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
ACTIVISION BLIZZARD INC COM 00507V109 2,230 30,000 SH   SOLE N/A 30,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 214 225,000 SH   SOLE N/A 225,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 980 110,000 SH   SOLE N/A 110,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 4,150 560,000 SH   SOLE N/A 560,000 0 0
ALCOA CORP COM 013872106 3,703 110,000 SH   SOLE N/A 110,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,239 78,000 SH   SOLE N/A 78,000 0 0
ALICO INC COM 016230104 1,319 46,697 SH   SOLE N/A 46,697 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 2,902 210,000 SH   SOLE N/A 210,000 0 0
APA CORPORATION COM 03743Q108 684 20,000 SH   SOLE N/A 20,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,006 370,000 SH   SOLE N/A 370,000 0 0
B2GOLD CORP COM 11777Q209 378 117,365 SH   SOLE N/A 117,365 0 0
BAIDU INC SPON ADR REP A 056752108 2,820 24,000 SH   SOLE N/A 24,000 0 0
BARRICK GOLD CORP COM 067901108 20,283 1,308,586 SH   SOLE N/A 1,308,586 0 0
BERKELEY LTS INC COM 084310101 403 141,080 SH   SOLE N/A 141,080 0 0
BLUEBIRD BIO INC COM 09609G100 506 80,000 SH   SOLE N/A 80,000 0 0
CHIMERIX INC COM 16934W106 4,084 2,115,936 SH   SOLE N/A 2,115,936 0 0
CUE BIOPHARMA INC COM 22978P106 1,023 458,851 SH   SOLE N/A 458,851 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 1,632 246,167 SH   SOLE N/A 246,167 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,742 260,000 SH   SOLE N/A 260,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,714 230,000 SH   SOLE N/A 230,000 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209 3,391 159,635 SH   SOLE N/A 159,635 0 0
GALAPAGOS NV SPON ADR 36315X101 426 10,000 SH   SOLE N/A 10,000 0 0
GENWORTH FINL INC COM CL A 37247D106 1,446 413,015 SH   SOLE N/A 413,015 0 0
GILEAD SCIENCES INC COM 375558103 1,542 25,000 SH   SOLE N/A 25,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 2,467 305,000 SH   SOLE N/A 305,000 0 0
GROWGENERATION CORP COM 39986L109 96 27,500 SH   SOLE N/A 27,500 0 0
GSK PLC SPONSORED ADR 37733W204 3,102 105,396 SH   SOLE N/A 105,396 0 0
HANESBRANDS INC COM 410345102 278 40,000 SH   SOLE N/A 40,000 0 0
HECLA MNG CO COM 422704106 788 200,000 SH   SOLE N/A 200,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 647 25,000 SH Call SOLE N/A 25,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 25,295 725,200 SH Call SOLE N/A 725,200 0 0
KODIAK SCIENCES INC COM 50015M109 2,533 327,211 SH   SOLE N/A 327,211 0 0
KOHLS CORP COM 500255104 1,069 42,500 SH   SOLE N/A 42,500 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 5,174 210,000 SH   SOLE N/A 210,000 0 0
LENDINGTREE INC NEW COM 52603B107 429 18,000 SH   SOLE N/A 18,000 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 161 186,656 SH   SOLE N/A 186,656 0 0
MIRATI THERAPEUTICS INC COM 60468T105 1,187 17,000 SH   SOLE N/A 17,000 0 0
NEOGEN CORP COM 640491106 2,550 182,500 SH   SOLE N/A 182,500 0 0
NETFLIX INC COM 64110L106 1,177 5,000 SH   SOLE N/A 5,000 0 0
NEW GOLD INC CDA COM 644535106 122 138,837 SH   SOLE N/A 138,837 0 0
NOBLE CORP NEW ORD SHS A G65431127 5,724 193,500 SH   SOLE N/A 193,500 0 0
NOV INC COM 62955J103 4,207 260,000 SH   SOLE N/A 260,000 0 0
NOW INC COM 67011P100 459 45,672 SH   SOLE N/A 45,672 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 511 185,271 SH   SOLE N/A 185,271 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 1,092 341,182 SH   SOLE N/A 341,182 0 0
PAYPAL HLDGS INC COM 70450Y103 1,937 22,500 SH   SOLE N/A 22,500 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 693 931,400 SH   SOLE N/A 931,400 0 0
PURPLE INNOVATION INC COM 74640Y106 273 67,500 SH   SOLE N/A 67,500 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 1,159 124,358 SH   SOLE N/A 124,358 0 0
SOUTHWESTERN ENERGY CO COM 845467109 796 130,000 SH   SOLE N/A 130,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,683 82,000 SH   SOLE N/A 82,000 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 15,309 1,196,000 SH   SOLE N/A 1,196,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 1,523 230,000 SH   SOLE N/A 230,000 0 0
STONECO LTD COM CL A G85158106 2,621 275,000 SH   SOLE N/A 275,000 0 0
TECHNIPFMC PLC COM G87110105 20,987 2,480,769 SH   SOLE N/A 2,480,769 0 0
TESLA INC COM 88160R101 11,936 45,000 SH Put SOLE N/A 45,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,081 134,000 SH   SOLE N/A 134,000 0 0
TIDEWATER INC NEW COM 88642R109 6,659 306,878 SH   SOLE N/A 306,878 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 235 19,200 SH   SOLE N/A 19,200 0 0
VALARIS LIMITED CL A G9460G101 7,948 162,412 SH   SOLE N/A 162,412 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 11,457 475,000 SH   SOLE N/A 475,000 0 0
VENATOR MATLS PLC SHS G9329Z100 1,057 1,201,004 SH   SOLE N/A 1,201,004 0 0
VEON LTD SPONSORED ADR 91822M106 64 200,000 SH   SOLE N/A 200,000 0 0
VIATRIS INC COM 92556V106 435 51,100 SH Call SOLE N/A 51,100 0 0
VIATRIS INC COM 92556V106 22,151 2,599,928 SH   SOLE N/A 2,599,928 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 460 40,000 SH   SOLE N/A 40,000 0 0
YAMANA GOLD INC COM 98462Y100 8,607 1,900,000 SH   SOLE N/A 1,900,000 0 0
YANDEX N V SHS CLASS A N97284108 1,565 105,000 SH   SOLE N/A 105,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,176 70,335 SH   SOLE N/A 70,335 0 0