The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 93,864 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 182,089 | 9,795,000 | SH | SOLE | 9,795,000 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 166,952 | 5,579,948 | SH | SOLE | 5,579,948 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 2,106 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 184,815 | 381,000 | SH | SOLE | 381,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 14,129 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 1,642 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 54,173 | 4,970,000 | SH | SOLE | 4,970,000 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 2,084 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 91,578 | 6,980,000 | SH | SOLE | 6,980,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 7,733 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 14,942 | 333,000 | SH | Call | SOLE | 333,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 133,668 | 1,493,000 | SH | SOLE | 1,493,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 3,125 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 69,484 | 818,042 | SH | SOLE | 818,042 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 132,437 | 6,120,000 | SH | SOLE | 6,120,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 158,598 | 4,930,000 | SH | SOLE | 4,930,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 85,284 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| REATA PHARMACEUTICALS INC | CL A | 75615P103 | 24,532 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 39,075 | 3,935,000 | SH | SOLE | 3,935,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 236,867 | 14,505,000 | SH | SOLE | 14,505,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,796 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
| TIDEWATER INC NEW | COM | 88642R109 | 2,121 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 10,032 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 456 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 8,462 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 134,375 | 2,925,000 | SH | SOLE | 2,925,000 | 0 | 0 | ||