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 ADS01609W102247,1401,500,000SH SOLEN/A1,500,00000
ALLERGAN PLCSHSG0177J108379,5491,992,591SH SOLEN/A1,992,59100
ALPHABET INCCAP STK CL C02079K107238,694200,000SH SOLEN/A200,00000
ALTABA INCCOM021346101230,2463,380,000SH SOLEN/A3,380,00000
APPLE INCCOM03783310022,574100,000SH SOLEN/A100,00000
ATLANTICA YIELD PLCSHSG0751N10368,9693,351,273SH SOLEN/A3,351,27300
BANK AMER CORPCOM06050510499,6713,383,263SH SOLEN/A3,383,26300
BOSTON SCIENTIFIC CORPCOM10113710732,874853,875SH SOLEN/A853,87500
BOYD GAMING CORPCOM10330410145,9011,356,000SH SOLEN/A1,356,00000
CAESARS ENTMT CORPCOM127686103148,85714,522,636SH SOLEN/A14,522,63600
CAESARS ENTMT CORPNOTE 5.000%10/0127686AA181,13648,992,834PRN SOLEN/A48,992,83400
CENTENE CORP DELCOM15135B10185,375589,688SH SOLEN/A589,68800
CHENIERE ENERGY INCCOM NEW16411R20863,792918,000SH SOLEN/A918,00000
DOLLAR GEN CORP NEWCOM25667710581,552746,130SH SOLEN/A746,13000
ENERGY TRANSFER EQUITY L PCOM UT LTD PTN29273V10076,2084,372,241SH SOLEN/A4,372,24100
ENERGY TRANSFER PARTNERS LPUNIT LTD PRT INT29278N10385,1993,827,431SH SOLEN/A3,827,43100
FACEBOOK INCCL A30303M102542,7183,300,000SH SOLEN/A3,300,00000
HUNTSMAN CORPCOM44701110755,2782,030,039SH SOLEN/A2,030,03900
KENNAMETAL INCCOM48917010064,6491,484,134SH SOLEN/A1,484,13400
LAM RESEARCH CORPCOM512807108178,2481,175,000SH SOLEN/A1,175,00000
MICRON TECHNOLOGY INCCOM5951121031,628,28036,000,000SH SOLEN/A36,000,00000
NRG ENERGY INCCOM NEW62937750897,8752,616,982SH SOLEN/A2,616,98200
OWENS CORNING NEWCOM69074210158,2761,073,813SH SOLEN/A1,073,81300
PG&E CORPCOM69331C108183,6273,991,033SH SOLEN/A3,991,03300
PLATFORM SPECIALTY PRODS CORCOM72766Q10528,9772,323,706SH SOLEN/A2,323,70600
STATE STR CORPCOM85747710399,3481,185,823SH SOLEN/A1,185,82300
STRYKER CORPCOM86366710116,34792,000SH SOLEN/A92,00000
SUMMIT MATLS INCCL A86614U10054,1662,979,430SH SOLEN/A2,979,43000
T MOBILE US INCCOM872590104188,7932,690,127SH SOLEN/A2,690,12700
TERRAFORM PWR INCCOM CL A88104R20935,3413,059,858SH SOLEN/A3,059,85800
THERMO FISHER SCIENTIFIC INCCOM88355610245,643187,000SH SOLEN/A187,00000
UNITEDHEALTH GROUP INCCOM91324P10292,819348,890SH SOLEN/A348,89000
VENATOR MATLS PLCSHSG9329Z10012,4111,378,979SH SOLEN/A1,378,97900
VISTRA ENERGY CORPCOM92840M10249,3561,983,745SH SOLEN/A1,983,74500
WILLIAMS COS INC DELCOM96945710028,3981,044,422SH SOLEN/A1,044,42200
WMIH CORPCOM92936P10087,24662,767,086SH SOLEN/A62,767,08600
XPO LOGISTICS INCCOM983793100154,1141,349,868SH SOLEN/A1,349,86800