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
ADOBE INC COM 00724F101 370,130 1,388,909 SH   SOLE   1,388,909 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 539 4,000 SH   SOLE   4,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 121,992 668,630 SH   SOLE   668,630 0 0
ALPHABET INC CAP STK CL A 02079K305 70,684 60,060 SH   SOLE   60,060 0 0
AMAZON COM INC COM 023135106 55,282 31,044 SH   SOLE   31,044 0 0
AMAZON COM INC COM 023135106 59,299 33,300 SH Call SOLE   33,300 0 0
AMGEN INC COM 031162100 9,499 50,000 SH Put SOLE   50,000 0 0
ANALOG DEVICES INC COM 032654105 28,865 274,200 SH   SOLE   274,200 0 0
ANTHEM INC COM 036752103 118,386 412,524 SH   SOLE   412,524 0 0
ANTHEM INC COM 036752103 6,256 21,800 SH Call SOLE   21,800 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 28,809 1,413,600 SH   SOLE   1,413,600 0 0
ATLASSIAN CORP PLC CL A G06242104 117,700 1,047,250 SH   SOLE   1,047,250 0 0
AUTODESK INC COM 052769106 117,405 753,465 SH   SOLE   753,465 0 0
BANK AMER CORP COM 060505104 14,319 519,000 SH Call SOLE   519,000 0 0
BANK AMER CORP COM 060505104 8,009 290,300 SH   SOLE   290,300 0 0
BARRICK GOLD CORPORATION COM 067901108 973 70,997 SH   SOLE   70,997 0 0
BIOGEN INC COM 09062X103 1,064 4,500 SH   SOLE   4,500 0 0
BLUEBIRD BIO INC COM 09609G100 645 4,100 SH   SOLE   4,100 0 0
BOEING CO COM 097023105 153,030 401,210 SH   SOLE   401,210 0 0
BOEING CO COM 097023105 2,365 6,200 SH Put SOLE   6,200 0 0
BOOKING HLDGS INC COM 09857L108 67,877 38,900 SH   SOLE   38,900 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,193 25,000 SH Call SOLE   25,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 107,085 2,244,489 SH   SOLE   2,244,489 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,032 32,000 SH   SOLE   32,000 0 0
CAESARS ENTMT CORP COM 127686103 1,416 162,900 SH   SOLE   162,900 0 0
CANADIAN NAT RES LTD COM 136385101 7,194 261,600 SH   SOLE   261,600 0 0
CAPITAL ONE FINL CORP COM 14040H105 13,030 159,500 SH   SOLE   159,500 0 0
CARBON BLACK INC COM 14081R103 681 48,800 SH   SOLE   48,800 0 0
CBS CORP NEW CL B 124857202 1,288 27,100 SH   SOLE   27,100 0 0
CELGENE CORP COM 151020104 146,516 1,553,059 SH   SOLE   1,553,059 0 0
CENTENE CORP DEL COM 15135B101 20,135 379,188 SH   SOLE   379,188 0 0
CENTENE CORP DEL COM 15135B101 5,310 100,000 SH Call SOLE   100,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 4,808 193,712 SH   SOLE   193,712 0 0
CLOVIS ONCOLOGY INC NOTE 1.250% 5/0 189464AC4 4,644 6,000,000 PRN   SOLE   6,000,000 0 0
COUPA SOFTWARE INC COM 22266L106 6,960 76,500 SH   SOLE   76,500 0 0
CVS HEALTH CORP COM 126650100 2,697 50,000 SH Call SOLE   50,000 0 0
DAVITA INC COM 23918K108 1,498 27,600 SH   SOLE   27,600 0 0
DAVITA INC COM 23918K108 1,688 31,100 SH Put SOLE   31,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,496 42,522 SH   SOLE   42,522 0 0
DISNEY WALT CO COM DISNEY 254687106 12,715 114,517 SH   SOLE   114,517 0 0
DOLLAR TREE INC COM 256746108 123,790 1,178,506 SH   SOLE   1,178,506 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,021 63,004 SH   SOLE   63,004 0 0
FACEBOOK INC CL A 30303M102 1,900 11,400 SH   SOLE   11,400 0 0
FISERV INC COM 337738108 86,993 985,425 SH   SOLE   985,425 0 0
FOX CORP CL A COM 35137L105 5,157 140,468 SH   SOLE   140,468 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,504 116,700 SH   SOLE   116,700 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1,468 49,600 SH   SOLE   49,600 0 0
GENERAL MTRS CO COM 37045V100 35,086 945,724 SH   SOLE   945,724 0 0
GODADDY INC CL A 380237107 1,489 19,800 SH   SOLE   19,800 0 0
INCYTE CORP COM 45337C102 550 6,400 SH   SOLE   6,400 0 0
INTEL CORP COM 458140100 2,423 45,120 SH   SOLE   45,120 0 0
INTELSAT S A COM L5140P101 61,425 3,922,422 SH   SOLE   3,922,422 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 218,628 1,216,900 SH Put SOLE   1,216,900 0 0
IQVIA HLDGS INC COM 46266C105 1,827 12,700 SH   SOLE   12,700 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 37,377 844,300 SH Call SOLE   844,300 0 0
ISHARES TR IBOXX HI YD ETF 464288513 4,324 50,000 SH Put SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,827 25,000 SH Put SOLE   25,000 0 0
ISHARES TR US HOME CONS ETF 464288752 7,566 214,700 SH   SOLE   214,700 0 0
JD COM INC SPON ADR CL A 47215P106 60,475 2,005,800 SH   SOLE   2,005,800 0 0
LENNAR CORP CL A 526057104 2,802 57,085 SH   SOLE   57,085 0 0
LILLY ELI & CO COM 532457108 4,100 31,600 SH   SOLE   31,600 0 0
LINDE PLC COM G5494J103 15,447 87,800 SH   SOLE   87,800 0 0
LOWES COS INC COM 548661107 155,031 1,416,200 SH   SOLE   1,416,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 14,369 170,900 SH   SOLE   170,900 0 0
MARATHON PETE CORP COM 56585A102 37,514 626,800 SH   SOLE   626,800 0 0
MASCO CORP COM 574599106 5,075 129,100 SH   SOLE   129,100 0 0
MASTERCARD INC CL A 57636Q104 98,779 419,533 SH   SOLE   419,533 0 0
MERCADOLIBRE INC COM 58733R102 77,942 153,510 SH   SOLE   153,510 0 0
MERCK & CO INC COM 58933Y105 85,424 1,027,100 SH   SOLE   1,027,100 0 0
MERCK & CO INC COM 58933Y105 16,634 200,000 SH Call SOLE   200,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,020 36,400 SH   SOLE   36,400 0 0
MICROSOFT CORP COM 594918104 333,930 2,831,354 SH   SOLE   2,831,354 0 0
NETFLIX INC COM 64110L106 268,461 752,920 SH   SOLE   752,920 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 581 6,600 SH   SOLE   6,600 0 0
NEWMONT MNG CORP COM 651639106 1,055 29,500 SH   SOLE   29,500 0 0
NII HLDGS INC COM PAR 62913F508 6,479 3,305,445 SH   SOLE   3,305,445 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,579 24,500 SH Call SOLE   24,500 0 0
NORFOLK SOUTHERN CORP COM 655844108 64,066 342,800 SH   SOLE   342,800 0 0
NOVARTIS A G SPONSORED ADR 66987V109 3,538 36,800 SH   SOLE   36,800 0 0
NOVO-NORDISK A S ADR 670100205 5,058 96,700 SH   SOLE   96,700 0 0
NVIDIA CORP COM 67066G104 1,293 7,200 SH   SOLE   7,200 0 0
OUTLOOK THERAPEUTICS INC *W EXP 02/18/202 69012T115 35 100,000 SH   SOLE   100,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 60,646 2,199,706 SH   DFND 1 2,199,706 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 78,646 2,852,607 SH   SOLE   2,852,607 0 0
PG&E CORP COM 69331C108 16,801 943,900 SH   SOLE   943,900 0 0
ROKU INC COM CL A 77543R102 11,573 179,400 SH   SOLE   179,400 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 6,204 216,000 SH   SOLE   216,000 0 0
SALESFORCE COM INC COM 79466L302 202,457 1,278,381 SH   SOLE   1,278,381 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,660 25,100 SH   SOLE   25,100 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3,028 26,600 SH   SOLE   26,600 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4,287 76,400 SH   SOLE   76,400 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,588 50,000 SH Call SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,379 23,700 SH   SOLE   23,700 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,153 29,100 SH   SOLE   29,100 0 0
SERVICENOW INC COM 81762P102 45,330 183,900 SH   SOLE   183,900 0 0
SHERWIN WILLIAMS CO COM 824348106 16,195 37,600 SH   SOLE   37,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28 100 SH   SOLE   100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 474,030 1,678,100 SH Call SOLE   1,678,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,248 100,000 SH Put SOLE   100,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 4,527 50,000 SH Call SOLE   50,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 43,500 313,400 SH   SOLE   313,400 0 0
STANLEY BLACK & DECKER INC COM 854502101 67,922 498,800 SH   SOLE   498,800 0 0
STERICYCLE INC COM 858912108 1,099 20,200 SH   SOLE   20,200 0 0
T MOBILE US INC COM 872590104 42,761 618,834 SH   SOLE   618,834 0 0
TAPESTRY INC COM 876030107 4,984 153,400 SH   SOLE   153,400 0 0
TESLA INC COM 88160R101 1,021 3,650 SH   SOLE   3,650 0 0
TOTAL SYS SVCS INC COM 891906109 4,066 42,800 SH   SOLE   42,800 0 0
TRACTOR SUPPLY CO COM 892356106 13,647 139,600 SH   SOLE   139,600 0 0
TRANSDIGM GROUP INC COM 893641100 15,572 34,300 SH   SOLE   34,300 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 2,963 225,159 SH   DFND 1 225,159 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 395 30,018 SH   SOLE   30,018 0 0
TRILOGY METALS INC NEW COM 89621C105 8,245 3,351,579 SH   SOLE   3,351,579 0 0
TWILIO INC CL A 90138F102 6,976 54,000 SH   SOLE   54,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 4,952 15,000 SH   SOLE   15,000 0 0
UNION PACIFIC CORP COM 907818108 82,297 492,208 SH   SOLE   492,208 0 0
UNITED RENTALS INC COM 911363109 56,014 490,277 SH   SOLE   490,277 0 0
UNITED TECHNOLOGIES CORP COM 913017109 95,715 742,610 SH   SOLE   742,610 0 0
VALERO ENERGY CORP NEW COM 91913Y100 35,607 419,750 SH   SOLE   419,750 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,121 50,000 SH   SOLE   50,000 0 0
VERSUM MATLS INC COM 92532W103 3,200 63,600 SH   SOLE   63,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 497 2,700 SH   SOLE   2,700 0 0
VISTRA ENERGY CORP COM 92840M102 22,305 856,900 SH   SOLE   856,900 0 0
VMWARE INC CL A COM 928563402 2,004 11,100 SH   SOLE   11,100 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 10,062 37,300 SH   SOLE   37,300 0 0
WESTLAKE CHEM CORP COM 960413102 10,301 151,800 SH   SOLE   151,800 0 0
WORLDPAY INC CL A 981558109 7,707 67,900 SH   SOLE   67,900 0 0