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 361 4,905 SH   SOLE N/A 4,905 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 302 7,310 SH   SOLE N/A 7,310 0 0
ACHIEVE LIFE SCIENCE INC COM NEW 004468203 0 250,000 SH   SOLE N/A 250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,301 80,728 SH   SOLE N/A 80,728 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 821 40,231 SH   SOLE N/A 40,231 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,422 16,250 SH   SOLE N/A 16,250 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,427 179,826 SH   SOLE N/A 179,826 0 0
AMAZON COM INC COM 023135106 5,208 2,600 SH   SOLE N/A 2,600 0 0
AMEREN CORP COM 023608102 1,268 20,052 SH   SOLE N/A 20,052 0 0
AMICUS THERAPEUTICS INC COM 03152W109 3,080 254,797 SH   SOLE N/A 254,797 0 0
ANTHEM INC COM 036752103 2,701 9,855 SH   SOLE N/A 9,855 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 709 10,000 SH   SOLE N/A 10,000 0 0
AT HOME GROUP INC COM 04650Y100 6,528 207,053 SH   SOLE N/A 207,053 0 0
AUTODESK INC COM 052769106 2,930 18,771 SH   SOLE N/A 18,771 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,542 19,918 SH   SOLE N/A 19,918 0 0
BAIDU INC SPON ADR REP A 056752108 10,777 47,128 SH   SOLE N/A 47,128 0 0
BARRICK GOLD CORP COM 067901108 27,894 2,517,506 SH   SOLE N/A 2,517,506 0 0
BAUSCH HEALTH COS INC COM 071734107 1,989 77,500 SH   SOLE N/A 77,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,236 15,112 SH   SOLE N/A 15,112 0 0
BOOT BARN HLDGS INC COM 099406100 472 16,600 SH   SOLE N/A 16,600 0 0
BROADCOM INC COM 11135F101 1,682 6,819 SH   SOLE N/A 6,819 0 0
CANADIAN PAC RY LTD COM 13645T100 3,076 14,513 SH   SOLE N/A 14,513 0 0
CATERPILLAR INC DEL COM 149123101 5,248 34,414 SH   SOLE N/A 34,414 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 7,087 136,086 SH   SOLE N/A 136,086 0 0
CELLECTAR BIOSCIENCES INC COM PAR 15117F500 750 337,565 SH   SOLE N/A 337,565 0 0
CHF SOLUTIONS INC COM NEW 12542Q508 334 391,809 SH   SOLE N/A 391,809 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,458 11,400 SH   SOLE N/A 11,400 0 0
DAVITA INC COM 23918K108 5,057 70,595 SH   SOLE N/A 70,595 0 0
DIAMONDBACK ENERGY INC COM 25278X109 116,483 861,624 SH   SOLE N/A 861,624 0 0
DISNEY WALT CO COM DISNEY 254687106 5,195 44,421 SH   SOLE N/A 44,421 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 3,293 161,439 SH   SOLE N/A 161,439 0 0
DXC TECHNOLOGY CO COM 23355L106 3,014 32,227 SH   SOLE N/A 32,227 0 0
EIDOS THERAPEUTICS INC COM 28249H104 200 20,000 SH   SOLE N/A 20,000 0 0
ELECTRONIC ARTS INC COM 285512109 4,247 35,250 SH   SOLE N/A 35,250 0 0
ENERGEN CORP COM 29265N108 862 10,000 SH   SOLE N/A 10,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,478 715,889 SH   SOLE N/A 715,889 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 18,201 817,668 SH   SOLE N/A 817,668 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 27,972 973,612 SH   SOLE N/A 973,612 0 0
EVERGY INC COM 30034W106 18,166 330,777 SH   SOLE N/A 330,777 0 0
EVERSOURCE ENERGY COM 30040W108 8,036 130,802 SH   SOLE N/A 130,802 0 0
FABRINET SHS G3323L100 1,070 23,127 SH   SOLE N/A 23,127 0 0
FACEBOOK INC CL A 30303M102 6,498 39,513 SH   SOLE N/A 39,513 0 0
FAMOUS DAVES AMER INC COM 307068106 11,040 1,685,556 SH   SOLE N/A 1,685,556 0 0
FATE THERAPEUTICS INC COM 31189P102 518 31,800 SH   SOLE N/A 31,800 0 0
FEDERATED INVS INC PA CL B 314211103 277 11,500 SH   SOLE N/A 11,500 0 0
FIRSTENERGY CORP COM 337932107 3,054 82,150 SH   SOLE N/A 82,150 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 1,569 112,700 SH   SOLE N/A 112,700 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,023 29,924 SH   SOLE N/A 29,924 0 0
HASBRO INC COM 418056107 3,012 28,656 SH   SOLE N/A 28,656 0 0
HD SUPPLY HLDGS INC COM 40416M105 3,347 78,209 SH   SOLE N/A 78,209 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,047 8,000 SH   SOLE N/A 8,000 0 0
HONEYWELL INTL INC COM 438516106 5,096 30,625 SH   SOLE N/A 30,625 0 0
HUNTINGTON BANCSHARES INC COM 446150104 343 23,000 SH   SOLE N/A 23,000 0 0
HYATT HOTELS CORP COM CL A 448579102 18,017 226,376 SH   SOLE N/A 226,376 0 0
INGERSOLL-RAND PLC SHS G47791101 1,013 9,900 SH   SOLE N/A 9,900 0 0
INPHI CORP COM 45772F107 2,564 67,500 SH   SOLE N/A 67,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 684 3,681 SH   SOLE N/A 3,681 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,680 32,580 SH   SOLE N/A 32,580 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 235 17,132 SH   SOLE N/A 17,132 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,980 35,865 SH   SOLE N/A 35,865 0 0
ISHARES TR CORE S&P SCP ETF 464287804 552 6,328 SH   SOLE N/A 6,328 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,156 120,140 SH   SOLE N/A 120,140 0 0
ISHARES TR NASDAQ BIOTECH 464287556 3,410 27,962 SH   SOLE N/A 27,962 0 0
ISHARES TR SHORT TREAS BD 464288679 281 2,540 SH   SOLE N/A 2,540 0 0
JD COM INC SPON ADR CL A 47215P106 7,728 296,188 SH   SOLE N/A 296,188 0 0
JETBLUE AIRWAYS CORP COM 477143101 673 34,762 SH   SOLE N/A 34,762 0 0
JPMORGAN CHASE & CO COM 46625H100 654 5,800 SH   SOLE N/A 5,800 0 0
LAMB WESTON HLDGS INC COM 513272104 2,715 40,762 SH   SOLE N/A 40,762 0 0
LANDCADIA HLDGS INC CL A 51476W107 2,131 196,600 SH   SOLE N/A 196,600 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 639,865 21,988,473 SH   SOLE N/A 21,988,473 0 0
MARATHON PETE CORP COM 56585A102 121,245 1,516,136 SH   SOLE N/A 1,516,136 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,047 261,500 SH   SOLE N/A 261,500 0 0
MASTEC INC COM 576323109 5,304 118,800 SH   SOLE N/A 118,800 0 0
MEDICINOVA INC COM NEW 58468P206 1,561 125,000 SH   SOLE N/A 125,000 0 0
MICROSOFT CORP COM 594918104 1,781 15,569 SH   SOLE N/A 15,569 0 0
MOHAWK INDS INC COM 608190104 281 1,600 SH   SOLE N/A 1,600 0 0
MOMO INC ADR 60879B107 1,737 39,649 SH   SOLE N/A 39,649 0 0
MOSAIC CO NEW COM 61945C103 12,905 397,329 SH   SOLE N/A 397,329 0 0
MPLX LP COM UNIT REP LTD 55336V100 4,096 118,097 SH   SOLE N/A 118,097 0 0
NEW YORK TIMES CO CL A 650111107 1,404 60,629 SH   SOLE N/A 60,629 0 0
NEXTERA ENERGY INC COM 65339F101 2,107 12,569 SH   SOLE N/A 12,569 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 6,500 134,021 SH   SOLE N/A 134,021 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 437 15,800 SH   SOLE N/A 15,800 0 0
NOKIA CORP SPONSORED ADR 654902204 2,126 380,958 SH   SOLE N/A 380,958 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,496 24,908 SH   SOLE N/A 24,908 0 0
NRG ENERGY INC COM NEW 629377508 6,979 186,601 SH   SOLE N/A 186,601 0 0
NUTRIEN LTD COM 67077M108 8,754 151,718 SH   SOLE N/A 151,718 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,544 18,057 SH   SOLE N/A 18,057 0 0
ORAGENICS INC COM PAR 684023302 0 600,000 SH   SOLE N/A 600,000 0 0
PARSLEY ENERGY INC CL A 701877102 29,805 1,018,978 SH   SOLE N/A 1,018,978 0 0
PBF ENERGY INC CL A 69318G106 6,377 127,775 SH   SOLE N/A 127,775 0 0
PDVWIRELESS INC COM 69290R104 1,343 39,625 SH   SOLE N/A 39,625 0 0
PENN VA CORP NEW COM 70788V102 224 2,781 SH   SOLE N/A 2,781 0 0
PENNEY J C INC COM 708160106 4,118 2,480,953 SH   SOLE N/A 2,480,953 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,485 44,600 SH   SOLE N/A 44,600 0 0
PIONEER NAT RES CO COM 723787107 57,067 327,616 SH   SOLE N/A 327,616 0 0
QORVO INC COM 74736K101 2,585 33,615 SH   SOLE N/A 33,615 0 0
QUALCOMM INC COM 747525103 3,241 45,000 SH   SOLE N/A 45,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,271 55,957 SH   SOLE N/A 55,957 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 4,924 57,140 SH   SOLE N/A 57,140 0 0
SALESFORCE COM INC COM 79466L302 1,809 11,374 SH   SOLE N/A 11,374 0 0
SANOFI RIGHT 12/31/2020 80105N113 265 500,000 SH   SOLE N/A 500,000 0 0
SEA LTD ADR 81141R100 537 38,800 SH   SOLE N/A 38,800 0 0
SECOO HLDG LTD ADR 81367P101 1,881 148,132 SH   SOLE N/A 148,132 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,404 35,776 SH   SOLE N/A 35,776 0 0
SENSEONICS HLDGS INC COM 81727U105 1,193 250,000 SH   SOLE N/A 250,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,082 49,681 SH   SOLE N/A 49,681 0 0
SHERWIN WILLIAMS CO COM 824348106 4,973 10,924 SH   SOLE N/A 10,924 0 0
SMUCKER J M CO COM NEW 832696405 3,011 29,340 SH   SOLE N/A 29,340 0 0
SONY CORP SPONSORED ADR 835699307 6,177 101,850 SH   SOLE N/A 101,850 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 826 7,325 SH   SOLE N/A 7,325 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 669 2,302 SH   SOLE N/A 2,302 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 3,381 35,266 SH   SOLE N/A 35,266 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,951 152,192 SH   SOLE N/A 152,192 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,907 49,256 SH   SOLE N/A 49,256 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 324 5,700 SH   SOLE N/A 5,700 0 0
SUNOCO LP COM U REP LP 86765K109 3,254 110,111 SH   SOLE N/A 110,111 0 0
T MOBILE US INC COM 872590104 5,781 82,379 SH   SOLE N/A 82,379 0 0
TAL ED GROUP SPONSORED ADS 874080104 211 8,200 SH   SOLE N/A 8,200 0 0
TARGA RES CORP COM 87612G101 35,794 635,651 SH   SOLE N/A 635,651 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,970 37,235 SH   SOLE N/A 37,235 0 0
THE TRADE DESK INC COM CL A 88339J105 755 5,000 SH   SOLE N/A 5,000 0 0
TIFFANY & CO NEW COM 886547108 709 5,500 SH   SOLE N/A 5,500 0 0
TIPTREE INC COM 88822Q103 6,174 942,646 SH   SOLE N/A 942,646 0 0
TJX COS INC NEW COM 872540109 2,072 18,500 SH   SOLE N/A 18,500 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,414 65,000 SH   SOLE N/A 65,000 0 0
UNION PAC CORP COM 907818108 1,494 9,175 SH   SOLE N/A 9,175 0 0
V F CORP COM 918204108 2,536 27,141 SH   SOLE N/A 27,141 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,095 53,581 SH   SOLE N/A 53,581 0 0
VANGUARD GROUP DIV APP ETF 921908844 886 8,005 SH   SOLE N/A 8,005 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 59,404 1,411,032 SH   SOLE N/A 1,411,032 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 517 82,900 SH   SOLE N/A 82,900 0 0
WEIBO CORP SPONSORED ADR 948596101 1,556 21,275 SH   SOLE N/A 21,275 0 0
WEX INC COM 96208T104 2,533 12,615 SH   SOLE N/A 12,615 0 0
XENIA HOTELS & RESORTS INC COM 984017103 782 33,000 SH   SOLE N/A 33,000 0 0
YY INC ADS REPCOM CLA 98426T106 1,770 23,628 SH   SOLE N/A 23,628 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,731 129,525 SH   SOLE N/A 129,525 0 0