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
AIR PRODS & CHEMS INC COM 009158106 42,765 256,000 SH   SOLE   256,000 0 0
ALPHABET INC CAP STK CL A 02079K305 24,624 20,400 SH   SOLE   20,400 0 0
AMGEN INC COM 031162100 27,051 130,500 SH   SOLE   130,500 0 0
BEST BUY INC COM 086516101 5,158 65,000 SH   SOLE   65,000 0 0
CABOT OIL & GAS CORP COM 127097103 85,925 3,815,500 SH Call SOLE   3,815,500 0 0
CABOT OIL & GAS CORP COM 127097103 369,215 16,395,000 SH   SOLE   16,395,000 0 0
CITIGROUP INC COM NEW 172967424 45,196 630,000 SH   SOLE   630,000 0 0
D R HORTON INC COM 23331A109 27,733 657,500 SH   SOLE   657,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 91,661 1,585,000 SH   SOLE   1,585,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 35,946 900,000 SH   SOLE   900,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 31,161 230,500 SH   SOLE   230,500 0 0
DOLLAR GEN CORP NEW COM 256677105 20,658 189,000 SH   SOLE   189,000 0 0
DOWDUPONT INC COM 26078J100 43,570 677,500 SH   SOLE   677,500 0 0
EOG RES INC COM 26875P101 33,296 261,000 SH   SOLE   261,000 0 0
GAMESTOP CORP NEW CL A 36467W109 13,209 865,000 SH   SOLE   865,000 0 0
GOGO INC COM 38046C109 43,390 8,360,400 SH   SOLE   8,360,400 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 61,693 65,500,000 PRN   SOLE   65,500,000 0 0
HERON THERAPEUTICS INC COM 427746102 16,379 517,500 SH   SOLE   517,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 35,845 2,402,500 SH   SOLE   2,402,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 13,746 710,000 SH Call SOLE   710,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 22,506 1,162,500 SH   SOLE   1,162,500 0 0
JPMORGAN CHASE & CO COM 46625H100 27,928 247,500 SH   SOLE   247,500 0 0
LENNAR CORP CL A 526057104 47,974 1,027,500 SH   SOLE   1,027,500 0 0
MICROSOFT CORP COM 594918104 33,682 294,500 SH   SOLE   294,500 0 0
NOKIA CORP SPONSORED ADR 654902204 36,744 6,585,000 SH   SOLE   6,585,000 0 0
RANGE RES CORP COM 75281A109 25,332 1,491,000 SH Call SOLE   1,491,000 0 0
RANGE RES CORP COM 75281A109 105,126 6,187,500 SH   SOLE   6,187,500 0 0
SABRE CORP COM 78573M104 14,344 550,000 SH   SOLE   550,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 17,688 195,000 SH   SOLE   195,000 0 0
SOUTHERN CO COM 842587107 20,601 472,500 SH Put SOLE   472,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 14,259 2,790,500 SH Call SOLE   2,790,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 145,367 28,447,500 SH   SOLE   28,447,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 116,288 400,000 SH   SOLE   400,000 0 0
TRIPADVISOR INC COM 896945201 22,420 439,000 SH   SOLE   439,000 0 0
TRONOX LTD SHS CL A Q9235V101 32,952 2,757,500 SH   SOLE   2,757,500 0 0
UNITED CONTL HLDGS INC COM 910047109 22,710 255,000 SH   SOLE   255,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,956 176,500 SH   SOLE   176,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 19,041 161,500 SH   SOLE   161,500 0 0
ZYNGA INC CL A 98986T108 29,664 7,397,500 SH   SOLE   7,397,500 0 0