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
AMAZON COM INC COM 023135106 27,718 15,000 SH   SOLE NONE 15,000 0 0
BOEING CO COM 097023105 19,057 58,499 SH   SOLE NONE 58,499 0 0
CERENCE INC COM 156727109 9,125 403,208 SH   SOLE NONE 403,208 0 0
DISNEY WALT CO COM DISNEY 254687106 9,544 65,991 SH   SOLE NONE 65,991 0 0
DOLLAR TREE INC COM 256746108 9,405 100,000 SH   SOLE NONE 100,000 0 0
IAA INC COM 449253103 9,187 195,214 SH   SOLE NONE 195,214 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 173,871 3,875,000 SH Call SOLE NONE 3,875,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 223,654 1,350,000 SH Call SOLE NONE 1,350,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 141,798 3,250,000 SH Call SOLE NONE 3,250,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 13,090 125,000 SH   SOLE NONE 125,000 0 0
US FOODS HLDG CORP COM 912008109 10,358 247,259 SH   SOLE NONE 247,259 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,172 200,000 SH   SOLE NONE 200,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17,062 200,000 SH Call SOLE NONE 200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,634 102,000 SH   SOLE NONE 102,000 0 0
ANAPLAN INC COM 03272L108 7,519 143,500 SH   SOLE NONE 143,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,374 169,878 SH   SOLE NONE 169,878 0 0
DXC TECHNOLOGY CO COM 23355L106 3,759 100,000 SH   SOLE NONE 100,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 29,554 2,303,474 SH   SOLE NONE 2,303,474 0 0
FACEBOOK INC CL A 30303M102 10,262 50,000 SH   SOLE NONE 50,000 0 0
JD COM INC SPON ADR CL A 47215P106 20,543 583,098 SH   SOLE NONE 583,098 0 0
LAS VEGAS SANDS CORP COM 517834107 28,371 410,934 SH   SOLE NONE 410,934 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 18,801 63,908 SH   SOLE NONE 63,908 0 0
NETFLIX INC COM 64110L106 12,705 39,265 SH   SOLE NONE 39,265 0 0
PG&E CORP COM 69331C108 83,287 7,662,059 SH   SOLE NONE 7,662,059 0 0
PAYPAL HLDGS INC COM 70450Y103 18,896 174,684 SH   SOLE NONE 174,684 0 0
PHILIP MORRIS INTL INC COM 718172109 6,850 80,500 SH   SOLE NONE 80,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 672,687 2,090,000 SH Call SOLE NONE 2,090,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 482,790 1,500,000 SH Put SOLE NONE 1,500,000 0 0
SALESFORCE COM INC COM 79466L302 8,368 51,450 SH   SOLE NONE 51,450 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 37,884 465,000 SH   SOLE NONE 465,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 10,632 275,000 SH   SOLE NONE 275,000 0 0
VANECK VECTORS ETF TRUST SEMICONDUCTOR ET 92189F676 141,410 1,000,000 SH Put SOLE NONE 1,000,000 0 0
VISTRA ENERGY CORP COM 92840M102 9,754 424,258 SH   SOLE NONE 424,258 0 0
INTELSAT S A COM L5140P101 16,880 2,401,177 SH   SOLE NONE 2,401,177 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,182 25,000 SH   SOLE NONE 25,000 0 0