The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 276,923 | 1,680,767 | SH | SOLE | 1,680,767 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 527,550 | 442,030 | SH | SOLE | 442,030 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 182,088 | 6,244,451 | SH | SOLE | 6,244,451 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 351,565 | 177,200 | SH | SOLE | 177,200 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 115,716 | 469,000 | SH | SOLE | 469,000 | 0 | 0 | ||
| ENERGY TRANSFER PARTNERS LP | UNIT LTD PRT INT | 29278N103 | 50,085 | 2,250,000 | SH | Call | SOLE | 2,250,000 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 50,278 | 1,750,000 | SH | Call | SOLE | 1,750,000 | 0 | 0 | |
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 21,151 | 1,045,538 | SH | SOLE | 1,045,538 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 187,405 | 1,139,518 | SH | SOLE | 1,139,518 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 225,583 | 3,156,775 | SH | SOLE | 3,156,775 | 0 | 0 | ||
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 46625H365 | 204,577 | 7,450,000 | SH | Call | SOLE | 7,450,000 | 0 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 113,280 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 256,377 | 1,462,088 | SH | SOLE | 1,462,088 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 175,350 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| NORFOLK SOUTHERN CORP | COM | 655844108 | 400,935 | 2,221,244 | SH | SOLE | 2,221,244 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 493,316 | 5,769,775 | SH | SOLE | 5,769,775 | 0 | 0 | ||
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 31,263 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
| PRAXAIR INC | COM | 74005P104 | 482,190 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 175,873 | 2,287,327 | SH | SOLE | 2,287,327 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 585,442 | 4,759,695 | SH | SOLE | 4,759,695 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 92,567 | 1,526,250 | SH | SOLE | 1,526,250 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 835,185 | 5,129,182 | SH | SOLE | 5,129,182 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 334,721 | 2,394,116 | SH | SOLE | 2,394,116 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 173,024 | 1,555,974 | SH | SOLE | 1,555,974 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 200,475 | 2,750,000 | SH | Call | SOLE | 2,750,000 | 0 | 0 | |