The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 13,276 | 47,426 | SH | SOLE | NONE | 47,426 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 22,342 | 160,000 | SH | SOLE | NONE | 160,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 41,892 | 300,000 | SH | Call | SOLE | NONE | 300,000 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 | 13,424 | 125,000 | SH | SOLE | NONE | 125,000 | 0 | 0 | |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 48,244 | 1,246,662 | SH | SOLE | NONE | 1,246,662 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 2,223 | 46,432 | SH | SOLE | NONE | 46,432 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 54,499 | 785,626 | SH | SOLE | NONE | 785,626 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 4,319 | 56,776 | SH | SOLE | NONE | 56,776 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 61,020 | 1,706,362 | SH | SOLE | NONE | 1,706,362 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 255,870 | 1,510,000 | SH | Call | SOLE | NONE | 1,510,000 | 0 | 0 |
| BEYOND MEAT INC | COM | 08862E109 | 6,427 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 68,450 | 1,000,000 | SH | Call | SOLE | NONE | 1,000,000 | 0 | 0 |
| PG&E CORP | COM | 69331C108 | 96,003 | 4,188,603 | SH | SOLE | NONE | 4,188,603 | 0 | 0 | |
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 54,380 | 3,020,559 | SH | SOLE | NONE | 3,020,559 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 106,150 | 550,000 | SH | Call | SOLE | NONE | 550,000 | 0 | 0 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 10,501 | 330,000 | SH | SOLE | NONE | 330,000 | 0 | 0 | |
| MASCO CORP | COM | 574599106 | 18,197 | 545,339 | SH | SOLE | NONE | 545,339 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 15,902 | 525,000 | SH | SOLE | NONE | 525,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 19,204 | 325,000 | SH | SOLE | NONE | 325,000 | 0 | 0 | |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 11,590 | 150,000 | SH | SOLE | NONE | 150,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 36,657 | 656,000 | SH | Call | SOLE | NONE | 656,000 | 0 | 0 |
| MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 2,931 | 30,400 | SH | SOLE | NONE | 30,400 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 70,279 | 191,328 | SH | SOLE | NONE | 191,328 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 41,720 | 114,613 | SH | SOLE | NONE | 114,613 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 34,380 | 1,500,000 | SH | Call | SOLE | NONE | 1,500,000 | 0 | 0 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,699,400 | 5,800,000 | SH | Call | SOLE | NONE | 5,800,000 | 0 | 0 |
| FACEBOOK INC | CL A | 30303M102 | 80,674 | 418,000 | SH | SOLE | NONE | 418,000 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 20,594 | 909,644 | SH | SOLE | NONE | 909,644 | 0 | 0 | |
| ATLANTICA YIELD PLC | SHS | G0751N103 | 3,472 | 153,138 | SH | SOLE | NONE | 153,138 | 0 | 0 | |
| DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 5,873 | 293,627 | SH | SOLE | NONE | 293,627 | 0 | 0 | |
| INTELSAT S A | COM | L5140P101 | 19,147 | 984,418 | SH | SOLE | NONE | 984,418 | 0 | 0 | |