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 167,494 16,293,165 SH   SOLE   16,293,165 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,021 261,100 SH   SOLE   261,100 0 0
ALTABA INC COM 021346101 122,391 1,752,193 SH   SOLE   1,752,193 0 0
AMAZON COM INC COM 023135106 117,764 100,699 SH   SOLE   100,699 0 0
ANDEAVOR COM 03349M105 30,823 269,570 SH   SOLE   269,570 0 0
ASSURED GUARANTY LTD COM G0585R106 11,776 347,694 SH   SOLE   347,694 0 0
AUTODESK INC COM 052769106 13,879 132,400 SH   SOLE   132,400 0 0
BANCO MACRO SA SPON ADR B 05961W105 53,679 463,229 SH   SOLE   463,229 0 0
BANK AMER CORP COM 060505104 119,965 4,063,844 SH   SOLE   4,063,844 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 23,643 743,493 SH   SOLE   743,493 0 0
BROADCOM LTD SHS Y09827109 40,765 158,682 SH   SOLE   158,682 0 0
BWX TECHNOLOGIES INC COM 05605H100 31,944 528,087 SH   SOLE   528,087 0 0
CONCHO RES INC COM 20605P101 30,964 206,122 SH   SOLE   206,122 0 0
CONSTELLATION BRANDS INC CL A 21036P108 111,043 485,817 SH   SOLE   485,817 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 27,293 3,403,127 SH   SOLE   3,403,127 0 0
CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 17,115 16,718,000 SH   SOLE   16,718,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 50,652 1,223,485 SH   SOLE   1,223,485 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 96,919 1,955,202 SH   SOLE   1,955,202 0 0
EOG RES INC COM 26875P101 84,008 778,500 SH   SOLE   778,500 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 31,286 475,175 SH   SOLE   475,175 0 0
FACEBOOK INC CL A 30303M102 100,053 567,000 SH   SOLE   567,000 0 0
FLEX LTD ORD Y2573F102 7,020 390,200 SH   SOLE   390,200 0 0
GENERAL DYNAMICS CORP COM 369550108 42,668 209,724 SH   SOLE   209,724 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 128,023 1,944,163 SH   SOLE   1,944,163 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 74,416 2,538,073 SH   SOLE   2,538,073 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 21,918 92,992 SH   SOLE   92,992 0 0
ICICI BK LTD ADR 45104G104 22,050 2,266,172 SH   SOLE   2,266,172 0 0
II VI INC COM 902104108 116,367 2,478,535 SH   SOLE   2,478,535 0 0
INTELSAT S A COM L5140P101 25,164 7,423,034 SH   SOLE   7,423,034 0 0
IQVIA HLDGS INC COM 46266C105 70,989 725,114 SH   SOLE   725,114 0 0
ISHARES INC MSCI STH AFR ETF 464286780 48,993 700,000 SH Put SOLE   700,000 0 0
MBIA INC COM 55262C100 23,170 3,165,250 SH   SOLE   3,165,250 0 0
PARSLEY ENERGY INC CL A 701877102 82,907 2,816,118 SH   SOLE   2,816,118 0 0
PEABODY ENERGY CORP NEW COM 704551100 195,916 4,976,268 SH   SOLE   4,976,268 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 50,542 4,911,722 SH   SOLE   4,911,722 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 40,276 4,097,216 SH   SOLE   4,097,216 0 0
PG&E CORP COM 69331C108 38,106 850,000 SH Put SOLE   850,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 37,421 259,349 SH   SOLE   259,349 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 94,468 606,500 SH Put SOLE   606,500 0 0
RSP PERMIAN INC COM 74978Q105 10,780 265,000 SH   SOLE   265,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 9,675 133,885 SH   SOLE   133,885 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 268,236 3,712,100 SH Call SOLE   3,712,100 0 0
SIGNET JEWELERS LIMITED SHS G81276100 77,095 1,363,302 SH   SOLE   1,363,302 0 0
SLM CORP COM 78442P106 78,381 6,936,398 SH   SOLE   6,936,398 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 46,689 793,357 SH   SOLE   793,357 0 0
T MOBILE US INC COM 872590104 5,968 93,969 SH   SOLE   93,969 0 0
TERADYNE INC COM 880770102 32,817 783,781 SH   SOLE   783,781 0 0
TIFFANY & CO NEW COM 886547108 79,064 760,601 SH   SOLE   760,601 0 0
TIME WARNER INC COM NEW 887317303 64,506 705,212 SH   SOLE   705,212 0 0
TRUECAR INC COM 89785L107 9,109 813,297 SH   SOLE   813,297 0 0
YANDEX N V SHS CLASS A N97284108 36,003 1,099,321 SH   SOLE   1,099,321 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 64,015 2,794,189 SH   SOLE   2,794,189 0 0