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 ADS01609W102743,8174,052,616SH SOLEN/A4,052,61600
ALLERGAN PLCSHSG0177J108622,6733,700,000SH SOLEN/A3,700,00000
ALLSTATE CORPCOM02000210150,039527,833SH SOLEN/A527,83300
ALLY FINL INCCOM02005N100215,7927,948,145SH SOLEN/A7,948,14500
ALPHABET INCCAP STK CL C02079K107418,749405,847SH SOLEN/A405,84700
ALPS ETF TRALERIAN MLP00162Q86647,4895,068,188SH SOLEN/A5,068,18800
ALTABA INCCOM021346101593,8758,021,000SH SOLEN/A8,021,00000
APPLIED MATLS INCCOM03822210587,3081,570,000SH SOLEN/A1,570,00000
ATLANTICA YIELD PLCSHSG0751N10375,0313,832,000SH SOLEN/A3,832,00000
BANK AMER CORPCOM060505104328,85610,965,513SH SOLEN/A10,965,51300
BOSTON SCIENTIFIC CORPCOM101137107106,8413,910,738SH SOLEN/A3,910,73800
BOYD GAMING CORPCOM10330410143,1671,354,896SH SOLEN/A1,354,89600
CAESARS ENTMT CORPCOM127686103142,37612,655,674SH SOLEN/A12,655,67400
CAESARS ENTMT CORPNOTE 5.000%10/0127686AA186,83648,992,834PRN SOLEN/A48,992,83400
CENTENE CORP DELCOM15135B101130,7791,223,717SH SOLEN/A1,223,71700
CHENIERE ENERGY INCCOM NEW16411R20849,160919,741SH SOLEN/A919,74100
DOLLAR GEN CORP NEWCOM256677105113,6421,214,776SH SOLEN/A1,214,77600
ENERGY TRANSFER EQUITY L PCOM UT LTD PTN29273V10089,4036,291,534SH SOLEN/A6,291,53400
ENERGY TRANSFER PARTNERS LPUNIT LTD PRT INT29278N103108,4766,687,818SH SOLEN/A6,687,81800
FACEBOOK INCCL A30303M102992,2966,210,000SH SOLEN/A6,210,00000
HCA HEALTHCARE INCCOM40412C10127,440282,884SH SOLEN/A282,88400
HUNTSMAN CORPCOM447011107109,2963,736,630SH SOLEN/A3,736,63000
KENNAMETAL INCCOM48917010075,8021,887,507SH SOLEN/A1,887,50700
KNIGHT SWIFT TRANSN HLDGS INCL A49904910443,710950,000SH SOLEN/A950,00000
LAM RESEARCH CORPCOM512807108263,2111,295,586SH SOLEN/A1,295,58600
MGM RESORTS INTERNATIONALCOM552953101142,5144,069,504SH SOLEN/A4,069,50400
MICRON TECHNOLOGY INCCOM5951121031,846,01735,405,000SH SOLEN/A35,405,00000
NRG ENERGY INCCOM NEW629377508205,6076,734,603SH SOLEN/A6,734,60300
NVIDIA CORPCOM67066G10434,739150,000SH SOLEN/A150,00000
OWENS CORNING NEWCOM690742101113,9031,416,704SH SOLEN/A1,416,70400
PEABODY ENERGY CORP NEWCOM70455110021,587591,424SH SOLEN/A591,42400
PG&E CORPCOM69331C10872,4851,650,000SH SOLEN/A1,650,00000
PLATFORM SPECIALTY PRODS CORCOM72766Q10536,5753,798,055SH SOLEN/A3,798,05500
POWERSHARES QQQ TRUSTUNIT SER 173935A104123,656772,225SH SOLEN/A772,22500
SELECT SECTOR SPDR TRENERGY81369Y50633,705500,000SH SOLEN/A500,00000
SELECT SECTOR SPDR TRSBI INT-FINL81369Y6058,271300,000SH SOLEN/A300,00000
SPDR SERIES TRUSTS&P OILGAS EXP78464A73017,610500,000SH SOLEN/A500,00000
STRYKER CORPCOM86366710159,701371,000SH SOLEN/A371,00000
SUMMIT MATLS INCCL A86614U10074,4532,458,806SH SOLEN/A2,458,80600
T MOBILE US INCCOM872590104253,3164,150,000SH SOLEN/A4,150,00000
TERRAFORM PWR INCCOM CL A88104R20944,2894,127,600SH SOLEN/A4,127,60000
THERMO FISHER SCIENTIFIC INCCOM883556102123,257597,000SH SOLEN/A597,00000
UBS GROUP AGSHSH42097107122,4616,955,399SH SOLEN/A6,955,39900
UNITED CONTL HLDGS INCCOM91004710936,492525,289SH SOLEN/A525,28900
UNITED RENTALS INCCOM9113631092,23012,913SH SOLEN/A12,91300
UNITEDHEALTH GROUP INCCOM91324P102151,210706,589SH SOLEN/A706,58900
VANECK VECTORS ETF TRSEMICONDUCTOR ET92189F67676,854737,000SH SOLEN/A737,00000
VENATOR MATLS PLCSHSG9329Z10032,3331,787,328SH SOLEN/A1,787,32800
WELLS FARGO CO NEWCOM949746101153,9602,937,615SH SOLEN/A2,937,61500
WESTERN DIGITAL CORPCOM95810210546,135500,000SH SOLEN/A500,00000
WILLIAMS PARTNERS L P NEWCOM UNIT LTD PAR96949L10593,7672,723,404SH SOLEN/A2,723,40400
WMIH CORPCOM92936P1004,6493,274,234SH SOLEN/A3,274,23400
XPO LOGISTICS INCCOM983793100217,1682,133,070SH SOLEN/A2,133,07000