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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V10930,224525,000SH SOLEN/A525,00000
AERIE PHARMACEUTICALS INCCOM00771V1089,974189,799SH SOLEN/A189,79900
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102520,4733,693,918SH SOLEN/A3,693,91800
ALLERGAN PLCSHSG0177J108610,0632,509,619SH SOLEN/A2,509,61900
ALLSTATE CORPCOM020002101150,3751,700,300SH SOLEN/A1,700,30000
ALLY FINL INCCOM02005N10022,9451,097,824SH SOLEN/A1,097,82400
ALPHABET INCCAP STK CL C02079K107531,607585,000SH SOLEN/A585,00000
ALTABA INCCOM021346101279,4315,129,051SH SOLEN/A5,129,05100
ANTERO RES CORPCOM03674X10610,805500,000SH SOLEN/A500,00000
APPLE INCCOM03783310090,013625,000SH SOLEN/A625,00000
ATLANTICA YIELD PLCSHSG0751N103100,3924,700,000SH SOLEN/A4,700,00000
BANK AMER CORPCOM060505104213,0678,782,641SH SOLEN/A8,782,64100
BOSTON SCIENTIFIC CORPCOM10113710762,7832,264,900SH SOLEN/A2,264,90000
CBS CORP NEWCL B12485720265,8741,032,836SH SOLEN/A1,032,83600
CEMEX SAB DE CVSPON ADR NEW15129088937,5893,990,309SH SOLEN/A3,990,30900
CENTENE CORP DELCOM15135B10177,036964,397SH SOLEN/A964,39700
CHESAPEAKE ENERGY CORPCOM16516710717,7233,566,000SH SOLEN/A3,566,00000
DELTA AIR LINES INC DELCOM NEW24736170244,735832,438SH SOLEN/A832,43800
DOLLAR GEN CORP NEWCOM25667710567,417935,178SH SOLEN/A935,17800
ENERGY TRANSFER EQUITY L PCOM UT LTD PTN29273V10051,0962,845,000SH SOLEN/A2,845,00000
ENERGY TRANSFER PARTNERS LPUNIT LTD PRT INT29278N103302,61314,841,247SH SOLEN/A14,841,24700
EXPEDIA INC DELCOM NEW30212P30329,790200,000SH SOLEN/A200,00000
FACEBOOK INCCL A30303M102355,7422,356,218SH SOLEN/A2,356,21800
GENERAL MTRS COCOM37045V10066,3671,900,000SH SOLEN/A1,900,00000
HAIN CELESTIAL GROUP INCCOM4052171004,554117,300SHCallSOLEN/A117,30000
HAIN CELESTIAL GROUP INCCOM40521710035,801922,228SH SOLEN/A922,22800
HCA HEALTHCARE INCCOM40412C10114,624167,711SH SOLEN/A167,71100
HUNTSMAN CORPCOM447011107138,4925,359,579SH SOLEN/A5,359,57900
ISHARES TRNASDQ BIOTEC ETF46428755672,869235,000SH SOLEN/A235,00000
KAYNE ANDERSON MLP INVT COCOM4866061062,827150,000SH SOLEN/A150,00000
KENNAMETAL INCCOM48917010049,7251,328,824SH SOLEN/A1,328,82400
KINDER MORGAN INC DELCOM49456B10175,5483,942,996SH SOLEN/A3,942,99600
L BRANDS INCCOM50179710445,030835,592SH SOLEN/A835,59200
MICRON TECHNOLOGY INCCOM595112103385,19412,900,000SH SOLEN/A12,900,00000
MOHAWK INDS INCCOM608190104112,076463,719SH SOLEN/A463,71900
NRG ENERGY INCCOM NEW62937750821,5251,250,000SH SOLEN/A1,250,00000
NUCOR CORPCOM6703461058,290143,254SH SOLEN/A143,25400
OWENS CORNING NEWCOM690742101167,2312,498,972SH SOLEN/A2,498,97200
PEABODY ENERGY CORP NEWCOM70455110024,6771,009,279SH SOLEN/A1,009,27900
PNC FINL SVCS GROUP INCCOM693475105222,5221,782,033SH SOLEN/A1,782,03300
POWERSHARES QQQ TRUSTUNIT SER 173935A104249,8851,815,500SH SOLEN/A1,815,50000
RANGE RES CORPCOM75281A1099,268400,000SH SOLEN/A400,00000
RIO TINTO PLCSPONSORED ADR76720410010,081238,276SH SOLEN/A238,27600
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y20933,677425,000SH SOLEN/A425,00000
SOUTHWEST AIRLS COCOM84474110838,626621,604SH SOLEN/A621,60400
SOUTHWESTERN ENERGY COCOM84546710915,4492,540,948SH SOLEN/A2,540,94800
SPDR SERIES TRUSTS&P BIOTECH78464A87025,469330,000SH SOLEN/A330,00000
STRYKER CORPCOM86366710161,757445,000SH SOLEN/A445,00000
SUMMIT MATLS INCCL A86614U10063,9792,216,110SH SOLEN/A2,216,11000
TERRAFORM PWR INCCL A COM88104R100104,5048,708,708SH SOLEN/A8,708,70800
THERMO FISHER SCIENTIFIC INCCOM88355610265,426375,000SH SOLEN/A375,00000
UNITED RENTALS INCCOM911363109130,1531,154,763SH SOLEN/A1,154,76300
UNITEDHEALTH GROUP INCCOM91324P10286,591467,000SH SOLEN/A467,00000
WELLS FARGO CO NEWCOM94974610137,760681,463SH SOLEN/A681,46300
WESTERN DIGITAL CORPCOM958102105227,7022,570,000SH SOLEN/A2,570,00000
WHIRLPOOL CORPCOM96332010674,793390,318SH SOLEN/A390,31800
WILLIAMS PARTNERS L P NEWCOM UNIT LTD PAR96949L105368,3089,182,449SH SOLEN/A9,182,44900
WMIH CORPCOM92936P1009,5007,600,000SH SOLEN/A7,600,00000