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 | 86,496 | 584,000 | SH | SOLE | 584,000 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 6,119 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 18,083 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 167,513 | 6,218,000 | SH | SOLE | 6,218,000 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 3,294 | 297,000 | SH | SOLE | 297,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 1,743 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 171,883 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| CNX RESOURCES CORPORATION | COM | 12653C108 | 4,325 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 21,341 | 870,694 | SH | SOLE | 870,694 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 7,069 | 1,196,063 | SH | SOLE | 1,196,063 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 19,873 | 1,670,000 | SH | SOLE | 1,670,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 87,122 | 7,530,000 | SH | SOLE | 7,530,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 4,852 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 2,027 | 1,860,000 | SH | SOLE | 1,860,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 1,383 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 27,245 | 2,640,000 | SH | SOLE | 2,640,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 2,439 | 61,000 | SH | Call | SOLE | 61,000 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 1,300 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 69,414 | 1,296,000 | SH | SOLE | 1,296,000 | 0 | 0 | ||
| MONTAGE RES CORP | COM | 61179L100 | 1,462 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 98,266 | 7,855,000 | SH | SOLE | 7,855,000 | 0 | 0 | ||
| MYLAN NV | SHS EURO | N59465109 | 163,936 | 10,195,000 | SH | SOLE | 10,195,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 20,151 | 1,645,000 | SH | SOLE | 1,645,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 148,786 | 3,540,000 | SH | SOLE | 3,540,000 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 126,422 | 4,160,000 | SH | SOLE | 4,160,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 6,756 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 107,702 | 4,585,000 | SH | SOLE | 4,585,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 5,376 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 3,788 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 33,962 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 147,500 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 10,634 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 116,948 | 2,030,000 | SH | SOLE | 2,030,000 | 0 | 0 | ||