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
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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
Ac Immune Sa SHS H00263105 4,511 563,850 SH   SOLE   563,850 0 0
Acuity Brands Inc COM 00508Y102 3,899 24,800 SH   SOLE   24,800 0 0
Adecoagro S A COM L00849106 25,684 3,494,357 SH   DFND 1 3,494,357 0 0
Adobe Sys Inc COM 00724F101 370,047 1,370,800 SH   SOLE   1,370,800 0 0
Advanced Micro Devices Inc COM 007903107 973 31,500 SH   SOLE   31,500 0 0
Aetna Inc New COM 00817Y108 5,932 29,243 SH   SOLE   29,243 0 0
Agilent Technologies Inc COM 00846U101 15,060 213,500 SH   SOLE   213,500 0 0
Alcoa Corp COM 013872106 5,289 130,925 SH   SOLE   130,925 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 278,280 1,689,003 SH   SOLE   1,689,003 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 23,462 142,400 SH Call SOLE   142,400 0 0
Alphabet Inc CAP STK CL A 02079K305 263,077 217,945 SH   SOLE   217,945 0 0
Alphabet Inc CAP STK CL A 02079K305 7,605 6,300 SH Call SOLE   6,300 0 0
Altaba Inc COM 021346101 2,623 38,500 SH   SOLE   38,500 0 0
Amazon Com Inc COM 023135106 4,006 2,000 SH   SOLE   2,000 0 0
Amerisourcebergen Corp COM 03073E105 2,158 23,400 SH   SOLE   23,400 0 0
Anadarko Pete Corp COM 032511107 1,348 20,000 SH Call SOLE   20,000 0 0
Ashland Global Hldgs Inc COM 044186104 9,761 116,400 SH   SOLE   116,400 0 0
Autodesk Inc COM 052769106 183,912 1,178,090 SH   SOLE   1,178,090 0 0
Avrobio Inc COM 05455M100 5,641 108,750 SH   SOLE   108,750 0 0
Bank Amer Corp COM 060505104 62,143 2,109,400 SH   SOLE   2,109,400 0 0
Barrick Gold Corp COM 067901108 793 71,600 SH   SOLE   71,600 0 0
Boeing Co COM 097023105 236,011 634,609 SH   SOLE   634,609 0 0
Braskem S A SP ADR PFD A 105532105 1,703 59,000 SH   SOLE   59,000 0 0
Cadence Design System Inc COM 127387108 36,373 802,574 SH   SOLE   802,574 0 0
Canadian Pac Ry Ltd COM 13645T100 2,501 11,800 SH   SOLE   11,800 0 0
Carnival Corp UNIT 99/99/9999 143658300 29,260 458,830 SH   SOLE   458,830 0 0
Caterpillar Inc Del COM 149123101 38,824 254,600 SH   SOLE   254,600 0 0
Caterpillar Inc Del COM 149123101 26,533 174,000 SH Call SOLE   174,000 0 0
Cbs Corp New CL B 124857202 2,160 37,600 SH   SOLE   37,600 0 0
Cheniere Energy Inc COM NEW 16411R208 222,468 3,201,440 SH   SOLE   3,201,440 0 0
Cheniere Energy Inc COM NEW 16411R208 10,721 154,283 SH   OTR   154,283 0 0
Chevron Corp New COM 166764100 28,278 231,258 SH   SOLE   231,258 0 0
Cigna Corporation COM 125509109 6,227 29,900 SH   SOLE   29,900 0 0
Citigroup Inc COM NEW 172967424 4,972 69,300 SH   SOLE   69,300 0 0
Clovis Oncology Inc COM 189464100 86,433 2,942,904 SH   SOLE   2,942,904 0 0
Clovis Oncology Inc NOTE 1.250% 5/0 189464AC4 9,342 12,000,000 PRN   SOLE   12,000,000 0 0
Cme Group Inc COM CL A 12572Q105 18,229 107,100 SH   SOLE   107,100 0 0
Commercial Metals Co COM 201723103 310 15,116 SH   SOLE   15,116 0 0
Concho Res Inc COM 20605P101 56,533 370,100 SH   SOLE   370,100 0 0
Cvs Health Corp COM 126650100 31,593 401,340 SH   SOLE   401,340 0 0
Cvs Health Corp COM 126650100 3,936 50,000 SH Call SOLE   50,000 0 0
Dell Technologies Inc COM CL V 24703L103 2,846 29,300 SH   SOLE   29,300 0 0
Diamondback Energy Inc COM 25278X109 54,146 400,521 SH   SOLE   400,521 0 0
Diplomat Pharmacy Inc COM 25456K101 1,454 74,900 SH   SOLE   74,900 0 0
Dowdupont Inc COM 26078J100 23,845 370,786 SH   SOLE   370,786 0 0
Dynavax Technologies Corp COM NEW 268158201 16,328 1,316,800 SH   SOLE   1,316,800 0 0
Electronic Arts Inc COM 285512109 16,723 138,790 SH   SOLE   138,790 0 0
Emerson Elec Co COM 291011104 2,948 38,500 SH   SOLE   38,500 0 0
Empresa Dist Y Comercial Nor SPON ADR 29244A102 9,960 398,414 SH   DFND 1 398,414 0 0
Encana Corp COM 292505104 239,010 18,231,096 SH   SOLE   18,231,096 0 0
Endo Intl Plc SHS G30401106 1,210 71,900 SH   SOLE   71,900 0 0
Evolus Inc COM 30052C107 12,289 660,000 SH   SOLE   660,000 0 0
Express Scripts Hldg Co COM 30219G108 5,653 59,500 SH   SOLE   59,500 0 0
Global Blood Therapeutics In COM 37890U108 20,832 548,212 SH   SOLE   548,212 0 0
Grace W R & Co Del New COM 38388F108 13,370 187,100 SH   SOLE   187,100 0 0
Gritstone Oncology Inc COM 39868T105 1,851 130,000 SH   SOLE   130,000 0 0
Guidewire Software Inc COM 40171V100 82,090 812,696 SH   SOLE   812,696 0 0
Honeywell Intl Inc COM 438516106 2,496 15,000 SH   SOLE   15,000 0 0
Intel Corp COM 458140100 1,527 32,300 SH   SOLE   32,300 0 0
Intelsat S A COM L5140P101 3,806 126,877 SH   SOLE   126,877 0 0
Intelsat S A COM L5140P101 21,000 700,000 SH Call SOLE   700,000 0 0
Intuit COM 461202103 25,621 112,670 SH   SOLE   112,670 0 0
Invesco Qqq Tr UNIT SER 1 46090E103 114,261 615,000 SH Put SOLE   615,000 0 0
Ishares Inc MSCI BRAZIL ETF 464286400 20,795 616,500 SH   SOLE   616,500 0 0
Ishares Tr IBOXX HI YD ETF 464288513 8,644 100,000 SH Put SOLE   100,000 0 0
Ishares Tr RUSSELL 2000 ETF 464287655 23,900 141,800 SH Call SOLE   141,800 0 0
Ishares Tr CHINA LG-CAP ETF 464287184 5,353 125,000 SH Call SOLE   125,000 0 0
Ishares Tr MSCI EMG MKT ETF 464287234 10,249 238,800 SH   SOLE   238,800 0 0
Jd Com Inc SPON ADR CL A 47215P106 1,044 40,000 SH Call SOLE   40,000 0 0
Jpmorgan Chase & Co COM 46625H100 30,622 271,371 SH   SOLE   271,371 0 0
Laboratory Corp Amer Hldgs COM NEW 50540R409 35,756 205,873 SH   SOLE   205,873 0 0
Liberty Media Corp Delaware COM C BRAVES GRP 531229888 5,740 210,647 SH   SOLE   210,647 0 0
Lowes Cos Inc COM 548661107 26,569 231,400 SH   SOLE   231,400 0 0
Lyondellbasell Industries N SHS - A - N53745100 258,349 2,520,233 SH   SOLE   2,520,233 0 0
Marathon Pete Corp COM 56585A102 397,027 4,964,705 SH   SOLE   4,964,705 0 0
Mastercard Incorporated CL A 57636Q104 120,931 543,243 SH   SOLE   543,243 0 0
Medicines Co COM 584688105 87,621 2,929,476 SH   SOLE   2,929,476 0 0
Mercadolibre Inc COM 58733R102 47,252 138,784 SH   SOLE   138,784 0 0
Merck & Co Inc COM 58933Y105 8,513 120,000 SH   SOLE   120,000 0 0
Microsoft Corp COM 594918104 371,045 3,244,247 SH   SOLE   3,244,247 0 0
Mirati Therapeutics Inc COM 60468T105 11,381 241,625 SH   SOLE   241,625 0 0
Mylan N V SHS EURO N59465109 2,401 65,600 SH   SOLE   65,600 0 0
Netflix Inc COM 64110L106 234,819 627,641 SH   SOLE   627,641 0 0
Nielsen Hldgs Plc SHS EUR G6518L108 2,157 78,000 SH   SOLE   78,000 0 0
Nii Hldgs Inc COM PAR 62913F508 25,298 4,317,073 SH   SOLE   4,317,073 0 0
Norfolk Southern Corp COM 655844108 218,157 1,208,627 SH   SOLE   1,208,627 0 0
Nucor Corp COM 670346105 486 7,658 SH   SOLE   7,658 0 0
Nutrien Ltd COM 67077M108 6,070 105,200 SH   SOLE   105,200 0 0
Nuvasive Inc COM 670704105 12,748 179,600 SH   SOLE   179,600 0 0
Nvidia Corp COM 67066G104 1,180 4,200 SH   SOLE   4,200 0 0
Nxstage Medical Inc COM 67072V103 1,032 37,000 SH   SOLE   37,000 0 0
Oncobiologics Inc *W EXP 02/18/201 68235M113 1 100,000 SH   SOLE   100,000 0 0
Pacira Pharmaceuticals Inc COM 695127100 12,568 255,700 SH   SOLE   255,700 0 0
Pampa Energia S A SPONS ADR LVL I 697660207 88,573 2,852,607 SH   SOLE   2,852,607 0 0
Pampa Energia S A SPONS ADR LVL I 697660207 68,301 2,199,706 SH   DFND 1 2,199,706 0 0
Parsley Energy Inc CL A 701877102 137,401 4,697,463 SH   SOLE   4,697,463 0 0
Pg&E Corp COM 69331C108 7,124 154,844 SH   SOLE   154,844 0 0
Plains Gp Hldgs L P LTD PARTNR INT A 72651A207 67,291 2,743,230 SH   SOLE   2,743,230 0 0
Plains Gp Hldgs L P LTD PARTNR INT A 72651A207 19,977 814,386 SH   OTR   814,386 0 0
Portola Pharmaceuticals Inc COM 737010108 17,576 660,000 SH   SOLE   660,000 0 0
Ptc Inc COM 69370C100 67,294 633,710 SH   SOLE   633,710 0 0
Qualcomm Inc COM 747525103 24,807 344,400 SH   SOLE   344,400 0 0
Qualcomm Inc COM 747525103 2,723 37,800 SH Call SOLE   37,800 0 0
Randgold Res Ltd ADR 752344309 825 11,700 SH   SOLE   11,700 0 0
Rockwell Collins Inc COM 774341101 2,557 18,200 SH   SOLE   18,200 0 0
Roku Inc COM CL A 77543R102 24,363 333,600 SH   SOLE   333,600 0 0
Royal Caribbean Cruises Ltd COM V7780T103 45,239 348,150 SH   SOLE   348,150 0 0
Rpm Intl Inc COM 749685103 9,119 140,420 SH   SOLE   140,420 0 0
Salesforce Com Inc COM 79466L302 126,103 792,950 SH   SOLE   792,950 0 0
Select Interior Concepts Inc CL A 816120307 6,410 601,886 SH   SOLE   601,886 0 0
Select Sector Spdr Tr SBI HEALTHCARE 81369Y209 36,469 383,280 SH   SOLE   383,280 0 0
Servicenow Inc COM 81762P102 216,735 1,107,880 SH   SOLE   1,107,880 0 0
Shire Plc SPONSORED ADR 82481R106 212,782 1,173,839 SH   SOLE   1,173,839 0 0
Sony Corp SPONSORED ADR 835699307 7,282 120,066 SH   SOLE   120,066 0 0
Spdr Gold Trust GOLD SHS 78463V107 8,457 75,000 SH Call SOLE   75,000 0 0
Spdr S&P 500 Etf Tr TR UNIT 78462F103 297,523 1,023,400 SH Call SOLE   1,023,400 0 0
Spdr S&P 500 Etf Tr TR UNIT 78462F103 194,492 669,000 SH Put SOLE   669,000 0 0
Spdr Series Trust S&P OILGAS EXP 78464A730 100,719 2,326,600 SH   SOLE   2,326,600 0 0
Spdr Series Trust S&P OILGAS EXP 78464A730 2,165 50,000 SH Call SOLE   50,000 0 0
Stanley Black & Decker Inc COM 854502101 11,979 81,800 SH   SOLE   81,800 0 0
Stewart Information Svcs Cor COM 860372101 1,985 44,100 SH   SOLE   44,100 0 0
Suncor Energy Inc New COM 867224107 130,932 3,384,128 SH   SOLE   3,384,128 0 0
Synopsys Inc COM 871607107 52,495 532,350 SH   SOLE   532,350 0 0
T Mobile Us Inc COM 872590104 15,748 224,400 SH   SOLE   224,400 0 0
Targa Res Corp COM 87612G101 308,775 5,483,477 SH   SOLE   5,483,477 0 0
Targa Res Corp COM 87612G101 52,091 925,078 SH   OTR   925,078 0 0
Tesla Inc COM 88160R101 1,059 4,000 SH   SOLE   4,000 0 0
Tractor Supply Co COM 892356106 29,761 327,480 SH   SOLE   327,480 0 0
Transdigm Group Inc COM 893641100 38,280 102,820 SH   SOLE   102,820 0 0
Transportadora De Gas Sur SPON ADR B 893870204 534 36,800 SH   SOLE   36,800 0 0
Transportadora De Gas Sur SPON ADR B 893870204 37,180 2,560,635 SH   DFND 1 2,560,635 0 0
Tribune Media Co CL A 896047503 4,946 128,700 SH   SOLE   128,700 0 0
Trilogy Metals Inc New COM 89621C105 3,508 1,754,132 SH   SOLE   1,754,132 0 0
Twenty First Centy Fox Inc CL A 90130A101 12,370 267,000 SH   SOLE   267,000 0 0
Union Pac Corp COM 907818108 130,814 803,380 SH   SOLE   803,380 0 0
United Rentals Inc COM 911363109 169,517 1,036,167 SH   SOLE   1,036,167 0 0
United States Stl Corp New COM 912909108 670 21,990 SH   SOLE   21,990 0 0
Vaneck Vectors Etf Tr GOLD MINERS ETF 92189F106 926 50,000 SH   SOLE   50,000 0 0
Verizon Communications Inc COM 92343V104 1,030 19,300 SH   SOLE   19,300 0 0
Vmware Inc CL A COM 928563402 3,823 24,500 SH   SOLE   24,500 0 0
Wellcare Health Plans Inc COM 94946T106 2,083 6,500 SH   SOLE   6,500 0 0
Windstream Hldgs Inc COM PAR 97382A309 894 182,489 SH   SOLE   182,489 0 0
Xilinx Inc COM 983919101 1,138 14,200 SH   SOLE   14,200 0 0