The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 243,258 | 19,491,865 | SH | SOLE | 19,491,865 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 37,440 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 74,522 | 528,900 | SH | SOLE | 528,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 43,619 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 14,535 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 143,296 | 148,033 | SH | SOLE | 148,033 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 38,644 | 414,231 | SH | SOLE | 414,231 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 14,843 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
| BANCO SANTANDER BRASIL S A | ADS REP 1 UNIT | 05967A107 | 18,692 | 2,482,310 | SH | SOLE | 2,482,310 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 129,408 | 555,282 | SH | SOLE | 555,282 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 66,550 | 1,365,138 | SH | SOLE | 1,365,138 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X102 | 25,555 | 2,408,600 | SH | SOLE | 2,408,600 | 0 | 0 | ||
| CENTRAL EUROPEAN MEDIA ENTRP | CL A NEW | G20045202 | 14,241 | 3,560,162 | SH | SOLE | 3,560,162 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 25,264 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 65,114 | 973,600 | SH | SOLE | 973,600 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 114,099 | 588,958 | SH | SOLE | 588,958 | 0 | 0 | ||
| CONTROLADORA VUELA CIA DE AV | SPON ADR RP 10 | 21240E105 | 51,708 | 3,553,785 | SH | SOLE | 3,553,785 | 0 | 0 | ||
| ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 44,663 | 965,059 | SH | SOLE | 965,059 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 64,484 | 427,100 | SH | SOLE | 427,100 | 0 | 0 | ||
| GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 17,211 | 403,630 | SH | SOLE | 403,630 | 0 | 0 | ||
| GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 18,080 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 107,293 | 576,347 | SH | SOLE | 576,347 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 19,412 | 6,343,791 | SH | SOLE | 6,343,791 | 0 | 0 | ||
| ISHARES TR | JP MOR EM MK ETF | 464288281 | 165,822 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 66,729 | 2,871,297 | SH | SOLE | 2,871,297 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 36,207 | 236,398 | SH | SOLE | 236,398 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 142,138 | 4,760,162 | SH | SOLE | 4,760,162 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,930 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 20,837 | 1,232,929 | SH | SOLE | 1,232,929 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 56,106 | 2,021,820 | SH | SOLE | 2,021,820 | 0 | 0 | ||
| PEABODY ENERGY CORP NEW | COM | 704551100 | 535,982 | 21,921,545 | SH | SOLE | 21,921,545 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 70,845 | 8,866,744 | SH | SOLE | 8,866,744 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 33,590 | 4,502,618 | SH | SOLE | 4,502,618 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 95,228 | 1,064,000 | SH | SOLE | 1,064,000 | 0 | 0 | ||
| RAMACO RES INC | COM | 75134P303 | 4,695 | 776,000 | SH | SOLE | 776,000 | 0 | 0 | ||
| RSP PERMIAN INC | COM | 74978Q105 | 62,984 | 1,951,773 | SH | SOLE | 1,951,773 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 40,533 | 1,643,000 | SH | SOLE | 1,643,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 222,030 | 9,000,000 | SH | Call | SOLE | 9,000,000 | 0 | 0 | |
| SLM CORP | COM | 78442P106 | 66,017 | 5,740,568 | SH | SOLE | 5,740,568 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 29,357 | 546,990 | SH | SOLE | 546,990 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 218,627 | 26,629,336 | SH | SOLE | 26,629,336 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 15,245 | 251,486 | SH | SOLE | 251,486 | 0 | 0 | ||
| T MOBILE US INC | CONV PFD SER A | 872590203 | 73,487 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 20,351 | 573,441 | SH | SOLE | 573,441 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 73,939 | 788,427 | SH | SOLE | 788,427 | 0 | 0 | ||
| WEIBO CORP | SPONSORED ADR | 948596101 | 13,228 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 139,641 | 1,576,089 | SH | SOLE | 1,576,089 | 0 | 0 | ||
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 95,513 | 3,896,900 | SH | SOLE | 3,896,900 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 42,073 | 4,355,357 | SH | SOLE | 4,355,357 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 215,990 | 3,358,055 | SH | SOLE | 3,358,055 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 98,632 | 3,758,838 | SH | SOLE | 3,758,838 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 58,027 | 2,649,632 | SH | SOLE | 2,649,632 | 0 | 0 | ||