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
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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
ACTIVISION BLIZZARD INC COM 00507V109 19,939 335,225 SH   SOLE   335,225 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,879 239,198 SH   SOLE   239,198 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,819 50,487 SH   SOLE   50,487 0 0
ALLERGAN PLC SHS G0177J108 37,191 210,000 SH   SOLE   210,000 0 0
ALPHABET INC CAP STK CL A 02079K305 24,668 21,230 SH   SOLE   21,230 0 0
AMAZON COM INC COM 023135106 73,272 37,581 SH   SOLE   37,581 0 0
ANDINA ACQUISITION CORP III RIGHT 07/31/2020 G04415132 70 400,000 SH   SOLE   400,000 0 0
ANDINA ACQUISITION CORP III *W EXP 07/31/202 G04415124 44 400,000 SH   SOLE   400,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,670 100,410 SH   SOLE   100,410 0 0
ANIXTER INTL INC COM 035290105 8,787 100,000 SH   SOLE   100,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 13,943 2,750,000 SH   SOLE   2,750,000 0 0
ASSERTIO THERAPEUTICS INC NOTE 2.500% 9/0 249908AA2 2,475 2,500,000 SH   SOLE   2,500,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 7,230 324,216 SH   SOLE   324,216 0 0
AUTOZONE INC COM 053332102 32,299 38,178 SH   SOLE   38,178 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,368 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORPORATION COM 067901108 11,270 615,158 SH   SOLE   615,158 0 0
BEYONDSPRING INC SHS G10830100 256 20,000 SH   SOLE   20,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 8,500 333,717 SH   SOLE   333,717 0 0
BOSTON BEER INC CL A 100557107 15,783 42,939 SH   SOLE   42,939 0 0
BUNGE LIMITED COM G16962105 62,826 1,531,228 SH   SOLE   1,531,228 0 0
BURLINGTON STORES INC COM 122017106 12,677 80,000 SH   SOLE   80,000 0 0
CAMECO CORP COM 13321L108 853 111,607 SH   SOLE   111,607 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 10,000 1,000,000 SH   SOLE   1,000,000 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 2,260 154,400 SH   SOLE   154,400 0 0
CITRIX SYS INC COM 177376100 7,078 50,000 SH   SOLE   50,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 1,157 1,808,299 SH   SOLE   1,808,299 0 0
CME GROUP INC COM 12572Q105 7,781 45,000 SH   SOLE   45,000 0 0
COMMERCIAL METALS CO COM 201723103 2,357 149,241 SH   SOLE   149,241 0 0
CONSTELLATION PHARMCETICLS I COM 210373106 943 30,000 SH   SOLE   30,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 9,328 400,000 SH   SOLE   400,000 0 0
CYTOMX THERAPEUTICS INC COM 23284F105 767 100,000 SH   SOLE   100,000 0 0
DFP HEALTHCARE ACQUISITNS CO UNIT 03/31/2025 23343Q209 2,480 250,000 SH   SOLE   250,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 4,942 644,373 SH   SOLE   644,373 0 0
DIAMOND EAGLE ACQUISITION CO *W EXP 06/30/202 25258L117 953 333,333 SH   SOLE   333,333 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,048 40,000 SH Call SOLE   40,000 0 0
DMY TECHNOLOGY GROUP INC UNIT 99/99/9999 233253202 521 53,000 SH   SOLE   53,000 0 0
DOCUSIGN INC COM 256163106 2,772 30,000 SH   SOLE   30,000 0 0
DOLLAR GEN CORP NEW COM 256677105 30,950 204,953 SH   SOLE   204,953 0 0
DOLLAR TREE INC COM 256746108 36,546 497,423 SH   SOLE   497,423 0 0
DUNKIN BRANDS GROUP INC COM 265504100 14,409 271,363 SH   SOLE   271,363 0 0
ELECTRONIC ARTS INC COM 285512109 21,107 210,716 SH   SOLE   210,716 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 38,050 8,271,741 SH   SOLE   8,271,741 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 38,164 2,668,845 SH   SOLE   2,668,845 0 0
EOG RES INC COM 26875P101 1,796 50,000 SH Call SOLE   50,000 0 0
EURONAV NV ANTWERPEN SHS B38564108 5,807 514,801 SH   SOLE   514,801 0 0
FACEBOOK INC CL A 30303M102 23,579 141,361 SH   SOLE   141,361 0 0
FATE THERAPEUTICS INC COM 31189P102 535 24,100 SH   SOLE   24,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,713 129,175 SH   SOLE   129,175 0 0
FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 4,985 500,000 SH   SOLE   500,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 2,527 80,000 SH   SOLE   80,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,883 575,276 SH   SOLE   575,276 0 0
FRONTLINE LTD SHS NEW G3682E192 8,787 914,332 SH   SOLE   914,332 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 19,523 336,776 SH   SOLE   336,776 0 0
GILEAD SCIENCES INC COM 375558103 25,418 340,000 SH   SOLE   340,000 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 8,746 13,600,000 SH   SOLE   13,600,000 0 0
GORES HLDGS IV INC UNIT 02/01/2023 382865202 15,105 1,500,000 SH   SOLE   1,500,000 0 0
GREENLANE HLDGS INC CL A 395330103 916 532,275 SH   SOLE   532,275 0 0
HASBRO INC COM 418056107 18,061 252,429 SH   SOLE   252,429 0 0
HAYMAKER ACQUISITION CORP II *W EXP 10/31/202 42087L119 295 250,000 SH   SOLE   250,000 0 0
HENNESSY CAP ACQUSTION CORP CL A COM 42589C104 4,044 400,000 SH   SOLE   400,000 0 0
HENNESSY CAP ACQUSTION CORP *W EXP 09/05/202 42589C112 105 300,000 SH   SOLE   300,000 0 0
HOSTESS BRANDS INC *W EXP 11/04/202 44109J114 114 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 12,324 227,709 SH   SOLE   227,709 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 268,464 1,410,000 SH Call SOLE   1,410,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 748 25,000 SH   SOLE   25,000 0 0
ISHARES TR SH TR CRPORT ETF 464288646 49,186 939,390 SH   SOLE   939,390 0 0
ISHARES TR IBOXX INV CP ETF 464287242 19,885 161,000 SH   SOLE   161,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,874 95,000 SH Put SOLE   95,000 0 0
JD COM INC SPON ADR CL A 47215P106 50,891 1,256,560 SH   SOLE   1,256,560 0 0
JPMORGAN CHASE & CO COM 46625H100 75,625 840,000 SH   SOLE   840,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,106 94,697 SH   SOLE   94,697 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,161 12,000 SH   SOLE   12,000 0 0
LEGG MASON INC COM 524901105 9,770 200,000 SH   SOLE   200,000 0 0
LENNAR CORP CL B 526057302 4,916 170,000 SH   SOLE   170,000 0 0
LIVONGO HEALTH INC COM 539183103 856 30,000 SH   SOLE   30,000 0 0
LOCKHEED MARTIN CORP COM 539830109 13,098 38,643 SH   SOLE   38,643 0 0
LOGMEIN INC COM 54142L109 4,997 60,000 SH   SOLE   60,000 0 0
LOWES COS INC COM 548661107 6,517 75,731 SH   SOLE   75,731 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 35,257 1,296,708 SH   SOLE   1,296,708 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 23,071 632,250 SH   SOLE   632,250 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 15,772 130,000 SH   SOLE   130,000 0 0
MERCADOLIBRE INC COM 58733R102 15,146 31,000 SH   SOLE   31,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,052 25,000 SH   SOLE   25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,682 40,000 SH Call SOLE   40,000 0 0
MICROSOFT CORP COM 594918104 72,089 457,100 SH   SOLE   457,100 0 0
MINERVA NEUROSCIENCES INC COM 603380106 452 75,000 SH   SOLE   75,000 0 0
MORGAN STANLEY COM NEW 617446448 31,110 915,000 SH   SOLE   915,000 0 0
MYLAN NV SHS EURO SHS EURO N59465109 7,679 515,000 SH   SOLE   515,000 0 0
NEBULA ACQUISITION CORP COM CLASS A 629076100 12,586 1,240,000 SH   SOLE   1,240,000 0 0
NEBULA ACQUISITION CORP *W EXP 03/12/202 629076118 11 13,333 SH   SOLE   13,333 0 0
NETFLIX INC COM 64110L106 77,127 205,398 SH   SOLE   205,398 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,651 70,681 SH   SOLE   70,681 0 0
NEWMONT CORP COM 651639106 7,413 163,705 SH   SOLE   163,705 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,358 44,150 SH   SOLE   44,150 0 0
NOVARTIS A G SPONSORED ADR 66987V109 9,070 110,000 SH   SOLE   110,000 0 0
NVIDIA CORP COM 67066G104 10,321 39,153 SH   SOLE   39,153 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,487 107,912 SH   SOLE   107,912 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 2,815 21,446 SH   SOLE   21,446 0 0
PAE INC COM CL A 69290Y109 2,272 350,000 SH   SOLE   350,000 0 0
PARKER HANNIFIN CORP COM 701094104 6,487 50,000 SH   SOLE   50,000 0 0
PARSLEY ENERGY INC CL A 701877102 7,965 1,390,000 SH   SOLE   1,390,000 0 0
PAYPAL HLDGS INC COM 70450Y103 5,740 59,953 SH   SOLE   59,953 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 1,064 38,000 SH   SOLE   38,000 0 0
PLANET FITNESS INC CL A 72703H101 14,161 290,774 SH   SOLE   290,774 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,968 135,000 SH   SOLE   135,000 0 0
PTC THERAPEUTICS INC COM 69366J200 1,784 40,000 SH   SOLE   40,000 0 0
QIAGEN NV SHS NEW N72482123 9,360 225,000 SH   SOLE   225,000 0 0
QORVO INC COM 74736K101 4,032 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 3,383 50,000 SH   SOLE   50,000 0 0
RA PHARMACEUTICALS INC COM 74933V108 960 20,000 SH Put SOLE   20,000 0 0
REALOGY HLDGS CORP COM 75605Y106 1,505 500,000 SH   SOLE   500,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13,136 328,159 SH   SOLE   328,159 0 0
RMG ACQUISITION CORP *W EXP 02/21/202 749641114 145 233,333 SH   SOLE   233,333 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,018 20,000 SH   SOLE   20,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,136 6,851 SH   SOLE   6,851 0 0
ROSS STORES INC COM 778296103 46,414 533,681 SH   SOLE   533,681 0 0
ROYAL GOLD INC COM 780287108 3,055 34,833 SH   SOLE   34,833 0 0
SAVARA IN COM 805111101 212 100,000 SH   SOLE   100,000 0 0
SC HEALTH CORP COM CL A G78516203 6,030 600,000 SH   SOLE   600,000 0 0
SC HEALTH COR *W EXP 99/99/999 G78516401 287 300,000 SH   SOLE   300,000 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 1,211 100,000 SH   SOLE   100,000 0 0
SCVX CORP UNIT 99/99/9999 G79448109 1,994 200,000 SH   SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 72,587 1,310,000 SH   SOLE   1,310,000 0 0
SNAP INC CL A 83304A106 892 75,001 SH   SOLE   75,001 0 0
SOUTH MTN MERGER CORP *W EXP 06/20/202 838884112 235 250,000 SH   SOLE   250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 20,233 78,500 SH Call SOLE   78,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 15,465 60,000 SH Put SOLE   60,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 17,424 225,000 SH   SOLE   225,000 0 0
STEEL DYNAMICS INC COM 858119100 2,209 97,998 SH   SOLE   97,998 0 0
SUMMIT MATLS INC CL A 86614U100 1,201 80,064 SH   SOLE   80,064 0 0
TARGET HOSPITALITY CORP COM 87615L107 1,920 965,000 SH   SOLE   965,000 0 0
TARGET HOSPITALITY CORP *W EXP 03/15/202 87615L115 60 400,000 SH   SOLE   400,000 0 0
TECH DATA CORP COM 878237106 8,505 65,000 SH   SOLE   65,000 0 0
TECK RESOURCES LTD CL B 878742204 2,626 347,358 SH   SOLE   347,358 0 0
TELLURIAN INC NEW COM 87615L107 627 693,132 SH   SOLE   693,132 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 9,878 1,100,000 SH   SOLE   1,100,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 924 40,000 SH   SOLE   40,000 0 0
TIFFANY & CO NEW COM 886547108 36,651 283,022 SH   SOLE   283,022 0 0
TILRAY INC NOTE 5.000%10/0 88688TAB6 1,774 5,500,000 SH   SOLE   5,500,000 0 0
TJX COS INC NEW COM 872540109 7,411 155,001 SH   SOLE   155,001 0 0
TYME TECHNOLOGIES INC COM 90238J103 165 150,000 SH   SOLE   150,000 0 0
ULTA BEAUTY INC COM 90384S303 13,860 78,884 SH   SOLE   78,884 0 0
UNION PAC CORP COM 907818108 5,642 40,000 SH   SOLE   40,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,868 20,000 SH   SOLE   20,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 48,384 2,100,000 SH   SOLE   2,100,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,304 100,000 SH Call SOLE   100,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20,134 244,997 SH   SOLE   244,997 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 267,498 3,381,774 SH   SOLE   3,381,774 0 0
VECTOIQ ACQUISITION CORP *W EXP 05/11/202 92243N111 776 398,100 SH   SOLE   398,100 0 0
VULCAN MATLS CO COM 929160109 7,491 69,316 SH   SOLE   69,316 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 6,374 231,523 SH   SOLE   231,523 0 0
WORKDAY INC CL A 98138H101 2,604 20,000 SH   SOLE   20,000 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 13,775 480,790 SH   SOLE   480,790 0 0
XERIS PHARMACEUTICALS INC COM 98422L107 341 175,000 SH   SOLE   175,000 0 0
XYLEM INC COM 98419M100 2,422 37,193 SH   SOLE   37,193 0 0
YANDEX N V SHS CLASS A N97284108 15,323 450,000 SH   SOLE   450,000 0 0