The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
APOLLO ENDOSURGERY INC COM 03767D108 4,186 1,272,349 SH   SOLE   1,272,349 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 296 2,200 SH   SOLE   2,200 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 984 200,000 SH   SOLE   200,000 0 0
GOLDEN STAR RES LTD CDA COM 38119T807 25,934 9,068,001 SH   SOLE   9,068,001 0 0
IAMGOLD CORP COM 450913108 8,867 2,600,210 SH   SOLE   2,600,210 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 396,849 735,000 SH Put SOLE   735,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 264 1,400 SH   SOLE   1,400 0 0
ISHARES TR 20 YR TR BD ETF 464287432 71,540 500,000 SH Put SOLE   500,000 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 40,363 900,959 SH   SOLE   900,959 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 10,968 757,981 SH   SOLE   757,981 0 0
PRETIUM RES INC COM 74139C102 9,976 866,714 SH   SOLE   866,714 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 242,745 3,023,349 SH   SOLE   3,023,349 0 0
SEADRILL LTD COM G7998G106 1,572 748,438 SH   SOLE   748,438 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 35,853 6,639,373 SH   SOLE   6,639,373 0 0
SPROTT ETF TR GOLD MINERS ETF 85210B102 240 10,500 SH   SOLE   10,500 0 0
TIDEWATER INC NEW COM 88642R109 5,523 365,495 SH   SOLE   365,495 0 0
UNITED RENTALS INC COM 911363109 35,248 282,800 SH Put SOLE   282,800 0 0
W & T OFFSHORE INC COM 92922P106 2,882 659,575 SH   SOLE   659,575 0 0