ADECOAGRO S A COM L00849106 7483 655823 SH SOLE 655823 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 5965 40000 SH SOLE 40000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1036 149900 SH SOLE 149900 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4507 42600 SH SOLE 42600 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 4824 70000 SH SOLE 70000 0 0 ALPHABET INC CAP STK CL C 02079K107 3886 5000 SH SOLE 5000 0 0 AMAZON COM INC COM 023135106 3768 4500 SH SOLE 4500 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 3560 60000 SH SOLE 60000 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 6957 60000 SH SOLE 60000 0 0 AXALTA COATING SYS LTD COM G0750C108 4241 150000 SH SOLE 150000 0 0 BANCO MACRO SA SPON ADR B 05961W105 8841 112987 SH SOLE 112987 0 0 BANK AMER CORP COM 060505104 3913 250000 SH SOLE 250000 0 0 BARRICK GOLD CORP COM 067901108 98169 5540000 SH SOLE 5540000 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2438 122583 SH SOLE 122583 0 0 BLUE BUFFALO PET PRODS INC COM 09531U102 1901 80000 SH SOLE 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194162103 17794 240000 SH SOLE 240000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3330 20000 SH SOLE 20000 0 0 COTY INC COM CL A 222070203 7050 300000 SH Call SOLE 300000 0 0 COTY INC COM CL A 222070203 7638 325000 SH SOLE 325000 0 0 CSRA INC COM 12650T104 12105 450000 SH SOLE 450000 0 0 CSX CORP COM 126408103 4575 150000 SH SOLE 150000 0 0 DANAHER CORP DEL COM 235851102 9407 120000 SH SOLE 120000 0 0 DOLLAR TREE INC COM 256746108 18943 240000 SH SOLE 240000 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 3652 40000 SH SOLE 40000 0 0 DUNKIN BRANDS GROUP INC COM 265504100 2604 50000 SH SOLE 50000 0 0 DYNEGY INC NEW DEL COM 26817R108 2974 240000 SH SOLE 240000 0 0 ELDORADO GOLD CORP NEW COM 284902103 1179 300000 SH SOLE 300000 0 0 ELECTRONIC ARTS INC COM 285512109 8651 101300 SH SOLE 101300 0 0 FIVE BELOW INC COM 33829M101 2265 56225 SH SOLE 56225 0 0 FORTIVE CORP COM 34959J108 8908 175000 SH SOLE 175000 0 0 GLOBAL X FDS GB MSCI AR ETF 37950E259 1163 48687 SH SOLE 48687 0 0 GOLDCORP INC NEW COM 380956409 5782 350000 SH SOLE 350000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 11305 350000 SH Put SOLE 350000 0 0 GRACE W R & CO DEL NEW COM 38388F108 4428 60000 SH SOLE 60000 0 0 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8237 264765 SH SOLE 264765 0 0 HAIN CELESTIAL GROUP INC COM 405217100 3558 100000 SH SOLE 100000 0 0 HAIN CELESTIAL GROUP INC COM 405217100 7116 200000 SH Call SOLE 200000 0 0 HALLIBURTON CO COM 406216101 2244 50000 SH SOLE 50000 0 0 HARLEY DAVIDSON INC COM 412822108 1052 20000 SH Call SOLE 20000 0 0 HARLEY DAVIDSON INC COM 412822108 2892 55000 SH SOLE 55000 0 0 HD SUPPLY HLDGS INC COM 40416M105 4797 150000 SH Put SOLE 150000 0 0 HERSHEY CO COM 427866108 12285 128500 SH SOLE 128500 0 0 HERSHEY CO COM 427866108 16730 175000 SH Call SOLE 175000 0 0 HESS CORP COM 42809H107 2145 40000 SH SOLE 40000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 4441 195200 SH SOLE 195200 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 20064 875000 SH Put SOLE 875000 0 0 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SH Put SOLE 3300000 0 0 JOHNSON CTLS INTL PLC SHS G51502105 10469 225000 SH SOLE 225000 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1575 50000 SH SOLE 50000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 4666 50000 SH Put SOLE 50000 0 0 KRAFT HEINZ CO COM 500754106 22378 250000 SH Call SOLE 250000 0 0 KRAFT HEINZ CO COM 500754106 198491 2217530 SH SOLE 2217530 0 0 KROGER CO COM 501044101 9646 325000 SH Call SOLE 325000 0 0 KROGER CO COM 501044101 26712 900000 SH SOLE 900000 0 0 LINE CORP SPONSORED ADR 53567X101 1283 26500 SH SOLE 26500 0 0 LOCKHEED MARTIN CORP COM 539830109 4794 20000 SH SOLE 20000 0 0 LOWES COS INC COM 548661107 10832 150000 SH SOLE 150000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5646 70000 SH SOLE 70000 0 0 MACYS INC COM 55616P104 5558 150000 SH SOLE 150000 0 0 MACYS INC COM 55616P104 7410 200000 SH Call SOLE 200000 0 0 MARATHON PETE CORP COM 56585A102 1624 40000 SH SOLE 40000 0 0 MARRIOTT INTL INC NEW CL A 571903202 7817 116100 SH SOLE 116100 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 13439 515480 SH SOLE 515480 0 0 MGM RESORTS INTERNATIONAL COM 552953101 10412 400000 SH Call SOLE 400000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 18872 725000 SH SOLE 725000 0 0 MICRON TECHNOLOGY INC COM 595112103 4057 228200 SH SOLE 228200 0 0 MICROSOFT CORP COM 594918104 33638 584000 SH SOLE 584000 0 0 MOHAWK INDS INC COM 608190104 7012 35000 SH SOLE 35000 0 0 MOLSON COORS BREWING CO CL B 60871R209 13725 125000 SH Call SOLE 125000 0 0 MOLSON COORS BREWING CO CL B 60871R209 23607 215000 SH SOLE 215000 0 0 MONSANTO CO NEW COM 61166W101 20440 200000 SH Call SOLE 200000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 14681 100000 SH Call SOLE 100000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 216885 1477315 SH SOLE 1477315 0 0 NETEASE INC SPONSORED ADR 64110W102 903 3750 SH SOLE 3750 0 0 NEWELL BRANDS INC COM 651229106 8952 170000 SH SOLE 170000 0 0 NIKE INC CL B 654106103 7898 150000 SH Put SOLE 150000 0 0 NOBLE ENERGY INC COM 655044105 3038 85000 SH SOLE 85000 0 0 NORDSTROM INC COM 655664100 5447 105000 SH SOLE 105000 0 0 NORFOLK SOUTHERN CORP COM 655844108 3882 40000 SH SOLE 40000 0 0 NVIDIA CORP COM 67066G104 1103 16100 SH SOLE 16100 0 0 ORBITAL ATK INC COM 68557N103 6098 80000 SH SOLE 80000 0 0 OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 13827 1308091 SH SOLE 1308091 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 7920 244454 SH SOLE 244454 0 0 PANERA BREAD CO CL A 69840W108 4868 25000 SH SOLE 25000 0 0 PATTERSON UTI ENERGY INC COM 703481101 1119 50000 SH SOLE 50000 0 0 PENNEY J C INC COM 708160106 1383 150000 SH SOLE 150000 0 0 PETROBRAS ARGENTINA S A SPONS ADR 71646J109 68 10374 SH SOLE 10374 0 0 PHILIP MORRIS INTL INC COM 718172109 5347 55000 SH SOLE 55000 0 0 PIONEER NAT RES CO COM 723787107 3713 20000 SH SOLE 20000 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 5936 50000 SH SOLE 50000 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 59360 500000 SH Put SOLE 500000 0 0 PRAXAIR INC COM 74005P104 6042 50000 SH SOLE 50000 0 0 PROCTER AND GAMBLE CO COM 742718109 2693 30000 SH SOLE 30000 0 0 PVH CORP COM 693656100 12155 110000 SH SOLE 110000 0 0 RAYTHEON CO COM NEW 755111507 9529 70000 SH SOLE 70000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 2229 50000 SH SOLE 50000 0 0 RESTORATION HARDWARE HLDGS I COM 761283100 3458 100000 SH Call SOLE 100000 0 0 RICE ENERGY INC COM 762760106 6528 250000 SH SOLE 250000 0 0 SCHLUMBERGER LTD COM 806857108 3932 50000 SH SOLE 50000 0 0 SCORPIO TANKERS INC SHS Y7542C106 4167 900000 SH SOLE 900000 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2661 50000 SH Put SOLE 50000 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12006 150000 SH Put SOLE 150000 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 57214 1745934 SH SOLE 1745934 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 64997 920500 SH SOLE 920500 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 242167 12547500 SH SOLE 12547500 0 0 SEMGROUP CORP CL A 81663A105 3536 100000 SH SOLE 100000 0 0 SERVICE CORP INTL COM 817565104 6635 250000 SH SOLE 250000 0 0 SHERWIN WILLIAMS CO COM 824348106 10375 37500 SH SOLE 37500 0 0 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1802 67000 SH SOLE 67000 0 0 SOUTHWEST AIRLS CO COM 844741108 3889 100000 SH SOLE 100000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 15515 123486 SH SOLE 123486 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 36275 167709 SH SOLE 167709 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 63809 295000 SH Put SOLE 295000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 324450 1500000 SH Call SOLE 1500000 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 8710 200000 SH Put SOLE 200000 0 0 STARBUCKS CORP COM 855244109 18678 345000 SH SOLE 345000 0 0 STARBUCKS CORP COM 855244109 35191 650000 SH Call SOLE 650000 0 0 SUMMIT MATLS INC CL A 86614U100 17808 960000 SH SOLE 960000 0 0 SUNPOWER CORP COM 867652406 1338 150000 SH SOLE 150000 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1432 80000 SH SOLE 80000 0 0 SWIFT TRANSN CO CL A 87074U101 2147 100000 SH Put SOLE 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SOLE 350000 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 22145 500000 SH Call SOLE 500000 0 0 WAL-MART STORES INC COM 931142103 1082 15000 SH Put SOLE 15000 0 0 WASTE MGMT INC DEL COM 94106L109 3826 60000 SH SOLE 60000 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 1405 250000 SH SOLE 250000 0 0 WESTERN DIGITAL CORP COM 958102105 1497 25600 SH SOLE 25600 0 0 WESTERN REFNG INC COM 959319104 1323 50000 SH SOLE 50000 0 0 WESTLAKE CHEM CORP COM 960413102 2675 50000 SH SOLE 50000 0 0 WEYERHAEUSER CO COM 962166104 6388 200000 SH SOLE 200000 0 0 WHITING PETE CORP NEW COM 966387102 1748 200000 SH SOLE 200000 0 0 WILLIAMS COS INC DEL COM 969457100 5224 170000 SH SOLE 170000 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 3540 82500 SH SOLE 82500 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 8416 125000 SH Put SOLE 125000 0 0 WYNN RESORTS LTD COM 983134107 6332 65000 SH SOLE 65000 0 0 YAHOO INC COM 984332106 1078 25000 SH SOLE 25000 0 0 YUM BRANDS INC COM 988498101 5449 60000 SH SOLE 60000 0 0