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
58 COM INC SPON ADR REP A 31680Q104 340 4,905 SH   SOLE N/A 4,905 0 0
ACHAOGEN INC COM 004449104 152 17,500 SH   SOLE N/A 17,500 0 0
ACHIEVE LIFE SCIENCE INC COM NEW 004468203 711 188,000 SH   SOLE N/A 188,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,746 14,800 SH   SOLE N/A 14,800 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 738 40,231 SH   SOLE N/A 40,231 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,600 16,250 SH   SOLE N/A 16,250 0 0
ALPHABET INC CAP STK CL A 02079K305 5,010 4,437 SH   SOLE N/A 4,437 0 0
AMAZON COM INC COM 023135106 5,018 2,952 SH   SOLE N/A 2,952 0 0
AMICUS THERAPEUTICS INC COM 03152W109 4,934 315,900 SH   SOLE N/A 315,900 0 0
ANADARKO PETE CORP COM 032511107 23,196 316,670 SH   SOLE N/A 316,670 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 1,411 33,169 SH   SOLE N/A 33,169 0 0
APOLLO ENDOSURGERY INC COM 03767D108 1,431 205,000 SH   SOLE N/A 205,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 665 10,000 SH   SOLE N/A 10,000 0 0
AT HOME GROUP INC COM 04650Y100 2,491 63,620 SH   SOLE N/A 63,620 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,000 19,800 SH   SOLE N/A 19,800 0 0
BAIDU INC SPON ADR REP A 056752108 6,234 25,653 SH   SOLE N/A 25,653 0 0
BANK AMER CORP COM 060505104 3,746 132,890 SH   SOLE N/A 132,890 0 0
BUCKLE INC COM 118440106 997 37,061 SH   SOLE N/A 37,061 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,766 45,017 SH   SOLE N/A 45,017 0 0
CABOT OIL & GAS CORP COM 127097103 409 17,200 SH   SOLE N/A 17,200 0 0
CARTER INC COM 146229109 3,081 28,426 SH   SOLE N/A 28,426 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 2,626 41,682 SH   SOLE N/A 41,682 0 0
CHF SOLUTIONS INC COM NEW 12542Q508 260 141,509 SH   SOLE N/A 141,509 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,483 37,700 SH   SOLE N/A 37,700 0 0
COREPOINT LODGING INC COM 21872L104 2,773 107,055 SH   SOLE N/A 107,055 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,538 262,473 SH   SOLE N/A 262,473 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 1,343 65,197 SH   SOLE N/A 65,197 0 0
DOVA PHARMACEUTICALS INC COM 25985T102 299 10,009 SH   SOLE N/A 10,009 0 0
DOWDUPONT INC COM 26078J100 1,939 29,422 SH   SOLE N/A 29,422 0 0
ECOLAB INC COM 278865100 1,137 8,100 SH   SOLE N/A 8,100 0 0
ELDORADO RESORTS INC COM 28470R102 1,962 50,185 SH   SOLE N/A 50,185 0 0
ENCANA CORP COM 292505104 10,159 778,482 SH   SOLE N/A 778,482 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 3,148 50,000 SH   SOLE N/A 50,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 9,476 549,316 SH   SOLE N/A 549,316 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 10,354 543,808 SH   SOLE N/A 543,808 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 19,012 687,107 SH   SOLE N/A 687,107 0 0
EOG RES INC COM 26875P101 17,435 140,117 SH   SOLE N/A 140,117 0 0
EVERGY INC COM 30034W106 11,632 207,168 SH   SOLE N/A 207,168 0 0
EXTREME NETWORKS INC COM 30226D106 92 11,500 SH   SOLE N/A 11,500 0 0
FAMOUS DAVES AMER INC COM 307068106 11,378 1,685,556 SH   SOLE N/A 1,685,556 0 0
FLEX LTD ORD Y2573F102 2,540 180,000 SH   SOLE N/A 180,000 0 0
GAP INC DEL COM 364760108 3,428 105,849 SH   SOLE N/A 105,849 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 667 16,646 SH   SOLE N/A 16,646 0 0
GRACE W R & CO DEL NEW COM 38388F108 931 12,700 SH   SOLE N/A 12,700 0 0
GRAND CANYON ED INC COM 38526M106 988 8,850 SH   SOLE N/A 8,850 0 0
HOME DEPOT INC COM 437076102 5,014 25,698 SH   SOLE N/A 25,698 0 0
HUDSON LTD COM CL A G46408103 4,810 275,000 SH   SOLE N/A 275,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 679 46,000 SH   SOLE N/A 46,000 0 0
HUYA INC ADS REP SHS A 44852D108 1,347 40,963 SH   SOLE N/A 40,963 0 0
HYATT HOTELS CORP COM CL A 448579102 16,599 215,146 SH   SOLE N/A 215,146 0 0
ILLUMINA INC COM 452327109 391 1,400 SH   SOLE N/A 1,400 0 0
INFINERA CORPORATION COM 45667G103 531 53,500 SH   SOLE N/A 53,500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 749 6,041 SH   SOLE N/A 6,041 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,358 32,580 SH   SOLE N/A 32,580 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 260 17,132 SH   SOLE N/A 17,132 0 0
JD COM INC SPON ADR CL A 47215P106 3,441 88,339 SH   SOLE N/A 88,339 0 0
JPMORGAN CHASE & CO COM 46625H100 5,021 48,189 SH   SOLE N/A 48,189 0 0
M & T BK CORP COM 55261F104 3,787 22,255 SH   SOLE N/A 22,255 0 0
MACYS INC COM 55616P104 3,440 91,912 SH   SOLE N/A 91,912 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,428 67,178 SH   SOLE N/A 67,178 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 808,106 23,795,804 SH   SOLE N/A 23,795,804 0 0
MARATHON OIL CORP COM 565849106 21,321 1,022,122 SH   SOLE N/A 1,022,122 0 0
MARATHON PETE CORP COM 56585A102 117,243 1,671,079 SH   SOLE N/A 1,671,079 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,906 228,834 SH   SOLE N/A 228,834 0 0
MEDICINOVA INC COM NEW 58468P206 995 125,000 SH   SOLE N/A 125,000 0 0
MOMO INC ADR 60879B107 2,240 51,500 SH   SOLE N/A 51,500 0 0
MYLAN N V SHS EURO N59465109 1,207 33,400 SH   SOLE N/A 33,400 0 0
NEXTERA ENERGY INC COM 65339F101 2,099 12,569 SH   SOLE N/A 12,569 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5,525 118,386 SH   SOLE N/A 118,386 0 0
NOKIA CORP SPONSORED ADR 654902204 4,766 828,906 SH   SOLE N/A 828,906 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,758 24,908 SH   SOLE N/A 24,908 0 0
NRG ENERGY INC COM NEW 629377508 5,278 171,921 SH   SOLE N/A 171,921 0 0
NUTRIEN LTD COM 67077M108 4,105 75,491 SH   SOLE N/A 75,491 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,731 61,600 SH   SOLE N/A 61,600 0 0
OWENS CORNING NEW COM 690742101 5,006 78,996 SH   SOLE N/A 78,996 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,128 76,700 SH   SOLE N/A 76,700 0 0
PARKER HANNIFIN CORP COM 701094104 2,000 12,835 SH   SOLE N/A 12,835 0 0
PARSLEY ENERGY INC CL A 701877102 10,414 343,934 SH   SOLE N/A 343,934 0 0
PBF ENERGY INC CL A 69318G106 32,455 774,032 SH   SOLE N/A 774,032 0 0
PENN NATL GAMING INC COM 707569109 2,005 59,700 SH   SOLE N/A 59,700 0 0
PENN VA CORP NEW COM 70788V102 236 2,781 SH   SOLE N/A 2,781 0 0
PENNEY J C INC COM 708160106 5,909 2,525,060 SH   SOLE N/A 2,525,060 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,670 100,000 SH   SOLE N/A 100,000 0 0
PHILLIPS 66 COM 718546104 23,846 212,320 SH   SOLE N/A 212,320 0 0
PIONEER NAT RES CO COM 723787107 37,294 197,070 SH   SOLE N/A 197,070 0 0
PPL CORP COM 69351T106 3,489 122,200 SH   SOLE N/A 122,200 0 0
QORVO INC COM 74736K101 746 9,300 SH   SOLE N/A 9,300 0 0
ROKU INC COM CL A 77543R102 2,066 48,470 SH   SOLE N/A 48,470 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,109 10,700 SH   SOLE N/A 10,700 0 0
SANGAMO THERAPEUTICS INC COM 800677106 1,815 127,800 SH   SOLE N/A 127,800 0 0
SANOFI RIGHT 12/31/2020 80105N113 250 500,000 SH   SOLE N/A 500,000 0 0
SCHEIN HENRY INC COM 806407102 2,956 40,700 SH   SOLE N/A 40,700 0 0
SENSEONICS HLDGS INC COM 81727U105 1,089 265,000 SH   SOLE N/A 265,000 0 0
SHERWIN WILLIAMS CO COM 824348106 10,310 25,296 SH   SOLE N/A 25,296 0 0
SMART SAND INC COM 83191H107 91 17,200 SH   SOLE N/A 17,200 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 869 7,325 SH   SOLE N/A 7,325 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 6,220 72,398 SH   SOLE N/A 72,398 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,044 59,702 SH   SOLE N/A 59,702 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 3,345 375,432 SH   SOLE N/A 375,432 0 0
SUNTRUST BKS INC COM 867914103 3,790 57,410 SH   SOLE N/A 57,410 0 0
TAILORED BRANDS INC COM 87403A107 2,454 96,178 SH   SOLE N/A 96,178 0 0
TAL ED GROUP SPONSORED ADS 874080104 280 7,600 SH   SOLE N/A 7,600 0 0
TARGA RES CORP COM 87612G101 21,095 426,242 SH   SOLE N/A 426,242 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,532 73,500 SH   SOLE N/A 73,500 0 0
THE TRADE DESK INC COM CL A 88339J105 1,876 20,000 SH   SOLE N/A 20,000 0 0
TIFFANY & CO NEW COM 886547108 474 3,600 SH   SOLE N/A 3,600 0 0
TIPTREE INC COM 88822Q103 11,748 1,727,646 SH   SOLE N/A 1,727,646 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 6,211 125,000 SH   SOLE N/A 125,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 36,027 325,066 SH   SOLE N/A 325,066 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 53,577 1,679,011 SH   SOLE N/A 1,679,011 0 0
VIVEVE MED INC COM NEW 92852W204 950 349,100 SH   SOLE N/A 349,100 0 0
XENIA HOTELS & RESORTS INC COM 984017103 804 33,000 SH   SOLE N/A 33,000 0 0
YANDEX N V SHS CLASS A N97284108 9,534 265,566 SH   SOLE N/A 265,566 0 0
YY INC ADS REPCOM CLA 98426T106 241 2,400 SH   SOLE N/A 2,400 0 0