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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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
ALTABA INC COM 021346101 66,762 900,726 SH   SOLE NONE 900,726 0 0
WELLS FARGO CO NEW COM 949746101 24,160 500,000 SH   SOLE NONE 500,000 0 0
BANK AMER CORP COM 060505104 68,975 2,500,000 SH Call SOLE NONE 2,500,000 0 0
BOEING CO COM 097023105 7,628 20,000 SH   SOLE NONE 20,000 0 0
CAESARS ENTMT CORP COM 127686103 35,237 4,054,862 SH   SOLE NONE 4,054,862 0 0
NETFLIX INC COM 64110L106 25,433 71,328 SH   SOLE NONE 71,328 0 0
PG&E CORP COM 69331C108 68,816 3,866,081 SH   SOLE NONE 3,866,081 0 0
ATLANTICA YIELD PLC SHS G0751N103 10,181 523,186 SH   SOLE NONE 523,186 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 27,898 650,000 SH Call SOLE NONE 650,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 66,405 1,500,000 SH Call SOLE NONE 1,500,000 0 0
ISHARES TR US HOME CONS ETF 464288752 17,620 500,000 SH Call SOLE NONE 500,000 0 0
LKQ CORP COM 501889208 2,838 100,000 SH   SOLE NONE 100,000 0 0
MASCO CORP COM 574599106 23,505 597,931 SH   SOLE NONE 597,931 0 0
ISHARES TR MSCI INDIA ETF 46429B598 5,288 150,000 SH   SOLE NONE 150,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 10,463 228,698 SH   SOLE NONE 228,698 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 41,875 2,724,456 SH   SOLE NONE 2,724,456 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 182,450 1,000,000 SH Call SOLE NONE 1,000,000 0 0
CHAPARRAL ENERGY INC COM CL A 15942R208 4,770 836,798 SH   SOLE NONE 836,798 0 0
CHENIERE ENERGY INC COM NEW 16411R208 61,086 893,594 SH   SOLE NONE 893,594 0 0
ALPHABET INC CAP STK CL A 02079K305 13,896 11,807 SH   SOLE NONE 11,807 0 0
FACEBOOK INC CL A 30303M102 14,169 85,000 SH   SOLE NONE 85,000 0 0
FACEBOOK INC CL A 30303M102 41,672 250,000 SH Call SOLE NONE 250,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 269,490 1,500,000 SH Call SOLE NONE 1,500,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 201,219 1,120,000 SH Put SOLE NONE 1,120,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 28,255 96,390 SH   SOLE NONE 96,390 0 0
JD COM INC SPON ADR CL A 47215P106 34,672 1,150,000 SH Call SOLE NONE 1,150,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,136 160,385 SH   SOLE NONE 160,385 0 0
MATCH GROUP INC COM 57665R106 5,661 100,000 SH   SOLE NONE 100,000 0 0
US FOODS HLDG CORP COM 912008109 56,927 1,630,674 SH   SOLE NONE 1,630,674 0 0
8X8 INC NEW COM 282914100 2,020 100,000 SH   SOLE NONE 100,000 0 0
PG&E CORP COM 69331C108 8,900 500,000 SH Call SOLE NONE 500,000 0 0
RH COM 74967X103 5,148 50,000 SH   SOLE NONE 50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 988,680 3,500,000 SH Call SOLE NONE 3,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 635,580 2,250,000 SH Put SOLE NONE 2,250,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 72,712 1,250,000 SH Put SOLE NONE 1,250,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 8,248 100,000 SH   SOLE NONE 100,000 0 0
VISTRA ENERGY CORP COM 92840M102 29,587 1,136,642 SH   SOLE NONE 1,136,642 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 3,370 175,000 SH   SOLE NONE 175,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 77,513 2,155,757 SH   SOLE NONE 2,155,757 0 0
INTELSAT S A COM L5140P101 17,214 1,099,264 SH   SOLE NONE 1,099,264 0 0
CELGENE CORP COM 151020104 11,698 124,000 SH   SOLE NONE 124,000 0 0