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
ABBVIE INC COM 00287Y109 2,040 32,958 SH   SOLE N/A 32,958 0 0
AERCAP HOLDINGS NV SHS N00985106 24,414 726,816 SH   SOLE N/A 726,816 0 0
AETNA INC NEW COM 00817Y108 1,488 12,182 SH   SOLE N/A 12,182 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,269 66,251 SH   SOLE N/A 66,251 0 0
ALPHABET INC CAP STK CL A 02079K305 4,901 6,967 SH   SOLE N/A 6,967 0 0
ALPHABET INC CAP STK CL C 02079K107 415 600 SH   SOLE N/A 600 0 0
AMAZON COM INC COM 023135106 9,184 12,833 SH   SOLE N/A 12,833 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,023 177,444 SH   SOLE N/A 177,444 0 0
AMERICAN ELEC PWR INC COM 025537101 3,806 54,300 SH   SOLE N/A 54,300 0 0
AMERISOURCEBERGEN CORP COM 03073E105 503 6,342 SH   SOLE N/A 6,342 0 0
ANTHEM INC COM 036752103 986 7,508 SH   SOLE N/A 7,508 0 0
ANTHERA PHARMACEUTICALS INC COM NEW 03674U201 450 145,622 SH   SOLE N/A 145,622 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,241 23,529 SH   SOLE N/A 23,529 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 573 39,656 SH   SOLE N/A 39,656 0 0
AUTONATION INC COM 05329W102 6,876 146,356 SH   SOLE N/A 146,356 0 0
BAIDU INC SPON ADR REP A 056752108 5,189 31,421 SH   SOLE N/A 31,421 0 0
BELMOND LTD CL A G1154H107 693 70,000 SH   SOLE N/A 70,000 0 0
BIOGEN INC COM 09062X103 4,488 18,558 SH   SOLE N/A 18,558 0 0
BOEING CO COM 097023105 8,240 63,448 SH   SOLE N/A 63,448 0 0
BOK FINL CORP COM NEW 05561Q201 628 10,017 SH   SOLE N/A 10,017 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,295 183,767 SH   SOLE N/A 183,767 0 0
BT GROUP PLC ADR 05577E101 1,038 37,279 SH   SOLE N/A 37,279 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 10,739 152,689 SH   SOLE N/A 152,689 0 0
BUNGE LIMITED COM G16962105 4,436 75,000 SH   SOLE N/A 75,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 542 900,000 SH   SOLE N/A 900,000 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 4,331 355,000 SH   SOLE N/A 355,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 430 5,400 SH   SOLE N/A 5,400 0 0
CHUBB LIMITED COM H1467J104 9,883 75,613 SH   SOLE N/A 75,613 0 0
CIGNA CORPORATION COM 125509109 1,001 7,822 SH   SOLE N/A 7,822 0 0
CITIZENS FINL GROUP INC COM 174610105 2,498 125,000 SH   SOLE N/A 125,000 0 0
CORNING INC COM 219350105 461 22,500 SH   SOLE N/A 22,500 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,187 125,905 SH   SOLE N/A 125,905 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 486 10,000 SH   SOLE N/A 10,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 129 12,190 SH   SOLE N/A 12,190 0 0
D R HORTON INC COM 23331A109 6,791 215,731 SH   SOLE N/A 215,731 0 0
DERMIRA INC COM 24983L104 1,454 49,702 SH   SOLE N/A 49,702 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,260 227,855 SH   SOLE N/A 227,855 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,903 64,720 SH   SOLE N/A 64,720 0 0
DISNEY WALT CO COM DISNEY 254687106 7,792 79,652 SH   SOLE N/A 79,652 0 0
ENCANA CORP COM 292505104 6,600 847,185 SH   SOLE N/A 847,185 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 4,311 300,000 SH   SOLE N/A 300,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 29,502 774,938 SH   SOLE N/A 774,938 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 46,085 2,771,200 SH   SOLE N/A 2,771,200 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 52,551 1,795,988 SH   SOLE N/A 1,795,988 0 0
F5 NETWORKS INC COM 315616102 433 3,800 SH   SOLE N/A 3,800 0 0
FACEBOOK INC CL A 30303M102 4,442 38,869 SH   SOLE N/A 38,869 0 0
FAMOUS DAVES AMER INC COM 307068106 6,704 1,332,711 SH   SOLE N/A 1,332,711 0 0
FORTINET INC COM 34959E109 430 13,600 SH   SOLE N/A 13,600 0 0
GENERAL ELECTRIC CO COM 369604103 2,996 95,175 SH   SOLE N/A 95,175 0 0
GULFPORT ENERGY CORP COM NEW 402635304 794 25,400 SH   SOLE N/A 25,400 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 11,668 1,054,000 SH   SOLE N/A 1,054,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 455 24,900 SH   SOLE N/A 24,900 0 0
HUMANA INC COM 444859102 942 5,238 SH   SOLE N/A 5,238 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 384 2,530 SH   SOLE N/A 2,530 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 1,475 37,994 SH   SOLE N/A 37,994 0 0
INVUITY INC COM NEW 46187J205 931 97,667 SH   SOLE N/A 97,667 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 8,131 455,151 SH   SOLE N/A 455,151 0 0
ISHARES TR U.S. REAL ES ETF 464287739 2,581 31,321 SH   SOLE N/A 31,321 0 0
ISHARES TR US HOME CONS ETF 464288752 2,763 99,939 SH   SOLE N/A 99,939 0 0
JD COM INC SPON ADR CL A 47215P106 1,883 88,700 SH   SOLE N/A 88,700 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,209 374,966 SH   SOLE N/A 374,966 0 0
JPMORGAN CHASE & CO COM 46625H100 400 6,440 SH   SOLE N/A 6,440 0 0
KINDER MORGAN INC DEL COM 49456B101 20,674 1,104,397 SH   SOLE N/A 1,104,397 0 0
KRAFT HEINZ CO COM 500754106 8,477 95,805 SH   SOLE N/A 95,805 0 0
LENNAR CORP CL A 526057104 2,719 58,976 SH   SOLE N/A 58,976 0 0
LINEAR TECHNOLOGY CORP COM 535678106 447 9,600 SH   SOLE N/A 9,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,291 64,569 SH   SOLE N/A 64,569 0 0
MEDICINES CO COM 584688105 275 8,186 SH   SOLE N/A 8,186 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 442 8,700 SH   SOLE N/A 8,700 0 0
MICRON TECHNOLOGY INC COM 595112103 527 38,300 SH   SOLE N/A 38,300 0 0
MICROSOFT CORP COM 594918104 466 9,100 SH   SOLE N/A 9,100 0 0
MOLSON COORS BREWING CO CL B 60871R209 7,052 69,732 SH   SOLE N/A 69,732 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,228 27,020 SH   SOLE N/A 27,020 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,069 24,300 SH   SOLE N/A 24,300 0 0
PARSLEY ENERGY INC CL A 701877102 20,286 749,680 SH   SOLE N/A 749,680 0 0
PHILLIPS 66 COM 718546104 709 8,935 SH   SOLE N/A 8,935 0 0
PIONEER NAT RES CO COM 723787107 6,048 40,000 SH   SOLE N/A 40,000 0 0
POTASH CORP SASK INC COM 73755L107 276 17,000 SH   SOLE N/A 17,000 0 0
PRICELINE GRP INC COM NEW 741503403 5,991 4,799 SH   SOLE N/A 4,799 0 0
QORVO INC COM 74736K101 464 8,400 SH   SOLE N/A 8,400 0 0
QUALYS INC COM 74758T303 432 14,500 SH   SOLE N/A 14,500 0 0
RADIUS HEALTH INC COM NEW 750469207 1,121 30,516 SH   SOLE N/A 30,516 0 0
RAPID7 INC COM 753422104 390 31,000 SH   SOLE N/A 31,000 0 0
RICE ENERGY INC COM 762760106 5,510 250,000 SH   SOLE N/A 250,000 0 0
RLJ ENTMT INC COM NEW 74965F203 756 484,508 SH   SOLE N/A 484,508 0 0
SAGE THERAPEUTICS INC COM 78667J108 916 30,396 SH   SOLE N/A 30,396 0 0
SANGAMO BIOSCIENCES INC COM 800677106 286 49,432 SH   SOLE N/A 49,432 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3,660 65,343 SH   SOLE N/A 65,343 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 478 10,000 SH   SOLE N/A 10,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 443 7,000 SH   SOLE N/A 7,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 657 5,193 SH   SOLE N/A 5,193 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,578 40,950 SH   SOLE N/A 40,950 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 9,740 206,440 SH   SOLE N/A 206,440 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,473 173,800 SH   SOLE N/A 173,800 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 13,514 470,048 SH   SOLE N/A 470,048 0 0
SUNOCO LP COM U REP LP 86765K109 6,516 217,546 SH   SOLE N/A 217,546 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,678 97,000 SH   SOLE N/A 97,000 0 0
TERADYNE INC COM 880770102 457 23,200 SH   SOLE N/A 23,200 0 0
TEXAS INSTRS INC COM 882508104 457 7,300 SH   SOLE N/A 7,300 0 0
TIPTREE FINL INC CL A 88822Q103 8,563 1,562,500 SH   SOLE N/A 1,562,500 0 0
TOLL BROTHERS INC COM 889478103 9,724 361,356 SH   SOLE N/A 361,356 0 0
TOOTSIE ROLL INDS INC COM 890516107 727 18,866 SH   SOLE N/A 18,866 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,015 7,190 SH   SOLE N/A 7,190 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,481 666,945 SH   SOLE N/A 666,945 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,131 26,558 SH   SOLE N/A 26,558 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 9,408 504,444 SH   SOLE N/A 504,444 0 0
VISA INC COM CL A 92826C839 4,875 65,726 SH   SOLE N/A 65,726 0 0
VIVEVE MED INC COM 92852W204 2,057 627,124 SH   SOLE N/A 627,124 0 0
XENIA HOTELS & RESORTS INC COM 984017103 5,688 338,958 SH   SOLE N/A 338,958 0 0
XILINX INC COM 983919101 447 9,700 SH   SOLE N/A 9,700 0 0
YANDEX N V SHS CLASS A N97284108 4,795 219,450 SH   SOLE N/A 219,450 0 0
YELP INC CL A 985817105 6,193 204,000 SH   SOLE N/A 204,000 0 0