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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 490,351 2,642,974 SH   SOLE N/A 2,642,974 0 0
ALLERGAN PLC SHS G0177J108 565,181 3,390,000 SH   SOLE N/A 3,390,000 0 0
ALLY FINL INC COM 02005N100 126,569 4,817,993 SH   SOLE N/A 4,817,993 0 0
ALPHABET INC CAP STK CL C 02079K107 369,280 331,000 SH   SOLE N/A 331,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 5,050 500,000 SH   SOLE N/A 500,000 0 0
ALTABA INC COM 021346101 469,474 6,412,700 SH   SOLE N/A 6,412,700 0 0
ATLANTICA YIELD PLC SHS G0751N103 69,852 3,461,464 SH   SOLE N/A 3,461,464 0 0
BANK AMER CORP COM 060505104 204,200 7,243,695 SH   SOLE N/A 7,243,695 0 0
BOSTON SCIENTIFIC CORP COM 101137107 82,670 2,528,138 SH   SOLE N/A 2,528,138 0 0
BOYD GAMING CORP COM 103304101 46,961 1,354,896 SH   SOLE N/A 1,354,896 0 0
CAESARS ENTMT CORP COM 127686103 168,785 15,774,344 SH   SOLE N/A 15,774,344 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 84,464 48,992,834 PRN   SOLE N/A 48,992,834 0 0
CENTENE CORP DEL COM 15135B101 126,403 1,025,916 SH   SOLE N/A 1,025,916 0 0
CHENIERE ENERGY INC COM NEW 16411R208 80,167 1,229,741 SH   SOLE N/A 1,229,741 0 0
CITIZENS FINL GROUP INC COM 174610105 48,924 1,257,694 SH   SOLE N/A 1,257,694 0 0
DOLLAR GEN CORP NEW COM 256677105 90,586 918,719 SH   SOLE N/A 918,719 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 103,080 5,975,672 SH   SOLE N/A 5,975,672 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 105,702 5,551,581 SH   SOLE N/A 5,551,581 0 0
FACEBOOK INC CL A 30303M102 986,174 5,075,000 SH   SOLE N/A 5,075,000 0 0
HUNTSMAN CORP COM 447011107 90,784 3,109,041 SH   SOLE N/A 3,109,041 0 0
KENNAMETAL INC COM 489170100 72,420 2,017,257 SH   SOLE N/A 2,017,257 0 0
KEYCORP NEW COM 493267108 104,570 5,351,561 SH   SOLE N/A 5,351,561 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 42,058 1,100,700 SH   SOLE N/A 1,100,700 0 0
LAM RESEARCH CORP COM 512807108 238,533 1,380,000 SH   SOLE N/A 1,380,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,035 793,504 SH   SOLE N/A 793,504 0 0
MICRON TECHNOLOGY INC COM 595112103 2,125,278 40,527,800 SH   SOLE N/A 40,527,800 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 34,095 360,189 SH   SOLE N/A 360,189 0 0
NRG ENERGY INC COM NEW 629377508 78,974 2,572,442 SH   SOLE N/A 2,572,442 0 0
NXP SEMICONDUCTORS N V COM N6596X109 23,960 219,272 SH   SOLE N/A 219,272 0 0
NXP SEMICONDUCTORS N V COM N6596X109 48,079 440,000 SH Call SOLE N/A 440,000 0 0
OWENS CORNING NEW COM 690742101 89,299 1,409,164 SH   SOLE N/A 1,409,164 0 0
PG&E CORP COM 69331C108 76,351 1,793,967 SH   SOLE N/A 1,793,967 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 50,330 4,338,801 SH   SOLE N/A 4,338,801 0 0
STRYKER CORP COM 863667101 53,360 316,000 SH   SOLE N/A 316,000 0 0
SUMMIT MATLS INC CL A 86614U100 67,733 2,580,314 SH   SOLE N/A 2,580,314 0 0
SYMANTEC CORP COM 871503108 78,470 3,800,000 SH   SOLE N/A 3,800,000 0 0
T MOBILE US INC COM 872590104 239,000 4,000,000 SH   SOLE N/A 4,000,000 0 0
TERRAFORM PWR INC COM CL A 88104R209 39,838 3,404,955 SH   SOLE N/A 3,404,955 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 121,177 585,000 SH   SOLE N/A 585,000 0 0
UBS GROUP AG SHS H42097107 105,698 6,828,480 SH   SOLE N/A 6,828,480 0 0
UNITED CONTL HLDGS INC COM 910047109 36,627 525,276 SH   SOLE N/A 525,276 0 0
UNITEDHEALTH GROUP INC COM 91324P102 129,881 529,390 SH   SOLE N/A 529,390 0 0
VENATOR MATLS PLC SHS G9329Z100 28,655 1,751,541 SH   SOLE N/A 1,751,541 0 0
VISTRA ENERGY CORP COM 92840M102 44,267 1,870,951 SH   SOLE N/A 1,870,951 0 0
WELLS FARGO CO NEW COM 949746101 180,527 3,256,261 SH   SOLE N/A 3,256,261 0 0
WESTERN DIGITAL CORP COM 958102105 85,112 1,099,500 SH   SOLE N/A 1,099,500 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 86,042 2,119,775 SH   SOLE N/A 2,119,775 0 0
WMIH CORP COM 92936P100 1,817 1,355,646 SH   SOLE N/A 1,355,646 0 0
XPO LOGISTICS INC COM 983793100 164,801 1,645,045 SH   SOLE N/A 1,645,045 0 0