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 60,635 332,340 SH   OTR 1,2 332,340 0 0
ALPHABET INC CAP STK CL A 02079K305 37,489 31,854 SH   OTR 1,2 31,854 0 0
ALTABA INC COM 021346101 897 12,101 SH   OTR 1,2 12,101 0 0
APPLE INC COM 037833100 14,598 76,854 SH   OTR 1,2 76,854 0 0
CALYXT INC COM 13173L107 7,747 440,401 SH   OTR 1,2 440,401 0 0
CAPITAL ONE FINL CORP COM 14040H105 12,989 159,000 SH   OTR 1,2 159,000 0 0
CELGENE CORP COM 151020104 13,222 140,153 SH   OTR 1,2 140,153 0 0
CF INDS HLDGS INC COM 125269100 55,212 1,350,579 SH   OTR 1,2 1,350,579 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,367 20,000 SH   OTR 1,2 20,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 6,400 152,628 SH   OTR 1,2 152,628 0 0
CLEARWAY ENERGY INC CL C 18539C204 4,171 276,028 SH   OTR 1,2 276,028 0 0
DISCOVER FINL SVCS COM 254709108 15,798 222,000 SH   OTR 1,2 222,000 0 0
DOWDUPONT INC COM 26078J100 20,154 378,049 SH   OTR 1,2 378,049 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 6,416 327,364 SH   OTR 1,2 327,364 0 0
EDISON INTL COM 281020107 41,380 668,284 SH   OTR 1,2 668,284 0 0
EQUIFAX INC COM 294429105 15,117 127,569 SH   OTR 1,2 127,569 0 0
FACEBOOK INC CL A 30303M102 29,063 174,353 SH   OTR 1,2 174,353 0 0
HUMANA INC COM 444859102 30,821 115,869 SH   OTR 1,2 115,869 0 0
LAS VEGAS SANDS CORP COM 517834107 37,514 615,384 SH   OTR 1,2 615,384 0 0
MASTERCARD INCORPORATED CL A 57636Q104 44,558 189,246 SH   OTR 1,2 189,246 0 0
MICRON TECHNOLOGY INC COM 595112103 2,067 50,000 SH   OTR 1,2 50,000 0 0
MICROSOFT CORP COM 594918104 29,886 253,403 SH   OTR 1,2 253,403 0 0
MOODYS CORP COM 615369105 1,793 9,900 SH   OTR 1,2 9,900 0 0
PG&E CORP COM 69331C108 114,692 6,443,369 SH   OTR 1,2 6,443,369 0 0
SEA LTD ADR 81141R100 76,385 3,247,648 SH   OTR 1,2 3,247,648 0 0
SERVICENOW INC COM 81762P102 27,625 112,073 SH   OTR 1,2 112,073 0 0
TYSON FOODS INC CL A 902494103 55,933 805,602 SH   OTR 1,2 805,602 0 0
UNITED RENTALS INC COM 911363109 42,730 374,000 SH   OTR 1,2 374,000 0 0
VISA INC COM CL A 92826C839 44,131 282,544 SH   OTR 1,2 282,544 0 0
DISNEY WALT CO COM DISNEY 254687106 15,933 143,500 SH   OTR 1,2 143,500 0 0
WYNN RESORTS LTD COM 983134107 46,816 392,354 SH   OTR 1,2 392,354 0 0
ZOETIS INC CL A 98978V103 17,275 171,600 SH   OTR 1,2 171,600 0 0
SEA LTD DEBT 2.250% 7/0 81141RAA8 17,928 13,000,000 PRN   OTR 1,2 13,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 55,084 195,000 SH Call OTR 1,2 195,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 11,100 150,000 SH Call OTR 1,2 150,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 87,255 1,500,000 SH Put OTR 1,2 1,500,000 0 0