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 247,140 1,500,000 SH   SOLE N/A 1,500,000 0 0
ALLERGAN PLC SHS G0177J108 379,549 1,992,591 SH   SOLE N/A 1,992,591 0 0
ALPHABET INC CAP STK CL C 02079K107 238,694 200,000 SH   SOLE N/A 200,000 0 0
ALTABA INC COM 021346101 230,246 3,380,000 SH   SOLE N/A 3,380,000 0 0
APPLE INC COM 037833100 22,574 100,000 SH   SOLE N/A 100,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 68,969 3,351,273 SH   SOLE N/A 3,351,273 0 0
BANK AMER CORP COM 060505104 99,671 3,383,263 SH   SOLE N/A 3,383,263 0 0
BOSTON SCIENTIFIC CORP COM 101137107 32,874 853,875 SH   SOLE N/A 853,875 0 0
BOYD GAMING CORP COM 103304101 45,901 1,356,000 SH   SOLE N/A 1,356,000 0 0
CAESARS ENTMT CORP COM 127686103 148,857 14,522,636 SH   SOLE N/A 14,522,636 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 81,136 48,992,834 PRN   SOLE N/A 48,992,834 0 0
CENTENE CORP DEL COM 15135B101 85,375 589,688 SH   SOLE N/A 589,688 0 0
CHENIERE ENERGY INC COM NEW 16411R208 63,792 918,000 SH   SOLE N/A 918,000 0 0
DOLLAR GEN CORP NEW COM 256677105 81,552 746,130 SH   SOLE N/A 746,130 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 76,208 4,372,241 SH   SOLE N/A 4,372,241 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 85,199 3,827,431 SH   SOLE N/A 3,827,431 0 0
FACEBOOK INC CL A 30303M102 542,718 3,300,000 SH   SOLE N/A 3,300,000 0 0
HUNTSMAN CORP COM 447011107 55,278 2,030,039 SH   SOLE N/A 2,030,039 0 0
KENNAMETAL INC COM 489170100 64,649 1,484,134 SH   SOLE N/A 1,484,134 0 0
LAM RESEARCH CORP COM 512807108 178,248 1,175,000 SH   SOLE N/A 1,175,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,628,280 36,000,000 SH   SOLE N/A 36,000,000 0 0
NRG ENERGY INC COM NEW 629377508 97,875 2,616,982 SH   SOLE N/A 2,616,982 0 0
OWENS CORNING NEW COM 690742101 58,276 1,073,813 SH   SOLE N/A 1,073,813 0 0
PG&E CORP COM 69331C108 183,627 3,991,033 SH   SOLE N/A 3,991,033 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 28,977 2,323,706 SH   SOLE N/A 2,323,706 0 0
STATE STR CORP COM 857477103 99,348 1,185,823 SH   SOLE N/A 1,185,823 0 0
STRYKER CORP COM 863667101 16,347 92,000 SH   SOLE N/A 92,000 0 0
SUMMIT MATLS INC CL A 86614U100 54,166 2,979,430 SH   SOLE N/A 2,979,430 0 0
T MOBILE US INC COM 872590104 188,793 2,690,127 SH   SOLE N/A 2,690,127 0 0
TERRAFORM PWR INC COM CL A 88104R209 35,341 3,059,858 SH   SOLE N/A 3,059,858 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 45,643 187,000 SH   SOLE N/A 187,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 92,819 348,890 SH   SOLE N/A 348,890 0 0
VENATOR MATLS PLC SHS G9329Z100 12,411 1,378,979 SH   SOLE N/A 1,378,979 0 0
VISTRA ENERGY CORP COM 92840M102 49,356 1,983,745 SH   SOLE N/A 1,983,745 0 0
WILLIAMS COS INC DEL COM 969457100 28,398 1,044,422 SH   SOLE N/A 1,044,422 0 0
WMIH CORP COM 92936P100 87,246 62,767,086 SH   SOLE N/A 62,767,086 0 0
XPO LOGISTICS INC COM 983793100 154,114 1,349,868 SH   SOLE N/A 1,349,868 0 0