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
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102744,9384,320,234SH SOLEN/A4,320,23400
ALLERGAN PLCSHSG0177J108566,9463,465,862SH SOLEN/A3,465,86200
ALLSTATE CORPCOM02000210179,377758,069SH SOLEN/A758,06900
ALLY FINL INCCOM02005N100234,3458,036,523SH SOLEN/A8,036,52300
ALPHABET INCCAP STK CL C02079K107372,235355,729SH SOLEN/A355,72900
ALTABA INCCOM021346101619,2208,865,000SH SOLEN/A8,865,00000
APPLE INCCOM037833100776,4024,587,852SH SOLEN/A4,587,85200
ATLANTICA YIELD PLCSHSG0751N10375,1473,543,012SH SOLEN/A3,543,01200
BANK AMER CORPCOM060505104506,26817,150,000SH SOLEN/A17,150,00000
BOSTON SCIENTIFIC CORPCOM101137107118,5634,782,683SH SOLEN/A4,782,68300
CAESARS ENTMT CORPCOM12768610374,1335,860,349SH SOLEN/A5,860,34900
CAESARS ENTMT CORPNOTE 5.000%10/0127686AA195,59448,992,834PRN SOLEN/A48,992,83400
CENTENE CORP DELCOM15135B10176,539758,717SH SOLEN/A758,71700
CHENIERE ENERGY INCCOM NEW16411R2089,532177,045SH SOLEN/A177,04500
COMCAST CORP NEWCL A20030N10179,5421,986,078SH SOLEN/A1,986,07800
CSX CORPCOM1264081039,653175,479SH SOLEN/A175,47900
DOLLAR GEN CORP NEWCOM25667710576,697824,607SH SOLEN/A824,60700
ENERGY TRANSFER EQUITY L PCOM UT LTD PTN29273V10087,3505,060,815SH SOLEN/A5,060,81500
ENERGY TRANSFER PARTNERS LPUNIT LTD PRT INT29278N103146,5878,180,094SH SOLEN/A8,180,09400
FACEBOOK INCCL A30303M102975,7255,529,441SH SOLEN/A5,529,44100
HCA HEALTHCARE INCCOM40412C10148,565552,884SH SOLEN/A552,88400
HUNTSMAN CORPCOM44701110787,6592,633,185SH SOLEN/A2,633,18500
ISHARES TRMSCI EMG MKT ETF464287234428,7929,100,000SH SOLEN/A9,100,00000
KENNAMETAL INCCOM48917010068,2971,410,804SH SOLEN/A1,410,80400
MGM RESORTS INTERNATIONALCOM55295310177,6912,326,766SH SOLEN/A2,326,76600
MICRON TECHNOLOGY INCCOM5951121031,130,80027,500,000SH SOLEN/A27,500,00000
MOHAWK INDS INCCOM60819010419,12169,305SH SOLEN/A69,30500
NRG ENERGY INCCOM NEW629377508277,9589,759,777SH SOLEN/A9,759,77700
OWENS CORNING NEWCOM69074210190,840988,035SH SOLEN/A988,03500
PEABODY ENERGY CORP NEW8.5% PFD CONV A70455140723,280314,121SH SOLEN/A314,12100
PG&E CORPCOM69331C10850,6491,129,808SH SOLEN/A1,129,80800
POWERSHARES QQQ TRUSTUNIT SER 173935A104903,4085,800,000SH SOLEN/A5,800,00000
SELECT SECTOR SPDR TRSBI INT-FINL81369Y60535,0131,254,500SHCallSOLEN/A1,254,50000
SELECT SECTOR SPDR TRSBI INT-FINL81369Y605279,10010,000,000SH SOLEN/A10,000,00000
SELECT SECTOR SPDR TRENERGY81369Y506145,0402,007,200SHCallSOLEN/A2,007,20000
SOUTHWEST AIRLS COCOM8447411084,86174,265SH SOLEN/A74,26500
SPDR SERIES TRUSTS&P OILGAS EXP78464A73074,6282,007,200SHCallSOLEN/A2,007,20000
STRYKER CORPCOM86366710157,446371,000SH SOLEN/A371,00000
SUMMIT MATLS INCCL A86614U10078,9272,510,401SH SOLEN/A2,510,40100
T MOBILE US INCCOM872590104244,9723,857,224SH SOLEN/A3,857,22400
TERRAFORM PWR INCCOM CL A88104R20955,5564,645,157SH SOLEN/A4,645,15700
THERMO FISHER SCIENTIFIC INCCOM883556102108,611572,000SH SOLEN/A572,00000
UNITED RENTALS INCCOM911363109130,906761,478SH SOLEN/A761,47800
UNITEDHEALTH GROUP INCCOM91324P102130,422591,589SH SOLEN/A591,58900
VENATOR MATLS PLCSHSG9329Z10038,6791,748,605SH SOLEN/A1,748,60500
VISTRA ENERGY CORPCOM92840M10217,611961,285SH SOLEN/A961,28500
WESTERN DIGITAL CORPCOM95810210547,718600,000SH SOLEN/A600,00000
WILLIAMS PARTNERS L P NEWCOM UNIT LTD PAR96949L105144,1113,716,117SH SOLEN/A3,716,11700
WMIH CORPCOM92936P1006,4537,600,000SH SOLEN/A7,600,00000
XPO LOGISTICS INCCOM983793100201,8452,203,790SH SOLEN/A2,203,79000