The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 | 63,502 | 2,310,000 | SH | SOLE | 2,310,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 44,856 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 9,638 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 1,968 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 157,871 | 11,515,000 | SH | SOLE | 11,515,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 159,579 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 1,119 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 103,397 | 10,350,000 | SH | SOLE | 10,350,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 10,175 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 61,966 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 60,652 | 2,170,000 | SH | SOLE | 2,170,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 124,502 | 3,790,000 | SH | SOLE | 3,790,000 | 0 | 0 | ||
| PAN AMERICAN SILVER CORP | COM | 697900108 | 27,295 | 2,060,000 | SH | SOLE | 2,060,000 | 0 | 0 | ||
| SEADRILL LTD | COM | G7998G106 | 3,241 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 243,432 | 22,090,000 | SH | SOLE | 22,090,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 2,975 | 270,000 | SH | Call | SOLE | 270,000 | 0 | 0 | |
| TIDEWATER INC NEW | COM | 88642R109 | 4,406 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 107,952 | 4,815,000 | SH | SOLE | 4,815,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 4,716 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 6,327 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 34,740 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||