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 | 52,345 | 2,310,000 | SH | SOLE | 2,310,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 34,997 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 135,062 | 9,975,000 | SH | SOLE | 9,975,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 68,093 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 102,304 | 359,000 | SH | SOLE | 359,000 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 1,001 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 39,440 | 5,210,000 | SH | SOLE | 5,210,000 | 0 | 0 | ||
| GOLDCORP INC NEW | COM | 380956409 | 7,301 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 10,027 | 65,000 | SH | Put | SOLE | 65,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 4,297 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 39,716 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 89,529 | 3,065,000 | SH | SOLE | 3,065,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 74,114 | 3,325,000 | SH | SOLE | 3,325,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 3,927 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| SEADRILL LTD | COM | G7998G106 | 3,803 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 72,209 | 13,105,000 | SH | SOLE | 13,105,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,488 | 270,000 | SH | Call | SOLE | 270,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | 3,143 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| TIDEWATER INC NEW | COM | 88642R109 | 3,635 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 134,238 | 6,365,000 | SH | SOLE | 6,365,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 3,867 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 2,703 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||