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
AETNA INC NEW COM 00817Y108 43,328 256,381 SH   OTR 1,2 256,381 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,064 229,184 SH   OTR 1,2 229,184 0 0
ALLERGAN PLC SHS G0177J108 24,462 145,354 SH   OTR 1,2 145,354 0 0
ALLY FINL INC COM 02005N100 18,842 694,000 SH   OTR 1,2 694,000 0 0
ALPHABET INC CAP STK CL A 02079K305 56,564 54,538 SH   OTR 1,2 54,538 0 0
ALTABA INC COM 021346101 896 12,101 SH   OTR 1,2 12,101 0 0
APPLE INC COM 037833100 18,364 109,454 SH   OTR 1,2 109,454 0 0
AUTODESK INC COM 052769106 25,548 203,442 SH   OTR 1,2 203,442 0 0
BANK AMER CORP COM 060505104 17,466 582,400 SH   OTR 1,2 582,400 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 36,763 581,232 SH   OTR 1,2 581,232 0 0
CAPITAL ONE FINL CORP COM 14040H105 671 7,000 SH   OTR 1,2 7,000 0 0
CF INDS HLDGS INC COM 125269100 53,794 1,425,766 SH   OTR 1,2 1,425,766 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,475 46,300 SH   OTR 1,2 46,300 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 7,222 248,168 SH   OTR 1,2 248,168 0 0
CIGNA CORPORATION COM 125509109 28,618 170,610 SH   OTR 1,2 170,610 0 0
CITIGROUP INC COM NEW 172967424 19,322 286,256 SH   OTR 1,2 286,256 0 0
COMCAST CORP NEW CL A 20030N101 38,689 1,132,245 SH   OTR 1,2 1,132,245 0 0
DISCOVER FINL SVCS COM 254709108 44,900 624,220 SH   OTR 1,2 624,220 0 0
DOWDUPONT INC COM 26078J100 38,637 606,449 SH   OTR 1,2 606,449 0 0
EDISON INTL COM 281020107 1,782 28,000 SH   OTR 1,2 28,000 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 29,279 508,935 SH   OTR 1,2 508,935 0 0
EQUIFAX INC COM 294429105 18,193 154,424 SH   OTR 1,2 154,424 0 0
FACEBOOK INC CL A 30303M102 50,275 314,629 SH   OTR 1,2 314,629 0 0
HCA HEALTHCARE INC COM 40412C101 970 10,000 SH   OTR 1,2 10,000 0 0
HUMANA INC COM 444859102 25,716 95,659 SH   OTR 1,2 95,659 0 0
IQIYI SPONSORED ADS 46267X108 778 50,000 SH   OTR 1,2 50,000 0 0
JD COM INC SPON ADR CL A 47215P106 8,890 219,565 SH   OTR 1,2 219,565 0 0
MASTERCARD INCORPORATED CL A 57636Q104 30,718 175,373 SH   OTR 1,2 175,373 0 0
MICROSOFT CORP COM 594918104 47,626 521,814 SH   OTR 1,2 521,814 0 0
MONSANTO CO NEW COM 61166W101 14,929 127,935 SH   OTR 1,2 127,935 0 0
PAMPA ENERGIA S A SPNS ADR LVL I 697660207 23,522 394,670 SH   OTR 1,2 394,670 0 0
PG&E CORP COM 69331C108 8,983 204,483 SH   OTR 1,2 204,483 0 0
PPG INDS INC COM 693506107 12,558 112,526 SH   OTR 1,2 112,526 0 0
SALESFORCE COM INC COM 79466L302 21,535 185,165 SH   OTR 1,2 185,165 0 0
SEA LTD ADR 81141R100 10,575 938,322 SH   OTR 1,2 938,322 0 0
SERVICENOW INC COM 81762P102 53,595 323,935 SH   OTR 1,2 323,935 0 0
SYNCHRONY FINL COM 87165B103 637 18,999 SH   OTR 1,2 18,999 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 16,286 519,815 SH   OTR 1,2 519,815 0 0
TIME WARNER INC COM NEW 887317303 105,168 1,111,948 SH   OTR 1,2 1,111,948 0 0
T MOBILE US INC COM 872590104 67,971 1,113,548 SH   OTR 1,2 1,113,548 0 0
VISA INC COM CL A 92826C839 34,779 290,745 SH   OTR 1,2 290,745 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 6,692 194,367 SH   OTR 1,2 194,367 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 593,282 3,705,000 SH Put OTR 1,2 3,705,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 586,825 2,230,000 SH Put OTR 1,2 2,230,000 0 0