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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 48 1,000 SH   OTR 1,2 1,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 81,478 480,840 SH   OTR 1,2 480,840 0 0
CALYXT INC COM 13173L107 5,496 440,401 SH   OTR 1,2 440,401 0 0
CF INDS HLDGS INC COM 125269100 43,870 939,191 SH   OTR 1,2 939,191 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,369 20,000 SH   OTR 1,2 20,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 6,438 152,628 SH   OTR 1,2 152,628 0 0
CLEARWAY ENERGY INC CL C 18539C204 4,654 276,028 SH   OTR 1,2 276,028 0 0
EDISON INTL COM 281020107 61,517 912,584 SH   OTR 1,2 912,584 0 0
EQUIFAX INC COM 294429105 17,252 127,569 SH   OTR 1,2 127,569 0 0
FACEBOOK INC CL A 30303M102 27,928 144,703 SH   OTR 1,2 144,703 0 0
HUMANA INC COM 444859102 30,740 115,869 SH   OTR 1,2 115,869 0 0
LAS VEGAS SANDS CORP COM 517834107 36,363 615,384 SH   OTR 1,2 615,384 0 0
MASTERCARD INC CL A 57636Q104 57,468 217,246 SH   OTR 1,2 217,246 0 0
MICRON TECHNOLOGY INC COM 595112103 31,487 815,931 SH   OTR 1,2 815,931 0 0
MICROSOFT CORP COM 594918104 50,021 373,403 SH   OTR 1,2 373,403 0 0
MOODYS CORP COM 615369105 1,934 9,900 SH   OTR 1,2 9,900 0 0
PG&E CORP COM 69331C108 160,075 6,984,057 SH   OTR 1,2 6,984,057 0 0
QUALCOMM INC COM 747525103 16,505 216,977 SH   OTR 1,2 216,977 0 0
SEA LTD SPONSORED ADS 81141R100 84,048 2,530,048 SH   OTR 1,2 2,530,048 0 0
SERVICENOW INC COM 81762P102 30,772 112,073 SH   OTR 1,2 112,073 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 15,140 194,000 SH   OTR 1,2 194,000 0 0
TYSON FOODS INC CL A 902494103 69,729 863,623 SH   OTR 1,2 863,623 0 0
UNITED RENTALS INC COM 911363109 37,680 284,102 SH   OTR 1,2 284,102 0 0
VISA INC COM CL A 92826C839 56,585 326,044 SH   OTR 1,2 326,044 0 0
DISNEY WALT CO COM DISNEY 254687106 35,538 254,500 SH   OTR 1,2 254,500 0 0
WYNN RESORTS LTD COM 983134107 64,017 516,304 SH   OTR 1,2 516,304 0 0
ZOETIS INC CL A 98978V103 19,475 171,600 SH   OTR 1,2 171,600 0 0
WYNN RESORTS LTD COM 983134107 13,267 107,000 SH Call OTR 1,2 107,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 18,417 236,000 SH Call OTR 1,2 236,000 0 0
SEA LTD DEBT 2.250% 7/0 81141RAB6 8,824 4,850,000 PRN   OTR 1,2 4,850,000 0 0