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
ACTIVISION BLIZZARD INC COM 00507V109 1,185 25,100 SH   SOLE   25,100 0 0
AES CORP COM 00130H105 334 19,900 SH   SOLE   19,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,050 29,800 SH   SOLE   29,800 0 0
ALPHABET INC CAP STK CL A 02079K305 9,394 8,676 SH   SOLE   8,676 0 0
AMAZON COM INC COM 023135106 8,427 4,450 SH   SOLE   4,450 0 0
AT&T INC COM 00206R102 402 12,000 SH   SOLE   12,000 0 0
BP PLC SPONSORED ADR 055622104 1,522 36,500 SH   SOLE   36,500 0 0
CBS CORP NEW CL B 124857202 878 17,600 SH   SOLE   17,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,129 16,500 SH   SOLE   16,500 0 0
CONCHO RES INC COM 20605P101 1,073 10,400 SH   SOLE   10,400 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,297 11,900 SH   SOLE   11,900 0 0
DISNEY WALT CO COM DISNEY 254687106 1,019 7,300 SH   SOLE   7,300 0 0
ELECTRONIC ARTS INC COM 285512109 1,175 11,600 SH   SOLE   11,600 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 11,964 849,718 SH   SOLE   849,718 0 0
ILLUMINA INC COM 452327109 221 600 SH   SOLE   600 0 0
INTELSAT S A COM L5140P101 1,879 96,600 SH   SOLE   96,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 914 38,300 SH   SOLE   38,300 0 0
MPLX LP COM UNIT REP LTD 55336V100 7,011 217,800 SH   SOLE   217,800 0 0
PAYPAL HLDGS INC COM 70450Y103 424 3,700 SH   SOLE   3,700 0 0
PG&E CORP COM 69331C108 992 43,300 SH   SOLE   43,300 0 0
PIONEER NAT RES CO COM 723787107 908 5,900 SH   SOLE   5,900 0 0
QUDIAN INC ADR 747798106 1,050 140,000 SH   SOLE   140,000 0 0
ROAN RES INC CL A COM 769755109 594 341,349 SH   SOLE   341,349 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,399 21,500 SH   SOLE   21,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,249 11,000 SH   SOLE   11,000 0 0
TPI COMPOSITES INC COM 87266J104 247 10,000 SH   SOLE   10,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,403 2,900 SH   SOLE   2,900 0 0
TWO HBRS INVT CORP COM NEW 90187B408 9,466 747,119 SH   SOLE   747,119 0 0
ULTA BEAUTY INC COM 90384S303 555 1,600 SH   SOLE   1,600 0 0
UNITED CONTL HLDGS INC COM 910047109 937 10,700 SH   SOLE   10,700 0 0
UNITED RENTALS INC COM 911363109 1,247 9,400 SH   SOLE   9,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 366 1,500 SH   SOLE   1,500 0 0
ZOETIS INC CL A 98978V103 636 5,600 SH   SOLE   5,600 0 0