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
APPLE INC COM 037833100 57,564 255,000 SH Put SOLE   255,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 122,372 1,471,000 SH   SOLE   1,471,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 110,232 3,568,521 SH   SOLE   3,568,521 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33,680 204,419 SH   SOLE   204,419 0 0
ALPHABET INC CAP STK CL C 02079K107 20,969 17,570 SH   SOLE   17,570 0 0
AMAZON COM INC COM 023135106 13,620 6,800 SH   SOLE   6,800 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 13,439 544,985 SH   SOLE   544,985 0 0
ARCO PLATFORM LTD COM CL A G04553106 4,560 200,000 SH   SOLE   200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 49,428 300,000 SH Call SOLE   300,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 17,034 411,740 SH   SOLE   411,740 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 12,051 450,000 SH   SOLE   450,000 0 0
BUNGE LIMITED COM G16962105 88,164 1,283,132 SH   SOLE   1,283,132 0 0
CARDLYTICS INC COM 14161W105 8,005 319,685 SH   SOLE   319,685 0 0
CONCHO RES INC COM 20605P101 31,438 205,816 SH   SOLE   205,816 0 0
CONSTELLATION BRANDS INC CL A 21036P108 95,676 443,726 SH   SOLE   443,726 0 0
DELEK US HLDGS INC NEW COM 24665A103 10,179 239,900 SH   SOLE   239,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 27,565 203,900 SH   SOLE   203,900 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,361 125,000 SH   SOLE   125,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 11,337 578,714 SH   SOLE   578,714 0 0
ENCANA CORP COM 292505104 65,091 4,965,000 SH   SOLE   4,965,000 0 0
EOG RES INC COM 26875P101 48,387 379,300 SH   SOLE   379,300 0 0
FACEBOOK INC CL A 30303M102 109,465 665,600 SH   SOLE   665,600 0 0
FLEX LTD ORD Y2573F102 74,975 5,714,527 SH   SOLE   5,714,527 0 0
GRAFTECH INTL LTD COM 384313508 13,657 700,000 SH   SOLE   700,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8,633 339,494 SH   SOLE   339,494 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 5,583 727,913 SH   SOLE   727,913 0 0
HOLLYFRONTIER CORP COM 436106108 8,661 123,900 SH   SOLE   123,900 0 0
ICICI BK LTD ADR 45104G104 40,516 4,772,212 SH   SOLE   4,772,212 0 0
II VI INC COM 902104108 30,879 652,828 SH   SOLE   652,828 0 0
INTELSAT S A COM L5140P101 174,012 5,800,400 SH   SOLE   5,800,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,194 6,428 SH   SOLE   6,428 0 0
ISHARES TR US AER DEF ETF 464288760 684 3,160 SH   SOLE   3,160 0 0
MARATHON PETE CORP COM 56585A102 39,609 495,300 SH   SOLE   495,300 0 0
MICROSOFT CORP COM 594918104 14,331 125,300 SH   SOLE   125,300 0 0
MOHAWK INDS INC COM 608190104 11,345 64,700 SH   SOLE   64,700 0 0
OPERA LTD SPONSORED ADS 68373M107 5,169 575,000 SH   SOLE   575,000 0 0
PARSLEY ENERGY INC CL A 701877102 64,731 2,213,027 SH   SOLE   2,213,027 0 0
PBF ENERGY INC CL A 69318G106 9,188 184,100 SH   SOLE   184,100 0 0
PHILLIPS 66 COM 718546104 18,599 165,000 SH   SOLE   165,000 0 0
RA MED SYS INC COM 74933X104 928 51,000 SH   SOLE   51,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 872 12,800 SH   SOLE   12,800 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,031 23,805 SH   SOLE   23,805 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 31,204 525,146 SH   SOLE   525,146 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 38,246 211,500 SH   SOLE   211,500 0 0
SVMK INC COM 78489X103 1,122 70,000 SH   SOLE   70,000 0 0
T MOBILE US INC COM 872590104 15,840 225,700 SH   SOLE   225,700 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 76,074 551,300 SH   SOLE   551,300 0 0
TELADOC HEALTH INC COM 87918A105 6,476 75,000 SH   SOLE   75,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,041 158,600 SH   SOLE   158,600 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 13,045 541,071 SH   SOLE   541,071 0 0