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 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 49,458 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 169,747 | 9,795,000 | SH | SOLE | 9,795,000 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 2,698 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 193,284 | 469,000 | SH | SOLE | 469,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 7,503 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 10,666 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 1,545 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,770 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 92,529 | 10,350,000 | SH | SOLE | 10,350,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 25,080 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,965 | 21,000 | SH | Call | SOLE | 21,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 13,610 | 333,000 | SH | Call | SOLE | 333,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 112,148 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 2,257 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 586 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 184,750 | 3,695,000 | SH | SOLE | 3,695,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 86,715 | 4,230,000 | SH | SOLE | 4,230,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 144,821 | 5,085,000 | SH | SOLE | 5,085,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 56,448 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 2,094 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| REATA PHARMACEUTICALS INC | CL A | 75615P103 | 9,635 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| SEADRILL LTD | COM | G7998G106 | 819 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 13,480 | 2,496,253 | SH | SOLE | 2,496,253 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 228,152 | 14,440,000 | SH | SOLE | 14,440,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,738 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
| TIDEWATER INC NEW | COM | 88642R109 | 1,662 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 462 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 5,466 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 87,224 | 2,925,000 | SH | SOLE | 2,925,000 | 0 | 0 | ||