The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 2,014 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 38,552 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 24,034 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 4,901 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ANDEAVOR | COM | 03349M105 | 2,063 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,583 | 23,250 | SH | SOLE | 23,250 | 0 | 0 | ||
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 7,600 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CENTURYLINK INC | COM | 156700106 | 17,010 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
| CENTURYLINK INC | COM | 156700106 | 5,670 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 44,959 | 1,278,700 | SH | SOLE | 1,278,700 | 0 | 0 | ||
| COLUMBIA BKG SYS INC | COM | 197236102 | 2,653 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 6,080 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 13,959 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 8,424 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| HALCON RES CORP | COM PAR NEW | 40537Q605 | 76,808 | 11,295,290 | SH | SOLE | 11,295,290 | 0 | 0 | ||
| HALCON RES CORP | *W EXP 09/09/202 | 40537Q118 | 377 | 686,013 | SH | SOLE | 686,013 | 0 | 0 | ||
| KITE PHARMA INC | COM | 49803L109 | 236,416 | 1,314,812 | SH | SOLE | 1,314,812 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 4,025 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| NEURODERM LTD | ORD SHS | M74231107 | 7,208 | 185,300 | SH | SOLE | 185,300 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 9,832 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 476,077 | 4,209,720 | SH | SOLE | 4,209,720 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 1,934 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| POTASH CORP SASK INC | COM | 73755L107 | 5,772 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 14,528 | 502,000 | SH | SOLE | 502,000 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 49,522 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,454 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 6,351 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 5,642 | 267,500 | SH | Put | SOLE | 267,500 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 16,610 | 787,600 | SH | SOLE | 787,600 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 178,133 | 1,738,731 | SH | SOLE | 1,738,731 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 6,129 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||