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 |
| ALLY FINL INC | COM | 02005N100 | 78,416 | 2,985,000 | SH | SOLE | 2,985,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 47,275 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 228,882 | 5,155,000 | SH | SOLE | 5,155,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 168,596 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 174,705 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 33,550 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 2,044 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | 10,050 | 348,000 | SH | SOLE | 348,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 19,865 | 1,295,000 | SH | SOLE | 1,295,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 63,491 | 1,730,000 | SH | SOLE | 1,730,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 88,358 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 81,844 | 3,160,000 | SH | SOLE | 3,160,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 71,911 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| RSP PERMIAN INC | COM | 74978Q105 | 34,336 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 104,590 | 2,395,000 | SH | SOLE | 2,395,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 101,296 | 2,915,000 | SH | SOLE | 2,915,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 7,541 | 338,000 | SH | SOLE | 338,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 4,415 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||