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 |
| BRIGHTVIEW HLDGS INC | COM | 10948C107 | 5,734 | 261,240 | SH | SOLE | 261,240 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 5,885 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 16,234 | 1,925,686 | SH | SOLE | 1,925,686 | 0 | 0 | ||
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 12,949 | 1,534,221 | SH | SOLE | 1,534,221 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 71,822 | 2,136,933 | SH | SOLE | 2,136,933 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 78,026 | 627,064 | SH | SOLE | 627,064 | 0 | 0 | ||
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 8,747 | 645,995 | SH | SOLE | 645,995 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 8,321 | 191,724 | SH | SOLE | 191,724 | 0 | 0 | ||
| NEWMONT MINING CORP | COM | 651639106 | 36,595 | 970,427 | SH | SOLE | 970,427 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 30,525 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 32,727 | 405,333 | SH | SOLE | 405,333 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 32,161 | 169,949 | SH | SOLE | 169,949 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 24,763 | 181,544 | SH | SOLE | 181,544 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 42,185 | 629,349 | SH | SOLE | 629,349 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | UNIT 99/99/9999 | G8250R111 | 3,840 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| STAR BULK CARRIERS CORP | SHS PAR | Y8162K204 | 745 | 57,931 | SH | SOLE | 57,931 | 0 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 37,114 | 2,092,125 | SH | SOLE | 2,092,125 | 0 | 0 | ||
| TRANSLATE BIO INC | COM | 89374L104 | 696 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 1,033 | 447,165 | SH | SOLE | 447,165 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 26,818 | 327,927 | SH | SOLE | 327,927 | 0 | 0 | ||