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
ABEONA THERAPEUTICS INC COM 00289Y107 3,574 714,800 SH   SOLE   714,800 0 0
AETNA INC NEW COM 00817Y108 10,131 79,430 SH   SOLE   79,430 0 0
ALCOA CORP COM 013872106 38,119 1,108,110 SH   SOLE   1,108,110 0 0
ALPHABET INC CAP STK CL C 02079K107 33,081 39,878 SH   SOLE   39,878 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,882 105,990 SH   SOLE   105,990 0 0
BANK AMER CORP COM 060505104 15,641 663,036 SH   SOLE   663,036 0 0
BANK AMER CORP COM 060505104 41,754 1,770,000 SH Call SOLE   1,770,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 5,090 561,167 SH   SOLE   561,167 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,591 72,072 SH   SOLE   72,072 0 0
CITIGROUP INC COM NEW 172967424 19,154 320,190 SH   SOLE   320,190 0 0
COMCAST CORP NEW CL A 20030N101 14,396 382,978 SH   SOLE   382,978 0 0
COMCAST CORP NEW CL A 20030N101 40,221 1,070,000 SH Call SOLE   1,070,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 13,194 139,694 SH   SOLE   139,694 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 11,874 194,371 SH   SOLE   194,371 0 0
DOW CHEM CO COM 260543103 3,177 50,000 SH   SOLE   50,000 0 0
DOW CHEM CO COM 260543103 44,478 700,000 SH Call SOLE   700,000 0 0
D R HORTON INC COM 23331A109 738 22,163 SH   SOLE   22,163 0 0
DYNEGY INC NEW DEL COM 26817R108 6,342 806,909 SH   SOLE   806,909 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 12,210 500,000 SH Call SOLE   500,000 0 0
EOG RES INC COM 26875P101 6,163 63,178 SH   SOLE   63,178 0 0
EQUINIX INC COM PAR $0.001 29444U700 72,873 182,013 SH   SOLE   182,013 0 0
FACEBOOK INC CL A 30303M102 19,594 137,938 SH   SOLE   137,938 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 992 7,427 SH   SOLE   7,427 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 19,662 261,391 SH   SOLE   261,391 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,405 650,000 SH   SOLE   650,000 0 0
ICICI BK LTD ADR 45104G104 43,609 5,070,845 SH   SOLE   5,070,845 0 0
JETBLUE AIRWAYS CORP COM 477143101 12,366 600,000 SH   SOLE   600,000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 498 17,205 SH   SOLE   17,205 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 10,589 122,560 SH   SOLE   122,560 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 2,142 48,160 SH   SOLE   48,160 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 30,934 339,223 SH   SOLE   339,223 0 0
MARTIN MARIETTA MATLS INC COM 573284106 12,366 56,660 SH   SOLE   56,660 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,192 215,096 SH   SOLE   215,096 0 0
MGM RESORTS INTERNATIONAL COM 552953101 55,763 2,035,133 SH   SOLE   2,035,133 0 0
NRG ENERGY INC COM NEW 629377508 4,883 261,148 SH   SOLE   261,148 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 6,016 131,928 SH   SOLE   131,928 0 0
PARSLEY ENERGY INC CL A 701877102 23,750 730,557 SH   SOLE   730,557 0 0
PIONEER NAT RES CO COM 723787107 127,585 685,093 SH   SOLE   685,093 0 0
PPG INDS INC COM 693506107 5,100 48,534 SH   SOLE   48,534 0 0
PROLOGIS INC COM 74340W103 2,540 48,959 SH   SOLE   48,959 0 0
PULTE GROUP INC COM 745867101 1,157 49,130 SH   SOLE   49,130 0 0
RANGE RES CORP COM 75281A109 49,046 1,685,440 SH   SOLE   1,685,440 0 0
REGENXBIO INC COM 75901B107 1,158 60,000 SH   SOLE   60,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 15,540 129,104 SH   SOLE   129,104 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 836,877 3,550,000 SH Put SOLE   3,550,000 0 0
T MOBILE US INC COM 872590104 10,593 164,000 SH   SOLE   164,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 27,532 850,000 SH   SOLE   850,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 35,432 1,150,000 SH Call SOLE   1,150,000 0 0
VISA INC COM CL A 92826C839 2,222 25,000 SH   SOLE   25,000 0 0
VOYA FINL INC COM 929089100 4,608 121,378 SH   SOLE   121,378 0 0
VULCAN MATLS CO COM 929160109 511 4,240 SH   SOLE   4,240 0 0
WAYFAIR INC CL A 94419L101 11,848 292,624 SH   SOLE   292,624 0 0
WESTLAKE CHEM CORP COM 960413102 22,558 341,529 SH   SOLE   341,529 0 0
WEYERHAEUSER CO COM 962166104 1,517 44,647 SH   SOLE   44,647 0 0