| 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 | 13,325 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 205,329 | 175,000 | SH | | SOLE | 0 | 175,000 | 0 | 0 |
| AMAZON.COM INC - EQUITIES | COM | 023135106 | 142,460 | 80,000 | SH | | SOLE | 0 | 80,000 | 0 | 0 |
| AMERICAN AIRLINES GROUP | COM | 02376R102 | 9,528 | 300,000 | SH | | SOLE | 0 | 300,000 | 0 | 0 |
| AT&T INC | COM | 00206R102 | 50,803 | 1,620,000 | SH | | SOLE | 0 | 1,620,000 | 0 | 0 |
| BEST INC-ADR - EQUITIES | SPONSORED ADS | 08653C106 | 5,944 | 1,136,602 | SH | | SOLE | 0 | 1,136,602 | 0 | 0 |
| BOYD GAMING CORP - GLOBAL EQ | COM | 103304101 | 8,824 | 322,500 | SH | | SOLE | 0 | 322,500 | 0 | 0 |
| CAESARS ENTERTAINMENT CORP - SK | COM | 127686103 | 3,911 | 450,000 | SH | | SOLE | 0 | 450,000 | 0 | 0 |
| COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 28,186 | 705,000 | SH | | SOLE | 0 | 705,000 | 0 | 0 |
| DELTA AIR LINES INC | COM NEW | 247361702 | 9,297 | 180,000 | SH | | SOLE | 0 | 180,000 | 0 | 0 |
| DESPEGAR.COM - EQUITIES | ORD SHS | G27358103 | 1,373 | 92,122 | SH | | SOLE | 0 | 92,122 | 0 | 0 |
| FACEBOOK CLASS A ORD SHS | CL A | 30303M102 | 50,007 | 300,000 | SH | | SOLE | 0 | 300,000 | 0 | 0 |
| GLOBAL X ROBOTICS & ARTIFICI G7 EQUITIES | RBTCS ARTFL INTE | 37954Y715 | 20,984 | 1,045,018 | SH | | SOLE | 0 | 1,045,018 | 0 | 0 |
| HOMEBUILDERS - SPDR | S&P HOMEBUILD | 78464A888 | 16,384 | 425,000 | SH | | SOLE | 0 | 425,000 | 0 | 0 |
| ISHARES CHINA LARGE-CAP ETF - EQUITIES | CHINA LG-CAP ETF | 464287184 | 88,540 | 2,000,000 | SH | | SOLE | 0 | 2,000,000 | 0 | 0 |
| ISHARES J.P. MORGAN USD EMERG MARK HH | JPMORGAN USD EMG | 464288281 | 324,677 | 2,950,000 | SH | | SOLE | 0 | 2,950,000 | 0 | 0 |
| ISHARES MSCI BRAZIL CAPPED - DIV FUT | MSCI BRAZIL ETF | 464286400 | 1,968 | 48,000 | SH | | SOLE | 0 | 48,000 | 0 | 0 |
| ISHARES MSCI EMERGING MARKET- G7 EQ | MSCI EMG MKT ETF | 464287234 | 248,292 | 5,785,000 | SH | | SOLE | 0 | 5,785,000 | 0 | 0 |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 60,368 | 3,690,000 | SH | | SOLE | 0 | 3,690,000 | 0 | 0 |
| KRANESHARES CSI CHINA INTERN - EQUITIES | CSI CHI INTERNET | 500767306 | 18,840 | 400,000 | SH | | SOLE | 0 | 400,000 | 0 | 0 |
| MELCO RESORTS AND ENTERTAINMENT LTD -ADR | ADR | 585464100 | 36,257 | 1,605,000 | SH | | SOLE | 0 | 1,605,000 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 62,354 | 2,430,000 | SH | | SOLE | 0 | 2,430,000 | 0 | 0 |
| MICROSOFT CORP- EQUITIES | COM | 79466L302 | 23,588 | 200,000 | SH | | SOLE | 0 | 200,000 | 0 | 0 |
| SALESFORCE.COM INC EQUITIES | COM | 79466L302 | 39,593 | 250,000 | SH | | SOLE | 0 | 250,000 | 0 | 0 |
| SPIRIT AIRLINES INC | COM | 848577102 | 15,382 | 291,000 | SH | | SOLE | 0 | 291,000 | 0 | 0 |
| SPRINT CORPORATION | COM SER 1 | 85207U105 | 3,390 | 600,000 | SH | | SOLE | 0 | 600,000 | 0 | 0 |
| TECHNOLOGY SELECT SECT SPDR- DIV FUT | TECHNOLOGY | 81369Y803 | 4,440 | 60,000 | SH | | SOLE | 0 | 60,000 | 0 | 0 |
| TELEFONICA BRASIL ADR | SPONSORED ADR | 88032Q109 | 1,811 | 150,000 | SH | | SOLE | 0 | 150,000 | 0 | 0 |
| TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 15,949 | 519,000 | SH | | SOLE | 0 | 519,000 | 0 | 0 |
| TENCENT MUSIC ENTERTAINM-ADR - EQUITIES | SPON ADS | 88034P109 | 362 | 20,000 | SH | | SOLE | 0 | 20,000 | 0 | 0 |
| TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 7,012 | 465,000 | SH | | SOLE | 0 | 465,000 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 | 55,971 | 810,000 | SH | | SOLE | 0 | 810,000 | 0 | 0 |
| TWITTER INC - EQUITIES | COM | 90184L102 | 26,781 | 814,508 | SH | | SOLE | 0 | 814,508 | 0 | 0 |
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 29,918 | 375,000 | SH | | SOLE | 0 | 375,000 | 0 | 0 |
| YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 6,332 | 451,974 | SH | | SOLE | 0 | 451,974 | 0 | 0 |
| FINANCIAL SELECT SECTOR SPDR - EQUITIES | CALL | 81369Y905 | 71,460 | 3,000,000 | SH | Call | SOLE | 0 | 3,000,000 | 0 | 0 |
| VANECK VECTORS OIL SERVICES- EQUITIES | CALL | 92189F908 | 28,060 | 2,000,000 | SH | Call | SOLE | 0 | 2,000,000 | 0 | 0 |
| ISHARES MSCI EMERGING MARKET- G7 EQ | PUT | 464287954 | 429,200 | 10,000,000 | SH | Put | SOLE | 0 | 10,000,000 | 0 | 0 |
| POWERSHARES QQQ TRUST SERIES - EQUITIES | CALL | 46090E903 | 170,677 | 950,000 | SH | Call | SOLE | 0 | 950,000 | 0 | 0 |
| ISHARES CHINA LARGE-CAP ETF - EQUITIES | CALL | 464287904 | 88,540 | 2,000,000 | SH | Call | SOLE | 0 | 2,000,000 | 0 | 0 |
| FINANCIAL SELECT SECTOR SPDR - EQUITIES | CALL | 81369Y905 | 514,200 | 20,000,000 | SH | Call | SOLE | 0 | 20,000,000 | 0 | 0 |
| SPDR S&P BIOTECH ETF- EQUITIES | CALL | 78464A900 | 54,342 | 600,200 | SH | Call | SOLE | 0 | 600,200 | 0 | 0 |
| FINANCIAL SELECT SECTOR SPDR- DIV FUT | PUT | 81369Y955 | 12,855 | 500,000 | SH | Put | SOLE | 0 | 500,000 | 0 | 0 |
| XTRACKERS HARVEST CSI 300 CH- G7 EQ | CALL | 233051909 | 57,460 | 2,000,000 | SH | Call | SOLE | 0 | 2,000,000 | 0 | 0 |
| ISHARES MSCI EMERGING MARKET- G7 EQ | CALL | 464287904 | 214,600 | 5,000,000 | SH | Call | SOLE | 0 | 5,000,000 | 0 | 0 |
| TECH SELECT SECTOR SPDR G7 EQ | CALL | 81369Y903 | 538,277 | 7,275,000 | SH | Call | SOLE | 0 | 7,275,000 | 0 | 0 |
