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
ADECOAGRO S A COM L00849106 1,558 150,120 SH   SOLE   150,120 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,228 25,000 SH Call SOLE   25,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,228 25,000 SH   SOLE   25,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,605 406,100 SH   SOLE   406,100 0 0
AIR PRODS & CHEMS INC COM 009158106 15,820 110,000 SH   SOLE   110,000 0 0
ALBEMARLE CORP COM 012653101 9,469 110,000 SH   SOLE   110,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 8,000 125,000 SH   SOLE   125,000 0 0
ALPHABET INC CAP STK CL C 02079K107 3,087 4,000 SH   SOLE   4,000 0 0
AMAZON COM INC COM 023135106 8,511 11,350 SH   SOLE   11,350 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 455 30,000 SH   SOLE   30,000 0 0
AMETEK INC NEW COM 031100100 6,318 130,000 SH   SOLE   130,000 0 0
ANADARKO PETE CORP COM 032511107 1,917 27,495 SH   SOLE   27,495 0 0
ANTERO RES CORP COM 03674X106 904 38,244 SH   SOLE   38,244 0 0
APACHE CORP COM 037411105 1,771 27,905 SH   SOLE   27,905 0 0
APPLIED MATLS INC COM 038222105 1,807 56,000 SH   SOLE   56,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 6,011 55,000 SH   SOLE   55,000 0 0
ATHENE HLDG LTD CL A G0684D107 12,957 270,000 SH   SOLE   270,000 0 0
AUTOZONE INC COM 053332102 790 1,000 SH   SOLE   1,000 0 0
AVERY DENNISON CORP COM 053611109 5,618 80,000 SH   SOLE   80,000 0 0
BALL CORP COM 058498106 9,759 130,000 SH   SOLE   130,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,817 28,235 SH   SOLE   28,235 0 0
BANK AMER CORP COM 060505104 15,470 700,000 SH   SOLE   700,000 0 0
BARRICK GOLD CORP COM 067901108 181,213 11,340,000 SH   SOLE   11,340,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 577 33,105 SH   SOLE   33,105 0 0
BOYD GAMING CORP COM 103304101 4,034 200,000 SH Call SOLE   200,000 0 0
BOYD GAMING CORP COM 103304101 14,535 720,600 SH   SOLE   720,600 0 0
BROADCOM LTD SHS Y09827109 1,962 11,100 SH   SOLE   11,100 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,382 60,000 SH   SOLE   60,000 0 0
CABOT OIL & GAS CORP COM 127097103 1,721 73,664 SH   SOLE   73,664 0 0
CABOT OIL & GAS CORP COM 127097103 21,024 900,000 SH Call SOLE   900,000 0 0
CALLON PETE CO DEL COM 13123X102 985 64,109 SH   SOLE   64,109 0 0
CANADIAN NAT RES LTD COM 136385101 1,072 33,616 SH   SOLE   33,616 0 0
CANADIAN PAC RY LTD COM 13645T100 8,566 60,000 SH   SOLE   60,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 3,124 60,000 SH   SOLE   60,000 0 0
CARRIZO OIL & GAS INC COM 144577103 848 22,693 SH   SOLE   22,693 0 0
CF INDS HLDGS INC COM 125269100 8,027 255,000 SH   SOLE   255,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,966 10,300 SH   SOLE   10,300 0 0
CHEMOURS CO COM 163851108 7,842 355,000 SH   SOLE   355,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 46,925 6,684,500 SH   SOLE   6,684,500 0 0
CIMAREX ENERGY CO COM 171798101 1,626 11,968 SH   SOLE   11,968 0 0
CITIGROUP INC COM NEW 172967424 8,915 150,000 SH   SOLE   150,000 0 0
CITIZENS FINL GROUP INC COM 174610105 7,126 200,000 SH   SOLE   200,000 0 0
COACH INC COM 189754104 4,378 125,000 SH Call SOLE   125,000 0 0
COGNEX CORP COM 192422103 6,362 100,000 SH   SOLE   100,000 0 0
CONCHO RES INC COM 20605P101 1,679 12,665 SH   SOLE   12,665 0 0
CONOCOPHILLIPS COM 20825C104 2,035 40,583 SH   SOLE   40,583 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,752 53,404 SH   SOLE   53,404 0 0
DEERE & CO COM 244199105 10,304 100,000 SH   SOLE   100,000 0 0
DENBURY RES INC COM NEW 247916208 611 165,989 SH   SOLE   165,989 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,816 39,774 SH   SOLE   39,774 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,700 26,721 SH   SOLE   26,721 0 0
DISCOVER FINL SVCS COM 254709108 5,407 75,000 SH   SOLE   75,000 0 0
DOLLAR GEN CORP NEW COM 256677105 3,704 50,000 SH Put SOLE   50,000 0 0
DOLLAR TREE INC COM 256746108 1,544 20,000 SH Call SOLE   20,000 0 0
DOLLAR TREE INC COM 256746108 4,245 55,000 SH   SOLE   55,000 0 0
DOMINOS PIZZA INC COM 25754A201 3,981 25,000 SH   SOLE   25,000 0 0
DOVER CORP COM 260003108 8,992 120,000 SH   SOLE   120,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,049 20,000 SH   SOLE   20,000 0 0
EATON CORP PLC SHS G29183103 7,380 110,000 SH   SOLE   110,000 0 0
ECLIPSE RES CORP COM 27890G100 534 200,000 SH   SOLE   200,000 0 0
ELDORADO GOLD CORP NEW COM 284902103 2,576 800,000 SH   SOLE   800,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 5,379 279,450 SH   SOLE   279,450 0 0
ENCANA CORP COM 292505104 1,871 159,383 SH   SOLE   159,383 0 0
ENERGEN CORP COM 29265N108 801 13,897 SH   SOLE   13,897 0 0
EOG RES INC COM 26875P101 6,780 67,063 SH   SOLE   67,063 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,531 40,000 SH   SOLE   40,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 1,045 35,000 SH   SOLE   35,000 0 0
FLOWSERVE CORP COM 34354P105 2,403 50,000 SH   SOLE   50,000 0 0
FOOT LOCKER INC COM 344849104 1,418 20,000 SH   SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,979 150,000 SH   SOLE   150,000 0 0
GENERAL DYNAMICS CORP COM 369550108 6,906 40,000 SH   SOLE   40,000 0 0
GENERAL MLS INC COM 370334104 10,810 175,000 SH Put SOLE   175,000 0 0
GENERAL MTRS CO COM 37045V100 3,658 105,000 SH   SOLE   105,000 0 0
GENESEE & WYO INC CL A 371559105 5,900 85,000 SH   SOLE   85,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 29,931 125,000 SH   SOLE   125,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,396 110,000 SH   SOLE   110,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,735 70,000 SH   SOLE   70,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 1,774 65,910 SH   SOLE   65,910 0 0
GULFPORT ENERGY CORP COM NEW 402635304 835 38,580 SH   SOLE   38,580 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,952 50,000 SH   SOLE   50,000 0 0
HARLEY DAVIDSON INC COM 412822108 7,584 130,000 SH   SOLE   130,000 0 0
HARLEY DAVIDSON INC COM 412822108 11,085 190,000 SH Call SOLE   190,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,275 30,000 SH   SOLE   30,000 0 0
HERSHEY CO COM 427866108 18,100 175,000 SH Call SOLE   175,000 0 0
HESS CORP COM 42809H107 2,106 33,815 SH   SOLE   33,815 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,157 50,000 SH   SOLE   50,000 0 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 2,790 50,000 SH   SOLE   50,000 0 0
HOME DEPOT INC COM 437076102 3,687 27,500 SH   SOLE   27,500 0 0
HUNTSMAN CORP COM 447011107 1,908 100,000 SH   SOLE   100,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 34,740 2,474,349 SH   SOLE   2,474,349 0 0
INTUIT COM 461202103 974 8,500 SH   SOLE   8,500 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 448 24,289 SH   SOLE   24,289 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,580 73,700 SH   SOLE   73,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,371 25,000 SH Call SOLE   25,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,057 37,500 SH   SOLE   37,500 0 0
ITT INC COM 45073V108 3,857 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109 4,480 40,133 SH   SOLE   40,133 0 0
JETBLUE AIRWAYS CORP COM 477143101 2,690 120,000 SH   SOLE   120,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,298 250,000 SH   SOLE   250,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,294 15,000 SH   SOLE   15,000 0 0
KATE SPADE & CO COM 485865109 560 30,000 SH   SOLE   30,000 0 0
KOHLS CORP COM 500255104 2,099 42,500 SH   SOLE   42,500 0 0
KRAFT HEINZ CO COM 500754106 41,477 475,000 SH Call SOLE   475,000 0 0
KRAFT HEINZ CO COM 500754106 187,086 2,142,530 SH   SOLE   2,142,530 0 0
KROGER CO COM 501044101 4,831 140,000 SH   SOLE   140,000 0 0
LOWES COS INC COM 548661107 8,534 120,000 SH   SOLE   120,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,950 30,000 SH   SOLE   30,000 0 0
MACYS INC COM 55616P104 4,834 135,000 SH   SOLE   135,000 0 0
MARATHON OIL CORP COM 565849106 2,033 117,444 SH   SOLE   117,444 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,721 45,000 SH   SOLE   45,000 0 0
MATADOR RES CO COM 576485205 611 23,700 SH   SOLE   23,700 0 0
MATTEL INC COM 577081102 4,133 150,000 SH Call SOLE   150,000 0 0
MATTEL INC COM 577081102 5,235 190,000 SH   SOLE   190,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 13,933 550,480 SH   SOLE   550,480 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,902 725,000 SH   SOLE   725,000 0 0
MICRON TECHNOLOGY INC COM 595112103 7,507 342,475 SH   SOLE   342,475 0 0
MICROSOFT CORP COM 594918104 40,953 659,050 SH   SOLE   659,050 0 0
MOHAWK INDS INC COM 608190104 12,979 65,000 SH   SOLE   65,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 8,271 85,000 SH Call SOLE   85,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 12,650 130,000 SH   SOLE   130,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 4,434 100,000 SH Call SOLE   100,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 186,849 4,214,000 SH   SOLE   4,214,000 0 0
MORGAN STANLEY COM NEW 617446448 55,694 1,318,200 SH   SOLE   1,318,200 0 0
MURPHY OIL CORP COM 626717102 1,551 49,814 SH   SOLE   49,814 0 0
NETEASE INC SPONSORED ADR 64110W102 4,328 20,100 SH   SOLE   20,100 0 0
NEWELL BRANDS INC COM 651229106 2,233 50,000 SH   SOLE   50,000 0 0
NEWFIELD EXPL CO COM 651290108 1,519 37,510 SH   SOLE   37,510 0 0
NEWMONT MINING CORP COM 651639106 5,111 150,000 SH   SOLE   150,000 0 0
NIKE INC CL B 654106103 9,149 180,000 SH Put SOLE   180,000 0 0
NOBLE CORP PLC SHS USD G65431101 1,184 200,000 SH Put SOLE   200,000 0 0
NOBLE ENERGY INC COM 655044105 1,663 43,693 SH   SOLE   43,693 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,702 25,000 SH   SOLE   25,000 0 0
OASIS PETE INC NEW COM 674215108 2,328 153,784 SH   SOLE   153,784 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 4,709 1,229,489 SH   SOLE   1,229,489 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,649 47,370 SH   SOLE   47,370 0 0
PANERA BREAD CO CL A 69840W108 10,255 50,000 SH Call SOLE   50,000 0 0
PARKER HANNIFIN CORP COM 701094104 4,900 35,000 SH   SOLE   35,000 0 0
PARSLEY ENERGY INC CL A 701877102 1,525 43,270 SH   SOLE   43,270 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,692 100,000 SH   SOLE   100,000 0 0
PDC ENERGY INC COM 69327R101 1,344 18,512 SH   SOLE   18,512 0 0
PENN NATL GAMING INC COM 707569109 345 25,000 SH   SOLE   25,000 0 0
PIONEER NAT RES CO COM 723787107 3,447 19,144 SH   SOLE   19,144 0 0
PRAXAIR INC COM 74005P104 7,617 65,000 SH   SOLE   65,000 0 0
PRICELINE GRP INC COM NEW 741503403 1,466 1,000 SH   SOLE   1,000 0 0
QEP RES INC COM 74733V100 2,268 123,188 SH   SOLE   123,188 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,906 40,000 SH   SOLE   40,000 0 0
ROCKWELL COLLINS INC COM 774341101 7,421 80,000 SH   SOLE   80,000 0 0
RSP PERMIAN INC COM 74978Q105 1,317 29,520 SH   SOLE   29,520 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2,489 40,000 SH   SOLE   40,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 3,766 50,000 SH Call SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 5,272 70,000 SH   SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 20,684 400,000 SH Put SOLE   400,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 213,348 9,176,263 SH   SOLE   9,176,263 0 0
SM ENERGY CO COM 78454L100 1,471 42,673 SH   SOLE   42,673 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 753 26,300 SH   SOLE   26,300 0 0
SOUTHWEST AIRLS CO COM 844741108 7,974 160,000 SH   SOLE   160,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,428 132,000 SH   SOLE   132,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,121 19,354 SH   SOLE   19,354 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,177 50,000 SH Call SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 67,059 300,000 SH Put SOLE   300,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 1,521 50,000 SH Put SOLE   50,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 2,204 50,000 SH Call SOLE   50,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 4,142 100,000 SH Call SOLE   100,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,557 100,000 SH   SOLE   100,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,249 175,000 SH Put SOLE   175,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 9,074 298,400 SH   SOLE   298,400 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 60,163 1,452,500 SH   SOLE   1,452,500 0 0
STARBUCKS CORP COM 855244109 9,161 165,000 SH   SOLE   165,000 0 0
STARBUCKS CORP COM 855244109 16,656 300,000 SH Call SOLE   300,000 0 0
STILLWATER MNG CO COM 86074Q102 3,222 200,000 SH   SOLE   200,000 0 0
SUMMIT MATLS INC CL A 86614U100 4,305 180,960 SH   SOLE   180,960 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 844 50,000 SH   SOLE   50,000 0 0
SWIFT TRANSN CO CL A 87074U101 5,359 220,000 SH   SOLE   220,000 0 0
SYNCHRONY FINL COM 87165B103 4,534 125,000 SH   SOLE   125,000 0 0
SYNERGY RES CORP COM 87164P103 594 66,659 SH   SOLE   66,659 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,640 155,000 SH   SOLE   155,000 0 0
TARGA RES CORP COM 87612G101 1,962 35,000 SH   SOLE   35,000 0 0
TARGET CORP COM 87612E106 9,751 135,000 SH   SOLE   135,000 0 0
TECK RESOURCES LTD CL B 878742204 8,012 400,000 SH   SOLE   400,000 0 0
TEXTRON INC COM 883203101 3,885 80,000 SH   SOLE   80,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,644 40,000 SH   SOLE   40,000 0 0
TIMKEN CO COM 887389104 3,176 80,000 SH   SOLE   80,000 0 0
TJX COS INC NEW COM 872540109 4,132 55,000 SH   SOLE   55,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,474 100,000 SH Put SOLE   100,000 0 0
U S SILICA HLDGS INC COM 90346E103 1,134 20,000 SH   SOLE   20,000 0 0
UNDER ARMOUR INC CL A 904311107 2,905 100,000 SH Call SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109 12,670 120,000 SH   SOLE   120,000 0 0
UNITED STATES STL CORP NEW COM 912909108 13,204 400,000 SH Call SOLE   400,000 0 0
UNITED STATES STL CORP NEW COM 912909108 65,030 1,970,000 SH   SOLE   1,970,000 0 0
UNIVAR INC COM 91336L107 4,681 165,000 SH   SOLE   165,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,416 50,000 SH Put SOLE   50,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,092 100,000 SH   SOLE   100,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 10,460 500,000 SH Call SOLE   500,000 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 15,775 500,000 SH Call SOLE   500,000 0 0
VOYA FINL INC COM 929089100 5,883 150,000 SH   SOLE   150,000 0 0
WAL-MART STORES INC COM 931142103 10,368 150,000 SH Put SOLE   150,000 0 0
WESCO INTL INC COM 95082P105 4,659 70,000 SH   SOLE   70,000 0 0
WESTERN DIGITAL CORP COM 958102105 4,125 60,700 SH   SOLE   60,700 0 0
WESTLAKE CHEM CORP COM 960413102 11,478 205,000 SH   SOLE   205,000 0 0
WHITING PETE CORP NEW COM 966387102 3,287 273,437 SH   SOLE   273,437 0 0
WHOLE FOODS MKT INC COM 966837106 15,995 520,000 SH   SOLE   520,000 0 0
WILLIAMS COS INC DEL COM 969457100 1,557 50,000 SH Call SOLE   50,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 12,385 250,000 SH Call SOLE   250,000 0 0
WPX ENERGY INC COM 98212B103 1,937 132,920 SH   SOLE   132,920 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,819 50,000 SH Put SOLE   50,000 0 0
XILINX INC COM 983919101 3,435 56,900 SH   SOLE   56,900 0 0
YAHOO INC COM 984332106 3,867 100,000 SH Call SOLE   100,000 0 0
YUM BRANDS INC COM 988498101 10,766 170,000 SH   SOLE   170,000 0 0
YUM BRANDS INC COM 988498101 12,666 200,000 SH Call SOLE   200,000 0 0
ZIONS BANCORPORATION COM 989701107 4,304 100,000 SH   SOLE   100,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 1,183 98,000 SH   SOLE   98,000 0 0