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
ADECOAGRO S A COM L00849106 4,242 367,305 SH   SOLE   367,305 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,548 40,000 SH   SOLE   40,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,889 70,000 SH   SOLE   70,000 0 0
ALLSTATE CORP COM 020002101 1,011 15,000 SH   SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,223 13,400 SH   SOLE   13,400 0 0
ALPHABET INC CAP STK CL C 02079K107 10,429 14,000 SH   SOLE   14,000 0 0
AMAZON COM INC COM 023135106 3,859 6,500 SH   SOLE   6,500 0 0
AMETEK INC NEW COM 031100100 4,998 100,000 SH   SOLE   100,000 0 0
ANADARKO PETE CORP COM 032511107 2,561 55,000 SH   SOLE   55,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 13,051 130,000 SH Put SOLE   130,000 0 0
BALL CORP COM 058498106 4,634 65,000 SH   SOLE   65,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 7,258 112,586 SH   SOLE   112,586 0 0
BANK AMER CORP COM 060505104 6,160 455,650 SH   SOLE   455,650 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,604 125,000 SH   SOLE   125,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 5,022 285,000 SH   SOLE   285,000 0 0
BARRICK GOLD CORP COM 067901108 206,416 15,200,000 SH Call SOLE   15,200,000 0 0
BARRICK GOLD CORP COM 067901108 157,077 11,566,800 SH   SOLE   11,566,800 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,446 122,483 SH   SOLE   122,483 0 0
BLOOMIN BRANDS INC COM 094235108 6,748 400,000 SH   SOLE   400,000 0 0
BUFFALO WILD WINGS INC COM 119848109 11,109 75,000 SH   SOLE   75,000 0 0
BURLINGTON STORES INC COM 122017106 8,436 150,000 SH   SOLE   150,000 0 0
CITIGROUP INC COM NEW 172967424 2,104 50,400 SH   SOLE   50,400 0 0
CITIZENS FINL GROUP INC COM 174610105 4,190 200,000 SH   SOLE   200,000 0 0
COCA COLA CO COM 191216100 80,394 1,733,000 SH   SOLE   1,733,000 0 0
CROWN HOLDINGS INC COM 228368106 4,711 95,000 SH   SOLE   95,000 0 0
CSRA INC COM 12650T104 3,766 140,000 SH   SOLE   140,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 12,192 286,000 SH   SOLE   286,000 0 0
DANAHER CORP DEL COM 235851102 1,423 15,000 SH   SOLE   15,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,332 85,000 SH   SOLE   85,000 0 0
DOLLAR GEN CORP NEW COM 256677105 6,206 72,500 SH   SOLE   72,500 0 0
DYNEGY INC NEW DEL COM 26817R108 1,437 100,000 SH   SOLE   100,000 0 0
ECOLAB INC COM 278865100 3,903 35,000 SH   SOLE   35,000 0 0
ENCANA CORP COM 292505104 1,035 170,000 SH   SOLE   170,000 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,024 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 3,994 35,000 SH   SOLE   35,000 0 0
FERROGLOBE PLC SHS G33856108 441 50,000 SH   SOLE   50,000 0 0
FRANKLIN RES INC COM 354613101 2,148 55,000 SH   SOLE   55,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 25,095 2,427,000 SH   SOLE   2,427,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 773 25,000 SH   SOLE   25,000 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 1,327 68,687 SH   SOLE   68,687 0 0
GOLDCORP INC NEW COM 380956409 10,582 652,000 SH   SOLE   652,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,221 71,480 SH   SOLE   71,480 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,271 60,000 SH   SOLE   60,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 7,601 268,580 SH   SOLE   268,580 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,304 50,000 SH   SOLE   50,000 0 0
HOLLYFRONTIER CORP COM 436106108 1,060 30,000 SH   SOLE   30,000 0 0
HOME DEPOT INC COM 437076102 2,335 17,500 SH   SOLE   17,500 0 0
HONEYWELL INTL INC COM 438516106 2,241 20,000 SH   SOLE   20,000 0 0
INFINERA CORPORATION COM 45667G103 11,644 725,000 SH   SOLE   725,000 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 865 57,833 SH   SOLE   57,833 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 11,063 100,000 SH Put SOLE   100,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 6,348 188,000 SH   SOLE   188,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 25,688 750,000 SH Call SOLE   750,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 25,688 750,000 SH Put SOLE   750,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 25,848 754,700 SH   SOLE   754,700 0 0
KRAFT HEINZ CO COM 500754106 15,712 200,000 SH Call SOLE   200,000 0 0
KRAFT HEINZ CO COM 500754106 251,117 3,196,500 SH   SOLE   3,196,500 0 0
LILLY ELI & CO COM 532457108 898 12,471 SH   SOLE   12,471 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,278 150,000 SH Call SOLE   150,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 6,555 300,000 SH   SOLE   300,000 0 0
LOWES COS INC COM 548661107 758 10,000 SH   SOLE   10,000 0 0
MARATHON PETE CORP COM 56585A102 2,789 75,000 SH   SOLE   75,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 15,976 800,000 SH   SOLE   800,000 0 0
MCDONALDS CORP COM 580135101 5,656 45,000 SH   SOLE   45,000 0 0
MOHAWK INDS INC COM 608190104 3,818 20,000 SH   SOLE   20,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 11,542 120,000 SH   SOLE   120,000 0 0
MONDELEZ INTL INC CL A 609207105 8,626 215,000 SH   SOLE   215,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 132,180 991,000 SH   SOLE   991,000 0 0
MORGAN STANLEY COM NEW 617446448 1,956 78,200 SH   SOLE   78,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,018 15,250 SH   SOLE   15,250 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 9,123 165,000 SH   SOLE   165,000 0 0
NUCOR CORP COM 670346105 5,752 121,600 SH   SOLE   121,600 0 0
OLIN CORP COM PAR $1 680665205 1,911 110,000 SH   SOLE   110,000 0 0
ONEOK INC NEW COM 682680103 1,194 40,000 SH   SOLE   40,000 0 0
ORBITAL ATK INC COM 68557N103 2,174 25,000 SH   SOLE   25,000 0 0
OVERSEAS SHIPHOLDING GROUP I COM CL A 69036R301 22,511 11,973,758 SH   SOLE   11,973,758 0 0
OWENS ILL INC COM NEW 690768403 1,516 95,000 SH   SOLE   95,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 4,012 187,149 SH   SOLE   187,149 0 0
PBF ENERGY INC CL A 69318G106 996 30,000 SH   SOLE   30,000 0 0
PEPSICO INC COM 713448108 10,248 100,000 SH   SOLE   100,000 0 0
PETROBRAS ARGENTINA S A SPONS ADR 71646J109 136 20,749 SH   SOLE   20,749 0 0
RAYTHEON CO COM NEW 755111507 2,453 20,000 SH   SOLE   20,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 838 20,000 SH   SOLE   20,000 0 0
RICE ENERGY INC COM 762760106 1,047 75,000 SH   SOLE   75,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,643 20,000 SH   SOLE   20,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,807 350,000 SH   SOLE   350,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 2,332 400,000 SH   SOLE   400,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 3,095 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4,962 100,000 SH Put SOLE   100,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 3,884 100,000 SH   SOLE   100,000 0 0
SHERWIN WILLIAMS CO COM 824348106 4,270 15,000 SH   SOLE   15,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 10,853 87,500 SH   SOLE   87,500 0 0
SOUTHWEST AIRLS CO COM 844741108 1,792 40,000 SH   SOLE   40,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,614 200,000 SH   SOLE   200,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,035 100,000 SH Put SOLE   100,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,208 40,000 SH   SOLE   40,000 0 0
SYNCHRONY FINL COM 87165B103 2,866 100,000 SH   SOLE   100,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,651 150,000 SH Call SOLE   150,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,983 265,000 SH   SOLE   265,000 0 0
TARGET CORP COM 87612E106 2,057 25,000 SH   SOLE   25,000 0 0
TESORO CORP COM 881609101 1,290 15,000 SH   SOLE   15,000 0 0
TEXTRON INC COM 883203101 4,375 120,000 SH   SOLE   120,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,450 25,000 SH   SOLE   25,000 0 0
TYCO INTL PLC SHS G91442106 2,570 70,000 SH   SOLE   70,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,005 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839 3,824 50,000 SH   SOLE   50,000 0 0
WABCO HLDGS INC COM 92927K102 2,673 25,000 SH   SOLE   25,000 0 0
WHIRLPOOL CORP COM 963320106 2,254 12,500 SH   SOLE   12,500 0 0
WHITEWAVE FOODS CO COM 966244105 2,032 50,000 SH   SOLE   50,000 0 0
WYNN RESORTS LTD COM 983134107 3,270 35,000 SH   SOLE   35,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 4,774 267,000 SH   SOLE   267,000 0 0
ZENDESK INC COM 98936J101 1,047 50,000 SH   SOLE   50,000 0 0