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 |
| 5 01 ACQUISITION CORP | COM CL A | 33836P105 | 5,085 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 37,428 | 1,643,000 | SH | SOLE | 1,643,000 | 0 | 0 | ||
| CALIFORNIA RES CORP | COMMON STOCK | 13057Q305 | 8,492 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,278 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 222,942 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 59,430 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 7,280 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 18,560 | 1,483,619 | SH | SOLE | 1,483,619 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 18,960 | 6,196,063 | SH | SOLE | 6,196,063 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 150,656 | 5,790,000 | SH | SOLE | 5,790,000 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 4,637 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 1,285 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 3,152 | 61,000 | SH | Call | SOLE | 61,000 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 1,321 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 3,987 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 82,352 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 159,689 | 6,940,000 | SH | SOLE | 6,940,000 | 0 | 0 | ||
| MP MATERIALS CORP | COM CL A | 553368101 | 128,680 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 17,918 | 1,305,000 | SH | SOLE | 1,305,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 200,868 | 3,880,000 | SH | SOLE | 3,880,000 | 0 | 0 | ||
| OASIS PETROLEUM INC | COM NEW | 674215207 | 7,041 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 118,990 | 3,448,000 | SH | SOLE | 3,448,000 | 0 | 0 | ||
| POPULATION HEALTH INVS CO IN | UNIT 99/99/9999 | G71716123 | 5,225 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| REINVENT TECHNOLOGY PARTNERS | UNIT 99/99/9999 | G74847123 | 19,915 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 9,608 | 1,570,000 | SH | SOLE | 1,570,000 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 132,942 | 2,264,000 | SH | SOLE | 2,264,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 7,714 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 19,071 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
| VIATRIS INC | COM | 92556V106 | 221,788 | 11,835,000 | SH | SOLE | 11,835,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 170,575 | 4,490,000 | SH | SOLE | 4,490,000 | 0 | 0 | ||