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 |
|
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 | 14,733 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
AMAZON.COM INC - EQUITIES | COM | 023135106 | 151,490 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
AMERICAN AIRLINES GROUP | COM | 02376R102 | 9,783 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 38,201 | 1,140,000 | SH | SOLE | 0 | 1,140,000 | 0 | 0 | |
BOYD GAMING CORP - GLOBAL EQ | COM | 103304101 | 7,476 | 277,500 | SH | SOLE | 0 | 277,500 | 0 | 0 | |
COMCAST CORP-CLASS A - BOA | CL A | 20030N101 | 29,418 | 695,800 | SH | SOLE | 0 | 695,800 | 0 | 0 | |
COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 15,610 | 369,200 | SH | SOLE | 0 | 369,200 | 0 | 0 | |
DESPEGAR.COM - EQUITIES | ORD SHS | G27358103 | 1,280 | 92,122 | SH | SOLE | 0 | 92,122 | 0 | 0 | |
GLOBAL X ROBOTICS & ARTIFICI G7 EQUITIES | RBTCS ARTFL INTE | 37954Y715 | 21,684 | 1,045,018 | SH | SOLE | 0 | 1,045,018 | 0 | 0 | |
HOMEBUILDERS - SPDR | S&P HOMEBUILD | 78464A888 | 17,714 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
ISHARES MSCI BRAZIL CAPPED - DIV FUT | MSCI BRAZIL ETF | 464286400 | 2,273 | 52,000 | SH | SOLE | 0 | 52,000 | 0 | 0 | |
JETBLUE AIRWAYS CORP | COM | 477143101 | 49,923 | 2,700,000 | SH | SOLE | 0 | 2,700,000 | 0 | 0 | |
KRANESHARES CSI CHINA INTERN - EQUITIES | CSI CHI INTERNET | 500767306 | 17,580 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
MELCO CROWN ENTERTAINME-ADR - BOA | ADR | 585464100 | 26,186 | 1,205,600 | SH | SOLE | 0 | 1,205,600 | 0 | 0 | |
MELCO RESORTS AND ENTERTAINMENT LTD -ADR | ADR | 585464100 | 13,888 | 639,400 | SH | SOLE | 0 | 639,400 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 41,998 | 1,470,000 | SH | SOLE | 0 | 1,470,000 | 0 | 0 | |
PALO ALTO NETWORKS INC EQUITIES | COM | 697435105 | 35,658 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
SALESFORCE.COM INC EQUITIES | COM | 79466L302 | 68,279 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
SPIRIT AIRLINES INC | COM | 848577102 | 15,321 | 321,000 | SH | SOLE | 0 | 321,000 | 0 | 0 | |
TECH SELECT SECTOR SPDR G7 EQ | TECHNOLOGY | 81369Y803 | 1,951 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
TELEFONICA BRASIL ADR | SPONSORED ADR | 87936R106 | 1,953 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 15,778 | 519,000 | SH | SOLE | 0 | 519,000 | 0 | 0 | |
TENCENT MUSIC ENTERTAINM-ADR - EQUITIES | SPON ADS | 88034P109 | 305 | 20,333 | SH | SOLE | 0 | 20,333 | 0 | 0 | |
TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 8,308 | 555,000 | SH | SOLE | 0 | 555,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 53,381 | 720,000 | SH | SOLE | 0 | 720,000 | 0 | 0 | |
TRADEWEB MARKETS INC-CLASS A - EQ | CL A | 892672106 | 44 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
TWITTER INC - EQUITIES | COM | 90184L102 | 28,426 | 814,508 | SH | SOLE | 0 | 814,508 | 0 | 0 | |
UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 19,576 | 223,600 | SH | SOLE | 0 | 223,600 | 0 | 0 | |
UNITED CONTINENTAL HOLDINGS-BOA | COM | 910047109 | 36,894 | 421,400 | SH | SOLE | 0 | 421,400 | 0 | 0 | |
VERIZON COMM INC | COM | 92343V104 | 9,506 | 166,400 | SH | SOLE | 0 | 166,400 | 0 | 0 | |
VERIZON COMMUNICATIONS INC-BOA | COM | 92343V104 | 17,916 | 313,600 | SH | SOLE | 0 | 313,600 | 0 | 0 | |
WYNN RESORTS LTD - GLOBAL EQUITY | COM | 983134107 | 13,019 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
XLE - ENERGY SELECT SEC SPDR - G7 | ENERGY | 81369Y506 | 98,751 | 1,550,000 | SH | SOLE | 0 | 1,550,000 | 0 | 0 | |
YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 8,230 | 451,974 | SH | SOLE | 0 | 451,974 | 0 | 0 | |
XLE - ENERGY SELECT SEC SPDR - G7 | CALL | 81369Y906 | 95,565 | 1,500,000 | SH | Call | SOLE | 0 | 1,500,000 | 0 | 0 |
SPDR S&P BIOTECH ETF- EQUITIES | CALL | 78464A900 | 33,564 | 384,200 | SH | Call | SOLE | 0 | 384,200 | 0 | 0 |
APPLE COMPUTER - G7 EQ | PUT | 037833950 | 22,468 | 113,600 | SH | Put | SOLE | 0 | 113,600 | 0 | 0 |
ISHARES MSCI MEXICO ETF - EQUITIES | CALL | 464286902 | 130,260 | 3,000,000 | SH | Call | SOLE | 0 | 3,000,000 | 0 | 0 |
INTEL CORP EQUITIES | CALL | 458140900 | 31,680 | 660,000 | SH | Call | SOLE | 0 | 660,000 | 0 | 0 |