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 82,115 404,806 SH   OTR 1,2 404,806 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 89,808 545,084 SH   OTR 1,2 545,084 0 0
ALLERGAN PLC SHS G0177J108 26,840 140,909 SH   OTR 1,2 140,909 0 0
ALLY FINL INC COM 02005N100 635 24,000 SH   OTR 1,2 24,000 0 0
ALPHABET INC CAP STK CL A 02079K305 46,786 38,760 SH   OTR 1,2 38,760 0 0
ALTABA INC COM 021346101 824 12,101 SH   OTR 1,2 12,101 0 0
APPLE INC COM 037833100 20,475 90,703 SH   OTR 1,2 90,703 0 0
AUTODESK INC COM 052769106 1,239 7,937 SH   OTR 1,2 7,937 0 0
BANK AMER CORP COM 060505104 51,040 1,732,531 SH   OTR 1,2 1,732,531 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 982 25,800 SH   OTR 1,2 25,800 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 43,938 707,764 SH   OTR 1,2 707,764 0 0
CALYXT INC COM 13173L107 4,718 308,942 SH   OTR 1,2 308,942 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,519 16,000 SH   OTR 1,2 16,000 0 0
CF INDS HLDGS INC COM 125269100 52,616 966,487 SH   OTR 1,2 966,487 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 28,113 86,269 SH   OTR 1,2 86,269 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,390 20,000 SH   OTR 1,2 20,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 9,686 245,468 SH   OTR 1,2 245,468 0 0
CITIGROUP INC COM NEW 172967424 34,612 482,461 SH   OTR 1,2 482,461 0 0
DEERE & CO COM 244199105 58,935 392,039 SH   OTR 1,2 392,039 0 0
DISCOVER FINL SVCS COM 254709108 1,682 22,000 SH   OTR 1,2 22,000 0 0
DOWDUPONT INC COM 26078J100 61,673 958,995 SH   OTR 1,2 958,995 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,396 40,000 SH   OTR 1,2 40,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,205 10,000 SH   OTR 1,2 10,000 0 0
EQUIFAX INC COM 294429105 19,623 150,291 SH   OTR 1,2 150,291 0 0
GENERAL MTRS CO COM 37045V100 17,291 513,531 SH   OTR 1,2 513,531 0 0
HUMANA INC COM 444859102 51,434 151,939 SH   OTR 1,2 151,939 0 0
ISHARES INC MSCI MEXICO ETF 464286822 28,330 553,000 SH   OTR 1,2 553,000 0 0
JD COM INC SPON ADR CL A 47215P106 12,857 492,786 SH   OTR 1,2 492,786 0 0
JPMORGAN CHASE & CO COM 46625H100 16,587 147,000 SH   OTR 1,2 147,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 37,553 632,000 SH   OTR 1,2 632,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,743 17,000 SH   OTR 1,2 17,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 37,114 166,720 SH   OTR 1,2 166,720 0 0
MICRON TECHOLOGY INC COM 595112103 18,842 416,574 SH   OTR 1,2 416,574 0 0
MICROSOFT CORP COM 594918104 63,726 557,189 SH   OTR 1,2 557,189 0 0
MOODYS CORP COM 615369105 1,505 9,000 SH   OTR 1,2 9,000 0 0
MORGAN STANLEY COM NEW 617446448 16,206 348,000 SH   OTR 1,2 348,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 54,103 632,783 SH   OTR 1,2 632,783 0 0
PNC FINL SVCS GROUP INC COM 693475105 16,479 121,000 SH   OTR 1,2 121,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 8,997 289,774 SH   OTR 1,2 289,774 0 0
PPG INDS INC COM 693506107 1,255 11,500 SH   OTR 1,2 11,500 0 0
SALESFORCE COM INC COM 79466L302 980 6,165 SH   OTR 1,2 6,165 0 0
SEA LTD ADR 81141R100 27,201 1,966,811 SH   OTR 1,2 1,966,811 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 55,467 707,484 SH   OTR 1,2 707,484 0 0
SERVICENOW INC COM 81762P102 35,883 183,422 SH   OTR 1,2 183,422 0 0
SYNCHRONY FINL COM 87165B103 590 18,999 SH   OTR 1,2 18,999 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 6,591 378,358 SH   OTR 1,2 378,358 0 0
T MOBILE US INC COM 872590104 54,844 781,481 SH   OTR 1,2 781,481 0 0
TYSON FOODS INC CL A 902494103 72,553 1,218,766 SH   OTR 1,2 1,218,766 0 0
UNITED RENTALS INC COM 911363109 74,855 457,547 SH   OTR 1,2 457,547 0 0
VISA INC COM CL A 92826C839 40,951 272,842 SH   OTR 1,2 272,842 0 0
DISNEY WALT CO COM DISNEY 254687106 760 6,500 SH   OTR 1,2 6,500 0 0
SEA LTD DEBT 2.250% 7/0 G7948TAA7 12,773 13,000,000 PRN   OTR 1,2 13,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 10,705 250,000 SH Call OTR 1,2 250,000 0 0
SPRINT CORP COM SER 1 85207U105 3,270 500,000 SH Call OTR 1,2 500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,711 85,000 SH Put OTR 1,2 85,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 92,688 1,600,000 SH Call OTR 1,2 1,600,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 98,902 1,261,500 SH Call OTR 1,2 1,261,500 0 0