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 | 71,587 | 2,310,000 | SH | SOLE | 2,310,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 44,624 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 195,785 | 12,415,000 | SH | SOLE | 12,415,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 4,718 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 202,727 | 513,000 | SH | SOLE | 513,000 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 3,253 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 8,176 | 714,018 | SH | SOLE | 714,018 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 1,345 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 108,675 | 10,350,000 | SH | SOLE | 10,350,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 3,040 | 282,000 | SH | SOLE | 282,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 10,551 | 56,500 | SH | Call | SOLE | 56,500 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 4,034 | 94,000 | SH | Call | SOLE | 94,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 107,835 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 40,412 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 129,286 | 3,545,000 | SH | SOLE | 3,545,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 73,964 | 2,955,000 | SH | SOLE | 2,955,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 123,630 | 3,790,000 | SH | SOLE | 3,790,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 26,595 | 2,060,000 | SH | SOLE | 2,060,000 | 0 | 0 | ||
| SEADRILL LTD | COM | G7998G106 | 1,622 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 2,660 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 270,413 | 18,910,000 | SH | SOLE | 18,910,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 3,861 | 270,000 | SH | Call | SOLE | 270,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 586,000 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| TIDEWATER INC NEW | COM | 88642R109 | 2,583 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 37,568 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 3,215 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 25,560 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 3,748 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 8,466 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 123,629 | 2,665,000 | SH | SOLE | 2,665,000 | 0 | 0 | ||