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
3M CO COM 88579Y101 12,155 58,500 SH Put SOLE   58,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,678 379,221 SH   SOLE   379,221 0 0
AGNC INVT CORP COM 00123Q104 15,170 842,791 SH   SOLE   842,791 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,958 45,000 SH   SOLE   45,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,453 68,253 SH   SOLE   68,253 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,126 55,500 SH Call SOLE   55,500 0 0
AMAZON COM INC COM 023135106 22,856 12,835 SH   SOLE   12,835 0 0
ANALOG DEVICES INC COM 032654105 12,406 117,850 SH   SOLE   117,850 0 0
ANNALY CAP MGMT INC COM 035710409 15,028 1,504,279 SH   SOLE   1,504,279 0 0
ARGENX SE SPONSORED ADR 04016X101 5,419 43,410 SH   SOLE   43,410 0 0
ATLASSIAN CORP PLC CL A G06242104 2,664 23,700 SH   SOLE   23,700 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 1,368 35,059 SH   SOLE   35,059 0 0
AUTODESK INC COM 052769106 5,734 36,800 SH   SOLE   36,800 0 0
AUTOZONE INC COM 053332102 10,753 10,500 SH Put SOLE   10,500 0 0
BARRICK GOLD CORPORATION COM 067901108 2,057 150,000 SH   SOLE   150,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 977 11,000 SH   SOLE   11,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,439 95,000 SH Call SOLE   95,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 5,202 150,511 SH   SOLE   150,511 0 0
BLUEBIRD BIO INC COM 09609G100 4,283 27,222 SH   SOLE   27,222 0 0
BOEING CO COM 097023105 1,373 3,600 SH   SOLE   3,600 0 0
CHART INDS INC COM PAR $0.01 16115Q308 842 9,300 SH   SOLE   9,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,888 71,500 SH   SOLE   71,500 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 6,836 100,000 SH Call SOLE   100,000 0 0
CHIMERA INVT CORP COM NEW 16934Q208 5,101 272,177 SH   SOLE   272,177 0 0
CME GROUP INC COM CL A 12572Q105 7,406 45,000 SH   SOLE   45,000 0 0
COHERENT INC COM 192479103 3,047 21,500 SH   SOLE   21,500 0 0
COHERENT INC COM 192479103 7,795 55,000 SH Call SOLE   55,000 0 0
CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 10,145 10,000,000 PRN   SOLE   10,000,000 0 0
CUMMINS INC COM 231021106 8,683 55,000 SH Put SOLE   55,000 0 0
DAVITA INC COM 23918K108 13,301 245,000 SH Call SOLE   245,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 21,955 764,200 SH   SOLE   764,200 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 32,063 1,116,000 SH Call SOLE   1,116,000 0 0
DEERE & CO COM 244199105 4,872 30,481 SH   SOLE   30,481 0 0
DEERE & CO COM 244199105 4,795 30,000 SH Put SOLE   30,000 0 0
DHT HOLDINGS INC DEBT 4.500%10/0 23335SAB2 999 1,000,000 PRN   SOLE   1,000,000 0 0
DISNEY WALT CO COM DISNEY 254687106 7,184 64,700 SH   SOLE   64,700 0 0
DISNEY WALT CO COM DISNEY 254687106 11,103 100,000 SH Call SOLE   100,000 0 0
DOCUSIGN INC COM 256163106 2,172 41,900 SH   SOLE   41,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,734 600,000 SH Put SOLE   600,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 4,532 162,972 SH   SOLE   162,972 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,586 128,500 SH   SOLE   128,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,760 30,000 SH Put SOLE   30,000 0 0
HARRIS CORP DEL COM 413875105 2,460 15,400 SH   SOLE   15,400 0 0
IQIYI INC SPONSORED ADS 46267X108 342 14,310 SH   SOLE   14,310 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 27,683 645,000 SH Put SOLE   645,000 0 0
ISHARES TR GBL COMM SVC ETF 464287275 53,582 350,000 SH Put SOLE   350,000 0 0
ISHARES TR MSCI CHINA ETF 46429B671 6,051 96,930 SH   SOLE   96,930 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 96,570 2,250,000 SH Call SOLE   2,250,000 0 0
JD COM INC SPON ADR CL A 47215P106 16,598 550,500 SH Call SOLE   550,500 0 0
LOUISIANA PAC CORP COM 546347105 6,339 260,000 SH   SOLE   260,000 0 0
LYFT INC CL A COM 55087P104 1,957 25,000 SH   SOLE   25,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17,473 878,500 SH Call SOLE   878,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,091 356,500 SH   SOLE   356,500 0 0
MASTERCARD INC CL A 57636Q104 212 900 SH   SOLE   900 0 0
MICROSOFT CORP COM 594918104 236 2,000 SH   SOLE   2,000 0 0
NETFLIX INC COM 64110L106 36,612 102,681 SH   SOLE   102,681 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 16,832 995,371 SH   SOLE   995,371 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 2,370 389,100 SH   SOLE   389,100 0 0
NEW YORK TIMES CO CL A 650111107 59,361 1,807,035 SH   SOLE   1,807,035 0 0
NEWMONT MNG CORP COM 651639106 1,967 55,000 SH   SOLE   55,000 0 0
NIKE INC CL B 654106103 56,934 676,100 SH   SOLE   676,100 0 0
PG&E CORP COM 69331C108 19,349 1,087,000 SH   SOLE   1,087,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 7,936 320,000 SH Call SOLE   320,000 0 0
QUDIAN INC ADR 747798106 1,771 350,000 SH   SOLE   350,000 0 0
SALESFORCE COM INC COM 79466L302 12,670 80,000 SH Put SOLE   80,000 0 0
SEA LTD SPONSORED ADS 81141R100 19,044 809,700 SH   SOLE   809,700 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,172 108,000 SH   SOLE   108,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 5,142 200,000 SH Put SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,804 48,200 SH   SOLE   48,200 0 0
SERVICENOW INC COM 81762P102 8,381 34,000 SH   SOLE   34,000 0 0
SHOPIFY INC CL A 82509L107 3,099 15,000 SH Call SOLE   15,000 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 298,000 1,150,000 SH Put SOLE   1,150,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,486 26,500 SH   SOLE   26,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,248 100,000 SH Call SOLE   100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 14,124 50,000 SH Put SOLE   50,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 9,201 310,000 SH Call SOLE   310,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 452 14,700 SH   SOLE   14,700 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 677 7,400 SH   SOLE   7,400 0 0
SPRINT CORPORATION COM 85207U105 4,718 835,000 SH Put SOLE   835,000 0 0
SQUARE INC CL A 852234103 2,360 31,500 SH   SOLE   31,500 0 0
SQUARE INC CL A 852234103 6,780 90,500 SH Call SOLE   90,500 0 0
STARWOOD PPTY TR INC COM 85571B105 10,409 465,725 SH   SOLE   465,725 0 0
SYNOPSYS INC COM 871607107 27,850 241,856 SH   SOLE   241,856 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,329 18,300 SH   SOLE   18,300 0 0
TESLA INC COM 88160R101 23,508 84,000 SH Put SOLE   84,000 0 0
THE TRADE DESK INC COM CL A 88339J105 6,177 31,204 SH   SOLE   31,204 0 0
THE TRADE DESK INC COM CL A 88339J105 4,652 23,500 SH Call SOLE   23,500 0 0
TRIUMPH GROUP INC NEW COM 896818101 221 11,600 SH   SOLE   11,600 0 0
TWILIO INC CL A 90138F102 6,671 51,643 SH   SOLE   51,643 0 0
TWILIO INC CL A 90138F102 10,334 80,000 SH Call SOLE   80,000 0 0
UNIQURE NV SHS N90064101 2,097 35,159 SH   SOLE   35,159 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 22,532 1,005,000 SH Call SOLE   1,005,000 0 0
VANECK VECTORS ETF TR HIGH INCOME MLP 92189F288 15,507 900,000 SH Put SOLE   900,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2,060 100,000 SH Call SOLE   100,000 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5,093 58,596 SH   SOLE   58,596 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 6,040 101,385 SH   SOLE   101,385 0 0
VISA INC COM CL A 92826C839 203 1,300 SH   SOLE   1,300 0 0
WABTEC CORP COM 929740108 3,774 51,188 SH   SOLE   51,188 0 0
WAYFAIR INC CL A 94419L101 2,924 19,700 SH   SOLE   19,700 0 0
WEYERHAEUSER CO COM 962166104 8,561 325,000 SH   SOLE   325,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,189 13,700 SH   SOLE   13,700 0 0
XILINX INC COM 983919101 16,488 130,044 SH   SOLE   130,044 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,242 160,000 SH   SOLE   160,000 0 0
ZILLOW GROUP INC NOTE 2.000%12/0 98954MAB7 20,465 20,000,000 PRN   SOLE   20,000,000 0 0