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,067 4,500 SH   OTR 1,2 4,500 0 0
HCA HEALTHCARE INC COM 40412C101 13,160 165,352 SH   OTR 1,2 165,352 0 0
HUMANA INC COM 444859102 26,522 108,861 SH   OTR 1,2 108,861 0 0
JD COM INC SPON ADR CL A 47215P106 9,189 240,544 SH   OTR 1,2 240,544 0 0
JPMORGAN CHASE & CO COM 46625H100 20,411 213,705 SH   OTR 1,2 213,705 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,456 180,283 SH   OTR 1,2 180,283 0 0
MERCK & CO INC COM 58933Y105 44,512 695,172 SH   OTR 1,2 695,172 0 0
METLIFE INC COM 59156R108 15,259 293,718 SH   OTR 1,2 293,718 0 0
MICROSOFT CORP COM 594918104 45,940 616,721 SH   OTR 1,2 616,721 0 0
MONSANTO CO NEW COM 61166W101 14,378 120,000 SH   OTR 1,2 120,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 4,020 46,826 SH   OTR 1,2 46,826 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 26,828 412,099 SH   OTR 1,2 412,099 0 0
PANDORA MEDIA INC COM 698354107 8,355 1,085,000 SH   OTR 1,2 1,085,000 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,167 178,112 SH   OTR 1,2 178,112 0 0
PEABODY ENERGY CORP NEW 8.5% PFD CONV A 704551407 9,425 165,359 SH   OTR 1,2 9,425 0 0
PFIZER INC COM 717081103 14,472 405,372 SH   OTR 1,2 405,372 0 0
PPG INDS INC COM 693506107 598 5,500 SH   OTR 1,2 5,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,146 174,562 SH   OTR 1,2 174,562 0 0
SERVICENOW INC COM 81762P102 34,967 297,513 SH   OTR 1,2 297,513 0 0
SPRINT CORP COM SER 1 85207U105 3,785 486,481 SH   OTR 1,2 486,481 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 16,735 542,638 SH   OTR 1,2 542,638 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 14,230 866,103 SH   OTR 1,2 866,103 0 0
TIME WARNER INC COM NEW 887317303 26,213 255,858 SH   OTR 1,2 255,858 0 0
T MOBILE US INC COM 872590104 45,964 745,450 SH   OTR 1,2 745,450 0 0
VISA INC COM CL A 92826C839 30,779 292,461 SH   OTR 1,2 292,461 0 0
DISNEY WALT CO COM DISNEY 254687106 16,440 166,785 SH   OTR 1,2 166,785 0 0
WELLS FARGO CO NEW COM 949746101 27,740 503,000 SH   OTR 1,2 503,000 0 0
WILLIAMS COS INC DEL COM 969457100 21,583 719,178 SH   OTR 1,2 719,178 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 26,535 682,137 SH   OTR 1,2 682,137 0 0
ZAYO GROUP HLDGS INC COM 98919V105 8,695 252,617 SH   OTR 1,2 252,617 0 0
SELECT SECTOR SPDR SBI INT-FINL 81369Y605 46,548 1,800,000 SH Call OTR 1,2 1,800,000 0 0