BAKER HUGHES INC COM 057224107 1514 30000 SH SOLE 30000 0 0 CF INDS HLDGS INC COM 125269100 1461 60000 SH SOLE 60000 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 2445 51150 SH SOLE 51150 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 25958 659500 SH SOLE 659500 0 0 FITBIT INC CL A 33812L102 445 30000 SH SOLE 30000 0 0 FMC TECHNOLOGIES INC COM 30249U101 5341 180000 SH SOLE 180000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 4887 450000 SH Call SOLE 450000 0 0 GOLDCORP INC NEW COM 380956409 4956 300000 SH SOLE 300000 0 0 HALCON RES CORP COM PAR NEW 40537Q605 80260 8556489 SH SOLE 8556489 0 0 HALCON RES CORP *W EXP 09/09/202 40537Q118 1503 700163 SH SOLE 700163 0 0 HALLIBURTON CO COM 406216101 13464 300000 SH Call SOLE 300000 0 0 INGRAM MICRO INC CL A 457153104 3145 88200 SH SOLE 88200 0 0 LINKEDIN CORP COM CL A 53578A108 105785 553500 SH SOLE 553500 0 0 MONSANTO CO NEW COM 61166W101 5110 50000 SH SOLE 50000 0 0 NEWMONT MINING CORP COM 651639106 23574 600000 SH Call SOLE 600000 0 0 NIKE INC CL B 654106103 27905 530000 SH SOLE 530000 0 0 POTASH CORP SASK INC COM 73755L107 4896 300000 SH SOLE 300000 0 0 RITE AID CORP COM 767754104 4725 614405 SH SOLE 614405 0 0 TALEN ENERGY CORP COM 87422J105 1247 90000 SH SOLE 90000 0 0 TECK RESOURCES LTD CL B 878742204 23439 1300000 SH Call SOLE 1300000 0 0 TRIPADVISOR INC COM 896945201 948 15000 SH SOLE 15000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 2180 90000 SH SOLE 90000 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 7365 300000 SH Call SOLE 300000 0 0 VALSPAR CORP COM 920355104 40307 380004 SH SOLE 380004 0 0 WHITING PETE CORP NEW COM 966387102 13241 1515000 SH SOLE 1515000 0 0