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 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 78,154 | 718,000 | SH | SOLE | 718,000 | 0 | 0 | ||
| ARCH COAL INC | CL A | 039380407 | 520 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 3,574 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 185,856 | 10,145,000 | SH | SOLE | 10,145,000 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 65,798 | 4,245,000 | SH | SOLE | 4,245,000 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 3,579 | 297,000 | SH | SOLE | 297,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 164,053 | 376,000 | SH | SOLE | 376,000 | 0 | 0 | ||
| CUE BIOPHARMA INC | COM | 22978P106 | 12,355 | 870,694 | SH | SOLE | 870,694 | 0 | 0 | ||
| CYCLERION THERAPEUTICS INC | COM | 23255M105 | 3,170 | 1,196,063 | SH | SOLE | 1,196,063 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 12,506 | 3,380,000 | SH | SOLE | 3,380,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 50,828 | 7,530,000 | SH | SOLE | 7,530,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 1,683 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 13,521 | 1,340,000 | SH | SOLE | 1,340,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 11,365 | 333,000 | SH | Call | SOLE | 333,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 56,337 | 1,296,000 | SH | SOLE | 1,296,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 3,903 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 70,817 | 6,545,000 | SH | SOLE | 6,545,000 | 0 | 0 | ||
| MYLAN NV | SHS EURO | N59465109 | 160,804 | 10,785,000 | SH | SOLE | 10,785,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 132,974 | 4,330,000 | SH | SOLE | 4,330,000 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 63,482 | 4,430,000 | SH | SOLE | 4,430,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 113,966 | 9,585,000 | SH | SOLE | 9,585,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 545 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 6,643 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 3,741 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 6,284 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 77,443 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||