The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 743,817 | 4,052,616 | SH | SOLE | N/A | 4,052,616 | 0 | 0 | |
ALLERGAN PLC | SHS | G0177J108 | 622,673 | 3,700,000 | SH | SOLE | N/A | 3,700,000 | 0 | 0 | |
ALLSTATE CORP | COM | 020002101 | 50,039 | 527,833 | SH | SOLE | N/A | 527,833 | 0 | 0 | |
ALLY FINL INC | COM | 02005N100 | 215,792 | 7,948,145 | SH | SOLE | N/A | 7,948,145 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 418,749 | 405,847 | SH | SOLE | N/A | 405,847 | 0 | 0 | |
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 47,489 | 5,068,188 | SH | SOLE | N/A | 5,068,188 | 0 | 0 | |
ALTABA INC | COM | 021346101 | 593,875 | 8,021,000 | SH | SOLE | N/A | 8,021,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 87,308 | 1,570,000 | SH | SOLE | N/A | 1,570,000 | 0 | 0 | |
ATLANTICA YIELD PLC | SHS | G0751N103 | 75,031 | 3,832,000 | SH | SOLE | N/A | 3,832,000 | 0 | 0 | |
BANK AMER CORP | COM | 060505104 | 328,856 | 10,965,513 | SH | SOLE | N/A | 10,965,513 | 0 | 0 | |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 106,841 | 3,910,738 | SH | SOLE | N/A | 3,910,738 | 0 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 43,167 | 1,354,896 | SH | SOLE | N/A | 1,354,896 | 0 | 0 | |
CAESARS ENTMT CORP | COM | 127686103 | 142,376 | 12,655,674 | SH | SOLE | N/A | 12,655,674 | 0 | 0 | |
CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 86,836 | 48,992,834 | PRN | SOLE | N/A | 48,992,834 | 0 | 0 | |
CENTENE CORP DEL | COM | 15135B101 | 130,779 | 1,223,717 | SH | SOLE | N/A | 1,223,717 | 0 | 0 | |
CHENIERE ENERGY INC | COM NEW | 16411R208 | 49,160 | 919,741 | SH | SOLE | N/A | 919,741 | 0 | 0 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 113,642 | 1,214,776 | SH | SOLE | N/A | 1,214,776 | 0 | 0 | |
ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 89,403 | 6,291,534 | SH | SOLE | N/A | 6,291,534 | 0 | 0 | |
ENERGY TRANSFER PARTNERS LP | UNIT LTD PRT INT | 29278N103 | 108,476 | 6,687,818 | SH | SOLE | N/A | 6,687,818 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 992,296 | 6,210,000 | SH | SOLE | N/A | 6,210,000 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 27,440 | 282,884 | SH | SOLE | N/A | 282,884 | 0 | 0 | |
HUNTSMAN CORP | COM | 447011107 | 109,296 | 3,736,630 | SH | SOLE | N/A | 3,736,630 | 0 | 0 | |
KENNAMETAL INC | COM | 489170100 | 75,802 | 1,887,507 | SH | SOLE | N/A | 1,887,507 | 0 | 0 | |
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 43,710 | 950,000 | SH | SOLE | N/A | 950,000 | 0 | 0 | |
LAM RESEARCH CORP | COM | 512807108 | 263,211 | 1,295,586 | SH | SOLE | N/A | 1,295,586 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 142,514 | 4,069,504 | SH | SOLE | N/A | 4,069,504 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 1,846,017 | 35,405,000 | SH | SOLE | N/A | 35,405,000 | 0 | 0 | |
NRG ENERGY INC | COM NEW | 629377508 | 205,607 | 6,734,603 | SH | SOLE | N/A | 6,734,603 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 34,739 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | |
OWENS CORNING NEW | COM | 690742101 | 113,903 | 1,416,704 | SH | SOLE | N/A | 1,416,704 | 0 | 0 | |
PEABODY ENERGY CORP NEW | COM | 704551100 | 21,587 | 591,424 | SH | SOLE | N/A | 591,424 | 0 | 0 | |
PG&E CORP | COM | 69331C108 | 72,485 | 1,650,000 | SH | SOLE | N/A | 1,650,000 | 0 | 0 | |
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 36,575 | 3,798,055 | SH | SOLE | N/A | 3,798,055 | 0 | 0 | |
POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 123,656 | 772,225 | SH | SOLE | N/A | 772,225 | 0 | 0 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 33,705 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 8,271 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | |
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 17,610 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
STRYKER CORP | COM | 863667101 | 59,701 | 371,000 | SH | SOLE | N/A | 371,000 | 0 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 74,453 | 2,458,806 | SH | SOLE | N/A | 2,458,806 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 253,316 | 4,150,000 | SH | SOLE | N/A | 4,150,000 | 0 | 0 | |
TERRAFORM PWR INC | COM CL A | 88104R209 | 44,289 | 4,127,600 | SH | SOLE | N/A | 4,127,600 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 123,257 | 597,000 | SH | SOLE | N/A | 597,000 | 0 | 0 | |
UBS GROUP AG | SHS | H42097107 | 122,461 | 6,955,399 | SH | SOLE | N/A | 6,955,399 | 0 | 0 | |
UNITED CONTL HLDGS INC | COM | 910047109 | 36,492 | 525,289 | SH | SOLE | N/A | 525,289 | 0 | 0 | |
UNITED RENTALS INC | COM | 911363109 | 2,230 | 12,913 | SH | SOLE | N/A | 12,913 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 151,210 | 706,589 | SH | SOLE | N/A | 706,589 | 0 | 0 | |
VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 76,854 | 737,000 | SH | SOLE | N/A | 737,000 | 0 | 0 | |
VENATOR MATLS PLC | SHS | G9329Z100 | 32,333 | 1,787,328 | SH | SOLE | N/A | 1,787,328 | 0 | 0 | |
WELLS FARGO CO NEW | COM | 949746101 | 153,960 | 2,937,615 | SH | SOLE | N/A | 2,937,615 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 46,135 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
WILLIAMS PARTNERS L P NEW | COM UNIT LTD PAR | 96949L105 | 93,767 | 2,723,404 | SH | SOLE | N/A | 2,723,404 | 0 | 0 | |
WMIH CORP | COM | 92936P100 | 4,649 | 3,274,234 | SH | SOLE | N/A | 3,274,234 | 0 | 0 | |
XPO LOGISTICS INC | COM | 983793100 | 217,168 | 2,133,070 | SH | SOLE | N/A | 2,133,070 | 0 | 0 |