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
AIR LEASE CORP CL A 00912X302 2,920 75,343 SH   SOLE   75,343 0 0
ALPHABET INC CAP STK CL C 02079K107 2,489 3,000 SH   SOLE   3,000 0 0
ANALOG DEVICES INC COM 032654105 1,024 12,500 SH   SOLE   12,500 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 729 38,750 SH   SOLE   38,750 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,525 85,000 SH   SOLE   85,000 0 0
BROADCOM LTD SHS Y09827109 2,080 9,500 SH   SOLE   9,500 0 0
CF INDS HLDGS INC COM 125269100 1,376 46,875 SH   SOLE   46,875 0 0
CIENA CORP COM NEW 171779309 758 32,100 SH   SOLE   32,100 0 0
CORNING INC COM 219350105 2,768 102,500 SH   SOLE   102,500 0 0
DIANA SHIPPING INC COM Y2066G104 185 40,000 SH   SOLE   40,000 0 0
DISH NETWORK CORP CL A 25470M109 2,381 37,500 SH   SOLE   37,500 0 0
EXACT SCIENCES CORP COM 30063P105 945 40,000 SH   SOLE   40,000 0 0
FLEXION THERAPEUTICS INC COM 33938J106 269 10,000 SH   SOLE   10,000 0 0
HARRIS CORP DEL COM 413875105 2,726 24,500 SH   SOLE   24,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 723 20,000 SH   SOLE   20,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,107 15,000 SH   SOLE   15,000 0 0
NEWFIELD EXPL CO COM 651290108 1,107 30,000 SH   SOLE   30,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,206 20,000 SH   SOLE   20,000 0 0
PIONEER NAT RES CO COM 723787107 1,397 7,500 SH   SOLE   7,500 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 10,088 750,000 SH   SOLE   750,000 0 0
TALEND S A ADS 874224207 447 15,000 SH   SOLE   15,000 0 0
TIMKEN CO COM 887389104 2,034 45,000 SH   SOLE   45,000 0 0
WESCO INTL INC COM 95082P105 1,502 21,600 SH   SOLE   21,600 0 0
WPX ENERGY INC COM 98212B103 1,339 100,000 SH   SOLE   100,000 0 0