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
AECOM COM 00766T100 680 22,875 SH   SOLE   22,875 0 0
AIR LEASE CORP CL A 00912X302 3,011 105,343 SH   SOLE   105,343 0 0
ALASKA AIR GROUP INC COM 011659109 1,317 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL C 02079K107 2,721 3,500 SH   SOLE   3,500 0 0
ANADARKO PETE CORP COM 032511107 634 10,000 SH   SOLE   10,000 0 0
ANALOG DEVICES INC COM 032654105 2,900 45,000 SH   SOLE   45,000 0 0
APPLE INC COM 037833100 1,696 15,000 SH   SOLE   15,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 249 18,750 SH   SOLE   18,750 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,915 75,000 SH   SOLE   75,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 329 6,100 SH   SOLE   6,100 0 0
BROADCOM LTD SHS Y09827109 3,795 22,000 SH   SOLE   22,000 0 0
CAMECO CORP COM 13321L108 428 50,000 SH   SOLE   50,000 0 0
CF INDS HLDGS INC COM 125269100 2,069 84,975 SH   SOLE   84,975 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,078 40,000 SH   SOLE   40,000 0 0
CORNING INC COM 219350105 2,956 125,000 SH   SOLE   125,000 0 0
DIANA SHIPPING INC COM Y2066G104 105 40,000 SH   SOLE   40,000 0 0
EOG RES INC COM 26875P101 484 5,000 SH   SOLE   5,000 0 0
FLEXION THERAPEUTICS INC COM 33938J106 489 25,000 SH   SOLE   25,000 0 0
HARRIS CORP DEL COM 413875105 1,374 15,000 SH   SOLE   15,000 0 0
HONEYWELL INTL INC COM 438516106 1,457 12,500 SH   SOLE   12,500 0 0
INGERSOLL-RAND PLC SHS G47791101 2,079 30,600 SH   SOLE   30,600 0 0
METLIFE INC COM 59156R108 1,183 26,630 SH   SOLE   26,630 0 0
MYLAN N V SHS EURO N59465109 832 21,820 SH   SOLE   21,820 0 0
NEWFIELD EXPL CO COM 651290108 2,390 55,000 SH   SOLE   55,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 420 15,000 SH   SOLE   15,000 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 287 75,000 SH   SOLE   75,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,122 11,000 SH   SOLE   11,000 0 0
PALO ALTO NETWORKS INC COM 697435105 518 3,250 SH   SOLE   3,250 0 0
PIONEER NAT RES CO COM 723787107 1,392 7,500 SH   SOLE   7,500 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 6,556 400,000 SH   SOLE   400,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,885 15,000 SH   SOLE   15,000 0 0
WILLIAMS COS INC DEL COM 969457100 615 20,000 SH   SOLE   20,000 0 0
WPX ENERGY INC COM 98212B103 1,319 100,000 SH   SOLE   100,000 0 0