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
ACTIVISION BLIZZARD INC COM 00507V109 30,224 525,000 SH   SOLE N/A 525,000 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 9,974 189,799 SH   SOLE N/A 189,799 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 520,473 3,693,918 SH   SOLE N/A 3,693,918 0 0
ALLERGAN PLC SHS G0177J108 610,063 2,509,619 SH   SOLE N/A 2,509,619 0 0
ALLSTATE CORP COM 020002101 150,375 1,700,300 SH   SOLE N/A 1,700,300 0 0
ALLY FINL INC COM 02005N100 22,945 1,097,824 SH   SOLE N/A 1,097,824 0 0
ALPHABET INC CAP STK CL C 02079K107 531,607 585,000 SH   SOLE N/A 585,000 0 0
ALTABA INC COM 021346101 279,431 5,129,051 SH   SOLE N/A 5,129,051 0 0
ANTERO RES CORP COM 03674X106 10,805 500,000 SH   SOLE N/A 500,000 0 0
APPLE INC COM 037833100 90,013 625,000 SH   SOLE N/A 625,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 100,392 4,700,000 SH   SOLE N/A 4,700,000 0 0
BANK AMER CORP COM 060505104 213,067 8,782,641 SH   SOLE N/A 8,782,641 0 0
BOSTON SCIENTIFIC CORP COM 101137107 62,783 2,264,900 SH   SOLE N/A 2,264,900 0 0
CBS CORP NEW CL B 124857202 65,874 1,032,836 SH   SOLE N/A 1,032,836 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 37,589 3,990,309 SH   SOLE N/A 3,990,309 0 0
CENTENE CORP DEL COM 15135B101 77,036 964,397 SH   SOLE N/A 964,397 0 0
CHESAPEAKE ENERGY CORP COM 165167107 17,723 3,566,000 SH   SOLE N/A 3,566,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 44,735 832,438 SH   SOLE N/A 832,438 0 0
DOLLAR GEN CORP NEW COM 256677105 67,417 935,178 SH   SOLE N/A 935,178 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 51,096 2,845,000 SH   SOLE N/A 2,845,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 302,613 14,841,247 SH   SOLE N/A 14,841,247 0 0
EXPEDIA INC DEL COM NEW 30212P303 29,790 200,000 SH   SOLE N/A 200,000 0 0
FACEBOOK INC CL A 30303M102 355,742 2,356,218 SH   SOLE N/A 2,356,218 0 0
GENERAL MTRS CO COM 37045V100 66,367 1,900,000 SH   SOLE N/A 1,900,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 4,554 117,300 SH Call SOLE N/A 117,300 0 0
HAIN CELESTIAL GROUP INC COM 405217100 35,801 922,228 SH   SOLE N/A 922,228 0 0
HCA HEALTHCARE INC COM 40412C101 14,624 167,711 SH   SOLE N/A 167,711 0 0
HUNTSMAN CORP COM 447011107 138,492 5,359,579 SH   SOLE N/A 5,359,579 0 0
ISHARES TR NASDQ BIOTEC ETF 464287556 72,869 235,000 SH   SOLE N/A 235,000 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 2,827 150,000 SH   SOLE N/A 150,000 0 0
KENNAMETAL INC COM 489170100 49,725 1,328,824 SH   SOLE N/A 1,328,824 0 0
KINDER MORGAN INC DEL COM 49456B101 75,548 3,942,996 SH   SOLE N/A 3,942,996 0 0
L BRANDS INC COM 501797104 45,030 835,592 SH   SOLE N/A 835,592 0 0
MICRON TECHNOLOGY INC COM 595112103 385,194 12,900,000 SH   SOLE N/A 12,900,000 0 0
MOHAWK INDS INC COM 608190104 112,076 463,719 SH   SOLE N/A 463,719 0 0
NRG ENERGY INC COM NEW 629377508 21,525 1,250,000 SH   SOLE N/A 1,250,000 0 0
NUCOR CORP COM 670346105 8,290 143,254 SH   SOLE N/A 143,254 0 0
OWENS CORNING NEW COM 690742101 167,231 2,498,972 SH   SOLE N/A 2,498,972 0 0
PEABODY ENERGY CORP NEW COM 704551100 24,677 1,009,279 SH   SOLE N/A 1,009,279 0 0
PNC FINL SVCS GROUP INC COM 693475105 222,522 1,782,033 SH   SOLE N/A 1,782,033 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 249,885 1,815,500 SH   SOLE N/A 1,815,500 0 0
RANGE RES CORP COM 75281A109 9,268 400,000 SH   SOLE N/A 400,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 10,081 238,276 SH   SOLE N/A 238,276 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 33,677 425,000 SH   SOLE N/A 425,000 0 0
SOUTHWEST AIRLS CO COM 844741108 38,626 621,604 SH   SOLE N/A 621,604 0 0
SOUTHWESTERN ENERGY CO COM 845467109 15,449 2,540,948 SH   SOLE N/A 2,540,948 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 25,469 330,000 SH   SOLE N/A 330,000 0 0
STRYKER CORP COM 863667101 61,757 445,000 SH   SOLE N/A 445,000 0 0
SUMMIT MATLS INC CL A 86614U100 63,979 2,216,110 SH   SOLE N/A 2,216,110 0 0
TERRAFORM PWR INC CL A COM 88104R100 104,504 8,708,708 SH   SOLE N/A 8,708,708 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 65,426 375,000 SH   SOLE N/A 375,000 0 0
UNITED RENTALS INC COM 911363109 130,153 1,154,763 SH   SOLE N/A 1,154,763 0 0
UNITEDHEALTH GROUP INC COM 91324P102 86,591 467,000 SH   SOLE N/A 467,000 0 0
WELLS FARGO CO NEW COM 949746101 37,760 681,463 SH   SOLE N/A 681,463 0 0
WESTERN DIGITAL CORP COM 958102105 227,702 2,570,000 SH   SOLE N/A 2,570,000 0 0
WHIRLPOOL CORP COM 963320106 74,793 390,318 SH   SOLE N/A 390,318 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 368,308 9,182,449 SH   SOLE N/A 9,182,449 0 0
WMIH CORP COM 92936P100 9,500 7,600,000 SH   SOLE N/A 7,600,000 0 0