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 | 61,100 | 2,310,000 | SH | SOLE | 2,310,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 42,010 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 5,983 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 124,123 | 2,280,000 | SH | SOLE | 2,280,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 89,617 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 966 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | 6,179 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,530 | 19,000 | SH | Put | SOLE | 19,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 3,713 | 86,500 | SH | Put | SOLE | 86,500 | 0 | 0 | |
| MEDICINES CO | COM | 584688105 | 59,670 | 1,995,000 | SH | SOLE | 1,995,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 125,210 | 3,855,000 | SH | SOLE | 3,855,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 73,154 | 3,160,000 | SH | SOLE | 3,160,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 1,801 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 73,437 | 8,660,000 | SH | SOLE | 8,660,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 56,693 | 1,860,000 | SH | SOLE | 1,860,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 7,575 | 409,000 | SH | SOLE | 409,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 7,415 | 271,000 | SH | SOLE | 271,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 2,975 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||