The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 SYSTEMS INC - EQUITIES | COM | 00724F101 | 39,393 | 161,574 | SH | SOLE | 0 | 161,574 | 0 | 0 | |
ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 83,674 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
APPLE COMPUTER - G7 EQ | COM | 037833100 | 9,256 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 5,780 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
BEST INC-ADR - EQUITIES | SPONSORED ADS | 08653C106 | 13,889 | 1,136,602 | SH | SOLE | 0 | 1,136,602 | 0 | 0 | |
COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 31,005 | 945,000 | SH | SOLE | 0 | 945,000 | 0 | 0 | |
DELTA AIR LINES INC | COM NEW | 247361702 | 11,890 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
DESPEGAR.COM - EQUITIES | ORD SHS | G27358103 | 1,932 | 92,122 | SH | SOLE | 0 | 92,122 | 0 | 0 | |
GLOBAL X ROBOTICS & ARTIFICI G7 EQUITIES | RBTCS ARTFL INTE | 37954Y715 | 23,001 | 1,045,018 | SH | SOLE | 0 | 1,045,018 | 0 | 0 | |
HOMEBUILDERS - SPDR | S&P HOMEBUILD | 78464A888 | 16,809 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
ISHARES IBOXX HIGH YIELD COR- DIV FUT | IBOXX HI YD ETF | 464288513 | 4,850 | 57,000 | SH | SOLE | 0 | 57,000 | 0 | 0 | |
JETBLUE AIRWAYS CORP | COM | 477143101 | 46,691 | 2,460,000 | SH | SOLE | 0 | 2,460,000 | 0 | 0 | |
MELCO RESORTS AND ENTERTAINMENT LTD -ADR | ADR | 585464100 | 32,340 | 1,155,000 | SH | SOLE | 0 | 1,155,000 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 55,738 | 1,920,000 | SH | SOLE | 0 | 1,920,000 | 0 | 0 | |
SPIRIT AIRLINES INC | COM | 848577102 | 19,629 | 540,000 | SH | SOLE | 0 | 540,000 | 0 | 0 | |
SPRINT CORPORATION | COM SER 1 | 85207U105 | 10,608 | 1,950,000 | SH | SOLE | 0 | 1,950,000 | 0 | 0 | |
TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 20,565 | 750,000 | SH | SOLE | 0 | 750,000 | 0 | 0 | |
TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 5,142 | 305,000 | SH | SOLE | 0 | 305,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 64,530 | 1,080,000 | SH | SOLE | 0 | 1,080,000 | 0 | 0 | |
TWITTER INC - EQUITIES | COM | 90184L102 | 35,570 | 814,508 | SH | SOLE | 0 | 814,508 | 0 | 0 | |
UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 36,608 | 525,000 | SH | SOLE | 0 | 525,000 | 0 | 0 | |
VERIZON COMM INC | COM | 92343V104 | 40,751 | 810,000 | SH | SOLE | 0 | 810,000 | 0 | 0 | |
WYNN RESORTS LTD - GLOBAL EQUITY | COM | 983134107 | 27,611 | 165,000 | SH | SOLE | 0 | 165,000 | 0 | 0 | |
YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 6,138 | 451,974 | SH | SOLE | 0 | 451,974 | 0 | 0 | |
FINANCIAL SELECT SECTOR SPDR- RV JK | CALL | 464288953 | 106,360 | 4,000,000 | SH | Call | SOLE | 0 | 4,000,000 | 0 | 0 |
ISHARES IBOXX HIGH YIELD- RV | PUT | 464288953 | 140,382 | 1,650,000 | SH | Put | SOLE | 0 | 1,650,000 | 0 | 0 |