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 8,057 203,300 SH   SOLE   203,300 0 0
ADECOAGRO S A COM L00849106 6,963 634,723 SH   SOLE   634,723 0 0
ADOBE SYS INC COM 00724F101 4,607 48,100 SH   SOLE   48,100 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,616 10,000 SH   SOLE   10,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,028 200,000 SH   SOLE   200,000 0 0
AECOM COM 00766T100 10,684 336,300 SH   SOLE   336,300 0 0
AK STL HLDG CORP COM 001547108 9,952 2,135,640 SH   SOLE   2,135,640 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 4,860 70,000 SH   SOLE   70,000 0 0
ALPHABET INC CAP STK CL C 02079K107 7,959 11,500 SH   SOLE   11,500 0 0
AMAZON COM INC COM 023135106 14,056 19,642 SH   SOLE   19,642 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,289 100,000 SH   SOLE   100,000 0 0
AMETEK INC NEW COM 031100100 6,935 150,000 SH   SOLE   150,000 0 0
APPLIED MATLS INC COM 038222105 12,571 524,450 SH   SOLE   524,450 0 0
ASTEC INDS INC COM 046224101 1,617 28,800 SH   SOLE   28,800 0 0
AT&T INC COM 00206R102 2,091 48,400 SH   SOLE   48,400 0 0
BAKER HUGHES INC COM 057224107 2,708 60,000 SH   SOLE   60,000 0 0
BALL CORP COM 058498106 25,302 350,000 SH   SOLE   350,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 7,540 101,587 SH   SOLE   101,587 0 0
BANK AMER CORP COM 060505104 6,635 500,000 SH   SOLE   500,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,856 125,000 SH   SOLE   125,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 32,454 2,350,000 SH Put SOLE   2,350,000 0 0
BARRICK GOLD CORP COM 067901108 324,520 15,200,000 SH Call SOLE   15,200,000 0 0
BARRICK GOLD CORP COM 067901108 162,299 7,601,807 SH   SOLE   7,601,807 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,321 112,483 SH   SOLE   112,483 0 0
BEACON ROOFING SUPPLY INC COM 073685109 7,275 160,000 SH   SOLE   160,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 10,270 359,600 SH   SOLE   359,600 0 0
BLOOMIN BRANDS INC COM 094235108 11,133 623,000 SH   SOLE   623,000 0 0
BROADCOM LTD SHS Y09827109 8,733 56,200 SH   SOLE   56,200 0 0
BUFFALO WILD WINGS INC COM 119848109 17,369 125,000 SH Call SOLE   125,000 0 0
BUFFALO WILD WINGS INC COM 119848109 21,322 153,451 SH   SOLE   153,451 0 0
CAMPBELL SOUP CO COM 134429109 5,655 85,000 SH   SOLE   85,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,747 130,000 SH   SOLE   130,000 0 0
CHURCH & DWIGHT INC COM 171340102 5,145 50,000 SH Call SOLE   50,000 0 0
CNH INDL N V SHS N20944109 2,324 325,000 SH   SOLE   325,000 0 0
COMCAST CORP NEW CL A 20030N101 3,260 50,000 SH   SOLE   50,000 0 0
COMMERCIAL METALS CO COM 201723103 6,855 405,600 SH   SOLE   405,600 0 0
CONAGRA FOODS INC COM 205887102 15,227 318,488 SH   SOLE   318,488 0 0
COSTCO WHSL CORP NEW COM 22160K105 11,778 75,000 SH Put SOLE   75,000 0 0
CRH PLC ADR 12626K203 2,857 96,600 SH   SOLE   96,600 0 0
CROWN HOLDINGS INC COM 228368106 10,134 200,000 SH   SOLE   200,000 0 0
CSRA INC COM 12650T104 14,058 600,000 SH   SOLE   600,000 0 0
CSX CORP COM 126408103 20,593 789,600 SH   SOLE   789,600 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 13,015 100,000 SH Call SOLE   100,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 11,984 400,000 SH Call SOLE   400,000 0 0
DOLLAR GEN CORP NEW COM 256677105 846 9,000 SH   SOLE   9,000 0 0
DOMINOS PIZZA INC COM 25754A201 13,795 105,000 SH   SOLE   105,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 6,979 160,000 SH   SOLE   160,000 0 0
DYNEGY INC NEW DEL COM 26817R108 1,034 60,000 SH   SOLE   60,000 0 0
EAGLE MATERIALS INC COM 26969P108 13,702 177,600 SH   SOLE   177,600 0 0
ECLIPSE RES CORP COM 27890G100 1,503 450,000 SH   SOLE   450,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 844 10,000 SH   SOLE   10,000 0 0
ELECTRONIC ARTS INC COM 285512109 4,319 57,007 SH   SOLE   57,007 0 0
EXXON MOBIL CORP COM 30231G102 2,344 25,000 SH Put SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 4,571 40,000 SH   SOLE   40,000 0 0
FIRST SOLAR INC COM 336433107 727 15,000 SH   SOLE   15,000 0 0
FLUOR CORP NEW COM 343412102 19,471 395,100 SH   SOLE   395,100 0 0
GENERAL DYNAMICS CORP COM 369550108 37,595 270,000 SH   SOLE   270,000 0 0
GENERAL MLS INC COM 370334104 1,070 15,000 SH   SOLE   15,000 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 1,532 68,687 SH   SOLE   68,687 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 48,654 1,896,100 SH   SOLE   1,896,100 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,178 180,000 SH   SOLE   180,000 0 0
GRANITE CONSTR INC COM 387328107 3,143 69,000 SH   SOLE   69,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 7,634 249,965 SH   SOLE   249,965 0 0
HALLIBURTON CO COM 406216101 3,623 80,000 SH   SOLE   80,000 0 0
HARLEY DAVIDSON INC COM 412822108 6,795 150,000 SH Put SOLE   150,000 0 0
HARLEY DAVIDSON INC COM 412822108 34,057 751,800 SH   SOLE   751,800 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 18,024 800,000 SH Put SOLE   800,000 0 0
HOME DEPOT INC COM 437076102 1,277 10,000 SH   SOLE   10,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 9,981 59,400 SH   SOLE   59,400 0 0
HUNTSMAN CORP COM 447011107 3,699 275,000 SH   SOLE   275,000 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 1,144 68,071 SH   SOLE   68,071 0 0
ISHARES TR U.S. REAL ES ETF 464287739 1,648 20,000 SH   SOLE   20,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 74,737 650,000 SH Put SOLE   650,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 7,216 210,000 SH   SOLE   210,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 103,080 3,000,000 SH Call SOLE   3,000,000 0 0
JACK IN THE BOX INC COM 466367109 2,148 25,000 SH   SOLE   25,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 13,658 274,200 SH   SOLE   274,200 0 0
JD COM INC SPON ADR CL A 47215P106 9,292 437,700 SH Call SOLE   437,700 0 0
JETBLUE AIRWAYS CORP COM 477143101 2,981 180,000 SH   SOLE   180,000 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 6,362 200,000 SH   SOLE   200,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,261 125,000 SH Call SOLE   125,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 3,118 125,000 SH   SOLE   125,000 0 0
KRAFT HEINZ CO COM 500754106 17,696 200,000 SH Call SOLE   200,000 0 0
KRAFT HEINZ CO COM 500754106 320,982 3,627,730 SH   SOLE   3,627,730 0 0
KROGER CO COM 501044101 8,278 225,000 SH Call SOLE   225,000 0 0
KROGER CO COM 501044101 9,933 270,000 SH   SOLE   270,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 31,905 217,500 SH   SOLE   217,500 0 0
LAS VEGAS SANDS CORP COM 517834107 2,827 65,000 SH   SOLE   65,000 0 0
LILLY ELI & CO COM 532457108 700 8,890 SH   SOLE   8,890 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,035 150,000 SH Call SOLE   150,000 0 0
LOCKHEED MARTIN CORP COM 539830109 37,672 151,800 SH   SOLE   151,800 0 0
MACYS INC COM 55616P104 6,722 200,000 SH Call SOLE   200,000 0 0
MACYS INC COM 55616P104 10,755 320,000 SH   SOLE   320,000 0 0
MARATHON PETE CORP COM 56585A102 1,898 50,000 SH   SOLE   50,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 35,424 184,500 SH   SOLE   184,500 0 0
MCDONALDS CORP COM 580135101 4,814 40,000 SH   SOLE   40,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,263 100,000 SH   SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,246 308,600 SH   SOLE   308,600 0 0
MICROSOFT CORP COM 594918104 29,883 584,000 SH   SOLE   584,000 0 0
MOHAWK INDS INC COM 608190104 5,693 30,000 SH   SOLE   30,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 25,283 250,000 SH Call SOLE   250,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 54,367 537,600 SH   SOLE   537,600 0 0
MONSANTO CO NEW COM 61166W101 14,477 140,000 SH   SOLE   140,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 220,655 1,373,000 SH   SOLE   1,373,000 0 0
NETFLIX INC COM 64110L106 2,058 22,500 SH   SOLE   22,500 0 0
NETFLIX INC COM 64110L106 6,861 75,000 SH Put SOLE   75,000 0 0
NEWELL BRANDS INC COM 651229106 4,128 85,000 SH   SOLE   85,000 0 0
NIKE INC CL B 654106103 5,520 100,000 SH Put SOLE   100,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 31,311 367,800 SH   SOLE   367,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 45,234 203,500 SH   SOLE   203,500 0 0
NUCOR CORP COM 670346105 24,888 503,700 SH   SOLE   503,700 0 0
NVIDIA CORP COM 67066G104 2,351 50,000 SH   SOLE   50,000 0 0
ORBITAL ATK INC COM 68557N103 17,879 210,000 SH   SOLE   210,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 6,102 223,203 SH   SOLE   223,203 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,132 100,000 SH   SOLE   100,000 0 0
PETROBRAS ARGENTINA S A SPONS ADR 71646J109 65 10,374 SH   SOLE   10,374 0 0
PHILIP MORRIS INTL INC COM 718172109 5,595 55,000 SH   SOLE   55,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 5,786 125,000 SH   SOLE   125,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 21,508 200,000 SH   SOLE   200,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 80,655 750,000 SH Put SOLE   750,000 0 0
PRAXAIR INC COM 74005P104 7,867 70,000 SH   SOLE   70,000 0 0
RAYTHEON CO COM NEW 755111507 51,008 375,200 SH   SOLE   375,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 10,774 140,100 SH   SOLE   140,100 0 0
REYNOLDS AMERICAN INC COM 761713106 1,079 20,000 SH   SOLE   20,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 10,476 334,700 SH   SOLE   334,700 0 0
ROCKWELL COLLINS INC COM 774341101 5,960 70,000 SH   SOLE   70,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 20,467 120,000 SH   SOLE   120,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 1,266 25,000 SH   SOLE   25,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 3,675 875,000 SH   SOLE   875,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 1,009 16,200 SH   SOLE   16,200 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,624 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3,935 75,000 SH Put SOLE   75,000 0 0
SEMGROUP CORP CL A 81663A105 1,140 35,000 SH   SOLE   35,000 0 0
SHAKE SHACK INC CL A 819047101 1,822 50,000 SH   SOLE   50,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,121 50,000 SH Put SOLE   50,000 0 0
SKECHERS U S A INC CL A 830566105 743 25,000 SH   SOLE   25,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,656 67,000 SH   SOLE   67,000 0 0
SOLARCITY CORP COM 83416T100 718 30,000 SH   SOLE   30,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 28,778 227,550 SH   SOLE   227,550 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 157,106 750,000 SH Put SOLE   750,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 203,275 970,400 SH   SOLE   970,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 251,370 1,200,000 SH Call SOLE   1,200,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 6,962 200,000 SH Put SOLE   200,000 0 0
STARBUCKS CORP COM 855244109 1,428 25,000 SH   SOLE   25,000 0 0
STEEL DYNAMICS INC COM 858119100 17,265 704,700 SH   SOLE   704,700 0 0
SUMMIT MATLS INC CL A 86614U100 3,640 177,900 SH   SOLE   177,900 0 0
SUNPOWER CORP COM 867652406 1,007 65,000 SH   SOLE   65,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,381 75,000 SH   SOLE   75,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,584 200,000 SH Call SOLE   200,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,064 450,000 SH   SOLE   450,000 0 0
TARGA RES CORP COM 87612G101 632 15,000 SH   SOLE   15,000 0 0
TARGET CORP COM 87612E106 2,095 30,000 SH   SOLE   30,000 0 0
TECK RESOURCES LTD CL B 878742204 16,713 1,269,000 SH   SOLE   1,269,000 0 0
TJX COS INC NEW COM 872540109 3,862 50,000 SH   SOLE   50,000 0 0
TRONOX LTD SHS CL A Q9235V101 2,753 625,000 SH   SOLE   625,000 0 0
U S SILICA HLDGS INC COM 90346E103 1,724 50,000 SH   SOLE   50,000 0 0
UNDER ARMOUR INC CL A 904311107 4,013 100,000 SH Put SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109 33,476 498,900 SH   SOLE   498,900 0 0
UNITED STATES STL CORP NEW COM 912909108 32,619 1,934,700 SH   SOLE   1,934,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 9,230 90,000 SH   SOLE   90,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,550 50,000 SH   SOLE   50,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 9,006 325,000 SH Put SOLE   325,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 26,962 973,000 SH   SOLE   973,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 34,638 1,250,000 SH Call SOLE   1,250,000 0 0
VULCAN MATLS CO COM 929160109 35,855 297,900 SH   SOLE   297,900 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,943 350,000 SH   SOLE   350,000 0 0
WESTLAKE CHEM CORP COM 960413102 6,867 160,000 SH   SOLE   160,000 0 0
WHIRLPOOL CORP COM 963320106 39,744 238,500 SH   SOLE   238,500 0 0
WHITEWAVE FOODS CO COM 966244105 11,313 241,000 SH   SOLE   241,000 0 0
WHITEWAVE FOODS CO COM 966244105 14,082 300,000 SH Call SOLE   300,000 0 0
WHITING PETE CORP NEW COM 966387102 1,852 200,000 SH   SOLE   200,000 0 0
WILLIAMS COS INC DEL COM 969457100 3,245 150,000 SH   SOLE   150,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 23,150 325,000 SH Put SOLE   325,000 0 0
WYNN RESORTS LTD COM 983134107 2,266 25,000 SH   SOLE   25,000 0 0