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 4,983 29,800 SH   SOLE   29,800 0 0
ALPHABET INC CAP STK CL A 02079K305 9,740 7,976 SH   SOLE   7,976 0 0
AMAZON COM INC COM 023135106 7,725 4,450 SH   SOLE   4,450 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,343 21,300 SH   SOLE   21,300 0 0
DISNEY WALT CO COM DISNEY 254687106 951 7,300 SH   SOLE   7,300 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 12,093 924,518 SH   SOLE   924,518 0 0
GLOBAL X FDS MSCI GREECE ETF 37950E366 977 104,700 SH   SOLE   104,700 0 0
INTELSAT S A COM L5140P101 2,202 96,600 SH   SOLE   96,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,906 19,200 SH   SOLE   19,200 0 0
ISHARES TR TRANS AVG ETF 464287192 1,954 10,500 SH   SOLE   10,500 0 0
ISHARES TR US HOME CONS ETF 464288752 5,024 116,000 SH Call SOLE   116,000 0 0
LULULEMON ATHLETICA INC COM 550021109 982 5,100 SH   SOLE   5,100 0 0
M D C HLDGS INC COM 552676108 1,375 31,900 SH   SOLE   31,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 956 38,300 SH   SOLE   38,300 0 0
MPLX LP COM UNIT REP LTD 55336V100 7,997 285,500 SH   SOLE   285,500 0 0
NVIDIA CORP COM 67066G104 1,462 8,400 SH   SOLE   8,400 0 0
PVH CORP COM 693656100 397 4,500 SH   SOLE   4,500 0 0
ROAN RES INC CL A COM 769755109 369 300,040 SH   SOLE   300,040 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,968 70,300 SH   SOLE   70,300 0 0
TRANSDIGM GROUP INC COM 893641100 1,718 3,300 SH   SOLE   3,300 0 0
TWO HBRS INVT CORP COM NEW 90187B408 9,810 747,119 SH   SOLE   747,119 0 0
ULTA BEAUTY INC COM 90384S303 978 3,900 SH   SOLE   3,900 0 0
UNITED AIRLINES HLDGS INC COM 910047109 946 10,700 SH   SOLE   10,700 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 977 8,200 SH   SOLE   8,200 0 0
ZOETIS INC CL A 98978V103 947 7,600 SH   SOLE   7,600 0 0