Long: GLD, AAPL, IEP, UHAL, RGR, BIDU, CLR, OIL, SWHC, BRK.B, GTAT, CHK, GOOGL, APA, MU, SLB, NUAN, NFLX, GPOR, EOG, CAT, APC, FANG, PXD, NBR, SH... Smaller positions in AMZN, FSLR, BLDP, TWTR... and a few other stocks and commodities ETFs here and there.
Puts / short: JCP, HLF, TSLA, ATHN, AMZN, NFLX, CMG, WWE, FSLR, TWTR, DQ, and a few others here and there.