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
ACTIVISION BLIZZARD INC COM 00507V109 56,791 841,847 SH   SOLE   841,847 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 3,351 577,778 SH   SOLE   577,778 0 0
AETNA INC NEW COM 00817Y108 78,615 465,175 SH   SOLE   465,175 0 0
ALPHABET INC CAP STK CL C 02079K107 28,438 27,562 SH   SOLE   27,562 0 0
AMAZON COM INC COM 023135106 14,889 10,287 SH   SOLE   10,287 0 0
ANADARKO PETE CORP COM 032511107 44,828 742,055 SH   SOLE   742,055 0 0
ANDEAVOR COM 03349M105 63,719 633,643 SH   SOLE   633,643 0 0
ARISTA NETWORKS INC COM 040413106 35,552 139,257 SH   SOLE   139,257 0 0
BANK AMER CORP COM 060505104 138,737 4,626,106 SH   SOLE   4,626,106 0 0
BROADCOM LTD SHS Y09827109 19,636 83,329 SH   SOLE   83,329 0 0
CBRE GROUP INC CL A 12504L109 12,889 273,163 SH   SOLE   273,163 0 0
CHENIERE ENERGY INC COM NEW 16411R208 23,764 444,600 SH   SOLE   444,600 0 0
CIGNA CORPORATION COM 125509109 20,086 119,746 SH   SOLE   119,746 0 0
COMMSCOPE HLDG CO INC COM 20337X109 10,469 261,931 SH   SOLE   261,931 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,054 237,693 SH   SOLE   237,693 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 12,983 311,041 SH   SOLE   311,041 0 0
DEVON ENERGY CORP NEW COM 25179M103 72,801 2,290,046 SH   SOLE   2,290,046 0 0
DOMINION ENERGY INC COM 25746U109 32,369 480,043 SH   SOLE   480,043 0 0
DYCOM INDS INC COM 267475101 24,077 223,705 SH   SOLE   223,705 0 0
EAGLE MATERIALS INC COM 26969P108 4,521 43,873 SH   SOLE   43,873 0 0
EDISON INTL COM 281020107 14,387 225,991 SH   SOLE   225,991 0 0
ENERGEN CORP COM 29265N108 29,066 462,391 SH   SOLE   462,391 0 0
ESSEX PPTY TR INC COM 297178105 6,249 25,966 SH   SOLE   25,966 0 0
FEDEX CORP COM 31428X106 15,126 62,996 SH   SOLE   62,996 0 0
FIRSTENERGY CORP COM 337932107 38,954 1,145,376 SH   SOLE   1,145,376 0 0
ICICI BK LTD ADR 45104G104 20,269 2,290,304 SH   SOLE   2,290,304 0 0
IQIYI INC SPONSORED ADS 46267X108 13,218 850,000 SH   SOLE   850,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 3,495 73,980 SH   SOLE   73,980 0 0
KILROY RLTY CORP COM 49427F108 4,590 64,687 SH   SOLE   64,687 0 0
LIFE STORAGE INC COM 53223X107 10,222 122,388 SH   SOLE   122,388 0 0
MARATHON PETE CORP COM 56585A102 58,298 797,402 SH   SOLE   797,402 0 0
MICROSOFT CORP COM 594918104 36,022 394,672 SH   SOLE   394,672 0 0
NRG ENERGY INC COM NEW 629377508 36,758 1,204,004 SH   SOLE   1,204,004 0 0
NUCOR CORP COM 670346105 24,820 406,281 SH   SOLE   406,281 0 0
OCEAN RIG UDW INC COM CL A G66964118 6,736 266,972 SH   SOLE   266,972 0 0
PG&E CORP COM 69331C108 14,280 325,064 SH   SOLE   325,064 0 0
PARSLEY ENERGY INC CL A 701877102 23,069 795,741 SH   SOLE   795,741 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,450 9,392 SH   SOLE   9,392 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 118,418 450,000 SH Call SOLE   0 0 0
STEEL DYNAMICS INC COM 858119100 63,284 1,431,120 SH   SOLE   1,431,120 0 0
UNIVAR INC COM 91336L107 15,539 559,950 SH   SOLE   559,950 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 1,793 78,828 SH   SOLE   78,828 0 0
VICI PPTYS INC COM 925652109 23,266 1,270,000 SH   SOLE   1,270,000 0 0
VISTRA ENERGY CORP COM 92840M102 37,049 1,778,627 SH   SOLE   1,778,627 0 0
WEYERHAEUSER CO COM 962166104 3,681 105,181 SH   SOLE   105,181 0 0
WPX ENERGY INC COM 98212B103 49,139 3,324,723 SH   SOLE   3,324,723 0 0