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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 743,817 4,052,616 SH   SOLE N/A 4,052,616 0 0
ALLERGAN PLC SHS G0177J108 622,673 3,700,000 SH   SOLE N/A 3,700,000 0 0
ALLSTATE CORP COM 020002101 50,039 527,833 SH   SOLE N/A 527,833 0 0
ALLY FINL INC COM 02005N100 215,792 7,948,145 SH   SOLE N/A 7,948,145 0 0
ALPHABET INC CAP STK CL C 02079K107 418,749 405,847 SH   SOLE N/A 405,847 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 47,489 5,068,188 SH   SOLE N/A 5,068,188 0 0
ALTABA INC COM 021346101 593,875 8,021,000 SH   SOLE N/A 8,021,000 0 0
APPLIED MATLS INC COM 038222105 87,308 1,570,000 SH   SOLE N/A 1,570,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 75,031 3,832,000 SH   SOLE N/A 3,832,000 0 0
BANK AMER CORP COM 060505104 328,856 10,965,513 SH   SOLE N/A 10,965,513 0 0
BOSTON SCIENTIFIC CORP COM 101137107 106,841 3,910,738 SH   SOLE N/A 3,910,738 0 0
BOYD GAMING CORP COM 103304101 43,167 1,354,896 SH   SOLE N/A 1,354,896 0 0
CAESARS ENTMT CORP COM 127686103 142,376 12,655,674 SH   SOLE N/A 12,655,674 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 86,836 48,992,834 PRN   SOLE N/A 48,992,834 0 0
CENTENE CORP DEL COM 15135B101 130,779 1,223,717 SH   SOLE N/A 1,223,717 0 0
CHENIERE ENERGY INC COM NEW 16411R208 49,160 919,741 SH   SOLE N/A 919,741 0 0
DOLLAR GEN CORP NEW COM 256677105 113,642 1,214,776 SH   SOLE N/A 1,214,776 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 89,403 6,291,534 SH   SOLE N/A 6,291,534 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 108,476 6,687,818 SH   SOLE N/A 6,687,818 0 0
FACEBOOK INC CL A 30303M102 992,296 6,210,000 SH   SOLE N/A 6,210,000 0 0
HCA HEALTHCARE INC COM 40412C101 27,440 282,884 SH   SOLE N/A 282,884 0 0
HUNTSMAN CORP COM 447011107 109,296 3,736,630 SH   SOLE N/A 3,736,630 0 0
KENNAMETAL INC COM 489170100 75,802 1,887,507 SH   SOLE N/A 1,887,507 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 43,710 950,000 SH   SOLE N/A 950,000 0 0
LAM RESEARCH CORP COM 512807108 263,211 1,295,586 SH   SOLE N/A 1,295,586 0 0
MGM RESORTS INTERNATIONAL COM 552953101 142,514 4,069,504 SH   SOLE N/A 4,069,504 0 0
MICRON TECHNOLOGY INC COM 595112103 1,846,017 35,405,000 SH   SOLE N/A 35,405,000 0 0
NRG ENERGY INC COM NEW 629377508 205,607 6,734,603 SH   SOLE N/A 6,734,603 0 0
NVIDIA CORP COM 67066G104 34,739 150,000 SH   SOLE N/A 150,000 0 0
OWENS CORNING NEW COM 690742101 113,903 1,416,704 SH   SOLE N/A 1,416,704 0 0
PEABODY ENERGY CORP NEW COM 704551100 21,587 591,424 SH   SOLE N/A 591,424 0 0
PG&E CORP COM 69331C108 72,485 1,650,000 SH   SOLE N/A 1,650,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 36,575 3,798,055 SH   SOLE N/A 3,798,055 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 123,656 772,225 SH   SOLE N/A 772,225 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 33,705 500,000 SH   SOLE N/A 500,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8,271 300,000 SH   SOLE N/A 300,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 17,610 500,000 SH   SOLE N/A 500,000 0 0
STRYKER CORP COM 863667101 59,701 371,000 SH   SOLE N/A 371,000 0 0
SUMMIT MATLS INC CL A 86614U100 74,453 2,458,806 SH   SOLE N/A 2,458,806 0 0
T MOBILE US INC COM 872590104 253,316 4,150,000 SH   SOLE N/A 4,150,000 0 0
TERRAFORM PWR INC COM CL A 88104R209 44,289 4,127,600 SH   SOLE N/A 4,127,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 123,257 597,000 SH   SOLE N/A 597,000 0 0
UBS GROUP AG SHS H42097107 122,461 6,955,399 SH   SOLE N/A 6,955,399 0 0
UNITED CONTL HLDGS INC COM 910047109 36,492 525,289 SH   SOLE N/A 525,289 0 0
UNITED RENTALS INC COM 911363109 2,230 12,913 SH   SOLE N/A 12,913 0 0
UNITEDHEALTH GROUP INC COM 91324P102 151,210 706,589 SH   SOLE N/A 706,589 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 76,854 737,000 SH   SOLE N/A 737,000 0 0
VENATOR MATLS PLC SHS G9329Z100 32,333 1,787,328 SH   SOLE N/A 1,787,328 0 0
WELLS FARGO CO NEW COM 949746101 153,960 2,937,615 SH   SOLE N/A 2,937,615 0 0
WESTERN DIGITAL CORP COM 958102105 46,135 500,000 SH   SOLE N/A 500,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 93,767 2,723,404 SH   SOLE N/A 2,723,404 0 0
WMIH CORP COM 92936P100 4,649 3,274,234 SH   SOLE N/A 3,274,234 0 0
XPO LOGISTICS INC COM 983793100 217,168 2,133,070 SH   SOLE N/A 2,133,070 0 0