The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
APPLE INC | COM | 037833100 | 57,564 | 255,000 | SH | Put | SOLE | 255,000 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 122,372 | 1,471,000 | SH | SOLE | 1,471,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 110,232 | 3,568,521 | SH | SOLE | 3,568,521 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 33,680 | 204,419 | SH | SOLE | 204,419 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 20,969 | 17,570 | SH | SOLE | 17,570 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,620 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 13,439 | 544,985 | SH | SOLE | 544,985 | 0 | 0 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 4,560 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 49,428 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 17,034 | 411,740 | SH | SOLE | 411,740 | 0 | 0 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 12,051 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 88,164 | 1,283,132 | SH | SOLE | 1,283,132 | 0 | 0 | ||
CARDLYTICS INC | COM | 14161W105 | 8,005 | 319,685 | SH | SOLE | 319,685 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 31,438 | 205,816 | SH | SOLE | 205,816 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 95,676 | 443,726 | SH | SOLE | 443,726 | 0 | 0 | ||
DELEK US HLDGS INC NEW | COM | 24665A103 | 10,179 | 239,900 | SH | SOLE | 239,900 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 27,565 | 203,900 | SH | SOLE | 203,900 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 4,361 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
EMBRAER S A | SP ADR REP 4 COM | 29082A107 | 11,337 | 578,714 | SH | SOLE | 578,714 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 65,091 | 4,965,000 | SH | SOLE | 4,965,000 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 48,387 | 379,300 | SH | SOLE | 379,300 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 109,465 | 665,600 | SH | SOLE | 665,600 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 74,975 | 5,714,527 | SH | SOLE | 5,714,527 | 0 | 0 | ||
GRAFTECH INTL LTD | COM | 384313508 | 13,657 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 8,633 | 339,494 | SH | SOLE | 339,494 | 0 | 0 | ||
GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 5,583 | 727,913 | SH | SOLE | 727,913 | 0 | 0 | ||
HOLLYFRONTIER CORP | COM | 436106108 | 8,661 | 123,900 | SH | SOLE | 123,900 | 0 | 0 | ||
ICICI BK LTD | ADR | 45104G104 | 40,516 | 4,772,212 | SH | SOLE | 4,772,212 | 0 | 0 | ||
II VI INC | COM | 902104108 | 30,879 | 652,828 | SH | SOLE | 652,828 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 174,012 | 5,800,400 | SH | SOLE | 5,800,400 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,194 | 6,428 | SH | SOLE | 6,428 | 0 | 0 | ||
ISHARES TR | US AER DEF ETF | 464288760 | 684 | 3,160 | SH | SOLE | 3,160 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 39,609 | 495,300 | SH | SOLE | 495,300 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 14,331 | 125,300 | SH | SOLE | 125,300 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 11,345 | 64,700 | SH | SOLE | 64,700 | 0 | 0 | ||
OPERA LTD | SPONSORED ADS | 68373M107 | 5,169 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 64,731 | 2,213,027 | SH | SOLE | 2,213,027 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 9,188 | 184,100 | SH | SOLE | 184,100 | 0 | 0 | ||
PHILLIPS 66 | COM | 718546104 | 18,599 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
RA MED SYS INC | COM | 74933X104 | 928 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 872 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 1,031 | 23,805 | SH | SOLE | 23,805 | 0 | 0 | ||
SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 31,204 | 525,146 | SH | SOLE | 525,146 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 38,246 | 211,500 | SH | SOLE | 211,500 | 0 | 0 | ||
SVMK INC | COM | 78489X103 | 1,122 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 15,840 | 225,700 | SH | SOLE | 225,700 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 76,074 | 551,300 | SH | SOLE | 551,300 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 6,476 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 18,041 | 158,600 | SH | SOLE | 158,600 | 0 | 0 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 13,045 | 541,071 | SH | SOLE | 541,071 | 0 | 0 |