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
ACTIVISION BLIZZARD INC COM 00507V109 43,964 681,500 SH   SOLE   681,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 20,257 204,200 SH   SOLE   204,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 278,978 21,880,665 SH   SOLE   21,880,665 0 0
ADVANCED MICRO DEVICES INC COM 007903107 34,425 2,700,000 SH Call SOLE   2,700,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46,678 270,270 SH   SOLE   270,270 0 0
ALLSTATE CORP COM 020002101 25,193 274,100 SH   SOLE   274,100 0 0
ALPHABET INC CAP STK CL C 02079K107 19,134 19,950 SH   SOLE   19,950 0 0
ALTICE USA INC CL A 02156K103 12,290 450,000 SH   SOLE   450,000 0 0
AMAZON COM INC COM 023135106 193,071 200,833 SH   SOLE   200,833 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 25,407 535,000 SH   SOLE   535,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 31,336 318,131 SH   SOLE   318,131 0 0
BANCO MACRO SA SPON ADR B 05961W105 39,684 338,168 SH   SOLE   338,168 0 0
BANK AMER CORP COM 060505104 91,655 3,617,000 SH   SOLE   3,617,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 14,853 728,440 SH   SOLE   728,440 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 18,558 415,361 SH   SOLE   415,361 0 0
BROADCOM LTD SHS Y09827109 137,589 567,282 SH   SOLE   567,282 0 0
BWX TECHNOLOGIES INC COM 05605H100 70,145 1,252,138 SH   SOLE   1,252,138 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 221,768 610,225 SH   SOLE   610,225 0 0
CONCHO RES INC COM 20605P101 24,856 188,700 SH   SOLE   188,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 112,481 563,958 SH   SOLE   563,958 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 41,184 3,469,585 SH   SOLE   3,469,585 0 0
CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 21,283 19,718,000 SH   SOLE   19,718,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,487 40,500 SH   SOLE   40,500 0 0
ELECTRONIC ARTS INC COM 285512109 14,675 124,300 SH   SOLE   124,300 0 0
EOG RES INC COM 26875P101 19,832 205,000 SH   SOLE   205,000 0 0
ESPERION THERAPEUTICS ORD COM 29664W105 39,247 783,059 SH   SOLE   783,059 0 0
FACEBOOK INC CL A 30303M102 82,633 483,600 SH   SOLE   483,600 0 0
FRONTIER COMMUNICATIONS CORP PFD CONV SER-A 35906A207 24,050 1,250,000 SH   SOLE   1,250,000 0 0
GENERAL DYNAMICS CORP COM 369550108 36,768 178,850 SH   SOLE   178,850 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 73,302 1,422,227 SH   SOLE   1,422,227 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 58,734 2,378,873 SH   SOLE   2,378,873 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 79,254 350,000 SH   SOLE   350,000 0 0
INTELSAT ORD COM L5140P101 32,667 6,950,413 SH   SOLE   6,950,413 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 140,771 950,000 SH Put SOLE   950,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 15,331 368,000 SH   SOLE   368,000 0 0
MACYS INC COM 55616P104 52,007 2,383,466 SH   SOLE   2,383,466 0 0
MBIA INC COM 55262C100 15,318 1,760,700 SH   SOLE   1,760,700 0 0
MCDONALDS CORP COM 580135101 64,003 408,498 SH   SOLE   408,498 0 0
MICRON TECHNOLOGY INC COM 595112103 132,371 3,365,662 SH   SOLE   3,365,662 0 0
PARSLEY ENERGY INC CL A 701877102 64,568 2,451,320 SH   SOLE   2,451,320 0 0
PEABODY ENERGY CORP NEW COM 704551100 264,616 9,121,545 SH   SOLE   9,121,545 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 121,586 12,110,121 SH   SOLE   12,110,121 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 76,390 7,907,912 SH   SOLE   7,907,912 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 93,501 983,501 SH   SOLE   983,501 0 0
RAMACO RES INC COM 75134P303 5,145 776,000 SH   SOLE   776,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 30,218 532,000 SH   SOLE   532,000 0 0
SLM CORP COM 78442P106 95,518 8,327,665 SH   SOLE   8,327,665 0 0
SOTHEBYS COM 835898107 46,936 1,017,909 SH   SOLE   1,017,909 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 84,970 1,497,000 SH   SOLE   1,497,000 0 0
SPRINT CORP COM SER 1 85207U105 213,783 27,478,488 SH   SOLE   27,478,488 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 103,368 1,011,135 SH   SOLE   1,011,135 0 0
TERADYNE INC COM 880770102 60,215 1,614,788 SH   SOLE   1,614,788 0 0
TIFFANY & CO NEW COM 886547108 29,415 320,498 SH   SOLE   320,498 0 0
VISA INC COM CL A 92826C839 48,497 460,827 SH   SOLE   460,827 0 0
WEIBO CORP SPONSORED ADR 948596101 24,656 249,200 SH   SOLE   249,200 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 90,403 3,591,700 SH   SOLE   3,591,700 0 0
XILINX INC COM 983919101 172,681 2,437,966 SH   SOLE   2,437,966 0 0
YANDEX N V SHS CLASS A N97284108 103,721 3,147,834 SH   SOLE   3,147,834 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 56,277 2,525,912 SH   SOLE   2,525,912 0 0