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
APOLLO INVT CORP COM 03761U106 190 33,550 SH   SOLE   33,550 0 0
ZAGG INC COM 98884U108 194 10,517 SH   SOLE   10,517 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 211 9,843 SH   SOLE   9,843 0 0
RH COM 74967X103 216 2,500 SH   SOLE   2,500 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 224 5,000 SH   SOLE   5,000 0 0
FACTSET RESH SYS INC COM 303075105 225 1,165 SH   SOLE   1,165 0 0
PETMED EXPRESS INC COM 716382106 231 5,066 SH   SOLE   5,066 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 251 8,502 SH   SOLE   8,502 0 0
INNOVIVA INC COM 45781M101 256 18,037 SH   SOLE   18,037 0 0
BRINKS CO COM 109696104 299 3,800 SH   SOLE   3,800 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 332 7,500 SH   SOLE   7,500 0 0
GAP INC DEL COM 364760108 341 10,000 SH   SOLE   10,000 0 0
ALLERGAN PLC SHS G0177J108 344 2,100 SH   SOLE   2,100 0 0
ANSYS INC COM 03662Q105 362 2,453 SH   SOLE   2,453 0 0
TRINET GROUP INC COM 896288107 363 8,191 SH   SOLE   8,191 0 0
WORLD FUEL SVCS CORP COM 981475106 365 12,960 SH   SOLE   12,960 0 0
MASIMO CORP COM 574795100 373 4,400 SH   SOLE   4,400 0 0
WABASH NATL CORP COM 929566107 373 17,171 SH   SOLE   17,171 0 0
KRONOS WORLDWIDE INC COM 50105F105 395 15,330 SH   SOLE   15,330 0 0
MERITOR INC COM 59001K100 395 16,843 SH   SOLE   16,843 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 398 10,593 SH   SOLE   10,593 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 410 6,012 SH   SOLE   6,012 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 417 8,122 SH   SOLE   8,122 0 0
EXXON MOBIL CORP COM 30231G102 420 5,016 SH   SOLE   5,016 0 0
GAMESTOP CORP NEW CL A 36467W109 433 24,132 SH   SOLE   24,132 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 436 15,000 SH   SOLE   15,000 0 0
GENERAL ELECTRIC CO COM 369604103 441 25,293 SH   SOLE   25,293 0 0
LGI HOMES INC COM 50187T106 447 5,957 SH   SOLE   5,957 0 0
CORECIVIC INC COM 21871N101 459 20,418 SH   SOLE   20,418 0 0
YY INC ADS REPCOM CLA 98426T106 464 4,100 SH   SOLE   4,100 0 0
COGNEX CORP COM 192422103 489 8,000 SH   SOLE   8,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 490 7,656 SH   SOLE   7,656 0 0
NATIONAL BEVERAGE CORP COM 635017106 498 5,106 SH   SOLE   5,106 0 0
MOELIS & CO CL A 60786M105 501 10,329 SH   SOLE   10,329 0 0
ATLASSIAN CORP PLC CL A G06242104 522 11,469 SH   SOLE   11,469 0 0
M D C HLDGS INC COM 552676108 529 16,579 SH   SOLE   16,579 0 0
DOLLAR TREE INC COM 256746108 537 5,000 SH   SOLE   5,000 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 539 18,220 SH   SOLE   18,220 0 0
KOHLS CORP COM 500255104 542 10,000 SH   SOLE   10,000 0 0
TRINSEO S A SHS L9340P101 546 7,520 SH   SOLE   7,520 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 552 3,199 SH   SOLE   3,199 0 0
INSPERITY INC COM 45778Q107 562 9,800 SH   SOLE   9,800 0 0
COLGATE PALMOLIVE CO COM 194162103 566 7,500 SH   SOLE   7,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 573 9,476 SH   SOLE   9,476 0 0
SANDERSON FARMS INC COM 800013104 574 4,138 SH   SOLE   4,138 0 0
GREEN DOT CORP CL A 39304D102 577 9,575 SH   SOLE   9,575 0 0
BANCO MACRO SA SPON ADR B 05961W105 579 4,995 SH   SOLE   4,995 0 0
BGC PARTNERS INC CL A 05541T101 580 38,394 SH   SOLE   38,394 0 0
ASSURED GUARANTY LTD COM G0585R106 582 17,173 SH   SOLE   17,173 0 0
BRINKER INTL INC COM 109641100 584 15,026 SH   SOLE   15,026 0 0
VISTEON CORP COM NEW 92839U206 584 4,663 SH   SOLE   4,663 0 0
AMAZON COM INC COM 023135106 585 500 SH   SOLE   500 0 0
ORACLE CORP COM 68389X105 592 12,523 SH   SOLE   12,523 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 601 20,500 SH   SOLE   20,500 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 603 3,000 SH   SOLE   3,000 0 0
DARDEN RESTAURANTS INC COM 237194105 605 6,300 SH   SOLE   6,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 607 7,552 SH   SOLE   7,552 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 608 12,682 SH   SOLE   12,682 0 0
CREDIT ACCEP CORP MICH COM 225310101 619 1,915 SH   SOLE   1,915 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 620 5,196 SH   SOLE   5,196 0 0
PLANET FITNESS INC CL A 72703H101 624 18,016 SH   SOLE   18,016 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 626 32,968 SH   SOLE   32,968 0 0
MACYS INC COM 55616P104 630 25,000 SH   SOLE   25,000 0 0
CHURCHILL DOWNS INC COM 171484108 631 2,711 SH   SOLE   2,711 0 0
CITRIX SYS INC COM 177376100 634 7,200 SH   SOLE   7,200 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 634 20,411 SH   SOLE   20,411 0 0
BIG LOTS INC COM 089302103 636 11,327 SH   SOLE   11,327 0 0
HERBALIFE LTD COM USD SHS G4412G101 636 9,391 SH   SOLE   9,391 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 644 63,224 SH   SOLE   63,224 0 0
TARGET CORP COM 87612E106 653 10,000 SH   SOLE   10,000 0 0
CDK GLOBAL INC COM 12508E101 655 9,191 SH   SOLE   9,191 0 0
WYNN RESORTS LTD COM 983134107 656 3,891 SH   SOLE   3,891 0 0
PVH CORP COM 693656100 686 5,000 SH   SOLE   5,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 686 225,000 SH   SOLE   225,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 689 8,988 SH   SOLE   8,988 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 690 10,370 SH   SOLE   10,370 0 0
RED HAT INC COM 756577102 695 5,783 SH   SOLE   5,783 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 702 41,543 SH   SOLE   41,543 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 711 16,500 SH   SOLE   16,500 0 0
IAC INTERACTIVECORP COM 44919P508 719 5,881 SH   SOLE   5,881 0 0
UNITED RENTALS INC COM 911363109 727 4,227 SH   SOLE   4,227 0 0
PENN NATL GAMING INC COM 707569109 729 23,276 SH   SOLE   23,276 0 0
PRICELINE GRP INC COM NEW 741503403 752 433 SH   SOLE   433 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 760 10,673 SH   SOLE   10,673 0 0
AGCO CORP COM 001084102 762 10,666 SH   SOLE   10,666 0 0
KB HOME COM 48666K109 765 23,930 SH   SOLE   23,930 0 0
TJX COS INC NEW COM 872540109 765 10,000 SH   SOLE   10,000 0 0
CYRUSONE INC COM 23283R100 771 12,958 SH   SOLE   12,958 0 0
ALIGN TECHNOLOGY INC COM 016255101 791 3,560 SH   SOLE   3,560 0 0
FERRARI N V COM N3167Y103 802 7,650 SH   SOLE   7,650 0 0
LIVANOVA PLC SHS G5509L101 804 10,054 SH   SOLE   10,054 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 808 25,000 SH   SOLE   25,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 814 8,573 SH   SOLE   8,573 0 0
LINCOLN ELEC HLDGS INC COM 533900106 819 8,946 SH   SOLE   8,946 0 0
ICON PLC SHS G4705A100 820 7,313 SH   SOLE   7,313 0 0
LAM RESEARCH CORP COM 512807108 822 4,465 SH   SOLE   4,465 0 0
LEAR CORP COM NEW 521865204 836 4,730 SH   SOLE   4,730 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 836 34,238 SH   SOLE   34,238 0 0
DIGITAL RLTY TR INC COM 253868103 845 7,420 SH   SOLE   7,420 0 0
GRACO INC COM 384109104 846 18,699 SH   SOLE   18,699 0 0
F M C CORP COM NEW 302491303 859 9,073 SH   SOLE   9,073 0 0
EATON CORP PLC SHS G29183103 876 11,083 SH   SOLE   11,083 0 0
GENPACT LIMITED SHS G3922B107 903 28,456 SH   SOLE   28,456 0 0
BIOGEN INC COM 09062X103 913 2,866 SH   SOLE   2,866 0 0
TOLL BROTHERS INC COM 889478103 929 19,343 SH   SOLE   19,343 0 0
TORO CO COM 891092108 932 14,283 SH   SOLE   14,283 0 0
CENTENE CORP DEL COM 15135B101 938 9,302 SH   SOLE   9,302 0 0
TELEFLEX INC COM 879369106 943 3,789 SH   SOLE   3,789 0 0
BEACON ROOFING SUPPLY INC COM 073685109 956 15,000 SH   SOLE   15,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 964 10,973 SH   SOLE   10,973 0 0
COOPER COS INC COM NEW 216648402 968 4,445 SH   SOLE   4,445 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 968 12,173 SH   SOLE   12,173 0 0
SERVICE CORP INTL COM 817565104 974 26,097 SH   SOLE   26,097 0 0
QUEST DIAGNOSTICS INC COM 74834L100 982 9,973 SH   SOLE   9,973 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 988 12,377 SH   SOLE   12,377 0 0
MSCI INC COM 55354G100 1,011 7,986 SH   SOLE   7,986 0 0
PULTE GROUP INC COM 745867101 1,028 30,919 SH   SOLE   30,919 0 0
CREDICORP LTD COM G2519Y108 1,028 4,955 SH   SOLE   4,955 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,029 11,304 SH   SOLE   11,304 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,035 24,759 SH   SOLE   24,759 0 0
BROADCOM LTD SHS Y09827109 1,047 4,074 SH   SOLE   4,074 0 0
CELANESE CORP DEL COM SER A 150870103 1,060 9,896 SH   SOLE   9,896 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,063 14,637 SH   SOLE   14,637 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,065 1,719 SH   SOLE   1,719 0 0
CVS HEALTH CORP COM 126650100 1,069 14,743 SH   SOLE   14,743 0 0
MERCK & CO INC COM 58933Y105 1,086 19,305 SH   SOLE   19,305 0 0
SHERWIN WILLIAMS CO COM 824348106 1,094 2,668 SH   SOLE   2,668 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,097 10,585 SH   SOLE   10,585 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,109 10,542 SH   SOLE   10,542 0 0
NVR INC COM 62944T105 1,112 317 SH   SOLE   317 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,115 44,975 SH   SOLE   44,975 0 0
ILG INC COM 44967H101 1,115 39,161 SH   SOLE   39,161 0 0
AIR PRODS & CHEMS INC COM 009158106 1,116 6,800 SH   SOLE   6,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,116 200,000 SH Call SOLE   200,000 0 0
PRETIUM RES INC COM 74139C102 1,141 100,000 SH Call SOLE   100,000 0 0
BOEING CO COM 097023105 1,142 3,873 SH   SOLE   3,873 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,145 9,883 SH   SOLE   9,883 0 0
MARATHON PETE CORP COM 56585A102 1,159 17,572 SH   SOLE   17,572 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,169 21,952 SH   SOLE   21,952 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,186 32,060 SH   SOLE   32,060 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,186 29,772 SH   SOLE   29,772 0 0
AMGEN INC COM 031162100 1,192 6,854 SH   SOLE   6,854 0 0
METLIFE INC COM 59156R108 1,211 23,945 SH   SOLE   23,945 0 0
FISERV INC COM 337738108 1,234 9,411 SH   SOLE   9,411 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 1,253 8,317 SH   SOLE   8,317 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 1,257 350,000 SH   SOLE   350,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,267 8,257 SH   SOLE   8,257 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,272 14,040 SH   SOLE   14,040 0 0
MOODYS CORP COM 615369105 1,279 8,662 SH   SOLE   8,662 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,285 18,093 SH   SOLE   18,093 0 0
SALESFORCE COM INC COM 79466L302 1,303 12,745 SH   SOLE   12,745 0 0
PPL CORP COM 69351T106 1,314 42,462 SH   SOLE   42,462 0 0
CIGNA CORPORATION COM 125509109 1,318 6,488 SH   SOLE   6,488 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,318 3,612 SH   SOLE   3,612 0 0
YUM BRANDS INC COM 988498101 1,332 16,316 SH   SOLE   16,316 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,338 23,756 SH   SOLE   23,756 0 0
MEDTRONIC PLC SHS G5960L103 1,355 16,777 SH   SOLE   16,777 0 0
CUMMINS INC COM 231021106 1,366 7,735 SH   SOLE   7,735 0 0
LILLY ELI & CO COM 532457108 1,371 16,228 SH   SOLE   16,228 0 0
BECTON DICKINSON & CO COM 075887109 1,377 6,431 SH   SOLE   6,431 0 0
STRYKER CORP COM 863667101 1,422 9,185 SH   SOLE   9,185 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,423 6,224 SH   SOLE   6,224 0 0
LOWES COS INC COM 548661107 1,425 15,336 SH   SOLE   15,336 0 0
AON PLC SHS CL A G0408V102 1,449 10,816 SH   SOLE   10,816 0 0
S&P GLOBAL INC COM 78409V104 1,453 8,576 SH   SOLE   8,576 0 0
BAXTER INTL INC COM 071813109 1,480 22,893 SH   SOLE   22,893 0 0
ZYNGA INC CL A 98986T108 1,527 381,700 SH   SOLE   381,700 0 0
JOHNSON & JOHNSON COM 478160104 1,562 11,177 SH   SOLE   11,177 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,584 400,000 SH Call SOLE   400,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,624 10,729 SH   SOLE   10,729 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 1,646 25,000 SH   SOLE   25,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,649 35,000 SH   SOLE   35,000 0 0
MONSANTO CO NEW COM 61166W101 1,649 14,121 SH   SOLE   14,121 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,659 25,000 SH Call SOLE   25,000 0 0
TIME WARNER INC COM NEW 887317303 1,667 18,230 SH   SOLE   18,230 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,675 14,306 SH   SOLE   14,306 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,678 40,000 SH   SOLE   40,000 0 0
MCDONALDS CORP COM 580135101 1,721 10,000 SH   SOLE   10,000 0 0
SUNOPTA INC COM 8676EP108 1,744 225,000 SH   SOLE   225,000 0 0
VISA INC COM CL A 92826C839 1,784 15,647 SH   SOLE   15,647 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 1,819 36,600 SH   SOLE   36,600 0 0
NETEASE INC SPONSORED ADR 64110W102 1,932 5,600 SH   SOLE   5,600 0 0
AMBARELLA INC SHS G037AX101 2,056 35,000 SH   SOLE   35,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,107 40,000 SH   SOLE   40,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,109 10,000 SH Call SOLE   10,000 0 0
SHAKE SHACK INC CL A 819047101 2,160 50,000 SH Call SOLE   50,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,405 10,000 SH Call SOLE   10,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,504 85,900 SH   SOLE   85,900 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 2,547 48,100 SH   SOLE   48,100 0 0
MASCO CORP COM 574599106 2,636 60,000 SH   SOLE   60,000 0 0
TEXAS INSTRS INC COM 882508104 2,642 25,300 SH   SOLE   25,300 0 0
ARCONIC INC COM 03965L100 2,725 100,000 SH   SOLE   100,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 2,792 100,000 SH   SOLE   100,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 2,839 75,000 SH   SOLE   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,897 2,750 SH   SOLE   2,750 0 0
MATCH GROUP INC COM 57665R106 2,974 95,000 SH   SOLE   95,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 3,048 83,200 SH   SOLE   83,200 0 0
CONSTELLIUM NV CL A N22035104 3,066 275,000 SH   SOLE   275,000 0 0
UNIVAR INC COM 91336L107 3,096 100,000 SH   SOLE   100,000 0 0
VAIL RESORTS INC COM 91879Q109 3,162 14,880 SH   SOLE   14,880 0 0
BLOOMIN BRANDS INC COM 094235108 3,201 150,000 SH   SOLE   150,000 0 0
MONDELEZ INTL INC CL A 609207105 3,210 75,000 SH Call SOLE   75,000 0 0
AXALTA COATING SYS LTD COM G0750C108 3,236 100,000 SH   SOLE   100,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 3,320 150,000 SH   SOLE   150,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,339 100,000 SH Call SOLE   100,000 0 0
TIFFANY & CO NEW COM 886547108 3,378 32,500 SH   SOLE   32,500 0 0
DXC TECHNOLOGY CO COM 23355L106 3,388 35,700 SH   SOLE   35,700 0 0
APPLIED MATLS INC COM 038222105 3,427 67,040 SH   SOLE   67,040 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,474 175,000 SH   SOLE   175,000 0 0
STARBUCKS CORP COM 855244109 3,589 62,500 SH   SOLE   62,500 0 0
CAESARS ENTMT CORP COM 127686103 3,777 298,600 SH   SOLE   298,600 0 0
GOLDCORP INC NEW COM 380956409 3,831 300,000 SH   SOLE   300,000 0 0
LEIDOS HLDGS INC COM 525327102 3,874 60,000 SH   SOLE   60,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,920 70,000 SH   SOLE   70,000 0 0
FACEBOOK INC CL A 30303M102 4,004 22,688 SH   SOLE   22,688 0 0
NVIDIA CORP COM 67066G104 4,083 21,100 SH   SOLE   21,100 0 0
OSHKOSH CORP COM 688239201 4,090 45,000 SH   SOLE   45,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 4,104 50,000 SH Call SOLE   50,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 4,163 70,000 SH   SOLE   70,000 0 0
ADOBE SYS INC COM 00724F101 4,224 24,104 SH   SOLE   24,104 0 0
INTL PAPER CO COM 460146103 4,270 73,700 SH   SOLE   73,700 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,455 50,000 SH Put SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 4,705 55,000 SH   SOLE   55,000 0 0
DOLLAR GEN CORP NEW COM 256677105 4,874 52,400 SH   SOLE   52,400 0 0
IAC INTERACTIVECORP COM 44919P508 4,891 40,000 SH Call SOLE   40,000 0 0
D R HORTON INC COM 23331A109 4,989 97,689 SH   SOLE   97,689 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,022 900,000 SH   SOLE   900,000 0 0
WENDYS CO COM 95058W100 5,378 327,500 SH   SOLE   327,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,641 85,000 SH   SOLE   85,000 0 0
PRETIUM RES INC COM 74139C102 5,705 500,000 SH Put SOLE   500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 5,745 70,000 SH   SOLE   70,000 0 0
ABB LTD SPONSORED ADR 000375204 5,766 215,000 SH   SOLE   215,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 5,824 98,100 SH Call SOLE   98,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,867 53,440 SH   SOLE   53,440 0 0
GRAINGER W W INC COM 384802104 5,906 25,000 SH Put SOLE   25,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 5,937 100,000 SH   SOLE   100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,010 180,000 SH   SOLE   180,000 0 0
BRASKEM S A SP ADR PFD A 105532105 6,040 230,000 SH   SOLE   230,000 0 0
NEXA RES S A COM L67359106 6,177 315,000 SH   SOLE   315,000 0 0
MONDELEZ INTL INC CL A 609207105 6,246 145,926 SH   SOLE   145,926 0 0
COCA COLA CO COM 191216100 6,321 137,764 SH   SOLE   137,764 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 6,456 400,000 SH Call SOLE   400,000 0 0
ATHENE HLDG LTD CL A G0684D107 6,464 125,000 SH   SOLE   125,000 0 0
UNITED RENTALS INC COM 911363109 6,619 38,500 SH Put SOLE   38,500 0 0
STEEL DYNAMICS INC COM 858119100 6,901 160,000 SH   SOLE   160,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 6,980 250,000 SH Call SOLE   250,000 0 0
APPLE INC COM 037833100 7,078 41,826 SH   SOLE   41,826 0 0
GENERAL MTRS CO COM 37045V100 7,173 175,000 SH   SOLE   175,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 7,290 275,000 SH   SOLE   275,000 0 0
TERADYNE INC COM 880770102 7,327 175,000 SH   SOLE   175,000 0 0
HUNTSMAN CORP COM 447011107 7,467 224,311 SH   SOLE   224,311 0 0
RAYTHEON CO COM NEW 755111507 7,514 40,000 SH   SOLE   40,000 0 0
PRAXAIR INC COM 74005P104 7,734 50,000 SH   SOLE   50,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 7,788 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7,902 150,000 SH Call SOLE   150,000 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 8,020 2,926,993 SH   SOLE   2,926,993 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,099 127,899 SH   SOLE   127,899 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 8,346 130,000 SH   SOLE   130,000 0 0
LA QUINTA HLDGS INC COM 50420D108 8,492 460,000 SH   SOLE   460,000 0 0
STARBUCKS CORP COM 855244109 8,615 150,000 SH Call SOLE   150,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 8,937 150,000 SH   SOLE   150,000 0 0
COCA COLA CO COM 191216100 9,176 200,000 SH Call SOLE   200,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,222 150,000 SH   SOLE   150,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,818 50,000 SH Put SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 9,897 240,692 SH   SOLE   240,692 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 10,040 90,000 SH Call SOLE   90,000 0 0
BUNGE LIMITED COM G16962105 10,062 150,000 SH   SOLE   150,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 10,174 91,200 SH   SOLE   91,200 0 0
ELECTRONIC ARTS INC COM 285512109 10,506 100,000 SH Call SOLE   100,000 0 0
COMERICA INC COM 200340107 10,851 125,000 SH   SOLE   125,000 0 0
MOHAWK INDS INC COM 608190104 11,036 40,000 SH   SOLE   40,000 0 0
RALPH LAUREN CORP CL A 751212101 11,406 110,000 SH   SOLE   110,000 0 0
PEPSICO INC COM 713448108 11,992 100,000 SH Call SOLE   100,000 0 0
ZIONS BANCORPORATION COM 989701107 12,708 250,000 SH   SOLE   250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,940 75,045 SH   SOLE   75,045 0 0
MORGAN STANLEY COM NEW 617446448 13,118 250,000 SH   SOLE   250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,343 50,000 SH Put SOLE   50,000 0 0
WABCO HLDGS INC COM 92927K102 13,726 95,654 SH   SOLE   95,654 0 0
UNITED TECHNOLOGIES CORP COM 913017109 14,033 110,000 SH   SOLE   110,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 14,223 250,000 SH Put SOLE   25,000,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 14,223 250,000 SH Call SOLE   25,000,000 0 0
JACK IN THE BOX INC COM 466367109 14,313 145,890 SH   SOLE   145,890 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 14,331 622,000 SH   SOLE   622,000 0 0
CITIZENS FINL GROUP INC COM 174610105 14,693 350,000 SH   SOLE   350,000 0 0
U S CONCRETE INC COM NEW 90333L201 15,057 180,000 SH   SOLE   180,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 15,804 300,000 SH Put SOLE   300,000 0 0
ELECTRONIC ARTS INC COM 285512109 15,969 152,000 SH   SOLE   152,000 0 0
BANK AMER CORP COM 060505104 16,236 550,000 SH   SOLE   550,000 0 0
UNITED CONTL HLDGS INC COM 910047109 16,850 250,000 SH   SOLE   250,000 0 0
VULCAN MATLS CO COM 929160109 17,972 140,000 SH   SOLE   140,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 18,159 300,000 SH Put SOLE   300,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 18,159 300,000 SH Call SOLE   300,000 0 0
NIKE INC CL B 654106103 18,765 300,000 SH Put SOLE   300,000 0 0
SOUTHWEST AIRLS CO COM 844741108 19,368 295,925 SH   SOLE   295,925 0 0
CRH PLC ADR 12626K203 19,850 550,000 SH   SOLE   550,000 0 0
EMERSON ELEC CO COM 291011104 20,412 292,900 SH   SOLE   292,900 0 0
CITIGROUP INC COM NEW 172967424 20,463 275,000 SH   SOLE   275,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20,670 250,000 SH Call SOLE   25,000,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20,670 250,000 SH Put SOLE   25,000,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 21,815 250,000 SH Call SOLE   25,000,000 0 0
GENERAL DYNAMICS CORP COM 369550108 22,380 110,000 SH   SOLE   110,000 0 0
WELLS FARGO CO NEW COM 949746101 22,751 375,000 SH   SOLE   375,000 0 0
DOWDUPONT INC COM 26078J100 23,503 330,000 SH   SOLE   330,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 23,560 500,000 SH Put SOLE   500,000 0 0
MASTEC INC COM 576323109 24,847 507,605 SH   SOLE   507,605 0 0
ACUITY BRANDS INC COM 00508Y102 25,338 143,964 SH   SOLE   143,964 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 27,910 1,000,000 SH Put SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 27,910 1,000,000 SH Call SOLE   1,000,000 0 0
CROWN HOLDINGS INC COM 228368106 28,969 515,000 SH   SOLE   515,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 29,575 500,000 SH Put SOLE   500,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 30,373 245,637 SH   SOLE   245,637 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 31,076 92,500 SH Put SOLE   92,500 0 0
T MOBILE US INC COM 872590104 31,755 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 31,975 500,000 SH Put SOLE   50,000,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 31,975 500,000 SH Call SOLE   50,000,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 33,156 150,000 SH   SOLE   150,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 33,348 169,841 SH   SOLE   169,841 0 0
INGERSOLL-RAND PLC SHS G47791101 33,674 377,557 SH   SOLE   377,557 0 0
KRAFT HEINZ CO COM 500754106 34,992 450,000 SH Call SOLE   450,000 0 0
QUANTA SVCS INC COM 74762E102 36,237 926,529 SH   SOLE   926,529 0 0
ALASKA AIR GROUP INC COM 011659109 39,174 532,911 SH   SOLE   532,911 0 0
KRAFT HEINZ CO COM 500754106 39,703 510,579 SH   SOLE   510,579 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 119,681 785,000 SH Call SOLE   785,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 129,591 850,000 SH Put SOLE   850,000 0 0