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
ADOBE INC COM 00724F101 14,532 54,533 SH   SOLE   54,533 0 0
AIR LEASE CORP CL A 00912X302 8,357 243,295 SH   SOLE   243,295 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,212 132,707 SH   SOLE   132,707 0 0
ALLSTATE CORP COM 020002101 16,601 176,272 SH   SOLE   176,272 0 0
ALPHABET INC CAP STK CL A 02079K305 19,250 16,357 SH   SOLE   16,357 0 0
ALPHABET INC CAP STK CL C 02079K107 19,573 16,682 SH   SOLE   16,682 0 0
AMAZON COM INC COM 023135106 39,645 22,263 SH   SOLE   22,263 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,757 669,708 SH   SOLE   669,708 0 0
AMERIPRISE FINL INC COM 03076C106 3,138 24,500 SH   SOLE   24,500 0 0
ANTHEM INC COM 036752103 12,007 41,839 SH   SOLE   41,839 0 0
APPLE INC COM 037833100 8,173 43,029 SH   SOLE   43,029 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,560 29,565 SH   SOLE   29,565 0 0
ASSURED GUARANTY LTD COM G0585R106 11,249 253,182 SH   SOLE   253,182 0 0
AZUL S A SPONSR ADR PFD 05501U106 42,536 1,456,219 SH   SOLE   1,456,219 0 0
BOEING CO COM 097023105 21,402 56,111 SH   SOLE   56,111 0 0
BROADCOM INC COM 11135F101 13,243 44,038 SH   SOLE   44,038 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,404 905,498 SH   SOLE   905,498 0 0
CELGENE CORP COM 151020104 26,321 279,000 SH   SOLE   279,000 0 0
COMCAST CORP NEW CL A 20030N101 9,784 244,710 SH   SOLE   244,710 0 0
COUPA SOFTWARE INC COM 22266L106 10,391 114,207 SH   SOLE   114,207 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,372 18,530 SH   SOLE   18,530 0 0
D R HORTON INC COM 23331A109 2,731 66,000 SH   SOLE   66,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,715 130,000 SH   SOLE   130,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,939 62,500 SH   SOLE   62,500 0 0
DOWDUPONT INC COM 26078J100 9,561 179,351 SH   SOLE   179,351 0 0
EVERBRIDGE INC COM 29978A104 5,759 76,780 SH   SOLE   76,780 0 0
EVEREST RE GROUP LTD COM G3223R108 2,160 10,000 SH   SOLE   10,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 595 5,000 SH   SOLE   5,000 0 0
FACEBOOK INC CL A 30303M102 15,034 90,194 SH   SOLE   90,194 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,480 55,000 SH   SOLE   55,000 0 0
FERRARI N V COM N3167Y103 5,018 37,500 SH   SOLE   37,500 0 0
FIRST SOLAR INC COM 336433107 9,115 172,500 SH   SOLE   172,500 0 0
FLEXION THERAPEUTICS INC COM 33938J106 1,057 84,683 SH   SOLE   84,683 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,062 160,000 SH   SOLE   160,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 6,851 191,961 SH   SOLE   191,961 0 0
GENERAL DYNAMICS CORP COM 369550108 9,411 55,597 SH   SOLE   55,597 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 334 17,171 SH   SOLE   17,171 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,358 22,700 SH   SOLE   22,700 0 0
GREENSKY INC CL A 39572G100 385 29,744 SH   SOLE   29,744 0 0
GTT COMMUNICATIONS INC COM 362393100 10,887 313,740 SH   SOLE   313,740 0 0
HOME DEPOT INC COM 437076102 12,289 64,042 SH   SOLE   64,042 0 0
HONEYWELL INTL INC COM 438516106 9,217 58,000 SH   SOLE   58,000 0 0
HUNTER MARITIME ACQUISITION *W EXP 11/17/202 Y37828129 24 48,880 SH   SOLE   48,880 0 0
II VI INC COM 902104108 6,629 178,000 SH   SOLE   178,000 0 0
INTELSAT S A COM L5140P101 1,795 114,613 SH   SOLE   114,613 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,870 116,500 SH   SOLE   116,500 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,237 249,209 SH   SOLE   249,209 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,549 35,000 SH   SOLE   35,000 0 0
KB HOME COM 48666K109 5,182 214,383 SH   SOLE   214,383 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,678 42,179 SH   SOLE   42,179 0 0
KKR & CO INC CL A 48251W104 11,750 500,196 SH   SOLE   500,196 0 0
LINCOLN NATL CORP IND COM 534187109 1,174 20,000 SH   SOLE   20,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,513 97,500 SH   SOLE   97,500 0 0
M D C HLDGS INC COM 552676108 714 24,563 SH   SOLE   24,563 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 8,409 422,767 SH   SOLE   422,767 0 0
MASTERCARD INC CL A 57636Q104 39,380 167,253 SH   SOLE   167,253 0 0
MCDONALDS CORP COM 580135101 9,897 52,116 SH   SOLE   52,116 0 0
MICRON TECHNOLOGY INC COM 595112103 9,208 222,795 SH   SOLE   222,795 0 0
MICROSOFT CORP COM 594918104 21,699 183,981 SH   SOLE   183,981 0 0
NETFLIX INC COM 64110L106 25,456 71,394 SH   SOLE   71,394 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,766 64,000 SH   SOLE   64,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,717 824,642 SH   SOLE   824,642 0 0
OKTA INC CL A 679295105 15,297 184,903 SH   SOLE   184,903 0 0
PROTECTIVE INS CORP CL B 74368L203 1,082 58,426 SH   SOLE   58,426 0 0
PULTE GROUP INC COM 745867101 8,689 310,776 SH   SOLE   310,776 0 0
QORVO INC COM 74736K101 1,793 25,000 SH   SOLE   25,000 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 1,086 110,000 SH   SOLE   110,000 0 0
RAYTHEON CO COM NEW 755111507 10,497 57,653 SH   SOLE   57,653 0 0
RED HAT INC COM 756577102 23,003 125,907 SH   SOLE   125,907 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,165 193,379 SH   SOLE   193,379 0 0
RPM INTL INC COM 749685103 4,516 77,812 SH   SOLE   77,812 0 0
SALESFORCE COM INC COM 79466L302 24,831 156,788 SH   SOLE   156,788 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,011 85,000 SH   SOLE   85,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 675 17,500 SH   SOLE   17,500 0 0
SPLUNK INC COM 848637104 11,460 91,972 SH   SOLE   91,972 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,925 49,890 SH   SOLE   49,890 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,218 34,831 SH   SOLE   34,831 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 1,856 125,000 SH   SOLE   125,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 14,330 441,880 SH   SOLE   441,880 0 0
SYNAPTICS INC COM 87157D109 2,385 60,000 SH   SOLE   60,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,741 42,500 SH   SOLE   42,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,321 119,960 SH   SOLE   119,960 0 0
TECK RESOURCES LTD CL B 878742204 1,159 50,000 SH   SOLE   50,000 0 0
TERADATA CORP DEL COM 88076W103 2,173 49,786 SH   SOLE   49,786 0 0
TWILIO INC CL A 90138F102 16,214 125,516 SH   SOLE   125,516 0 0
TWITTER INC COM 90184L102 13,251 403,000 SH   SOLE   403,000 0 0
UNITED RENTALS INC COM 911363109 12,005 105,073 SH   SOLE   105,073 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,945 44,266 SH   SOLE   44,266 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 620 36,000 SH   SOLE   36,000 0 0
VISA INC COM CL A 92826C839 22,802 145,992 SH   SOLE   145,992 0 0
VOYA FINL INC COM 929089100 2,298 46,000 SH   SOLE   46,000 0 0
VULCAN MATLS CO COM 929160109 12,916 109,084 SH   SOLE   109,084 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 262 46,300 SH   SOLE   46,300 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,207 60,000 SH   SOLE   60,000 0 0
WYNN RESORTS LTD COM 983134107 5,668 47,500 SH   SOLE   47,500 0 0
XILINX INC COM 983919101 2,017 15,909 SH   SOLE   15,909 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,042 177,421 SH   SOLE   177,421 0 0
ZUORA INC COM CL A 98983V106 3,205 160,000 SH   SOLE   160,000 0 0