The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE INC | COM | 00724F101 | 67,552 | 244,533 | SH | SOLE | 244,533 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 34,192 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 61,104 | 35,200 | SH | SOLE | 35,200 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 24,420 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 263,913 | 2,935,307 | SH | SOLE | 2,935,307 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 39,870 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 10,151 | 57,000 | SH | Call | SOLE | 57,000 | 0 | 0 | |
| FALCON MINERALS CORP | *W EXP 07/21/202 | 30607B208 | 324 | 878,024 | SH | SOLE | 878,024 | 0 | 0 | ||
| FALCON MINERALS CORP | CL A COM | 30607B109 | 834 | 145,070 | SH | SOLE | 145,070 | 0 | 0 | ||
| FGL HLDGS | ORD SHS | G3402M102 | 1,359 | 170,313 | SH | SOLE | 170,313 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 62,179 | 1,639,734 | SH | SOLE | 1,639,734 | 0 | 0 | ||
| INFOSYS LTD | SPONSORED ADR | 456788108 | 2,843 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 107,819 | 409,148 | SH | SOLE | 409,148 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 57,713 | 950,000 | SH | Call | SOLE | 950,000 | 0 | 0 | |
| MEDICINES CO | NOTE 2.500% 1/1 | 584688AE5 | 7,585 | 5,000,000 | PRN | SOLE | 5,000,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 570,026 | 20,563,696 | SH | SOLE | 20,563,696 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 66,905 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 35,058 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
| RANPAK HLDGS CORP | COM CL A | 75321W103 | 4,545 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| RATTLER MIDSTREAM LP | COM UNITS | 75419T103 | 36,412 | 2,043,316 | SH | SOLE | 2,043,316 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 47,332 | 241,256 | SH | SOLE | 241,256 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 20,054 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 11,714 | 493,639 | SH | SOLE | 493,639 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 237,416 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 13,192 | 590,000 | SH | Put | SOLE | 590,000 | 0 | 0 | |
| SPRINT CORPORATION | COM | 85207U105 | 12,340 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 66,500 | 844,234 | SH | SOLE | 844,234 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 27,270 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 17,133 | 125,500 | SH | Call | SOLE | 125,500 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 36,320 | 213,700 | SH | SOLE | 213,700 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 73,501 | 1,008,518 | SH | SOLE | 1,008,518 | 0 | 0 | ||