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
AGILENT TECHNOLOGIES INC COM 00846U101 2,688 31,500 SH   SOLE   31,500 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 688 103,976 SH   SOLE   103,976 0 0
ANTERO RES CORP COM 03674X106 1,568 550,000 SH   SOLE   550,000 0 0
AVAYA HLDGS CORP COM 05351X101 503 37,249 SH   SOLE   37,249 0 0
BIOGEN INC COM 09062X103 118 32,500 SH Call SOLE   32,500 0 0
CHEVRON CORP NEW COM 166764100 541 4,500 SH   SOLE   4,500 0 0
CONCHO RES INC COM 20605P101 611 7,000 SH   SOLE   7,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 151 100,000 SH Put SOLE   100,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 597 23,000 SH   SOLE   23,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 605 6,500 SH   SOLE   6,500 0 0
DOMTAR CORP COM NEW 257559203 27 54,000 SH Put SOLE   54,000 0 0
EOG RES INC COM 26875P101 629 7,500 SH   SOLE   7,500 0 0
EXXON MOBIL CORP COM 30231G102 524 7,500 SH   SOLE   7,500 0 0
HALLIBURTON CO COM 406216101 293 12,000 SH   SOLE   12,000 0 0
HESS CORP COM 42809H107 269 4,000 SH   SOLE   4,000 0 0
INTELSAT S A COM L5140P101 13 260,000 SH Call SOLE   260,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,481 4,200 SH   SOLE   4,200 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 9,128 400,000 SH   SOLE   400,000 0 0
LOWES COS INC COM 548661107 2,635 22,000 SH   SOLE   22,000 0 0
BILL COM HLDGS INC COM 090043100 180,858 4,753,167 SH   SOLE   4,753,167 0 0
CONOCOPHILLIPS COM 20825C104 552 8,500 SH   SOLE   8,500 0 0
EURONET WORLDWIDE INC COM 298736109 2,522 16,000 SH   SOLE   16,000 0 0
RPM INTL INC COM 749685103 1,767 23,019 SH   SOLE   23,019 0 0
PG&E CORP COM 69331C108 373 1,200,000 SH Put SOLE   1,200,000 0 0
PIONEER NAT RES CO COM 723787107 606 4,000 SH   SOLE   4,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 264 500,000 SH Put SOLE   500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 486 1,512 SH   SOLE   2,412 0 0
TRIMBLE INC COM 896239100 2,502 60,000 SH   SOLE   60,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 19 100,000 SH Call SOLE   100,000 0 0
WPX ENERGY INC COM 98212B103 701 51,000 SH   SOLE   51,000 0 0