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
ADVANCED MICRO DEVICES INC COM 007903107 164,633 11,315,000 SH   SOLE   11,315,000 0 0
ALPHABET INC CAP STK CL C 02079K107 114,986 138,611 SH   SOLE   138,611 0 0
AMAZON COM INC COM 023135106 165,324 186,482 SH   SOLE   186,482 0 0
APPTIO INC CL A 03835C108 522 44,532 SH   SOLE   44,532 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,758 219,033 SH   SOLE   219,033 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 872 46,000 SH   SOLE   46,000 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 25,157 754,100 SH   SOLE   754,100 0 0
BROADCOM LTD SHS Y09827109 64,370 293,982 SH   SOLE   293,982 0 0
BWX TECHNOLOGIES INC COM 05605H100 123,315 2,590,661 SH   SOLE   2,590,661 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 18,995 557,848 SH   SOLE   557,848 0 0
CALLON PETE CO DEL COM 13123X102 74,245 5,641,700 SH   SOLE   5,641,700 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 12,538 687,758 SH   SOLE   687,758 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 15,379 4,961,047 SH   SOLE   4,961,047 0 0
SCHWAB CHARLES CORP NEW COM 808513105 5,177 126,859 SH   SOLE   126,859 0 0
CIT GROUP INC COM NEW 125581801 14,682 342,000 SH   SOLE   342,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 59,100 364,658 SH   SOLE   364,658 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 49,378 3,542,185 SH   SOLE   3,542,185 0 0
CREDICORP LTD COM G2519Y108 25,503 156,173 SH   SOLE   156,173 0 0
SALESFORCE COM INC COM 79466L302 82,490 1,000,000 SH Call SOLE   1,000,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 89,756 6,523,000 SH   SOLE   6,523,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 106,441 2,551,308 SH   SOLE   2,551,308 0 0
DIAMONDBACK ENERGY INC COM 25278X109 90,244 870,113 SH   SOLE   870,113 0 0
DICKS SPORTING GOODS INC COM 253393102 41,361 849,998 SH   SOLE   849,998 0 0
DISH NETWORK CORP CL A 25470M109 25,269 398,000 SH   SOLE   398,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 141,891 4,066,818 SH   SOLE   4,066,818 0 0
ENERGY XXI GULF COAST INC COM 29276K101 9,596 320,191 SH   SOLE   320,191 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 13,472 381,530 SH   SOLE   381,530 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 23,295 3,178,000 SH   SOLE   3,178,000 0 0
FIRST HAWAIIAN INC COM 32051X108 13,506 451,400 SH   SOLE   451,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857 978 73,241 SH   SOLE   73,241 0 0
GENERAL DYNAMICS CORP COM 369550108 92,243 492,750 SH   SOLE   492,750 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 50,434 219,546 SH   SOLE   219,546 0 0
GREEN BANCORP INC COM 39260X100 632 35,500 SH   SOLE   35,500 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 15,300 900,000 SH   SOLE   900,000 0 0
GUARANTY BANCORP DEL COM NEW 40075T607 2,143 88,000 SH   SOLE   88,000 0 0
HALLIBURTON CO COM 406216101 54,396 1,105,395 SH   SOLE   1,105,395 0 0
HRG GROUP INC COM 40434J100 73,118 3,784,583 SH   SOLE   3,784,583 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 63,264 315,939 SH   SOLE   315,939 0 0
IBERIABANK CORP COM 450828108 3,702 46,800 SH   SOLE   46,800 0 0
ICICI BK LTD ADR 45104G104 5,218 606,800 SH   SOLE   606,800 0 0
INTEL CORP COM 458140100 41,300 1,145,000 SH   SOLE   1,145,000 0 0
INTELSAT S A COM L5140P101 26,327 6,343,791 SH   SOLE   6,343,791 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 26,810 447,800 SH   SOLE   447,800 0 0
KEYCORP NEW COM 493267108 62,084 3,491,800 SH   SOLE   3,491,800 0 0
LAMB WESTON HLDGS INC COM 513272104 22,919 544,918 SH   SOLE   544,918 0 0
LAS VEGAS SANDS CORP COM 517834107 76,979 1,348,853 SH   SOLE   1,348,853 0 0
MACYS INC COM 55616P104 25,105 847,000 SH   SOLE   847,000 0 0
MCDONALDS CORP COM 580135101 62,550 482,598 SH   SOLE   482,598 0 0
MERCK & CO INC COM 58933Y105 93,245 1,467,500 SH   SOLE   1,467,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 68,327 2,493,677 SH   SOLE   2,493,677 0 0
MICRON TECHNOLOGY INC COM 595112103 130,329 4,509,662 SH   SOLE   4,509,662 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 40,318 3,020,102 SH   SOLE   3,020,102 0 0
MORGAN STANLEY COM NEW 617446448 7,166 167,270 SH   SOLE   167,270 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 7,218 4,952,000 SH   SOLE   4,952,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 97,275 7,442,627 SH   SOLE   7,442,627 0 0
PARSLEY ENERGY INC CL A 701877102 96,573 2,970,569 SH   SOLE   2,970,569 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 30,068 3,103,000 SH   SOLE   3,103,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 13,489 1,463,000 SH   SOLE   1,463,000 0 0
PIONEER NAT RES CO COM 723787107 30,542 164,000 SH   SOLE   164,000 0 0
PPG INDS INC COM 693506107 18,327 174,412 SH   SOLE   174,412 0 0
PROPETRO HLDG CORP COM 74347M108 18,046 1,400,000 SH   SOLE   1,400,000 0 0
RAMACO RES INC COM 75134P303 7,504 776,000 SH   SOLE   776,000 0 0
RAYTHEON CO COM NEW 755111507 84,561 554,500 SH   SOLE   554,500 0 0
RSP PERMIAN INC COM 74978Q105 81,840 1,975,373 SH   SOLE   1,975,373 0 0
SALESFORCE COM INC COM 79466L302 149,276 1,809,620 SH   SOLE   1,809,620 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 30,137 1,270,000 SH   SOLE   1,270,000 0 0
SLM CORP COM 78442P106 35,978 2,973,397 SH   SOLE   2,973,397 0 0
SMART SAND INC COM 83191H107 2,570 158,184 SH   SOLE   158,184 0 0
SNAP INC CL A 83304A106 61,771 2,741,737 SH   SOLE   2,741,737 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 88,317 2,358,900 SH   SOLE   2,358,900 0 0
SPRINT CORP COM SER 1 85207U105 258,062 29,730,686 SH   SOLE   29,730,686 0 0
STATE STR CORP COM 857477103 131,619 1,653,300 SH   SOLE   1,653,300 0 0
SVB FINL GROUP COM 78486Q101 25,364 136,297 SH   SOLE   136,297 0 0
T MOBILE US INC COM 872590104 73,599 1,139,486 SH   SOLE   1,139,486 0 0
TARGA RES CORP COM 87612G101 47,576 794,265 SH   SOLE   794,265 0 0
TENARIS S A SPONSORED ADR 88031M109 42,326 1,239,788 SH   SOLE   1,239,788 0 0
T MOBILE US INC CONV PFD SER A 872590203 78,828 745,000 SH   SOLE   745,000 0 0
TWITTER INC COM 90184L102 4,485 300,000 SH   SOLE   300,000 0 0
TWITTER INC NOTE 0.250% 9/1 90184LAB8 98,348 104,500,000 SH   SOLE   104,500,000 0 0
TWITTER INC NOTE 1.000% 9/1 90184LAD4 108,088 118,500,000 SH   SOLE   118,500,000 0 0
U S SILICA HLDGS INC COM 90346E103 64,985 1,354,141 SH   SOLE   1,354,141 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 5,107 463,000 SH   SOLE   463,000 0 0
VISA INC COM CL A 92826C839 203,959 2,295,027 SH   SOLE   2,295,027 0 0
WESTERN DIGITAL CORP COM 958102105 65,405 792,500 SH   SOLE   792,500 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 44,245 1,833,600 SH   SOLE   1,833,600 0 0
WIX COM LTD SHS M98068105 13,241 195,000 SH   SOLE   195,000 0 0
WPX ENERGY INC COM 98212B103 113,227 8,456,089 SH   SOLE   8,456,089 0 0
WYNN RESORTS LTD COM 983134107 34,612 302,000 SH   SOLE   302,000 0 0
XENITH BANKSHARES INC NEW COM NEW 984102202 436 17,200 SH   SOLE   17,200 0 0
XILINX INC COM 983919101 184,145 3,180,955 SH   SOLE   3,180,955 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 177,975 7,500,000 SH Call SOLE   7,500,000 0 0
YANDEX N V SHS CLASS A N97284108 107,792 4,915,272 SH   SOLE   4,915,272 0 0