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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 72,936 436,140 SH   OTR 1,2 436,140 0 0
ALLERGAN PLC SHS G0177J108 40,406 240,100 SH   OTR 1,2 240,100 0 0
ALPHABET INC CAP STK CL A 02079K305 22,469 18,400 SH   OTR 1,2 18,400 0 0
AXALTA COATING SYS LTD COM G0750C108 3,606 119,603 SH   OTR 1,2 119,603 0 0
BANK AMER CORP COM 060505104 6,826 234,000 SH   OTR 1,2 234,000 0 0
CALYXT INC COM 13173L107 2,484 440,401 SH   OTR 1,2 440,401 0 0
CF INDS HLDGS INC COM 125269100 31,615 642,585 SH   OTR 1,2 642,585 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 6,942 152,628 SH   OTR 1,2 152,628 0 0
CITIGROUP INC COM NEW 172967424 6,908 100,000 SH   OTR 1,2 100,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 5,038 276,028 SH   OTR 1,2 276,028 0 0
DISCOVER FINL SVCS COM 254709108 3,406 42,000 SH   OTR 1,2 42,000 0 0
EQUIFAX INC COM 294429105 17,463 124,145 SH   OTR 1,2 124,145 0 0
FACEBOOK INC CL A 30303M102 31,274 175,619 SH   OTR 1,2 175,619 0 0
HUMANA INC COM 444859102 28,829 112,759 SH   OTR 1,2 112,759 0 0
INTELSAT S A COM L5140P101 12,914 566,388 SH   OTR 1,2 398,184 0 0
LAS VEGAS SANDS CORP COM 517834107 22,999 398,184 SH   OTR 1,2 398,184 0 0
MASTERCARD INC CL A 57636Q104 48,398 178,214 SH   OTR 1,2 178,214 0 0
MICRON TECHNOLOGY INC COM 595112103 38,095 889,031 SH   OTR 1,2 889,031 0 0
MICROSOFT CORP COM 594918104 30,292 217,881 SH   OTR 1,2 217,881 0 0
MOODYS CORP COM 615369105 2,028 9,900 SH   OTR 1,2 9,900 0 0
NETFLIX INC COM 64110L106 15,361 57,400 SH   OTR 1,2 57,400 0 0
PG&E CORP COM 69331C108 5,925 592,520 SH   OTR 1,2 592,520 0 0
QUALCOMM INC COM 747525103 14,873 194,977 SH   OTR 1,2 194,977 0 0
SEA LTD SPONSORED ADS 81141R100 51,883 1,676,360 SH   OTR 1,2 1,676,360 0 0
SERVICENOW INC COM 81762P102 16,796 66,165 SH   OTR 1,2 66,165 0 0
TYSON FOODS INC CL A 902494103 78,271 908,649 SH   OTR 1,2 908,649 0 0
UNITED RENTALS INC COM 911363109 20,687 165,972 SH   OTR 1,2 165,972 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,737 31,000 SH   OTR 1,2 31,000 0 0
VISA INC COM CL A 92826C839 47,370 275,393 SH   OTR 1,2 275,393 0 0
DISNEY WALT CO COM DISNEY 254687106 27,585 211,669 SH   OTR 1,2 211,669 0 0
WYNN RESORTS LTD COM 983134107 41,575 382,404 SH   OTR 1,2 382,404 0 0
ZOETIS INC CL A 98978V103 20,806 166,994 SH   OTR 1,2 166,994 0 0
PG&E CORP COM 69331C108 16,000 1,600,000 SH Call OTR 1,2 1,600,000 0 0