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
ALLERGAN PLC SHS G0177J108 74,707 278,727 SH   SOLE   278,727 0 0
ALPHABET INC CAP STK CL C 02079K107 295,961 397,290 SH   SOLE   397,290 0 0
AMAZON COM INC COM 023135106 32,356 54,505 SH   SOLE   54,505 0 0
APPLE INC COM 037833100 328,249 3,011,738 SH   SOLE   3,011,738 0 0
AUTODESK INC COM 052769106 34,859 597,818 SH   SOLE   597,818 0 0
BANK AMER CORP COM 060505104 103,088 7,624,828 SH   SOLE   7,624,828 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 5,080 288,300 SH Put SOLE   288,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 213 1 SH   SOLE   1 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,925 191,915 SH   SOLE   191,915 0 0
CABOT OIL & GAS CORP COM 127097103 107,106 4,716,237 SH   SOLE   4,716,237 0 0
CENTERPOINT ENERGY INC COM 15189T107 44,665 2,135,022 SH   SOLE   2,135,022 0 0
CHESAPEAKE ENERGY CORP COM 165167107 34,226 8,307,350 SH   SOLE   8,307,350 0 0
CITIZENS FINL GROUP INC COM 174610105 19,293 920,916 SH   SOLE   920,916 0 0
CONTINENTAL RESOURCES INC COM 212015101 26,087 859,243 SH   SOLE   859,243 0 0
DISNEY WALT CO COM DISNEY 254687106 157,516 1,586,100 SH Put SOLE   1,586,100 0 0
DOLLAR TREE INC COM 256746108 165,528 2,007,368 SH   SOLE   2,007,368 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 192 959,355 SH   SOLE   959,355 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 9,258 959,355 SH   SOLE   959,355 0 0
ENCANA CORP COM 292505104 31,410 5,157,575 SH   SOLE   5,157,575 0 0
EXPEDIA INC DEL COM NEW 30212P303 324,829 3,012,698 SH   SOLE   3,012,698 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 58,632 394,164 SH   SOLE   394,164 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 44,702 7,996,779 SH   SOLE   7,996,779 0 0
GAMESTOP CORP NEW CL A 36467W109 13,563 427,446 SH   SOLE   427,446 0 0
GRUBHUB INC COM 400110102 52,960 2,107,449 SH   SOLE   2,107,449 0 0
GULFPORT ENERGY CORP COM NEW 402635304 107,790 3,803,472 SH   SOLE   3,803,472 0 0
IMS HEALTH HLDGS INC COM 44970B109 135,968 5,121,197 SH   SOLE   5,121,197 0 0
INFRAREIT INC COM 45685L100 6,602 387,238 SH   SOLE   387,238 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 4,868 144,169 SH   SOLE   144,169 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 173 55,926 SH   SOLE   55,926 0 0
JD COM INC SPON ADR CL A 47215P106 101,607 3,834,212 SH   SOLE   3,834,212 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 312,134 5,906,029 SH   SOLE   5,906,029 0 0
MARRIOTT INTL INC NEW CL A 571903202 56,054 787,500 SH Put SOLE   787,500 0 0
MASTERCARD INC CL A 57636Q104 61,773 653,681 SH   SOLE   653,681 0 0
MICROSOFT CORP COM 594918104 106,891 1,935,374 SH   SOLE   1,935,374 0 0
MICROSOFT CORP COM 594918104 159,129 2,881,200 SH Call SOLE   2,881,200 0 0
NETFLIX INC COM 64110L106 37,857 370,314 SH   SOLE   370,314 0 0
NEXTERA ENERGY INC COM 65339F101 74,410 628,785 SH   SOLE   628,785 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 39,307 1,445,638 SH   SOLE   1,445,638 0 0
NOVAGOLD RES INC COM NEW 66987E206 38,525 7,643,909 SH   SOLE   7,643,909 0 0
NRG ENERGY INC COM NEW 629377508 25,571 1,965,510 SH   SOLE   1,965,510 0 0
NRG YIELD INC CL A NEW 62942X306 17,491 1,288,968 SH   SOLE   1,288,968 0 0
NRG YIELD INC CL C 62942X405 35,363 2,483,322 SH   SOLE   2,483,322 0 0
OMNICOM GROUP INC COM 681919106 55,956 672,300 SH Put SOLE   672,300 0 0
PBF ENERGY INC CL A 69318G106 57,154 1,721,496 SH   SOLE   1,721,496 0 0
PFIZER INC COM 717081103 67,028 2,261,411 SH   SOLE   2,261,411 0 0
PIONEER NAT RES CO COM 723787107 81,917 582,046 SH   SOLE   582,046 0 0
RICE ENERGY INC COM 762760106 32,962 2,361,148 SH   SOLE   2,361,148 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 59,251 288,300 SH Put SOLE   288,300 0 0
TERRAFORM GLOBAL INC CL A 88104M101 4,009 1,684,560 SH   SOLE   1,684,560 0 0
TRANSOCEAN LTD REG SHS H8817H100 93,870 10,270,194 SH   SOLE   10,270,194 0 0
U S SILICA HLDGS INC COM 90346E103 19,249 847,229 SH   SOLE   847,229 0 0
VISA INC COM CL A 92826C839 93,370 1,220,841 SH   SOLE   1,220,841 0 0
WAYFAIR INC CL A 94419L101 111,347 2,576,275 SH   SOLE   2,576,275 0 0
WELLS FARGO & CO NEW COM 949746101 50,849 1,051,464 SH   SOLE   1,051,464 0 0
WILLIAMS COS INC DEL COM 969457100 20,505 1,276,000 SH Call SOLE   1,276,000 0 0
WILLIAMS SONOMA INC COM 969904101 55,255 1,009,400 SH Put SOLE   1,009,400 0 0
WIX COM LTD SHS M98068105 50,111 2,472,166 SH   SOLE   2,472,166 0 0
ZAYO GROUP HLDGS INC COM 98919V105 23,144 954,788 SH   SOLE   954,788 0 0