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 392 4,905 SH   SOLE N/A 4,905 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,882 15,700 SH   SOLE N/A 15,700 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 520 29,456 SH   SOLE N/A 29,456 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,935 16,250 SH   SOLE N/A 16,250 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,725 129,436 SH   SOLE N/A 129,436 0 0
AMICUS THERAPEUTICS INC COM 03152W109 2,376 157,950 SH   SOLE N/A 157,950 0 0
ANDEAVOR COM 03349M105 33,119 329,343 SH   SOLE N/A 329,343 0 0
APPIAN CORP CL A 03782L101 433 17,200 SH   SOLE N/A 17,200 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 296 21,000 SH   SOLE N/A 21,000 0 0
AT HOME GROUP INC COM 04650Y100 481 15,000 SH   SOLE N/A 15,000 0 0
AVON PRODS INC COM 054303102 994 350,000 SH   SOLE N/A 350,000 0 0
BANK AMER CORP COM 060505104 9,286 309,622 SH   SOLE N/A 309,622 0 0
CAESARS ENTMT CORP COM 127686103 2,565 228,000 SH   SOLE N/A 228,000 0 0
CALAVO GROWERS INC COM 128246105 323 3,500 SH   SOLE N/A 3,500 0 0
CAREDX INC COM 14167L103 1,594 200,000 SH   SOLE N/A 200,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 2,156 33,747 SH   SOLE N/A 33,747 0 0
CITIGROUP INC COM NEW 172967424 5,453 80,778 SH   SOLE N/A 80,778 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,156 37,700 SH   SOLE N/A 37,700 0 0
D R HORTON INC COM 23331A109 6,192 141,237 SH   SOLE N/A 141,237 0 0
DIAMONDBACK ENERGY INC COM 25278X109 39,809 314,643 SH   SOLE N/A 314,643 0 0
DISNEY WALT CO COM DISNEY 254687106 4,993 49,715 SH   SOLE N/A 49,715 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 262 16,248 SH   SOLE N/A 16,248 0 0
DOWDUPONT INC COM 26078J100 41,125 645,501 SH   SOLE N/A 645,501 0 0
DROPBOX INC CL A 26210C104 359 11,500 SH   SOLE N/A 11,500 0 0
ECOLAB INC COM 278865100 959 7,000 SH   SOLE N/A 7,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 5,598 393,963 SH   SOLE N/A 393,963 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 5,264 324,535 SH   SOLE N/A 324,535 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 11,058 451,703 SH   SOLE N/A 451,703 0 0
EXELON CORP COM 30161N101 3,011 77,189 SH   SOLE N/A 77,189 0 0
EXTREME NETWORKS INC COM 30226D106 2,214 200,000 SH   SOLE N/A 200,000 0 0
FAMOUS DAVES AMER INC COM 307068106 9,462 1,616,933 SH   SOLE N/A 1,616,933 0 0
FEDEX CORP COM 31428X106 4,908 20,440 SH   SOLE N/A 20,440 0 0
FLEXION THERAPEUTICS INC COM 33938J106 401 17,900 SH   SOLE N/A 17,900 0 0
FRANCESCAS HLDGS CORP COM 351793104 534 111,190 SH   SOLE N/A 111,190 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 1,460 53,191 SH   SOLE N/A 53,191 0 0
GREAT PLAINS ENERGY INC COM 391164100 7,157 225,121 SH   SOLE N/A 225,121 0 0
HALCON RES CORP COM PAR NEW 40537Q605 5,545 1,138,558 SH   SOLE N/A 1,138,558 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 983 92,697 SH   SOLE N/A 92,697 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,689 62,500 SH   SOLE N/A 62,500 0 0
HOLOGIC INC COM 436440101 344 9,200 SH   SOLE N/A 9,200 0 0
HUDSON LTD COM CL A G46408103 4,375 275,000 SH   SOLE N/A 275,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 695 46,000 SH   SOLE N/A 46,000 0 0
HUNTSMAN CORP COM 447011107 14,417 492,882 SH   SOLE N/A 492,882 0 0
HYATT HOTELS CORP COM CL A 448579102 21,492 281,828 SH   SOLE N/A 281,828 0 0
ILLUMINA INC COM 452327109 375 1,587 SH   SOLE N/A 1,587 0 0
IMPINJ INC COM 453204109 417 32,000 SH   SOLE N/A 32,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 479 3,500 SH   SOLE N/A 3,500 0 0
IONIS PHARMACEUTICALS INC COM 462222100 334 7,580 SH   SOLE N/A 7,580 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 1,772 29,200 SH   SOLE N/A 29,200 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 692 44,936 SH   SOLE N/A 44,936 0 0
JD COM INC SPON ADR CL A 47215P106 437 10,800 SH   SOLE N/A 10,800 0 0
JETBLUE AIRWAYS CORP COM 477143101 7,743 381,041 SH   SOLE N/A 381,041 0 0
JPMORGAN CHASE & CO COM 46625H100 13,124 119,340 SH   SOLE N/A 119,340 0 0
LAMB WESTON HLDGS INC COM 513272104 3,065 52,650 SH   SOLE N/A 52,650 0 0
LENNAR CORP CL A 526057104 3,383 57,393 SH   SOLE N/A 57,393 0 0
MACYS INC COM 55616P104 2,030 68,273 SH   SOLE N/A 68,273 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 5,390 155,320 SH   SOLE N/A 155,320 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 801,941 25,013,764 SH   SOLE N/A 25,013,764 0 0
MARATHON PETE CORP COM 56585A102 36,003 492,448 SH   SOLE N/A 492,448 0 0
MASTEC INC COM 576323109 8,776 186,531 SH   SOLE N/A 186,531 0 0
MCDERMOTT INTL INC COM 580037109 1,876 308,007 SH   SOLE N/A 308,007 0 0
MEDICINES CO COM 584688105 1,005 30,500 SH   SOLE N/A 30,500 0 0
MEDICINOVA INC COM NEW 58468P206 1,278 125,000 SH   SOLE N/A 125,000 0 0
MORGAN STANLEY COM NEW 617446448 447 8,280 SH   SOLE N/A 8,280 0 0
MOSAIC CO NEW COM 61945C103 17,456 718,956 SH   SOLE N/A 718,956 0 0
MPLX LP COM UNIT REP LTD 55336V100 6,927 209,662 SH   SOLE N/A 209,662 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,876 21,408 SH   SOLE N/A 21,408 0 0
NEW YORK TIMES CO CL A 650111107 2,320 96,252 SH   SOLE N/A 96,252 0 0
NEXTERA ENERGY INC COM 65339F101 4,367 26,739 SH   SOLE N/A 26,739 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5,878 146,986 SH   SOLE N/A 146,986 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,086 37,455 SH   SOLE N/A 37,455 0 0
NRG ENERGY INC COM NEW 629377508 10,757 352,330 SH   SOLE N/A 352,330 0 0
NRG YIELD INC CL C 62942X405 3,756 220,930 SH   SOLE N/A 220,930 0 0
PAYPAL HLDGS INC COM 70450Y103 524 6,900 SH   SOLE N/A 6,900 0 0
PENN VA CORP NEW COM 70788V102 4,083 116,516 SH   SOLE N/A 116,516 0 0
PENNEY J C INC COM 708160106 1,515 501,682 SH   SOLE N/A 501,682 0 0
PPL CORP COM 69351T106 1,027 36,287 SH   SOLE N/A 36,287 0 0
QEP RES INC COM 74733V100 5,741 586,453 SH   SOLE N/A 586,453 0 0
QORVO INC COM 74736K101 1,310 18,600 SH   SOLE N/A 18,600 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 8,155 235,341 SH   SOLE N/A 235,341 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 921 7,820 SH   SOLE N/A 7,820 0 0
SANOFI RIGHT 12/31/2020 80105N113 211 500,000 SH   SOLE N/A 500,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 2,919 39,400 SH   SOLE N/A 39,400 0 0
SM ENERGY CO COM 78454L100 20,727 1,149,608 SH   SOLE N/A 1,149,608 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,680 45,152 SH   SOLE N/A 45,152 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,772 57,010 SH   SOLE N/A 57,010 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 295 22,300 SH   SOLE N/A 22,300 0 0
SQUARE INC CL A 852234103 344 7,000 SH   SOLE N/A 7,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 440 8,211 SH   SOLE N/A 8,211 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 2,587 311,682 SH   SOLE N/A 311,682 0 0
TAL ED GROUP SPONSORED ADS 874080104 3,230 87,089 SH   SOLE N/A 87,089 0 0
THE TRADE DESK INC COM CL A 88339J105 4,566 92,020 SH   SOLE N/A 92,020 0 0
TIPTREE INC CL A 88822Q103 14,781 2,327,646 SH   SOLE N/A 2,327,646 0 0
TRONOX LTD SHS CL A Q9235V101 1,774 96,200 SH   SOLE N/A 96,200 0 0
UNITED STATES STL CORP NEW COM 912909108 880 25,000 SH   SOLE N/A 25,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,126 51,225 SH   SOLE N/A 51,225 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 439 13,644 SH   SOLE N/A 13,644 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 42,618 1,677,203 SH   SOLE N/A 1,677,203 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 181 10,900 SH   SOLE N/A 10,900 0 0
VIVEVE MED INC COM NEW 92852W204 2,555 698,200 SH   SOLE N/A 698,200 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 802 20,000 SH   SOLE N/A 20,000 0 0
WELLS FARGO CO NEW COM 949746101 270 5,152 SH   SOLE N/A 5,152 0 0
WPX ENERGY INC COM 98212B103 14,039 949,877 SH   SOLE N/A 949,877 0 0
XENIA HOTELS & RESORTS INC COM 984017103 651 33,000 SH   SOLE N/A 33,000 0 0
YANDEX N V SHS CLASS A N97284108 2,159 54,732 SH   SOLE N/A 54,732 0 0