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
ALLEGION PUB LTD CO ORD SHS G0176J109 19,185 299,759 SH   SOLE   299,759 0 0
ALPHABET INC CAP STK CL A 02079K305 5,309 6,700 SH   SOLE   6,700 0 0
AMAZON COM INC COM 023135106 154,122 205,532 SH   SOLE   205,532 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 13,062 200,000 SH   SOLE   200,000 0 0
ANADARKO PETE CORP COM 032511107 20,919 300,000 SH   SOLE   300,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,628 2,500 SH Call SOLE   0 0 0
BANK AMER CORP COM 060505104 23,152 1,047,600 SH   SOLE   1,047,600 0 0
BLACKROCK INC COM 09247X101 9,603 25,236 SH   SOLE   25,236 0 0
BURLINGTON STORES INC COM 122017106 16,950 200,000 SH   SOLE   200,000 0 0
CSX CORP COM 126408103 14,372 400,000 SH   SOLE   400,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,473 295,000 SH   SOLE   295,000 0 0
DISCOVER FINL SVCS COM 254709108 9,011 125,000 SH   SOLE   125,000 0 0
DISNEY WALT CO COM DISNEY 254687106 85,460 8,200 SH Call SOLE   0 0 0
DOVER CORP COM 260003108 20,606 275,000 SH   SOLE   275,000 0 0
FACEBOOK INC CL A 30303M102 2,013 17,500 SH   SOLE   17,500 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 17,330 2,000,000 SH   SOLE   2,000,000 0 0
GENERAL MTRS CO COM 37045V100 36,008 1,033,514 SH   SOLE   1,033,514 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 6,067 353,583 SH   SOLE   353,583 0 0
HALLIBURTON CO COM 406216101 27,045 500,000 SH   SOLE   500,000 0 0
ISHARES TR PHLX SEMICND ETF 464287523 5,093 41,500 SH   SOLE   41,500 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 8,023 298,243 SH   SOLE   298,243 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5,855 238,582 SH   SOLE   238,582 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 9,709 700,000 SH   SOLE   700,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 7,624 200,000 SH   SOLE   200,000 0 0
NUCOR CORP COM 670346105 12,202 205,000 SH   SOLE   205,000 0 0
PARSLEY ENERGY INC CL A 701877102 13,039 370,000 SH   SOLE   370,000 0 0
PIONEER NAT RES CO COM 723787107 13,685 76,000 SH   SOLE   76,000 0 0
ROSS STORES INC COM 778296103 4,198 64,001 SH   SOLE   64,001 0 0
S&P GLOBAL INC COM 78409V104 15,056 140,000 SH   SOLE   140,000 0 0
SCHLUMBERGER LTD COM 806857108 11,543 137,500 SH   SOLE   137,500 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 39,409 1,695,000 SH   SOLE   1,695,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 4,407 100,000 SH   SOLE   100,000 0 0
SYNCHRONY FINL COM 87165B103 16,684 460,000 SH   SOLE   460,000 0 0
T MOBILE US INC COM 872590104 2,681 46,612 SH   SOLE   46,612 0 0
TEXAS INSTRS INC COM 882508104 14,594 200,000 SH   SOLE   200,000 0 0
TIME WARNER INC COM NEW 887317303 28,959 300,000 SH   SOLE   300,000 0 0
TIME WARNER INC COM NEW 887317303 24,133 2,500 SH Call SOLE   0 0 0
TOTAL S A SPONSORED ADR 89151E109 20,388 4,000 SH Call SOLE   0 0 0
UNITED RENTALS INC COM 911363109 21,116 200,000 SH   SOLE   200,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 41,840 20,000 SH Call SOLE   0 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 4,416 885,000 SH   SOLE   885,000 0 0
WELLS FARGO & CO NEW COM 949746101 8,267 150,000 SH   SOLE   150,000 0 0