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
ALASKA AIR GROUP INC COM 011659109 8,612 141,530 SH   SOLE   141,530 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,876 42,865 SH   SOLE   42,865 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,097 8,000 SH Put SOLE   8,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,141 190,211 SH   SOLE   190,211 0 0
ALPHABET INC CAP STK CL A 02079K305 6,374 6,100 SH   SOLE   6,100 0 0
ALTERYX INC COM CL A 02156B103 583 9,800 SH   SOLE   9,800 0 0
AMAZON COM INC COM 023135106 14,419 9,600 SH   SOLE   9,600 0 0
AMAZON COM INC COM 023135106 9,012 6,000 SH Call SOLE   6,000 0 0
AMERICAN EXPRESS CO COM 025816109 1,535 16,100 SH   SOLE   16,100 0 0
ARCONIC INC COM 03965L100 5,816 344,940 SH   SOLE   344,940 0 0
AUTODESK INC COM 052769106 3,177 24,700 SH   SOLE   24,700 0 0
BARRICK GOLD CORP COM 067901108 6,100 450,500 SH   SOLE   450,500 0 0
BAXTER INTL INC COM 071813109 4,695 71,327 SH   SOLE   71,327 0 0
CHART INDS INC COM PAR $0.01 16115Q308 6,945 106,800 SH   SOLE   106,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,031 85,000 SH   SOLE   85,000 0 0
CME GROUP INC COM CL A 12572Q105 8,465 45,000 SH   SOLE   45,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,764 93,665 SH   SOLE   93,665 0 0
CVR ENERGY INC COM 12662P108 4,907 142,300 SH   SOLE   142,300 0 0
DANAHER CORP DEL COM 235851102 9,075 88,000 SH   SOLE   88,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 10,394 319,708 SH   SOLE   319,708 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,457 169,470 SH   SOLE   169,470 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,100 76,591 SH   SOLE   76,591 0 0
DOLLAR GEN CORP NEW COM 256677105 10,592 98,000 SH   SOLE   98,000 0 0
DOLLAR TREE INC COM 256746108 8,129 90,000 SH   SOLE   90,000 0 0
DOWDUPONT INC COM 26078J100 433 8,100 SH   SOLE   8,100 0 0
DROPBOX INC CL A 26210C104 282 13,800 SH   SOLE   13,800 0 0
ELASTIC N V ORD SHS N14506104 1,036 14,500 SH   SOLE   14,500 0 0
FIRST DATA CORP NEW COM CL A 32008D106 754 44,600 SH   SOLE   44,600 0 0
GLOBAL PMTS INC COM 37940X102 1,114 10,800 SH   SOLE   10,800 0 0
HARRIS CORP DEL COM 413875105 9,089 67,500 SH   SOLE   67,500 0 0
INGERSOLL-RAND PLC SHS G47791101 420 4,600 SH   SOLE   4,600 0 0
ISHARES TR GBL COMM SVC ETF 464287275 46,999 351,000 SH Put SOLE   351,000 0 0
ISHARES TR NORTH AMERN NAT 464287374 11,718 300,000 SH Put SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 28,829 215,300 SH   SOLE   215,300 0 0
JD COM INC SPON ADR CL A 47215P106 5,914 282,562 SH   SOLE   282,562 0 0
L3 TECHNOLOGIES INC COM 502413107 417 2,400 SH   SOLE   2,400 0 0
LOUISIANA PAC CORP COM 546347105 6,355 286,000 SH   SOLE   286,000 0 0
LOWES COS INC COM 548661107 9,550 103,400 SH   SOLE   103,400 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 868 53,600 SH   SOLE   53,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,326 86,543 SH   SOLE   86,543 0 0
MCDONALDS CORP COM 580135101 9,056 51,000 SH   SOLE   51,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 1,044 11,300 SH   SOLE   11,300 0 0
MICROSOFT CORP COM 594918104 23,082 227,251 SH   SOLE   227,251 0 0
MOSAIC CO NEW COM 61945C103 9,201 315,000 SH   SOLE   315,000 0 0
NETFLIX INC COM 64110L106 35,259 131,729 SH   SOLE   131,729 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,055 14,400 SH   SOLE   14,400 0 0
OASIS PETE INC NEW COM 674215108 2,084 376,898 SH   SOLE   376,898 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 7,221 117,642 SH   SOLE   117,642 0 0
OKTA INC CL A 679295105 23,191 363,496 SH   SOLE   363,496 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,809 56,865 SH   SOLE   56,865 0 0
PARSLEY ENERGY INC CL A 701877102 5,601 350,470 SH   SOLE   350,470 0 0
PAYPAL HLDGS INC COM 70450Y103 8,708 103,556 SH   SOLE   103,556 0 0
PDC ENERGY INC COM 69327R101 854 28,700 SH   SOLE   28,700 0 0
PHILLIPS 66 COM 718546104 7,605 88,278 SH   SOLE   88,278 0 0
PIONEER NAT RES CO COM 723787107 7,005 53,263 SH   SOLE   53,263 0 0
QUALCOMM INC COM 747525103 1,542 27,100 SH   SOLE   27,100 0 0
RINGCENTRAL INC CL A 76680R206 231 2,800 SH   SOLE   2,800 0 0
SALESFORCE COM INC COM 79466L302 1,370 10,000 SH   SOLE   10,000 0 0
SCHEIN HENRY INC COM 806407102 5,152 65,620 SH   SOLE   65,620 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,347 23,700 SH   SOLE   23,700 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2,280 44,900 SH   SOLE   44,900 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 12,111 140,000 SH   SOLE   140,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 841 15,900 SH   SOLE   15,900 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 7,780 189,800 SH   SOLE   189,800 0 0
SPLUNK INC COM 848637104 1,803 17,200 SH   SOLE   17,200 0 0
SQUARE INC CL A 852234103 6,778 120,833 SH   SOLE   120,833 0 0
SRC ENERGY INC COM 78470V108 160 34,100 SH   SOLE   34,100 0 0
STARBUCKS CORP COM 855244109 9,016 140,000 SH   SOLE   140,000 0 0
SYMANTEC CORP COM 871503108 733 38,800 SH   SOLE   38,800 0 0
SYNOPSYS INC COM 871607107 9,576 113,677 SH   SOLE   113,677 0 0
TABLEAU SOFTWARE INC CL A 87336U105 40,475 337,292 SH   SOLE   337,292 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,597 73,800 SH   SOLE   73,800 0 0
TARGA RES CORP COM 87612G101 890 24,700 SH   SOLE   24,700 0 0
TWILIO INC CL A 90138F102 3,762 42,123 SH   SOLE   42,123 0 0
UNITED CONTL HLDGS INC COM 910047109 8,172 97,595 SH   SOLE   97,595 0 0
UNITED TECHNOLOGIES CORP COM 913017109 13,113 123,151 SH   SOLE   123,151 0 0
VISA INC COM CL A 92826C839 3,536 26,800 SH   SOLE   26,800 0 0
WALMART INC COM 931142103 11,631 124,861 SH   SOLE   124,861 0 0
WASTE MGMT INC DEL COM 94106L109 9,504 106,800 SH   SOLE   106,800 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 4,101 210,000 SH   SOLE   210,000 0 0
WORKDAY INC CL A 98138H101 463 2,900 SH   SOLE   2,900 0 0
WPX ENERGY INC COM 98212B103 7,544 664,664 SH   SOLE   664,664 0 0
XILINX INC COM 983919101 9,852 115,670 SH   SOLE   115,670 0 0