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
AIR PRODS & CHEMS INC COM 009158106 50,424 355,000 SH   SOLE 1 355,000 0 0
ALBEMARLE CORP COM 012653101 59,483 750,000 SH Call SOLE 1 750,000 0 0
ALBEMARLE CORP COM 012653101 51,552 650,000 SH   SOLE 1 650,000 0 0
ALBEMARLE CORP COM 012653101 16,465 207,598 SH   OTR 2 207,598 0 0
AMBARELLA INC SHS G037AX101 20,324 400,000 SH   SOLE 1 400,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 10,485 2,250,000 SH   SOLE 1 2,250,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 16,310 3,500,000 SH Call SOLE 1 3,500,000 0 0
AUTONATION INC COM 05329W102 9,396 200,000 SH Put SOLE 1 200,000 0 0
EASTMAN CHEM CO COM 277432100 16,975 250,000 SH Put SOLE 1 250,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 14,370 1,000,000 SH Put SOLE 1 1,000,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 76,140 2,000,000 SH Call SOLE 1 2,000,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 7,956 1,300,000 SH Put SOLE 1 1,300,000 0 0
F M C CORP COM NEW 302491303 13,893 300,000 SH   SOLE 1 300,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,140 1,000,000 SH Put SOLE 1 1,000,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 21,893 840,753 SH   SOLE 1 840,753 0 0
GENERAL DYNAMICS CORP COM 369550108 20,886 150,000 SH   SOLE 1 150,000 0 0
GENERAL MTRS CO COM 37045V100 14,150 500,000 SH Put SOLE 1 500,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,661 50,000 SH   SOLE 1 50,000 0 0
HALLIBURTON CO COM 406216101 31,703 700,000 SH   SOLE 1 700,000 0 0
HALLIBURTON CO COM 406216101 9,695 214,055 SH   OTR 2 214,055 0 0
HUNTSMAN CORP COM 447011107 19,166 1,425,000 SH   SOLE 1 1,425,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 45,263 1,500,000 SH Call SOLE 1 1,500,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 23,070 500,000 SH Call SOLE 1 500,000 0 0
MONSANTO CO NEW COM 61166W101 18,614 180,000 SH   SOLE 1 180,000 0 0
PARKER HANNIFIN CORP COM 701094104 16,208 150,000 SH   SOLE 1 150,000 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 8,751 839,000 SH Call SOLE 1 839,000 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 23,468 2,250,000 SH   SOLE 1 2,250,000 0 0
RED ROCK RESORTS INC CL A 75700L108 17,035 775,000 SH   SOLE 1 775,000 0 0
SCHLUMBERGER LTD COM 806857108 31,632 400,000 SH   SOLE 1 400,000 0 0
SEALED AIR CORP NEW COM 81211K100 15,749 342,584 SH   OTR 2 342,584 0 0
SEALED AIR CORP NEW COM 81211K100 29,881 650,000 SH   SOLE 1 650,000 0 0
SHERWIN WILLIAMS CO COM 824348106 17,620 60,000 SH   SOLE 1 60,000 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 22,954 2,300,000 SH   SOLE 1 2,300,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 24,410 1,000,000 SH Put SOLE 1 1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 209,475 1,000,000 SH Put SOLE 1 1,000,000 0 0
TARGA RES CORP COM 87612G101 16,856 400,000 SH Call SOLE 1 400,000 0 0
TARGA RES CORP COM 87612G101 50,568 1,200,000 SH   SOLE 1 1,200,000 0 0
TARGA RES CORP COM 87612G101 7,247 171,986 SH   OTR 2 171,986 0 0
TECK RESOURCES LTD CL B 878742204 19,755 1,500,000 SH Call SOLE 1 1,500,000 0 0
TESLA MTRS INC COM 88160R101 38,597 181,819 SH   SOLE 1 181,819 0 0
TEXTRON INC COM 883203101 43,396 1,186,969 SH   SOLE 1 1,186,969 0 0
TIDEWATER INC COM 886423102 8,820 2,000,000 SH Put SOLE 1 2,000,000 0 0
UNITED STATES STL CORP NEW COM 912909108 25,290 1,500,000 SH Put SOLE 1 1,500,000 0 0
VALE S A ADR 91912E105 7,590 1,500,000 SH Call SOLE 1 1,500,000 0 0
VISTA OUTDOOR INC COM 928377100 40,933 857,585 SH   SOLE 1 857,585 0 0
WHITING PETE CORP NEW COM 966387102 13,890 1,500,000 SH Call SOLE 1 1,500,000 0 0
WHITING PETE CORP NEW COM 966387102 9,260 1,000,000 SH   SOLE 1 1,000,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 38,780 1,000,000 SH Call SOLE 1 1,000,000 0 0