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
ACTIVISION BLIZZARD INC COM 00507V109 11,587 139,282 SH   SOLE   139,282 0 0
ADT INC COM 00090Q103 2,817 300,000 SH   SOLE   300,000 0 0
AIR LEASE CORP CL A 00912X302 12,139 264,591 SH   SOLE   264,591 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,643 192,054 SH   SOLE   192,054 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,311 99,000 SH Call SOLE   99,000 0 0
ALPHABET INC CAP STK CL A 02079K305 20,474 16,962 SH   SOLE   16,962 0 0
ALPHABET INC CAP STK CL C 02079K107 20,532 17,204 SH   SOLE   17,204 0 0
AMAZON COM INC COM 023135106 62,287 31,097 SH   SOLE   31,097 0 0
AMBARELLA INC SHS G037AX101 2,031 52,500 SH   SOLE   52,500 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 12,090 826,936 SH   SOLE   826,936 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 2,328 99,130 SH   SOLE   99,130 0 0
ANTHEM INC COM 036752103 5,057 18,454 SH   SOLE   18,454 0 0
APPLE INC COM 037833100 14,237 63,068 SH   SOLE   63,068 0 0
ARES MGMT LP COM SHS REG INT 04014Y101 3,886 167,490 SH   SOLE   167,490 0 0
ASSURED GUARANTY LTD COM G0585R106 23,880 565,467 SH   SOLE   565,467 0 0
AT&T INC COM 00206R102 11,610 345,743 SH   SOLE   345,743 0 0
AUTODESK INC COM 052769106 6,592 42,226 SH   SOLE   42,226 0 0
AZUL S A SPONSR ADR PFD 05501U106 5,782 325,000 SH   SOLE   325,000 0 0
BANK AMER CORP COM 060505104 13,143 446,132 SH   SOLE   446,132 0 0
BECTON DICKINSON & CO COM 075887109 8,239 31,566 SH   SOLE   31,566 0 0
BOOKING HLDGS INC COM 09857L108 2,956 1,490 SH   SOLE   1,490 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 264 2,000 SH   SOLE   2,000 0 0
CANADIAN PAC RY LTD COM 13645T100 954 4,500 SH   SOLE   4,500 0 0
CATERPILLAR INC DEL COM 149123101 13,807 90,541 SH   SOLE   90,541 0 0
CBL & ASSOC PPTYS INC COM 124830100 3,010 754,508 SH   SOLE   754,508 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,532 29,250 SH   SOLE   29,250 0 0
CHEVRON CORP NEW COM 166764100 7,838 64,100 SH   SOLE   64,100 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 4 2,700,985 SH   SOLE   2,700,985 0 0
CONOCOPHILLIPS COM 20825C104 271 3,500 SH   SOLE   3,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 11,578 104,000 SH   SOLE   104,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,096 282,710 SH   SOLE   282,710 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,261 125,561 SH   SOLE   125,561 0 0
DOWDUPONT INC COM 26078J100 15,912 247,419 SH   SOLE   247,419 0 0
EAST WEST BANCORP INC COM 27579R104 770 12,760 SH   SOLE   12,760 0 0
ELECTRONIC ARTS INC COM 285512109 12,892 107,000 SH   SOLE   107,000 0 0
ENCANA CORP COM 292505104 8,738 666,510 SH   SOLE   666,510 0 0
EXACT SCIENCES CORP COM 30063P105 6,251 79,210 SH   SOLE   79,210 0 0
F5 NETWORKS INC COM 315616102 279 1,400 SH   SOLE   1,400 0 0
FACEBOOK INC CL A 30303M102 19,956 121,340 SH   SOLE   121,340 0 0
FERRARI N V COM N3167Y103 13,780 100,652 SH   SOLE   100,652 0 0
FIFTH THIRD BANCORP COM 316773100 2,091 74,900 SH   SOLE   74,900 0 0
FIREEYE INC COM 31816Q101 3,230 190,000 SH   SOLE   190,000 0 0
FIRST BANCORP N C COM 318910106 3,538 87,330 SH   SOLE   87,330 0 0
FIRST BANCSHARES INC MS COM 318916103 507 12,978 SH   SOLE   12,978 0 0
FIRST DATA CORP NEW COM CL A 32008D106 16,446 672,100 SH   SOLE   672,100 0 0
FIRST INTERNET BANCORP COM 320557101 905 29,736 SH   SOLE   29,736 0 0
FLEXION THERAPEUTICS INC COM 33938J106 4,172 223,007 SH   SOLE   223,007 0 0
FLUOR CORP NEW COM 343412102 3,423 58,911 SH   SOLE   58,911 0 0
FORTINET INC COM 34959E109 295 3,200 SH   SOLE   3,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 5,250 70,520 SH   SOLE   70,520 0 0
GENERAL DYNAMICS CORP COM 369550108 11,475 56,052 SH   SOLE   56,052 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 286 17,349 SH   SOLE   17,349 0 0
GLOBAL PMTS INC COM 37940X102 2,166 17,000 SH   SOLE   17,000 0 0
GRAINGER W W INC COM 384802104 254 710 SH   SOLE   710 0 0
GREENSKY INC CL A 39572G100 540 30,000 SH   SOLE   30,000 0 0
GTT COMMUNICATIONS INC COM 362393100 8,906 205,202 SH   SOLE   205,202 0 0
HERSHEY CO COM 427866108 4,261 41,770 SH   SOLE   41,770 0 0
HEXCEL CORP NEW COM 428291108 3,353 50,000 SH   SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106 6,963 41,847 SH   SOLE   41,847 0 0
HUNTER MARITIME ACQUISITION *W EXP 11/17/202 Y37828129 11 48,880 SH   SOLE   48,880 0 0
HUNTER MARITIME ACQUISITION CL A Y37828111 959 96,332 SH   SOLE   96,332 0 0
INCYTE CORP COM 45337C102 4,283 62,000 SH   SOLE   62,000 0 0
INTELSAT S A COM L5140P101 3,855 128,500 SH   SOLE   128,500 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 9,616 486,869 SH   SOLE   486,869 0 0
INTUIT COM 461202103 271 1,190 SH   SOLE   1,190 0 0
KELLOGG CO COM 487836108 1,278 18,250 SH   SOLE   18,250 0 0
KKR & CO INC CL A 48251W104 12,944 474,659 SH   SOLE   474,659 0 0
KKR & CO INC CL A 48251W104 23,180 850,000 SH Call SOLE   850,000 0 0
LITHIA MTRS INC CL A 536797103 4,900 60,000 SH   SOLE   60,000 0 0
LPL FINL HLDGS INC COM 50212V100 16,121 249,895 SH   SOLE   249,895 0 0
LUMENTUM HLDGS INC COM 55024U109 2,998 50,000 SH   SOLE   50,000 0 0
M & T BK CORP COM 55261F104 7,459 45,330 SH   SOLE   45,330 0 0
MARATHON PETE CORP COM 56585A102 17,824 222,878 SH   SOLE   222,878 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,728 348,613 SH   SOLE   348,613 0 0
MASTERCARD INCORPORATED CL A 57636Q104 33,627 151,056 SH   SOLE   151,056 0 0
MBIA INC COM 55262C100 507 47,430 SH   SOLE   47,430 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 233 3,400 SH   SOLE   3,400 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,145 90,540 SH   SOLE   90,540 0 0
MICRON TECHNOLOGY INC COM 595112103 10,077 222,795 SH   SOLE   222,795 0 0
MICROSOFT CORP COM 594918104 28,539 249,531 SH   SOLE   249,531 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,661 97,129 SH   SOLE   97,129 0 0
NAVISTAR INTL CORP NEW COM 63934E108 5,180 134,553 SH   SOLE   134,553 0 0
NETAPP INC COM 64110D104 283 3,300 SH   SOLE   3,300 0 0
NETFLIX INC COM 64110L106 28,585 76,404 SH   SOLE   76,404 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,108 42,000 SH   SOLE   42,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,131 740,300 SH   SOLE   740,300 0 0
NORFOLK SOUTHERN CORP COM 655844108 975 5,400 SH   SOLE   5,400 0 0
NRG ENERGY INC COM NEW 629377508 10,667 285,205 SH   SOLE   285,205 0 0
NVIDIA CORP COM 67066G104 2,810 10,000 SH   SOLE   10,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 267 770 SH   SOLE   770 0 0
OKTA INC CL A 679295105 8,148 115,810 SH   SOLE   115,810 0 0
PALO ALTO NETWORKS INC COM 697435105 13,849 61,480 SH   SOLE   61,480 0 0
PAYPAL HLDGS INC COM 70450Y103 11,482 130,717 SH   SOLE   130,717 0 0
PROGRESSIVE CORP OHIO COM 743315103 13,279 186,920 SH   SOLE   186,920 0 0
PRUDENTIAL FINL INC COM 744320102 10,285 101,514 SH   SOLE   101,514 0 0
QIAGEN NV SHS NEW N72482123 1,879 49,612 SH   SOLE   49,612 0 0
RAYTHEON CO COM NEW 755111507 24,609 119,080 SH   SOLE   119,080 0 0
RED HAT INC COM 756577102 8,722 64,000 SH   SOLE   64,000 0 0
RPM INTL INC COM 749685103 5,098 78,500 SH   SOLE   78,500 0 0
SALESFORCE COM INC COM 79466L302 19,140 120,357 SH   SOLE   120,357 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 279 13,900 SH   SOLE   13,900 0 0
SHIRE PLC SPONSORED ADR 82481R106 10,450 57,648 SH   SOLE   57,648 0 0
SIGNET JEWELERS LIMITED SHS G81276100 7,098 107,660 SH   SOLE   107,660 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 5,773 107,500 SH   SOLE   107,500 0 0
SONY CORP SPONSORED ADR 835699307 10,107 166,643 SH   SOLE   166,643 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 16,166 89,397 SH   SOLE   89,397 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,116 195,600 SH   SOLE   195,600 0 0
SUNCOR ENERGY INC NEW COM 867224107 23,380 604,291 SH   SOLE   604,291 0 0
SVB FINL GROUP COM 78486Q101 6,403 20,600 SH   SOLE   20,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,280 187,500 SH   SOLE   187,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,507 112,377 SH   SOLE   112,377 0 0
TARGET CORP COM 87612E106 247 2,800 SH   SOLE   2,800 0 0
TESLA INC COM 88160R101 8,473 32,000 SH   SOLE   32,000 0 0
TOLL BROTHERS INC COM 889478103 3,742 113,300 SH   SOLE   113,300 0 0
TWILIO INC CL A 90138F102 393 4,550 SH   SOLE   4,550 0 0
UBIQUITI NETWORKS INC COM 90347A100 267 2,700 SH   SOLE   2,700 0 0
UNION PAC CORP COM 907818108 1,010 6,200 SH   SOLE   6,200 0 0
UNITED CONTL HLDGS INC COM 910047109 249 2,800 SH   SOLE   2,800 0 0
UNITED RENTALS INC COM 911363109 8,780 53,668 SH   SOLE   53,668 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,306 80,864 SH   SOLE   80,864 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,449 50,553 SH   SOLE   50,553 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,884 66,873 SH   SOLE   66,873 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 630 25,000 SH   SOLE   25,000 0 0
VISA INC COM CL A 92826C839 34,970 232,996 SH   SOLE   232,996 0 0
VISTRA ENERGY CORP COM 92840M102 3,576 143,723 SH   SOLE   143,723 0 0
VOYA FINL INC COM 929089100 5,911 119,007 SH   SOLE   119,007 0 0
VULCAN MATLS CO COM 929160109 523 4,700 SH   SOLE   4,700 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 20,686 287,348 SH   SOLE   287,348 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 260 810 SH   SOLE   810 0 0
WELLS FARGO CO NEW COM 949746101 8,666 164,873 SH   SOLE   164,873 0 0
WESTERN ALLIANCE BANCORP COM 957638109 2,190 38,500 SH   SOLE   38,500 0 0
WMIH CORP COM 92936P100 1,163 837,000 SH   SOLE   837,000 0 0
WORKDAY INC CL A 98138H101 16,969 116,245 SH   SOLE   116,245 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 23,583 243,805 SH   SOLE   243,805 0 0
WORLDPAY INC CL A 981558109 13,528 133,581 SH   SOLE   133,581 0 0
WPX ENERGY INC COM 98212B103 18,963 942,493 SH   SOLE   942,493 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,406 126,900 SH   SOLE   126,900 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,742 28,460 SH   SOLE   28,460 0 0