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
ABBOTT LABORATORIES COM 002824100 1,947 32,500 SH   SOLE   32,500 0 0
ABBVIE INC COM 00287Y109 5,679 60,000 SH   SOLE   60,000 0 0
AERCAP HOLDINGS NV COM N00985106 1,902 37,500 SH   SOLE   37,500 0 0
AKORN INC COM 009728106 936 50,000 SH   SOLE   50,000 0 0
ALTABA INC COM 021346101 2,221 30,000 SH   SOLE   30,000 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 3,507 67,500 SH   SOLE   67,500 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 773 38,500 SH   SOLE   38,500 0 0
APPLE INC COM 037833100 6,292 37,500 SH   SOLE   37,500 0 0
APPLIED MATERIALS INC COM 038222105 2,502 45,000 SH   SOLE   45,000 0 0
ATHENE HOLDING LTD CL A G0684D107 61,751 1,291,584 SH   SOLE   1,291,584 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 1,510 50,000 SH   SOLE   50,000 0 0
BAKER HUGHES A GE CO COM 05722G100 417 15,000 SH   SOLE   15,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,644 30,000 SH   SOLE   30,000 0 0
BEST BUY CO INC COM 086516101 2,800 40,000 SH   SOLE   40,000 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 249 2,500 SH   SOLE   2,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,688 42,500 SH   SOLE   42,500 0 0
CBL & ASSOCIATES PROPERTIES COM 124830100 417 100,000 SH   SOLE   100,000 0 0
CBS CORP CL B 124857202 771 15,000 SH   SOLE   15,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 1,273 4,090 SH   SOLE   4,090 0 0
CONCHO RESOURCES INC COM 20605P101 1,127 7,500 SH   SOLE   7,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,849 12,500 SH   SOLE   12,500 0 0
DASEKE INC-CW20 W EXP 02/27/202 23753F115 45 40,000 SH   SOLE   40,000 0 0
DELL TECHNOLOGIES INC CL V 24703L103 2,562 34,998 SH   SOLE   34,998 0 0
DEVON ENERGY CORP COM 25179M103 477 15,000 SH   SOLE   15,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,265 10,000 SH   SOLE   10,000 0 0
DOLLAR TREE INC COM 256746108 3,322 35,000 SH   SOLE   35,000 0 0
DOWDUPONT INC COM 26078J100 1,274 20,000 SH   SOLE   20,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,395 10,000 SH   SOLE   10,000 0 0
ENTERCOM COMMUNICATIONS CL A 293639100 483 50,000 SH   SOLE   50,000 0 0
EOG RESOURCES INC COM 26875P101 1,053 10,000 SH   SOLE   10,000 0 0
FABRINET COM G3323L100 1,020 32,500 SH   SOLE   32,500 0 0
FERRO CORP COM 315405100 2,322 100,000 SH   SOLE   100,000 0 0
FIVE BELOW COM 33829M101 2,934 40,000 SH   SOLE   40,000 0 0
GENERAL DYNAMICS CORP COM 369550108 2,209 10,000 SH   SOLE   10,000 0 0
GENERAL ELECTRIC CO COM 369604103 674 50,000 SH   SOLE   50,000 0 0
GENERAL MOTORS CO COM 37045V100 2,726 75,000 SH   SOLE   75,000 0 0
GENWORTH FINANCIAL INC CL A 37247D106 566 200,000 SH   SOLE   200,000 0 0
GLOBALSTAR INC COM 378973408 275 400,000 SH   SOLE   400,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,519 10,000 SH   SOLE   10,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 962 30,000 SH   SOLE   30,000 0 0
INVITATION HOMES INC COM 46187W107 913 40,000 SH   SOLE   40,000 0 0
JOHNSON & JOHNSON COM 478160104 1,602 12,500 SH   SOLE   12,500 0 0
JP MORGAN CHASE & CO COM 46625H100 4,124 37,500 SH   SOLE   37,500 0 0
KBH NOTE 1.375% 2/0 48666KAS8 285 250,000 PRN   SOLE   250,000 0 0
KROGER CO COM 501044101 2,394 100,000 SH   SOLE   100,000 0 0
L3 TECHNOLOGIES INC COM 502413107 2,600 12,500 SH   SOLE   12,500 0 0
LOCKHEED MARTIN CORP COM 539830109 3,380 10,000 SH   SOLE   10,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,114 12,500 SH   SOLE   12,500 0 0
MACY'S INC COM 55616P104 1,784 60,000 SH   SOLE   60,000 0 0
MEDTRONIC PLC COM G5960L103 1,203 15,000 SH   SOLE   15,000 0 0
MICRO FOCUS INTL PL SPON ADR NEW 594837304 702 50,000 SH   SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,086 40,000 SH   SOLE   40,000 0 0
MONSANTO CO COM 61166W101 4,668 40,000 SH   SOLE   40,000 0 0
MURPHY OIL CORP COM 626717102 1,098 42,500 SH   SOLE   42,500 0 0
NCR CORPORATION COM 62886E108 788 25,000 SH   SOLE   25,000 0 0
NRG YIELD INC CL C 62942X405 1,275 75,000 SH   SOLE   75,000 0 0
NUTRIEN LTD COM 67077M108 655 13,850 SH   SOLE   13,850 0 0
NXP SEMICONDUCTORS NV COM N6596X109 2,048 17,500 SH   SOLE   17,500 0 0
P G & E CORP COM 69331C108 2,855 65,000 SH   SOLE   65,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 2,276 30,000 SH   SOLE   30,000 0 0
PHILLIPS 66 COM 718546104 1,439 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC COM 747525103 2,771 50,000 SH   SOLE   50,000 0 0
RAYTHEON COMPANY COM NEW 755111507 3,237 15,000 SH   SOLE   15,000 0 0
REPUBLIC SERVICES INC COM 760759100 993 15,000 SH   SOLE   15,000 0 0
RYMAN HOSPITALITY PROPERTIES COM 78377T107 3,098 40,000 SH   SOLE   40,000 0 0
SIGNET JEWELERS LTD COM G81276100 289 7,500 SH   SOLE   7,500 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 1,431 37,500 SH   SOLE   37,500 0 0
STARWOOD PROPERTY TRUST INC COM 85571B105 1,152 55,000 SH   SOLE   55,000 0 0
TIME WARNER INC COM NEW 887317303 3,310 35,000 SH   SOLE   35,000 0 0
TIVO CORP COM 88870P106 813 60,000 SH   SOLE   60,000 0 0
TRAVELERS COS INC/THE COM 89417E109 2,777 20,000 SH   SOLE   20,000 0 0
TTM TECHNOLOGIES COM 87305R109 612 40,000 SH   SOLE   40,000 0 0
TWITTER INC COM 90184L102 725 25,000 SH   SOLE   25,000 0 0
TWO HARBORS INVESTMENT CORP COM NEW 90187B408 769 50,000 SH   SOLE   50,000 0 0
UNITI GROUP INC COM 91325V108 1,463 90,000 SH   SOLE   90,000 0 0
UNIVERSAL INSURANCE HOLDINGS COM 91359V107 1,914 60,000 SH   SOLE   60,000 0 0
US SILICA HOLDINGS INC COM 90346E103 1,276 50,000 SH   SOLE   50,000 0 0
VMWARE INC CL A COM 928563402 3,032 25,000 SH   SOLE   25,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,128 32,500 SH   SOLE   32,500 0 0
WASTE MANAGEMENT INC COM 94106L109 1,682 20,000 SH   SOLE   20,000 0 0
WELLS FARGO & CO COM 949746101 1,834 35,000 SH   SOLE   35,000 0 0