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 | 31,013 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 151,597 | 5,393,000 | SH | SOLE | 5,393,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 1,717 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 210,403 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| CNX RES CORP | COM | 12653C108 | 4,720 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 22,328 | 1,483,619 | SH | SOLE | 1,483,619 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 37,672 | 6,196,063 | SH | SOLE | 6,196,063 | 0 | 0 | ||
| FORTRESS VALUE ACQUISITION C | COM CL A | 34962V106 | 4,481 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 117,769 | 7,530,000 | SH | SOLE | 7,530,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 7,353 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 1,341 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 2,689 | 61,000 | SH | Call | SOLE | 61,000 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 1,588 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 46,876 | 1,296,000 | SH | SOLE | 1,296,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 4,076 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 74,292 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 151,641 | 8,300,000 | SH | SOLE | 8,300,000 | 0 | 0 | ||
| MYLAN NV | SHS EURO | N59465109 | 151,192 | 10,195,000 | SH | SOLE | 10,195,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 151,477 | 3,540,000 | SH | SOLE | 3,540,000 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 133,744 | 4,160,000 | SH | SOLE | 4,160,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 113,970 | 4,365,000 | SH | SOLE | 4,365,000 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 69,588 | 2,565,000 | SH | SOLE | 2,565,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 1,670 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 35,438 | 1,221,993 | SH | SOLE | 1,221,993 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 150,310 | 5,230,000 | SH | SOLE | 5,230,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 78,529 | 773,000 | SH | SOLE | 773,000 | 0 | 0 | ||