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 31,837 173,500 SH   SOLE   173,500 0 0
AIR PRODS & CHEMS INC COM 009158106 42,826 275,000 SH   SOLE   275,000 0 0
ALPHABET INC CAP STK CL A 02079K305 24,842 22,000 SH   SOLE   22,000 0 0
AMGEN INC COM 031162100 30,088 163,000 SH   SOLE   163,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 19,479 1,065,000 SH   SOLE   1,065,000 0 0
CABOT OIL & GAS CORP COM 127097103 148,072 6,221,500 SH Call SOLE   6,221,500 0 0
CABOT OIL & GAS CORP COM 127097103 388,654 16,330,000 SH   SOLE   16,330,000 0 0
CITIGROUP INC COM NEW 172967424 46,008 687,500 SH   SOLE   687,500 0 0
COMCAST CORP NEW CL A 20030N101 79,925 2,436,000 SH Call SOLE   2,436,000 0 0
D R HORTON INC COM 23331A109 35,158 857,500 SH   SOLE   857,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 89,172 1,800,000 SH   SOLE   1,800,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 33,739 767,500 SH   SOLE   767,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 30,261 230,000 SH   SOLE   230,000 0 0
DOLLAR GEN CORP NEW COM 256677105 26,376 267,500 SH   SOLE   267,500 0 0
DOWDUPONT INC COM 26078J100 44,166 670,000 SH   SOLE   670,000 0 0
DYCOM INDS INC COM 267475101 44,325 469,000 SH   SOLE   469,000 0 0
EBAY INC COM 278642103 33,269 917,500 SH   SOLE   917,500 0 0
EOG RES INC COM 26875P101 41,062 330,000 SH   SOLE   330,000 0 0
GAMESTOP CORP NEW CL A 36467W109 9,871 677,500 SH   SOLE   677,500 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 3,010 327,500 SH   SOLE   327,500 0 0
GOGO INC COM 38046C109 40,123 8,255,800 SH   SOLE   8,255,800 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 73,055 83,250,000 PRN   SOLE   83,250,000 0 0
HERON THERAPEUTICS INC COM 427746102 5,730 147,500 SH   SOLE   147,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 32,620 2,210,000 SH   SOLE   2,210,000 0 0
JPMORGAN CHASE & CO COM 46625H100 32,302 310,000 SH   SOLE   310,000 0 0
LENNAR CORP CL A 526057104 47,119 897,500 SH   SOLE   897,500 0 0
MASTEC INC COM 576323109 43,518 857,500 SH   SOLE   857,500 0 0
MICROSOFT CORP COM 594918104 32,788 332,500 SH   SOLE   332,500 0 0
MOSAIC CO NEW COM 61945C103 22,721 810,000 SH   SOLE   810,000 0 0
NOKIA CORP SPONSORED ADR 654902204 33,307 5,792,500 SH   SOLE   5,792,500 0 0
RANGE RES CORP COM 75281A109 139,779 8,355,000 SH   SOLE   8,355,000 0 0
SABRE CORP COM 78573M104 14,969 607,500 SH   SOLE   607,500 0 0
SOUTHWEST AIRLS CO COM 844741108 13,738 270,000 SH   SOLE   270,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 156,085 29,450,000 SH   SOLE   29,450,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 39,451 332,500 SH   SOLE   332,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 54,256 200,000 SH   SOLE   200,000 0 0
TRIPADVISOR INC COM 896945201 27,576 495,000 SH   SOLE   495,000 0 0
TRONOX LTD SHS CL A Q9235V101 53,254 2,706,000 SH   SOLE   2,706,000 0 0
UNITED CONTL HLDGS INC COM 910047109 12,900 185,000 SH   SOLE   185,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,436 201,500 SH   SOLE   201,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,964 174,000 SH   SOLE   174,000 0 0
ZYNGA INC CL A 98986T108 29,894 7,345,000 SH   SOLE   7,345,000 0 0