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 18,863 1,190,100 SH   SOLE   1,190,100 0 0
AETNA INC NEW COM 00817Y108 39,878 221,064 SH   SOLE   221,064 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,165 105,348 SH   SOLE   105,348 0 0
ALPHABET INC CAP STK CL C 02079K107 31,256 29,870 SH   SOLE   29,870 0 0
AMAZON COM INC COM 023135106 30,303 25,912 SH   SOLE   25,912 0 0
ANADARKO PETE CORP COM 032511107 8,004 149,225 SH   SOLE   149,225 0 0
ANDEAVOR COM 03349M105 25,266 220,973 SH   SOLE   220,973 0 0
ARISTA NETWORKS INC COM 040413106 19,208 81,537 SH   SOLE   81,537 0 0
AXALTA COATING SYS LTD COM G0750C108 25,746 795,623 SH   SOLE   795,623 0 0
BANK AMER CORP COM 060505104 141,003 4,776,534 SH   SOLE   4,776,534 0 0
CAESARS ENTMT CORP COM 127686103 12,398 980,075 SH   SOLE   980,075 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,958 32,134 SH   SOLE   32,134 0 0
CBRE GROUP INC CL A 12504L109 5,384 124,320 SH   SOLE   124,320 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,947 259,053 SH   SOLE   259,053 0 0
CLOVIS ONCOLOGY INC COM 189464100 14,786 217,447 SH   SOLE   217,447 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,121 46,132 SH   SOLE   46,132 0 0
CSX CORP COM 126408103 15,813 287,456 SH   SOLE   287,456 0 0
D R HORTON INC COM 23331A109 3,014 59,026 SH   SOLE   59,026 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 17,593 318,896 SH   SOLE   318,896 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 10,881 133,875 SH   SOLE   133,875 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 42,648 2,236,992 SH   SOLE   2,236,992 0 0
EAGLE MATERIALS INC COM 26969P108 6,980 61,610 SH   SOLE   61,610 0 0
EDISON INTL COM 281020107 10,074 159,300 SH Call SOLE   0 0 0
EDISON INTL COM 281020107 30,039 475,000 SH Call SOLE   0 0 0
EQUINIX INC COM PAR $0.001 29444U700 3,087 6,812 SH   SOLE   6,812 0 0
FACEBOOK INC CL A 30303M102 30,164 170,938 SH   SOLE   170,938 0 0
FEDEX CORP COM 31428X106 14,945 59,892 SH   SOLE   59,892 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 45,840 450,874 SH   SOLE   450,874 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,807 242,166 SH   SOLE   242,166 0 0
ICICI BK LTD ADR 45104G104 22,453 2,307,609 SH   SOLE   2,307,609 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 152,460 1,000,000 SH Put SOLE   1,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100 33,608 314,272 SH   SOLE   314,272 0 0
MARATHON PETE CORP COM 56585A102 45,037 682,587 SH   SOLE   682,587 0 0
MARRIOTT INTL INC NEW CL A 571903202 48,197 355,095 SH   SOLE   355,095 0 0
MICROSOFT CORP COM 594918104 31,652 370,028 SH   SOLE   370,028 0 0
NRG ENERGY INC COM NEW 629377508 27,935 980,850 SH   SOLE   980,850 0 0
NUCOR CORP COM 670346105 21,848 343,624 SH   SOLE   343,624 0 0
OCEAN RIG UDW INC COM CL A G66964118 9,759 364,142 SH   SOLE   364,142 0 0
OWENS CORNING NEW COM 690742101 3,118 33,915 SH   SOLE   33,915 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 16,235 355,630 SH   SOLE   355,630 0 0
PBF ENERGY INC CL A 69318G106 6,381 180,000 SH   SOLE   180,000 0 0
PENN NATL GAMING INC COM 707569109 1,066 34,015 SH   SOLE   34,015 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 5,435 34,895 SH   SOLE   34,895 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 233,640 1,500,000 SH Put SOLE   1,500,000 0 0
RSP PERMIAN INC COM 74978Q105 18,010 442,720 SH   SOLE   442,720 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 400,290 1,500,000 SH Put SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 40,029 150,000 SH Put SOLE   150,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 92,124 1,565,399 SH   SOLE   1,565,399 0 0
STEEL DYNAMICS INC COM 858119100 63,808 1,479,430 SH   SOLE   1,479,430 0 0
UNIVAR INC COM 91336L107 12,384 400,000 SH   SOLE   400,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,322 188,463 SH   SOLE   188,463 0 0
VISTRA ENERGY CORP COM 92840M102 13,327 727,467 SH   SOLE   727,467 0 0
VMWARE INC CL A COM 928563402 14,626 116,707 SH   SOLE   116,707 0 0
VULCAN MATLS CO COM 929160109 4,650 36,224 SH   SOLE   36,224 0 0
WEYERHAEUSER CO COM 962166104 1,585 44,964 SH   SOLE   44,964 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2,962 46,488 SH   SOLE   46,488 0 0
YANDEX N V SHS CLASS A N97284108 23,551 719,107 SH   SOLE   719,107 0 0