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
AFLAC INC COM 001055102 3,282 75,000 SH   SOLE   75,000 0 0
AT&T INC COM 00206R102 701 19,670 SH   SOLE   19,670 0 0
ABBVIE INC COM 00287Y109 870 9,189 SH   SOLE   9,189 0 0
ABIOMED INC COM 003654100 867 2,979 SH   SOLE   2,979 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,048 60,000 SH   SOLE   60,000 0 0
ADOBE SYS INC COM 00724F101 1,079 4,993 SH   SOLE   4,993 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,557 30,000 SH Call SOLE   30,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,224 52,500 SH   SOLE   52,500 0 0
AETNA INC NEW COM 00817Y108 1,444 8,546 SH   SOLE   8,546 0 0
ALARM COM HLDGS INC COM 011642105 251 6,662 SH   SOLE   6,662 0 0
ALASKA AIR GROUP INC COM 011659109 4,647 75,000 SH Call SOLE   75,000 0 0
ALCOA CORP COM 013872106 5,620 125,000 SH   SOLE   125,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 853 3,397 SH   SOLE   3,397 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 489 12,518 SH   SOLE   12,518 0 0
ALPHABET INC CAP STK CL A 02079K305 5,186 5,000 SH Call SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 21,987 21,200 SH   SOLE   21,200 0 0
AMAZON COM INC COM 023135106 6,368 4,400 SH   SOLE   4,400 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,522 100,000 SH Call SOLE   100,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 8,371 550,000 SH   SOLE   550,000 0 0
AMERICAN EXPRESS CO COM 025816109 1,269 13,599 SH   SOLE   13,599 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,480 27,193 SH   SOLE   27,193 0 0
AMGEN INC COM 031162100 484 2,841 SH   SOLE   2,841 0 0
ANADARKO PETE CORP COM 032511107 7,796 129,050 SH   SOLE   129,050 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 275 2,500 SH   SOLE   2,500 0 0
ANNALY CAP MGMT INC COM 035710409 774 74,164 SH   SOLE   74,164 0 0
ANSYS INC COM 03662Q105 830 5,299 SH   SOLE   5,299 0 0
ANTHEM INC COM 036752103 418 1,901 SH   SOLE   1,901 0 0
APOLLO INVT CORP COM 03761U106 462 88,508 SH   SOLE   88,508 0 0
APPLIED MATLS INC COM 038222105 2,683 48,250 SH   SOLE   48,250 0 0
ARISTA NETWORKS INC COM 040413106 1,532 6,000 SH   SOLE   6,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 689 8,728 SH   SOLE   8,728 0 0
ASSURANT INC COM 04621X108 991 10,839 SH   SOLE   10,839 0 0
AUTODESK INC COM 052769106 7,384 58,800 SH   SOLE   58,800 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 658 7,656 SH   SOLE   7,656 0 0
AVERY DENNISON CORP COM 053611109 1,019 9,593 SH   SOLE   9,593 0 0
BWX TECHNOLOGIES INC COM 05605H100 850 13,387 SH   SOLE   13,387 0 0
BANCO MACRO SA SPON ADR B 05961W105 451 4,176 SH   SOLE   4,176 0 0
BANK AMER CORP COM 060505104 16,495 550,000 SH   SOLE   550,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 1,656 35,000 SH   SOLE   35,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 38,832 820,800 SH Put SOLE   820,800 0 0
BAXTER INTL INC COM 071813109 1,483 22,809 SH   SOLE   22,809 0 0
BECTON DICKINSON & CO COM 075887109 1,113 5,137 SH   SOLE   5,137 0 0
BIOGEN INC COM 09062X103 731 2,671 SH   SOLE   2,671 0 0
BJS RESTAURANTS INC COM 09180C106 1,572 35,000 SH   SOLE   35,000 0 0
BLACKBAUD INC COM 09227Q100 731 7,180 SH   SOLE   7,180 0 0
BOEING CO COM 097023105 1,149 3,504 SH   SOLE   3,504 0 0
BOYD GAMING CORP COM 103304101 3,186 100,000 SH Call SOLE   100,000 0 0
BOYD GAMING CORP COM 103304101 9,877 310,000 SH   SOLE   310,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 289 4,572 SH   SOLE   4,572 0 0
BROWN FORMAN CORP CL B 115637209 299 5,494 SH   SOLE   5,494 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 329 16,580 SH   SOLE   16,580 0 0
CBRE GROUP INC CL A 12504L109 916 19,401 SH   SOLE   19,401 0 0
CDK GLOBAL INC COM 12508E101 853 13,472 SH   SOLE   13,472 0 0
CIGNA CORPORATION COM 125509109 1,119 6,671 SH   SOLE   6,671 0 0
CIT GROUP INC COM NEW 125581801 476 9,239 SH   SOLE   9,239 0 0
CME GROUP INC COM CL A 12572Q105 1,349 8,341 SH   SOLE   8,341 0 0
CVS HEALTH CORP COM 126650100 1,073 17,245 SH   SOLE   17,245 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 661 17,988 SH   SOLE   17,988 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,493 160,000 SH   SOLE   160,000 0 0
CARTER INC COM 146229109 541 5,200 SH   SOLE   5,200 0 0
CATERPILLAR INC DEL COM 149123101 10,317 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC DEL COM 149123101 14,738 100,000 SH Call SOLE   100,000 0 0
CELANESE CORP DEL COM SER A 150870103 250 2,490 SH   SOLE   2,490 0 0
CENTENE CORP DEL COM 15135B101 488 4,565 SH   SOLE   4,565 0 0
CHEMOURS CO COM 163851108 5,602 115,000 SH   SOLE   115,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 21,380 400,000 SH Call SOLE   400,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,777 5,500 SH   SOLE   5,500 0 0
CHURCHILL DOWNS INC COM 171484108 713 2,920 SH   SOLE   2,920 0 0
CITIGROUP INC COM NEW 172967424 947 14,031 SH   SOLE   14,031 0 0
CITRIX SYS INC COM 177376100 1,074 11,575 SH   SOLE   11,575 0 0
COCA COLA CO COM 191216100 1,700 39,139 SH   SOLE   39,139 0 0
COMCAST CORP NEW CL A 20030N101 1,048 30,658 SH   SOLE   30,658 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,455 6,383 SH   SOLE   6,383 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,657 79,000 SH   SOLE   79,000 0 0
CORELOGIC INC COM 21871D103 270 5,970 SH   SOLE   5,970 0 0
CREDIT ACCEP CORP MICH COM 225310101 474 1,436 SH   SOLE   1,436 0 0
CREE INC COM 225447101 1,891 46,900 SH   SOLE   46,900 0 0
CROWN HOLDINGS INC COM 228368106 18,778 370,000 SH   SOLE   370,000 0 0
D R HORTON INC COM 23331A109 3,946 90,000 SH   SOLE   90,000 0 0
DXC TECHNOLOGY CO COM 23355L106 9,631 95,800 SH   SOLE   95,800 0 0
DANA INCORPORATED COM 235825205 1,932 75,000 SH   SOLE   75,000 0 0
DARDEN RESTAURANTS INC COM 237194105 4,263 50,000 SH   SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107 515 5,721 SH   SOLE   5,721 0 0
DELEK US HLDGS INC NEW COM 24665A103 6,203 152,400 SH   SOLE   152,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,222 150,000 SH Call SOLE   150,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,828 380,000 SH   SOLE   380,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,246 12,410 SH   SOLE   12,410 0 0
DOLLAR GEN CORP NEW COM 256677105 4,579 48,948 SH   SOLE   48,948 0 0
DOLLAR TREE INC COM 256746108 3,796 40,000 SH   SOLE   40,000 0 0
DOMINION ENERGY INC COM 25746U109 1,447 21,456 SH   SOLE   21,456 0 0
DOMINOS PIZZA INC COM 25754A201 2,336 10,000 SH   SOLE   10,000 0 0
DOVER CORP COM 260003108 1,139 11,596 SH   SOLE   11,596 0 0
DOWDUPONT INC COM 26078J100 4,141 65,000 SH   SOLE   65,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 504 6,505 SH   SOLE   6,505 0 0
EBAY INC COM 278642103 5,030 125,000 SH Put SOLE   125,000 0 0
EBAY INC COM 278642103 8,048 200,000 SH Call SOLE   200,000 0 0
EBAY INC COM 278642103 15,720 390,650 SH   SOLE   390,650 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 456 3,271 SH   SOLE   3,271 0 0
ELECTRONIC ARTS INC COM 285512109 26,623 219,587 SH   SOLE   219,587 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 268 3,311 SH   SOLE   3,311 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 2,448 100,000 SH Call SOLE   100,000 0 0
ENVESTNET INC COM 29404K106 326 5,687 SH   SOLE   5,687 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,954 200,000 SH Call SOLE   200,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 8,897 450,000 SH   SOLE   450,000 0 0
EXXON MOBIL CORP COM 30231G102 1,566 20,989 SH   SOLE   20,989 0 0
FACEBOOK INC CL A 30303M102 4,794 30,000 SH Call SOLE   30,000 0 0
FACEBOOK INC CL A 30303M102 9,100 56,950 SH   SOLE   56,950 0 0
FAIR ISAAC CORP COM 303250104 705 4,160 SH   SOLE   4,160 0 0
FANG HLDGS LTD ADR 30711Y102 115 22,311 SH   SOLE   22,311 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 772 19,293 SH   SOLE   19,293 0 0
58 COM INC SPON ADR REP A 31680Q104 490 6,136 SH   SOLE   6,136 0 0
FIRST AMERN FINL CORP COM 31847R102 486 8,281 SH   SOLE   8,281 0 0
FLUOR CORP NEW COM 343412102 5,722 100,000 SH Put SOLE   100,000 0 0
FORTINET INC COM 34959E109 811 15,144 SH   SOLE   15,144 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 600 10,181 SH   SOLE   10,181 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,054 60,000 SH   SOLE   60,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,189 35,512 SH   SOLE   35,512 0 0
GAMESTOP CORP NEW CL A 36467W109 518 41,066 SH   SOLE   41,066 0 0
GENERAL DYNAMICS CORP COM 369550108 4,418 20,000 SH   SOLE   20,000 0 0
GENERAL ELECTRIC CO COM 369604103 744 55,203 SH   SOLE   55,203 0 0
GENERAL MLS INC COM 370334104 869 19,289 SH   SOLE   19,289 0 0
GENERAL MTRS CO COM 37045V100 813 22,359 SH   SOLE   22,359 0 0
GILEAD SCIENCES INC COM 375558103 995 13,202 SH   SOLE   13,202 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,186 100,000 SH   SOLE   100,000 0 0
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 226 16,552 SH   SOLE   16,552 0 0
GRAINGER W W INC COM 384802104 11,291 40,000 SH Put SOLE   40,000 0 0
GREEN DOT CORP CL A 39304D102 302 4,712 SH   SOLE   4,712 0 0
HFF INC CL A 40418F108 671 13,497 SH   SOLE   13,497 0 0
HARLEY DAVIDSON INC COM 412822108 1,930 45,000 SH Put SOLE   45,000 0 0
HILL ROM HLDGS INC COM 431475102 703 8,079 SH   SOLE   8,079 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,072 51,699 SH   SOLE   51,699 0 0
HOLOGIC INC COM 436440101 700 18,731 SH   SOLE   18,731 0 0
HOME DEPOT INC COM 437076102 11,316 63,489 SH   SOLE   63,489 0 0
IAC INTERACTIVECORP COM 44919P508 920 5,881 SH   SOLE   5,881 0 0
INSPERITY INC COM 45778Q107 682 9,800 SH   SOLE   9,800 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,042 14,365 SH   SOLE   14,365 0 0
INTL PAPER CO COM 460146103 1,067 19,973 SH   SOLE   19,973 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,293 3,133 SH   SOLE   3,133 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 557 33,986 SH   SOLE   33,986 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 241,400 5,000,000 SH Call SOLE   5,000,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 149,668 3,100,000 SH Put SOLE   3,100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 106,281 700,000 SH Put SOLE   700,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 136,647 900,000 SH Call SOLE   900,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 10,064 89,200 SH   SOLE   89,200 0 0
ISHARES TR IBOXX HI YD ETF 464288513 95,703 1,117,500 SH Put SOLE   1,117,500 0 0
ISHARES TR US HOME CONS ETF 464288752 5,924 150,000 SH Call SOLE   150,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,917 50,000 SH   SOLE   50,000 0 0
JPMORGAN CHASE & CO COM 46625H100 22,407 203,760 SH   SOLE   203,760 0 0
JACK IN THE BOX INC COM 466367109 336 3,939 SH   SOLE   3,939 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 7,159 121,028 SH   SOLE   121,028 0 0
JOHNSON & JOHNSON COM 478160104 1,349 10,527 SH   SOLE   10,527 0 0
KIMBERLY CLARK CORP COM 494368103 5,507 50,000 SH Call SOLE   50,000 0 0
KRAFT HEINZ CO COM 500754106 14,588 234,202 SH   SOLE   234,202 0 0
KRAFT HEINZ CO COM 500754106 37,374 600,000 SH Call SOLE   600,000 0 0
KRONOS WORLDWIDE INC COM 50105F105 361 15,991 SH   SOLE   15,991 0 0
LGI HOMES INC COM 50187T106 271 3,841 SH   SOLE   3,841 0 0
LAM RESEARCH CORP COM 512807108 8,177 40,250 SH   SOLE   40,250 0 0
LAS VEGAS SANDS CORP COM 517834107 3,595 50,000 SH Put SOLE   50,000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 2,176 75,000 SH   SOLE   75,000 0 0
LEXINGTON REALTY TRUST COM 529043101 346 43,904 SH   SOLE   43,904 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 662 4,007 SH   SOLE   4,007 0 0
LINCOLN NATL CORP IND COM 534187109 419 5,734 SH   SOLE   5,734 0 0
LOCKHEED MARTIN CORP COM 539830109 1,482 4,385 SH   SOLE   4,385 0 0
LOGMEIN INC COM 54142L109 849 7,349 SH   SOLE   7,349 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 12,770 598,955 SH   SOLE   598,955 0 0
LOUISIANA PAC CORP COM 546347105 217 7,552 SH   SOLE   7,552 0 0
LOWES COS INC COM 548661107 3,071 35,000 SH   SOLE   35,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,378 125,000 SH   SOLE   125,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,004 200,000 SH Call SOLE   200,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 953 35,900 SH   SOLE   35,900 0 0
MSCI INC COM 55354G100 1,194 7,986 SH   SOLE   7,986 0 0
MACK CALI RLTY CORP COM 554489104 684 40,933 SH   SOLE   40,933 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 285 7,711 SH   SOLE   7,711 0 0
MANPOWERGROUP INC COM 56418H100 774 6,728 SH   SOLE   6,728 0 0
MARCUS & MILLICHAP INC COM 566324109 280 7,770 SH   SOLE   7,770 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 600 4,502 SH   SOLE   4,502 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,465 17,738 SH   SOLE   17,738 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,099 37,500 SH   SOLE   37,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,073 10,000 SH   SOLE   10,000 0 0
MASCO CORP COM 574599106 865 21,392 SH   SOLE   21,392 0 0
MASTEC INC COM 576323109 5,646 120,000 SH   SOLE   120,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 987 5,637 SH   SOLE   5,637 0 0
MATCH GROUP INC COM 57665R106 376 8,469 SH   SOLE   8,469 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,623 125,000 SH   SOLE   125,000 0 0
MERCK & CO INC COM 58933Y105 1,200 22,036 SH   SOLE   22,036 0 0
MICROSOFT CORP COM 594918104 4,564 50,000 SH Call SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 17,187 188,310 SH   SOLE   188,310 0 0
MICRON TECHNOLOGY INC COM 595112103 6,566 125,939 SH   SOLE   125,939 0 0
MOELIS & CO CL A 60786M105 364 7,158 SH   SOLE   7,158 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,767 50,000 SH Call SOLE   50,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 7,888 104,710 SH   SOLE   104,710 0 0
MONDELEZ INTL INC CL A 609207105 1,134 27,171 SH   SOLE   27,171 0 0
MOODYS CORP COM 615369105 1,417 8,782 SH   SOLE   8,782 0 0
MORGAN STANLEY COM NEW 617446448 20,235 375,000 SH   SOLE   375,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 3,497 100,000 SH   SOLE   100,000 0 0
NAVIENT CORPORATION COM 63938C108 413 31,450 SH   SOLE   31,450 0 0
NORTHROP GRUMMAN CORP COM 666807102 418 1,196 SH   SOLE   1,196 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 286 3,886 SH   SOLE   3,886 0 0
NUCOR CORP COM 670346105 6,414 105,000 SH   SOLE   105,000 0 0
OLIN CORP COM PAR $1 680665205 3,039 100,000 SH   SOLE   100,000 0 0
ORACLE CORP COM 68389X105 656 14,340 SH   SOLE   14,340 0 0
OSHKOSH CORP COM 688239201 2,318 30,000 SH   SOLE   30,000 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 7,345 2,586,254 SH   SOLE   2,586,254 0 0
PPL CORP COM 69351T106 1,366 48,268 SH   SOLE   48,268 0 0
PRA HEALTH SCIENCES INC COM 69354M108 552 6,650 SH   SOLE   6,650 0 0
PVH CORP COM 693656100 266 1,757 SH   SOLE   1,757 0 0
PACKAGING CORP AMER COM 695156109 246 2,179 SH   SOLE   2,179 0 0
PARKER HANNIFIN CORP COM 701094104 9,407 55,000 SH   SOLE   55,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 844 7,862 SH   SOLE   7,862 0 0
PAYPAL HLDGS INC COM 70450Y103 8,346 110,000 SH   SOLE   110,000 0 0
PENN NATL GAMING INC COM 707569109 3,409 129,806 SH   SOLE   129,806 0 0
PEPSICO INC COM 713448108 515 4,718 SH   SOLE   4,718 0 0
PEPSICO INC COM 713448108 5,458 50,000 SH Call SOLE   50,000 0 0
PETMED EXPRESS INC COM 716382106 212 5,066 SH   SOLE   5,066 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 530 30,148 SH   SOLE   30,148 0 0
PINNACLE FOODS INC DEL COM 72348P104 271 5,000 SH   SOLE   5,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 359 8,864 SH   SOLE   8,864 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 34,828 217,500 SH Call SOLE   217,500 0 0
PROCTER AND GAMBLE CO COM 742718109 1,510 19,048 SH   SOLE   19,048 0 0
PROGRESS SOFTWARE CORP COM 743312100 354 9,200 SH   SOLE   9,200 0 0
PROGRESSIVE CORP OHIO COM 743315103 462 7,588 SH   SOLE   7,588 0 0
PRUDENTIAL FINL INC COM 744320102 993 9,588 SH   SOLE   9,588 0 0
PULTE GROUP INC COM 745867101 628 21,290 SH   SOLE   21,290 0 0
QUANTA SVCS INC COM 74762E102 1,718 50,000 SH Call SOLE   50,000 0 0
QUANTA SVCS INC COM 74762E102 13,053 380,000 SH   SOLE   380,000 0 0
RAYTHEON CO COM NEW 755111507 1,455 6,741 SH   SOLE   6,741 0 0
RED HAT INC COM 756577102 651 4,356 SH   SOLE   4,356 0 0
RED ROCK RESORTS INC CL A 75700L108 1,171 40,000 SH   SOLE   40,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 669 1,944 SH   SOLE   1,944 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 11,146 130,000 SH   SOLE   130,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 14,230 250,000 SH Call SOLE   250,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 16,222 285,000 SH   SOLE   285,000 0 0
RINGCENTRAL INC CL A 76680R206 481 7,578 SH   SOLE   7,578 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,226 30,000 SH   SOLE   30,000 0 0
S&P GLOBAL INC COM 78409V104 1,693 8,860 SH   SOLE   8,860 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 26,315 100,000 SH Put SOLE   100,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,167 203,500 SH Call SOLE   203,500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10,038 285,000 SH   SOLE   285,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 2,220 53,372 SH   SOLE   53,372 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 19,023 690,000 SH   SOLE   690,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 27,570 1,000,000 SH Call SOLE   1,000,000 0 0
SERVICENOW INC COM 81762P102 905 5,469 SH   SOLE   5,469 0 0
SHUTTERFLY INC COM 82568P304 266 3,276 SH   SOLE   3,276 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,348 48,100 SH Call SOLE   48,100 0 0
SOUTHWEST AIRLS CO COM 844741108 5,728 100,000 SH Call SOLE   100,000 0 0
SOUTHWEST AIRLS CO COM 844741108 13,461 235,000 SH   SOLE   235,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 625 7,473 SH   SOLE   7,473 0 0
SPIRIT AIRLS INC COM 848577102 3,778 100,000 SH   SOLE   100,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 11,117 72,565 SH   SOLE   72,565 0 0
STEEL DYNAMICS INC COM 858119100 2,211 50,000 SH Put SOLE   50,000 0 0
STERLING CONSTRUCTION CO INC COM 859241101 113 9,882 SH   SOLE   9,882 0 0
SUNCOR ENERGY INC NEW COM 867224107 12,503 362,000 SH   SOLE   362,000 0 0
SUNOPTA INC COM 8676EP108 1,953 275,000 SH   SOLE   275,000 0 0
SYNOPSYS INC COM 871607107 1,081 12,981 SH   SOLE   12,981 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,133 72,953 SH   SOLE   72,953 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 1,510 48,200 SH   SOLE   48,200 0 0
TELEFLEX INC COM 879369106 234 917 SH   SOLE   917 0 0
TERNIUM SA SPON ADR 880890108 720 22,171 SH   SOLE   22,171 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 923 54,000 SH   SOLE   54,000 0 0
TIFFANY & CO NEW COM 886547108 2,442 25,000 SH   SOLE   25,000 0 0
TOLL BROTHERS INC COM 889478103 871 20,130 SH   SOLE   20,130 0 0
TOTAL SYS SVCS INC COM 891906109 441 5,112 SH   SOLE   5,112 0 0
TRANSDIGM GROUP INC COM 893641100 977 3,184 SH   SOLE   3,184 0 0
TRINET GROUP INC COM 896288107 419 9,054 SH   SOLE   9,054 0 0
TWITTER INC COM 90184L102 2,466 85,000 SH   SOLE   85,000 0 0
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TYLER TECHNOLOGIES INC COM 902252105 976 4,628 SH   SOLE   4,628 0 0
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UNITED TECHNOLOGIES CORP COM 913017109 11,324 90,000 SH   SOLE   90,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 246 1,149 SH   SOLE   1,149 0 0
VEON LTD SPONSORED ADR 91822M106 678 256,855 SH   SOLE   256,855 0 0
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VISA INC COM CL A 92826C839 1,647 13,765 SH   SOLE   13,765 0 0
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WARRIOR MET COAL INC COM 93627C101 2,241 80,000 SH   SOLE   80,000 0 0
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WELLS FARGO CO NEW COM 949746101 3,145 60,013 SH   SOLE   60,013 0 0
WESTLAKE CHEM CORP COM 960413102 7,225 65,000 SH   SOLE   65,000 0 0
WINGSTOP INC COM 974155103 3,542 75,000 SH   SOLE   75,000 0 0
WORKDAY INC CL A 98138H101 3,178 25,000 SH   SOLE   25,000 0 0
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WYNDHAM WORLDWIDE CORP COM 98310W108 897 7,842 SH   SOLE   7,842 0 0
YY INC ADS REPCOM CLA 98426T106 431 4,100 SH   SOLE   4,100 0 0
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AXALTA COATING SYS LTD COM G0750C108 3,321 110,000 SH   SOLE   110,000 0 0
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HERBALIFE LTD COM USD SHS G4412G101 915 9,391 SH   SOLE   9,391 0 0
INGERSOLL-RAND PLC SHS G47791101 1,002 11,720 SH   SOLE   11,720 0 0
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MEDTRONIC PLC SHS G5960L103 1,098 13,692 SH   SOLE   13,692 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 514 8,284 SH   SOLE   8,284 0 0
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NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,297 100,000 SH Call SOLE   100,000 0 0
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CONSTELLIUM NV CL A N22035104 3,798 350,000 SH   SOLE   350,000 0 0
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