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
ADOBE INC COM 00724F101 342,404 1,162,070 SH   SOLE   1,162,070 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 177,912 1,049,936 SH   SOLE   1,049,936 0 0
ALPHABET INC CAP STK CL A 02079K305 2,772 2,560 SH   SOLE   2,560 0 0
AMAZON COM INC COM 023135106 186,434 98,453 SH   SOLE   98,453 0 0
AMAZON COM INC COM 023135106 8,143 4,300 SH Call SOLE   4,300 0 0
ANALOG DEVICES INC COM 032654105 519 4,600 SH   SOLE   4,600 0 0
ANAPLAN INC COM 03272L108 4,123 81,700 SH   SOLE   81,700 0 0
ANTHEM INC COM 036752103 59,977 212,527 SH   SOLE   212,527 0 0
APPLE INC COM 037833100 12,627 63,800 SH Put SOLE   63,800 0 0
ARCONIC INC COM 03965L100 10,307 399,200 SH   SOLE   399,200 0 0
AT&T INC COM 00206R102 6,702 200,000 SH Call SOLE   200,000 0 0
ATLASSIAN CORP PLC CL A G06242104 25,527 195,100 SH   SOLE   195,100 0 0
AUTODESK INC COM 052769106 54,484 334,464 SH   SOLE   334,464 0 0
BALL CORP COM 058498106 5,109 73,000 SH   SOLE   73,000 0 0
BANK AMER CORP COM 060505104 2,999 103,400 SH   SOLE   103,400 0 0
BARRICK GOLD CORPORATION COM 067901108 1,120 70,997 SH   SOLE   70,997 0 0
BOEING CO COM 097023105 220,956 607,004 SH   SOLE   607,004 0 0
CAPITAL ONE FINL CORP COM 14040H105 84,434 930,506 SH   SOLE   930,506 0 0
CAPITAL ONE FINL CORP COM 14040H105 590 6,500 SH Call SOLE   6,500 0 0
CATERPILLAR INC DEL COM 149123101 4,988 36,600 SH   SOLE   36,600 0 0
CBS CORP NEW CL B 124857202 2,874 57,600 SH   SOLE   57,600 0 0
CENTENE CORP DEL COM 15135B101 98,927 1,886,472 SH   SOLE   1,886,472 0 0
CF INDS HLDGS INC COM 125269100 2,513 53,800 SH   SOLE   53,800 0 0
CITIZENS FINL GROUP INC COM 174610105 2,995 84,700 SH   SOLE   84,700 0 0
COCA COLA CO COM 191216100 19,278 378,600 SH   SOLE   378,600 0 0
COSTAR GROUP INC COM 22160N109 499 900 SH   SOLE   900 0 0
COUPA SOFTWARE INC COM 22266L106 92,255 728,652 SH   SOLE   728,652 0 0
CRAY INC COM NEW 225223304 4,976 142,900 SH   SOLE   142,900 0 0
DEERE & CO COM 244199105 2,502 15,100 SH   SOLE   15,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,151 81,722 SH   SOLE   81,722 0 0
DOLLAR TREE INC COM 256746108 4,876 45,400 SH   SOLE   45,400 0 0
ELDORADO RESORTS INC COM 28470R102 1,530 33,200 SH   SOLE   33,200 0 0
FACEBOOK INC CL A 30303M102 1,369 7,093 SH   SOLE   7,093 0 0
FEDEX CORP COM 31428X106 16,706 101,750 SH   SOLE   101,750 0 0
FISERV INC COM 337738108 119,571 1,311,661 SH   SOLE   1,311,661 0 0
FOX CORP CL A COM 35137L105 2,814 76,806 SH   SOLE   76,806 0 0
GENERAL MTRS CO COM 37045V100 42,113 1,093,000 SH   SOLE   1,093,000 0 0
GLOBAL PMTS INC COM 37940X102 1,569 9,800 SH   SOLE   9,800 0 0
HARRIS CORP DEL COM 413875105 24,417 129,100 SH   SOLE   129,100 0 0
HUMANA INC COM 444859102 180,507 680,387 SH   SOLE   680,387 0 0
INTEL CORP COM 458140100 2,571 53,700 SH   SOLE   53,700 0 0
INTELSAT S A COM L5140P101 78,897 4,056,382 SH   SOLE   4,056,382 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 202,426 1,084,000 SH Put SOLE   1,084,000 0 0
IQVIA HLDGS INC COM 46266C105 3,234 20,100 SH   SOLE   20,100 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 87,471 2,000,700 SH   SOLE   2,000,700 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 874 20,000 SH Call SOLE   20,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 7,962 555,600 SH Call SOLE   555,600 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 5,975 139,700 SH Call SOLE   139,700 0 0
ISHARES TR IBOXX HI YD ETF 464288513 87,755 1,006,600 SH Put SOLE   1,006,600 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 96,985 2,260,200 SH   SOLE   2,260,200 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 7,054 164,400 SH Call SOLE   164,400 0 0
JD COM INC SPON ADR CL A 47215P106 3,492 115,300 SH   SOLE   115,300 0 0
JD COM INC SPON ADR CL A 47215P106 842 27,800 SH Call SOLE   27,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,571 87,900 SH   SOLE   87,900 0 0
MARATHON PETE CORP COM 56585A102 29,113 521,000 SH   SOLE   521,000 0 0
MASTERCARD INC CL A 57636Q104 41,280 156,050 SH   SOLE   156,050 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 5,956 761,600 SH   SOLE   761,600 0 0
MERCADOLIBRE INC COM 58733R102 78,973 129,090 SH   SOLE   129,090 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,968 22,700 SH Call SOLE   22,700 0 0
MONGODB INC CL A 60937P106 31,939 210,000 SH   SOLE   210,000 0 0
NETFLIX INC COM 64110L106 323,022 879,402 SH   SOLE   879,402 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 1,135 29,500 SH   SOLE   29,500 0 0
NII HLDGS INC COM PAR 62913F508 5,586 3,305,445 SH   SOLE   3,305,445 0 0
NORFOLK SOUTHERN CORP COM 655844108 79,179 397,226 SH   SOLE   397,226 0 0
NORTHROP GRUMMAN CORP COM 666807102 25,655 79,400 SH   SOLE   79,400 0 0
NOVO-NORDISK A S ADR 670100205 3,078 60,300 SH   SOLE   60,300 0 0
NVIDIA CORP COM 67066G104 542 3,300 SH   SOLE   3,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 130,046 1,332,300 SH   SOLE   1,332,300 0 0
OKTA INC CL A 679295105 23,504 190,300 SH   SOLE   190,300 0 0
OUTLOOK THERAPEUTICS INC *W EXP 02/18/202 69012T115 11 100,000 SH   SOLE   100,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 76,264 2,199,706 SH   DFND 1 2,199,706 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 98,900 2,852,607 SH   SOLE   2,852,607 0 0
PBF ENERGY INC CL A 69318G106 20,890 667,400 SH   SOLE   667,400 0 0
PG&E CORP COM 69331C108 132,181 5,767,048 SH   SOLE   5,767,048 0 0
PG&E CORP COM 69331C108 1,146 50,000 SH Call SOLE   50,000 0 0
QUALCOMM INC COM 747525103 2,777 36,500 SH   SOLE   36,500 0 0
SALESFORCE COM INC COM 79466L302 367,275 2,420,580 SH   SOLE   2,420,580 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,760 100,000 SH Put SOLE   100,000 0 0
SERVICENOW INC COM 81762P102 107,343 390,951 SH   SOLE   390,951 0 0
SHERWIN WILLIAMS CO COM 824348106 19,477 42,500 SH   SOLE   42,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 16,324 435,300 SH   SOLE   435,300 0 0
SMARTSHEET INC COM CL A 83200N103 23,208 479,499 SH   SOLE   479,499 0 0
SONY CORP SPONSORED ADR 835699307 9,739 185,900 SH   SOLE   185,900 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 69,930 525,000 SH   SOLE   525,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 103,163 774,500 SH Call SOLE   774,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 106,886 364,800 SH Call SOLE   364,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,250 250,000 SH Put SOLE   250,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 2,000 22,800 SH   SOLE   22,800 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,796 203,774 SH   SOLE   203,774 0 0
SVMK INC COM 78489X103 20,619 1,248,900 SH   SOLE   1,248,900 0 0
SYNOPSYS INC COM 871607107 22,791 177,100 SH   SOLE   177,100 0 0
T MOBILE US INC COM 872590104 7,448 100,453 SH   SOLE   100,453 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 748 36,200 SH   SOLE   36,200 0 0
TESLA INC COM 88160R101 983 4,400 SH   SOLE   4,400 0 0
TOTAL SYS SVCS INC COM 891906109 1,693 13,200 SH   SOLE   13,200 0 0
TRANSDIGM GROUP INC COM 893641100 9,870 20,400 SH   SOLE   20,400 0 0
TRILOGY METALS INC NEW COM 89621C105 9,887 3,351,579 SH   SOLE   3,351,579 0 0
TWILIO INC CL A 90138F102 24,375 178,765 SH   SOLE   178,765 0 0
TYSON FOODS INC CL A 902494103 3,012 37,300 SH   SOLE   37,300 0 0
UNION PACIFIC CORP COM 907818108 110,625 654,162 SH   SOLE   654,162 0 0
UNITED RENTALS INC COM 911363109 20,160 152,000 SH   SOLE   152,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 17,281 132,728 SH   SOLE   132,728 0 0
VALERO ENERGY CORP NEW COM 91913Y100 14,194 165,800 SH   SOLE   165,800 0 0
VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 3,015 86,900 SH   SOLE   86,900 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 2,755 25,000 SH Put SOLE   25,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,540 8,400 SH   SOLE   8,400 0 0
VISA INC COM CL A 92826C839 9,644 55,570 SH   SOLE   55,570 0 0
VMWARE INC CL A COM 928563402 3,027 18,100 SH   SOLE   18,100 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 498 6,900 SH   SOLE   6,900 0 0
WORLDPAY INC CL A 981558109 10,731 87,568 SH   SOLE   87,568 0 0