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
AETNA INC NEW COM 00817Y908 1,082 6,000 SH   OTR 1,2 6,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 1,079 100,000 SH   OTR 1,2 100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,354 228,233 SH   OTR 1,2 228,233 0 0
ALLERGAN PLC SHS G0177J108 22,738 139,005 SH   OTR 1,2 139,005 0 0
ALLY FINL INC COM 02005N100 19,864 681,200 SH   OTR 1,2 681,200 0 0
ALPHABET INC CAP STK CL A 02079K305 57,266 54,363 SH   OTR 1,2 54,363 0 0
ALTABA INC COM 021346101 943 13,500 SH   OTR 1,2 13,500 0 0
APPLE INC COM 037833100 26,197 154,800 SH   OTR 1,2 154,800 0 0
BANCO MACRO SA SPON ADR B 05961W105 729 6,294 SH   OTR 1,2 6,294 0 0
BANK AMER CORP COM 060505104 31,219 1,057,550 SH   OTR 1,2 1,057,550 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 34,999 571,132 SH   OTR 1,2 571,132 0 0
CAPITAL ONE FINL CORP COM 14040H905 13,125 131,800 SH   OTR 1,2 131,800 0 0
CF INDS HLDGS INC COM 125269100 71,538 1,681,656 SH   OTR 1,2 1,681,656 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 6,905 232,954 SH   OTR 1,2 232,954 0 0
CIGNA CORPORATION COM 125509109 35,002 172,345 SH   OTR 1,2 172,345 0 0
CITIGROUP INC COM NEW 172967424 39,138 525,981 SH   OTR 1,2 525,981 0 0
COMCAST CORP NEW CL A 20030N101 45,745 1,142,187 SH   OTR 1,2 1,142,187 0 0
DISCOVER FINL SVCS COM 254709108 80,692 1,049,039 SH   OTR 1,2 1,049,039 0 0
DISH NETWORK CORP CL A 25470M109 15,265 319,690 SH   OTR 1,2 319,690 0 0
DOWDUPONT INC COM 26078J100 23,723 333,093 SH   OTR 1,2 333,093 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 24,828 499,559 SH   OTR 1,2 499,559 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 999 57,890 SH   OTR 1,2 57,890 0 0
EQUIFAX INC COM 294429105 19,928 169,000 SH   OTR 1,2 169,000 0 0
FACEBOOK INC CL A 30303M102 57,284 324,629 SH   OTR 1,2 324,629 0 0
FIRSTENERGY CORP COM 337932107 8,139 265,800 SH   OTR 1,2 265,800 0 0
HCA HEALTHCARE INC COM 40412C101 13,681 155,752 SH   OTR 1,2 155,752 0 0
HUMANA INC COM 444859102 27,005 108,861 SH   OTR 1,2 108,861 0 0
JD COM INC SPON ADR CL A 47215P106 9,963 240,544 SH   OTR 1,2 240,544 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,288 180,283 SH   OTR 1,2 180,283 0 0
MICROSOFT CORP COM 594918104 43,978 514,121 SH   OTR 1,2 514,121 0 0
MONSANTO CO NEW COM 61166W101 19,853 170,000 SH   OTR 1,2 170,000 0 0
PAMPA ENERGIA S A SPNS ADR LVL I 697660207 26,064 387,399 SH   OTR 1,2 387,399 0 0
PG&E CORP COM 69331C108 1,560 34,800 SH   OTR 1,2 34,800 0 0
PPG INDS INC COM 693506107 11,215 96,000 SH   OTR 1,2 96,000 0 0
SALESFORCE COM INC COM 79466L302 1,125 11,000 SH   OTR 1,2 11,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 27,373 167,562 SH   OTR 1,2 167,562 0 0
SEA LTD ADR 81141R100 12,918 969,088 SH   OTR 1,2 969,088 0 0
SERVICENOW INC COM 81762P102 46,225 354,513 SH   OTR 1,2 354,513 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 22,139 376,200 SH   OTR 1,2 376,200 0 0
SYNCHRONY FINL COM 87165B103 20,205 523,300 SH   OTR 1,2 523,300 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 18,690 510,238 SH   OTR 1,2 510,238 0 0
TIME WARNER INC COM NEW 887317303 91,008 994,948 SH   OTR 1,2 994,948 0 0
T MOBILE US INC COM 872590104 69,229 1,090,048 SH   OTR 1,2 1,090,048 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 9,496 275,000 SH   OTR 1,2 275,000 0 0
VISA INC COM CL A 92826C839 33,346 292,461 SH   OTR 1,2 292,461 0 0
WILLIAMS COS INC DEL COM 969457100 18,726 614,178 SH   OTR 1,2 614,178 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 25,052 646,010 SH   OTR 1,2 646,010 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 144,837 950,000 SH Call OTR 1,2 950,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 78,271 1,330,000 SH Call OTR 1,2 1,330,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 70,092 450,000 SH Call OTR 1,2 450,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 9,295 250,000 SH Call OTR 1,2 250,000 0 0