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 39,935 480,042 SH   SOLE   480,042 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 6,549 1,082,549 SH   SOLE   1,082,549 0 0
ALCOA CORP COM 013872106 62,398 1,544,511 SH   SOLE   1,544,511 0 0
ALCOA CORP COM 013872106 40,400 1,000,000 SH Call SOLE   0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,880 211,701 SH   SOLE   211,701 0 0
ALPHABET INC CAP STK CL C 02079K107 41,641 34,891 SH   SOLE   34,891 0 0
AMAZON.COM INC COM 023135106 80,711 40,295 SH   SOLE   40,295 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,007 27,574 SH   SOLE   27,574 0 0
ANADARKO PETE CORP COM 032511107 51,758 767,806 SH   SOLE   767,806 0 0
ANTHEM INC COM 036752103 19,266 70,300 SH   SOLE   70,300 0 0
ARCONIC INC COM 03965L100 31,203 1,417,684 SH   SOLE   1,417,684 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,494 55,997 SH   SOLE   55,997 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 15,226 714,168 SH   SOLE   714,168 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,487 211,267 SH   SOLE   211,267 0 0
CHENIERE ENERGY INC COM NEW 16411R208 87,683 1,261,811 SH   SOLE   1,261,811 0 0
D R HORTON INC COM 23331A109 5,899 139,858 SH   SOLE   139,858 0 0
DEERE & CO COM 244199105 111,463 741,453 SH   SOLE   741,453 0 0
DELEK US HLDGS INC NEW COM 24665A103 58,397 1,376,306 SH   SOLE   1,376,306 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,847 109,825 SH   SOLE   109,825 0 0
DIGITAL RLTY TR INC COM 253868103 2,489 22,125 SH   SOLE   22,125 0 0
EVO PMTS INC CL A COM 26927E104 1,195 50,000 SH   SOLE   50,000 0 0
FIRSTENERGY CORP COM 337932107 18,896 508,364 SH   SOLE   508,364 0 0
FREEPORT-MCMORAN INC CL B 35671D857 92,106 6,616,794 SH   SOLE   6,616,794 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 14,124 508,052 SH   SOLE   508,052 0 0
HAMILTON LANE INC CL A 407497106 1,151 26,000 SH   SOLE   26,000 0 0
HCP INC COM 40414L109 3,414 129,729 SH   SOLE   129,729 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,215 101,695 SH   SOLE   101,695 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 464,475 2,500,000 SH Put SOLE   2,500,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 131,672 3,075,000 SH Call SOLE   0 0 0
KILROY RLTY CORP COM 49427F108 3,585 50,000 SH   SOLE   50,000 0 0
KROGER CO COM 501044101 2,863 98,354 SH   SOLE   98,354 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 30,159 173,648 SH   SOLE   173,648 0 0
MARATHON PETE CORP COM 56585A102 142,909 1,787,027 SH   SOLE   1,787,027 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 10,337 92,500 SH   SOLE   92,500 0 0
MICROSOFT CORP COM 594918104 87,673 766,577 SH   SOLE   766,577 0 0
PG&E CORP COM 69331C108 49,229 1,069,973 SH   SOLE   1,069,973 0 0
POLARITYTE INC COM 731094108 15,929 833,961 SH   SOLE   833,961 0 0
PROLOGIS INC COM 74340W103 2,555 37,684 SH   SOLE   37,684 0 0
REGENCY CTRS CORP COM 758849103 3,496 54,058 SH   SOLE   54,058 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4,688 36,076 SH   SOLE   36,076 0 0
SERVICENOW INC COM 81762P102 37,802 193,230 SH   SOLE   193,230 0 0
SESEN BIO INC COM 817763105 2,178 1,012,924 SH   SOLE   1,012,924 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,380 98,332 SH   SOLE   98,332 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 25,653 227,500 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,017,520 3,500,000 SH Put SOLE   3,500,000 0 0
SUN CMNTYS INC COM 866674104 5,072 49,950 SH   SOLE   49,950 0 0
SUNCOR ENERGY INC NEW COM 867224107 74,111 1,916,084 SH   SOLE   1,916,084 0 0
TAUBMAN CTRS INC COM 876664103 36,963 617,801 SH   SOLE   617,801 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,666 182,715 SH   SOLE   182,715 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 22,848 178,720 SH   SOLE   178,720 0 0
VISTRA ENERGY CORP COM 92840M102 46,370 1,863,729 SH   SOLE   1,863,729 0 0
VORNADO RLTY TR SH BEN INT 929042109 24,620 337,266 SH   SOLE   337,266 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 231,800 4,000,000 SH Call SOLE   0 0 0
WPX ENERGY INC COM 98212B103 49,470 2,458,768 SH   SOLE   2,458,768 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 28,934 220,079 SH   SOLE   220,079 0 0
ZSCALER INC COM 98980G102 23,652 580,000 SH   SOLE   580,000 0 0