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
ACTIVISION BLIZZARD INC COM 00507V109 211,640 3,342,395 SH   SOLE N/A 3,342,395 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 35,588 356,990 SH   SOLE N/A 356,990 0 0
ALPHABET INC CAP STK CL C 02079K107 299,826 286,531 SH   SOLE N/A 286,531 0 0
ANDEAVOR COM 03349M105 217,873 1,905,488 SH   SOLE N/A 1,905,488 0 0
APPLE INC COM 037833100 61,434 363,021 SH   SOLE N/A 363,021 0 0
AT&T INC COM 00206R102 116,640 3,000,000 SH Put SOLE N/A 3,000,000 0 0
AUTODESK INC COM 052769106 98,282 937,539 SH   SOLE N/A 937,539 0 0
BANK AMER CORP COM 060505104 134,312 4,549,854 SH   SOLE N/A 4,549,854 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 298 1 SH   SOLE N/A 1 0 0
CARS COM INC COM 14575E105 19,833 687,680 SH   SOLE N/A 687,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 309,298 5,744,755 SH   SOLE N/A 5,744,755 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 2,280 141,271 SH   SOLE N/A 141,271 0 0
CITIGROUP INC COM NEW 172967424 75,852 1,019,382 SH   SOLE N/A 1,019,382 0 0
CORNING INC COM 219350105 63,656 1,989,866 SH   SOLE N/A 1,989,866 0 0
CSX CORP COM 126408103 250,122 4,546,838 SH   SOLE N/A 4,546,838 0 0
DEVON ENERGY CORP NEW COM 25179M103 43,689 1,055,298 SH   SOLE N/A 1,055,298 0 0
DOMINOS PIZZA INC COM 25754A201 72,001 381,036 SH   SOLE N/A 381,036 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 405 1,000,000 SH   SOLE N/A 1,000,000 0 0
ENCANA CORP COM 292505104 249,065 18,684,561 SH   SOLE N/A 18,684,561 0 0
EQT CORP COM 26884L109 157,271 2,763,024 SH   SOLE N/A 2,763,024 0 0
FACEBOOK INC CL A 30303M102 97,677 553,535 SH   SOLE N/A 553,535 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 370,118 1,923,391 SH   SOLE N/A 1,923,391 0 0
IAC INTERACTIVECORP COM 44919P508 256,196 2,095,160 SH   SOLE N/A 2,095,160 0 0
IQVIA HLDGS INC COM 46266C105 79,323 810,250 SH   SOLE N/A 810,250 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 39,516 1,045,392 SH   SOLE N/A 1,045,392 0 0
KRAFT HEINZ CO COM 500754106 51,571 663,209 SH   SOLE N/A 663,209 0 0
MARATHON PETE CORP COM 56585A102 197,199 2,988,775 SH   SOLE N/A 2,988,775 0 0
MASTERCARD INCORPORATED CL A 57636Q104 117,754 777,976 SH   SOLE N/A 777,976 0 0
MICROSOFT CORP COM 594918104 324,395 3,792,319 SH   SOLE N/A 3,792,319 0 0
NOVAGOLD RES INC COM NEW 66987E206 16,899 4,300,000 SH   SOLE N/A 4,300,000 0 0
NRG ENERGY INC COM NEW 629377508 246,050 8,639,385 SH   SOLE N/A 8,639,385 0 0
PARSLEY ENERGY INC CL A 701877102 123,642 4,199,798 SH   SOLE N/A 4,199,798 0 0
PAYPAL HLDGS INC COM 70450Y103 73,749 1,001,757 SH   SOLE N/A 1,001,757 0 0
PRAXAIR INC COM 74005P104 118,958 769,058 SH   SOLE N/A 769,058 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 43,356 600,000 SH   SOLE N/A 600,000 0 0
SERVICENOW INC COM 81762P102 62,187 476,930 SH   SOLE N/A 476,930 0 0
SNAP INC CL A 83304A106 8,040 550,301 SH   SOLE N/A 550,301 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 61,825 500,000 SH Call SOLE N/A 500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 133,430 500,000 SH Put SOLE N/A 500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 400,290 1,500,000 SH Call SOLE N/A 1,500,000 0 0
STEEL DYNAMICS INC COM 858119100 197,043 4,568,576 SH   SOLE N/A 4,568,576 0 0
STITCH FIX INC COM CL A 860897107 12,502 484,000 SH   SOLE N/A 484,000 0 0
SUMMIT MATLS INC CL A 86614U100 43,035 1,368,798 SH   SOLE N/A 1,368,798 0 0
TECK RESOURCES LTD CL B 878742204 66,421 2,538,063 SH   SOLE N/A 2,538,063 0 0
ULTA BEAUTY INC COM 90384S303 127,573 570,387 SH   SOLE N/A 570,387 0 0
UNITI GROUP INC COM 91325V108 13,787 775,000 SH Call SOLE N/A 775,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 12,666 545,000 SH   SOLE N/A 545,000 0 0
VANTIV INC CL A 92210H105 161,244 2,192,299 SH   SOLE N/A 2,192,299 0 0
VISA INC COM CL A 92826C839 119,569 1,048,669 SH   SOLE N/A 1,048,669 0 0
WILLIAMS COS INC DEL COM 969457100 169,568 5,561,431 SH   SOLE N/A 5,561,431 0 0
WIX COM LTD SHS M98068105 229,376 3,985,687 SH   SOLE N/A 3,985,687 0 0