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
ADIENT PLC ORD SHS G0084W101 2,524 38,600 SH   SOLE   38,600 0 0
ALPHABET INC CAP STK CL A 02079K305 5,578 6,000 SH   SOLE   6,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 10,180 851,200 SH   SOLE   851,200 0 0
ALTICE USA INC CL A 02156K103 4,134 128,000 SH   SOLE   128,000 0 0
AMAZON COM INC COM 023135106 3,291 3,400 SH   SOLE   3,400 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,646 112,200 SH   SOLE   112,200 0 0
CANADIAN PAC RY LTD COM 13645T100 5,644 35,100 SH   SOLE   35,100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,560 7,600 SH   SOLE   7,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,193 40,800 SH   SOLE   40,800 0 0
JD COM INC SPON ADR CL A 47215P106 2,675 68,200 SH   SOLE   68,200 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,621 71,000 SH   SOLE   71,000 0 0
KINDER MORGAN INC DEL COM 49456B101 12,167 635,000 SH   SOLE   635,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,792 82,300 SH   SOLE   82,300 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,385 64,700 SH   SOLE   64,700 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 4,889 93,500 SH   SOLE   93,500 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,335 50,800 SH   SOLE   50,800 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,973 69,900 SH   SOLE   69,900 0 0
LKQ CORP COM 501889208 4,471 135,700 SH   SOLE   135,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,321 51,200 SH   SOLE   51,200 0 0
NIKE INC CL B 654106103 4,331 73,400 SH   SOLE   73,400 0 0
NRG ENERGY INC COM NEW 629377508 3,973 230,700 SH   SOLE   230,700 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,750 51,500 SH   SOLE   51,500 0 0
STARBUCKS CORP COM 855244109 6,006 103,000 SH   SOLE   103,000 0 0
STEEL DYNAMICS INC COM 858119100 1,619 45,200 SH   SOLE   45,200 0 0
UNITED CONTL HLDGS INC COM 910047109 3,740 49,700 SH   SOLE   49,700 0 0
UNITED STATES STL CORP NEW COM 912909108 2,903 131,100 SH   SOLE   131,100 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 3,734 169,100 SH   SOLE   169,100 0 0
VISA INC COM CL A 92826C839 3,723 39,700 SH   SOLE   39,700 0 0