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
ABBVIE INC COM 00287Y109 218 2,300 SH   SOLE   2,300 0 0
ACUITY BRANDS INC COM 00508Y102 3,480 25,000 SH   SOLE   25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,796 20,680 SH   SOLE   20,680 0 0
ALLY FINL INC COM 02005N100 242 8,900 SH   SOLE   8,900 0 0
ALPHABET INC CAP STK CL A 02079K305 7,990 7,704 SH   SOLE   7,704 0 0
ALPHABET INC CAP STK CL C 02079K107 8,155 7,904 SH   SOLE   7,904 0 0
ALTABA INC COM 021346101 51,701 698,285 SH   SOLE   698,285 0 0
AMAZON COM INC COM 023135106 45,695 31,572 SH   SOLE   31,572 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 18,811 1,146,985 SH   SOLE   1,146,985 0 0
APPLE INC COM 037833100 9,297 55,413 SH   SOLE   55,413 0 0
APPLIED MATLS INC COM 038222105 5,861 105,403 SH   SOLE   105,403 0 0
ASSURED GUARANTY LTD COM G0585R106 9,756 269,500 SH   SOLE   269,500 0 0
ATHENE HLDG LTD CL A G0684D107 21,283 445,148 SH   SOLE   445,148 0 0
AUTODESK INC COM 052769106 5,361 42,693 SH   SOLE   42,693 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3,742 65,000 SH   SOLE   65,000 0 0
BANK AMER CORP COM 060505104 16,548 551,796 SH   SOLE   551,796 0 0
BECTON DICKINSON & CO COM 075887109 6,840 31,566 SH   SOLE   31,566 0 0
BEST BUY INC COM 086516101 259 3,700 SH   SOLE   3,700 0 0
BOEING CO COM 097023105 28,833 87,938 SH   SOLE   87,938 0 0
BOOKING HLDGS INC COM 09857L108 3,245 1,560 SH   SOLE   1,560 0 0
BOYD GAMING CORP COM 103304101 4,351 136,570 SH   SOLE   136,570 0 0
BROADCOM LTD SHS Y09827109 12,725 54,000 SH   SOLE   54,000 0 0
CATERPILLAR INC DEL COM 149123101 22,276 151,146 SH   SOLE   151,146 0 0
CBL & ASSOC PPTYS INC COM 124830100 3,094 741,998 SH   SOLE   741,998 0 0
CENTENE CORP DEL COM 15135B101 267 2,500 SH   SOLE   2,500 0 0
CF INDS HLDGS INC COM 125269100 249 6,600 SH   SOLE   6,600 0 0
CIENA CORP COM NEW 171779309 5,435 209,849 SH   SOLE   209,849 0 0
CISCO SYS INC COM 17275R102 244 5,700 SH   SOLE   5,700 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 124 2,700,985 SH   SOLE   2,700,985 0 0
CITIZENS FINL GROUP INC COM 174610105 239 5,700 SH   SOLE   5,700 0 0
COMCAST CORP NEW CL A 20030N101 13,627 398,802 SH   SOLE   398,802 0 0
COMMSCOPE HLDG CO INC COM 20337X109 5,596 140,000 SH   SOLE   140,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 769 24,600 SH   SOLE   24,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,470 227,512 SH   SOLE   227,512 0 0
DEVON ENERGY CORP NEW COM 25179M103 25,877 814,000 SH Call SOLE   814,000 0 0
DOLLAR GEN CORP NEW COM 256677105 253 2,700 SH   SOLE   2,700 0 0
DOWDUPONT INC COM 26078J100 12,081 189,632 SH   SOLE   189,632 0 0
EASTMAN CHEM CO COM 277432100 253 2,400 SH   SOLE   2,400 0 0
ENCANA CORP COM 292505104 111 10,100 SH   SOLE   10,100 0 0
EXACT SCIENCES CORP COM 30063P105 25,878 641,658 SH   SOLE   641,658 0 0
FACEBOOK INC CL A 30303M102 40,886 255,874 SH   SOLE   255,874 0 0
FACEBOOK INC CL A 30303M102 3,515 22,000 SH Call SOLE   22,000 0 0
FIFTH THIRD BANCORP COM 316773100 238 7,500 SH   SOLE   7,500 0 0
FIRST BANCORP N C COM 318910106 3,154 88,468 SH   SOLE   88,468 0 0
FIRST BANCSHARES INC MS COM 318916103 422 13,092 SH   SOLE   13,092 0 0
FORTINET INC COM 34959E109 246 4,600 SH   SOLE   4,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 13,946 202,916 SH   SOLE   202,916 0 0
GENERAL DYNAMICS CORP COM 369550108 12,481 56,500 SH   SOLE   56,500 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 324 17,349 SH   SOLE   17,349 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 8,796 321,500 SH   SOLE   321,500 0 0
GRAINGER W W INC COM 384802104 277 980 SH   SOLE   980 0 0
GTT COMMUNICATIONS INC COM 362393100 17,279 304,744 SH   SOLE   304,744 0 0
HERSHEY CO COM 427866108 4,134 41,770 SH   SOLE   41,770 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 263 15,000 SH   SOLE   15,000 0 0
HOLLYFRONTIER CORP COM 436106108 269 5,500 SH   SOLE   5,500 0 0
HORIZON PHARMA PLC SHS G4617B105 156 11,000 SH   SOLE   11,000 0 0
HP INC COM 40434L105 239 10,900 SH   SOLE   10,900 0 0
HUNTER MARITIME ACQUISITION *W EXP 99/99/999 Y37828129 22 48,880 SH   SOLE   48,880 0 0
HUNTER MARITIME ACQUISITION CL A Y37828111 956 97,736 SH   SOLE   97,736 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 260 1,010 SH   SOLE   1,010 0 0
HUNTSMAN CORP COM 447011107 237 8,100 SH   SOLE   8,100 0 0
IBERIABANK CORP COM 450828108 1,277 16,374 SH   SOLE   16,374 0 0
II VI INC COM 902104108 4,295 105,000 SH   SOLE   105,000 0 0
INTEL CORP COM 458140100 5,078 97,500 SH   SOLE   97,500 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 12,989 485,927 SH   SOLE   485,927 0 0
KAR AUCTION SVCS INC COM 48238T109 255 4,700 SH   SOLE   4,700 0 0
KKR & CO L P DEL COM UNITS 48248M102 32,196 1,586,000 SH Call SOLE   1,586,000 0 0
LAM RESEARCH CORP COM 512807108 19,052 93,777 SH   SOLE   93,777 0 0
LEAR CORP COM NEW 521865204 261 1,400 SH   SOLE   1,400 0 0
LPL FINL HLDGS INC COM 50212V100 18,050 295,565 SH   SOLE   295,565 0 0
LUTHER BURBANK CORP COM 550550107 1,802 150,000 SH   SOLE   150,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 243 2,300 SH   SOLE   2,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,365 50,000 SH   SOLE   50,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 11,752 559,623 SH   SOLE   559,623 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,105 137,619 SH   SOLE   137,619 0 0
MBIA INC COM 55262C100 439 47,430 SH   SOLE   47,430 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 255 4,100 SH   SOLE   4,100 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,126 78,000 SH   SOLE   78,000 0 0
MICRON TECHNOLOGY INC COM 595112103 16,831 322,795 SH   SOLE   322,795 0 0
MICROSOFT CORP COM 594918104 15,701 172,033 SH   SOLE   172,033 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,668 133,500 SH   SOLE   133,500 0 0
NETFLIX INC COM 64110L106 25,306 85,680 SH   SOLE   85,680 0 0
NRG ENERGY INC COM NEW 629377508 10,332 338,434 SH   SOLE   338,434 0 0
NRG ENERGY INC COM NEW 629377508 26,408 865,000 SH Call SOLE   865,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,770 32,225 SH   SOLE   32,225 0 0
OKTA INC CL A 679295105 3,634 91,188 SH   SOLE   91,188 0 0
OWENS CORNING NEW COM 690742101 249 3,100 SH   SOLE   3,100 0 0
PACWEST BANCORP DEL COM 695263103 1,238 25,000 SH   SOLE   25,000 0 0
PARKER HANNIFIN CORP COM 701094104 5,819 34,023 SH   SOLE   34,023 0 0
PROGRESSIVE CORP OHIO COM 743315103 11,389 186,920 SH   SOLE   186,920 0 0
QIAGEN NV SHS NEW N72482123 1,616 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 5,846 105,500 SH   SOLE   105,500 0 0
RAYTHEON CO COM NEW 755111507 12,922 59,872 SH   SOLE   59,872 0 0
RED HAT INC COM 756577102 6,250 41,800 SH   SOLE   41,800 0 0
RED ROCK RESORTS INC CL A 75700L108 7,613 260,000 SH   SOLE   260,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 245 13,200 SH   SOLE   13,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 249 2,900 SH   SOLE   2,900 0 0
SALESFORCE COM INC COM 79466L302 12,153 104,500 SH   SOLE   104,500 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 947 75,000 SH   SOLE   75,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 10,109 67,671 SH   SOLE   67,671 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,186 108,660 SH   SOLE   108,660 0 0
SOUTHWEST AIRLS CO COM 844741108 10,167 177,500 SH   SOLE   177,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,828 90,000 SH   SOLE   90,000 0 0
STATE STR CORP COM 857477103 9,833 98,600 SH   SOLE   98,600 0 0
STEEL DYNAMICS INC COM 858119100 239 5,400 SH   SOLE   5,400 0 0
SUNTRUST BKS INC COM 867914103 8,296 121,931 SH   SOLE   121,931 0 0
SYSCO CORP COM 871829107 258 4,300 SH   SOLE   4,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,499 148,277 SH   SOLE   148,277 0 0
TARGET CORP COM 87612E106 243 3,500 SH   SOLE   3,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 17,458 174,759 SH   SOLE   174,759 0 0
TEGNA INC COM 87901J105 148 13,000 SH   SOLE   13,000 0 0
TEXAS INSTRS INC COM 882508104 249 2,400 SH   SOLE   2,400 0 0
TIME WARNER INC COM NEW 887317303 32,943 348,310 SH   SOLE   348,310 0 0
TUTOR PERINI CORP COM 901109108 4,620 209,516 SH   SOLE   209,516 0 0
UNION BANKSHARES CORP NEW COM 90539J109 3,029 82,500 SH   SOLE   82,500 0 0
UNITED RENTALS INC COM 911363109 11,318 65,523 SH   SOLE   65,523 0 0
UNITED TECHNOLOGIES CORP COM 913017109 22,312 177,335 SH   SOLE   177,335 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,097 65,874 SH   SOLE   65,874 0 0
UNIVEST CORP PA COM 915271100 4,631 167,169 SH   SOLE   167,169 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 245 15,400 SH   SOLE   15,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 250 2,700 SH   SOLE   2,700 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1,205 50,500 SH   SOLE   50,500 0 0
VIAVI SOLUTIONS INC COM 925550105 4,568 470,000 SH   SOLE   470,000 0 0
VISA INC COM CL A 92826C839 29,515 246,743 SH   SOLE   246,743 0 0
VOYA FINL INC COM 929089100 27,058 535,806 SH   SOLE   535,806 0 0
VULCAN MATLS CO COM 929160109 12,784 111,976 SH   SOLE   111,976 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 8,124 127,500 SH   SOLE   127,500 0 0
WESTERN ALLIANCE BANCORP COM 957638109 11,228 193,219 SH   SOLE   193,219 0 0
WESTLAKE CHEM CORP COM 960413102 256 2,300 SH   SOLE   2,300 0 0
WORKDAY INC CL A 98138H101 10,355 81,468 SH   SOLE   81,468 0 0
WORLDPAY INC CL A 981558109 6,855 83,351 SH   SOLE   83,351 0 0
WPX ENERGY INC COM 98212B103 14,713 995,451 SH   SOLE   995,451 0 0
ZIONS BANCORPORATION COM 989701107 243 4,600 SH   SOLE   4,600 0 0
ZOETIS INC CL A 98978V103 259 3,100 SH   SOLE   3,100 0 0