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
ALTABA INC COM 021346101 37,047 1,901,800 SH   SOLE NONE 1,901,800 0 0
AMAZON COM INC COM 023135106 38,030 21,908 SH   SOLE NONE 21,908 0 0
BOEING CO COM 097023105 14,267 37,499 SH   SOLE NONE 37,499 0 0
DISNEY WALT CO COM DISNEY 254687106 24,605 188,803 SH   SOLE NONE 188,803 0 0
DOLLAR TREE INC COM 256746108 2,854 25,000 SH   SOLE NONE 25,000 0 0
IAA INC COM 449253103 1,011 24,224 SH   SOLE NONE 24,224 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 173,698 4,250,000 SH Call SOLE NONE 4,250,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 99,500 2,500,000 SH Call SOLE NONE 2,500,000 0 0
MASCO CORP COM 574599106 14,990 359,650 SH   SOLE NONE 359,650 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 3,870 250,000 SH Put SOLE NONE 250,000 0 0
US FOODS HLDG CORP COM 912008109 14,814 360,437 SH   SOLE NONE 360,437 0 0
ADOBE INC COM 00724F101 4,886 17,688 SH   SOLE NONE 17,688 0 0
ADVANCED MICRO DEVICES INC COM 007903107 36,238 1,250,000 SH   SOLE NONE 1,250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,064 114,000 SH   SOLE NONE 114,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 167,230 1,000,000 SH Call SOLE NONE 1,000,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,616 247,636 SH   SOLE NONE 247,636 0 0
CLOUDFLARE INC CL A COM 18915M107 928 50,000 SH   SOLE NONE 50,000 0 0
DATADOG INC CL A COM 23804L103 1,696 50,000 SH   SOLE NONE 50,000 0 0
EAGLE MATERIALS INC COM 26969P108 16,682 185,333 SH   SOLE NONE 185,333 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 33,580 2,567,265 SH   SOLE NONE 2,567,265 0 0
FLIR SYS INC COM 302445101 16,876 320,892 SH   SOLE NONE 320,892 0 0
FACEBOOK INC CL A 30303M102 142,464 800,000 SH Call SOLE NONE 800,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 9,502 296,939 SH   SOLE NONE 296,939 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 245,453 1,300,000 SH Call SOLE NONE 1,300,000 0 0
JD COM INC SPON ADR CL A 47215P106 34,399 1,219,375 SH   SOLE NONE 1,219,375 0 0
JD COM INC SPON ADR CL A 47215P106 21,158 750,000 SH Call SOLE NONE 750,000 0 0
LAS VEGAS SANDS CORP COM 517834107 23,736 410,934 SH   SOLE NONE 410,934 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 17,844 67,714 SH   SOLE NONE 67,714 0 0
NETFLIX INC COM 64110L106 36,707 137,162 SH   SOLE NONE 137,162 0 0
NETFLIX INC COM 64110L106 13,381 50,000 SH Call SOLE NONE 50,000 0 0
PG&E CORP COM 69331C108 57,412 5,741,159 SH   SOLE NONE 5,741,159 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,760 109,977 SH   SOLE NONE 109,977 0 0
PHILIP MORRIS INTL INC COM 718172109 24,765 326,152 SH   SOLE NONE 326,152 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 474,832 1,600,000 SH Call SOLE NONE 1,600,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 593,540 2,000,000 SH Put SOLE NONE 2,000,000 0 0
SALESFORCE COM INC COM 79466L302 13,128 88,442 SH   SOLE NONE 88,442 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 12,601 531,000 SH   SOLE NONE 531,000 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 37,526 315,000 SH Put SOLE NONE 315,000 0 0
VISTRA ENERGY CORP COM 92840M102 14,378 537,902 SH   SOLE NONE 537,902 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 518 38,643 SH   SOLE NONE 38,643 0 0
INTELSAT S A COM L5140P101 12,796 561,235 SH   SOLE NONE 561,235 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,363 104,134 SH   SOLE NONE 104,134 0 0