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 28,901 378,688 SH   SOLE   378,688 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 4,355 821,680 SH   SOLE   821,680 0 0
ALPHABET INC CAP STK CL C 02079K107 33,960 30,440 SH   SOLE   30,440 0 0
AMAZON.COM INC COM 023135106 68,723 40,430 SH   SOLE   40,430 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,052 14,230 SH   SOLE   14,230 0 0
ANADARKO PETE CORP COM 032511107 58,609 800,122 SH   SOLE   800,122 0 0
ANTHEM INC COM 036752103 47,879 201,147 SH   SOLE   201,147 0 0
AVALONBAY CMNTYS INC COM 053484101 27,776 161,594 SH   SOLE   161,594 0 0
CBRE GROUP INC CL A 12504L109 3,413 71,493 SH   SOLE   71,493 0 0
CENTENE CORP DEL COM 15135B101 26,656 216,349 SH   SOLE   216,349 0 0
CHENIERE ENERGY INC COM NEW 16411R208 27,952 428,777 SH   SOLE   428,777 0 0
D R HORTON INC COM 23331A109 3,678 89,717 SH   SOLE   89,717 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 14,806 311,041 SH   SOLE   311,041 0 0
DDR CORP COM 23317H854 4,265 238,263 SH   SOLE   238,263 0 0
DELEK US HLDGS INC NEW COM 24665A103 60,713 1,210,147 SH   SOLE   1,210,147 0 0
DEVON ENERGY CORP NEW COM 25179M103 131,956 3,001,720 SH   SOLE   3,001,720 0 0
DOMO INC COM CL B 257554105 1,365 50,000 SH   SOLE   50,000 0 0
ENERGEN CORP COM 29265N108 36,802 505,386 SH   SOLE   505,386 0 0
EVO PMTS INC CL A COM 26927E104 3,108 151,000 SH   SOLE   151,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,095 51,051 SH   SOLE   51,051 0 0
FACEBOOK INC CL A 30303M102 33,932 174,620 SH   SOLE   174,620 0 0
FIRSTENERGY CORP COM 337932107 26,557 739,552 SH   SOLE   739,552 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 14,773 501,475 SH   SOLE   501,475 0 0
HOST HOTELS & RESORTS INC COM 44107P104 6,593 312,926 SH   SOLE   312,926 0 0
HYATT HOTELS CORP COM CL A 448579102 1,543 20,000 SH   SOLE   20,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 2,471 57,500 SH   SOLE   57,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,000 46,146 SH   SOLE   46,146 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 143,950 3,350,000 SH Call SOLE   0 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 15,040 350,000 SH Call SOLE   0 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 30,002 698,200 SH Call SOLE   0 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 163,770 1,000,000 SH Put SOLE   1,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 327,540 2,000,000 SH Put SOLE   2,000,000 0 0
LIFE STORAGE INC COM 53223X107 5,532 56,847 SH   SOLE   56,847 0 0
MARATHON PETE CORP COM 56585A102 145,230 2,069,984 SH   SOLE   2,069,984 0 0
MICROSOFT CORP COM 594918104 99,944 1,013,527 SH   SOLE   1,013,527 0 0
NABORS INDUSTRIES LTD SHS G6359F103 24,164 3,769,713 SH   SOLE   3,769,713 0 0
NRG ENERGY INC COM NEW 629377508 19,784 644,431 SH   SOLE   644,431 0 0
NUCOR CORP COM 670346105 37,277 596,424 SH   SOLE   596,424 0 0
OCEAN RIG UDW INC COM CL A G66964118 7,870 266,972 SH   SOLE   266,972 0 0
PG&E CORP COM 69331C108 32,313 759,244 SH   SOLE   759,244 0 0
PATTERSON UTI ENERGY INC COM 703481101 26,866 1,492,551 SH   SOLE   1,492,551 0 0
POLARITYTE INC COM 731094108 16,308 692,761 SH   SOLE   692,761 0 0
PPL CORP COM 69351T106 20,205 707,714 SH   SOLE   707,714 0 0
RED HAT INC COM 756577102 18,047 134,311 SH   SOLE   134,311 0 0
SALESFORCE COM INC COM 79466L302 15,505 113,670 SH   SOLE   113,670 0 0
SESEN BIO INC COM 817763105 1,975 1,012,924 SH   SOLE   1,012,924 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 40,692 150,000 SH Put SOLE   150,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 406,920 1,500,000 SH Put SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 271,280 1,000,000 SH Put SOLE   1,000,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,719 146,929 SH   SOLE   146,929 0 0
STEEL DYNAMICS INC COM 858119100 44,939 977,999 SH   SOLE   977,999 0 0
SUN CMNTYS INC COM 866674104 4,124 42,137 SH   SOLE   42,137 0 0
TABLEAU SOFTWARE INC CL A 87336U105 45,165 462,048 SH   SOLE   462,048 0 0
TAUBMAN CTRS INC COM 876664103 54,843 933,347 SH   SOLE   933,347 0 0
VISTRA ENERGY CORP COM 92840M102 44,859 1,895,973 SH   SOLE   1,895,973 0 0
VORNADO RLTY TR SH BEN INT 929042109 30,238 409,063 SH   SOLE   409,063 0 0
VULCAN MATLS CO COM 929160109 3,372 26,124 SH   SOLE   26,124 0 0
WPX ENERGY INC COM 98212B103 27,332 1,515,894 SH   SOLE   1,515,894 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,953 50,000 SH   SOLE   50,000 0 0