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
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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
DHT HOLDINGS INC SHS NEW Y2065G121 9,162 1,194,541 SH   SOLE N/A 1,194,541 0 0
EURONAV NV ANTWERPEN SHS B38564108 16,930 1,500,865 SH   SOLE N/A 1,500,865 0 0
FACEBOOK INC CL A 30303M102 20,183 121,000 SH   SOLE N/A 121,000 0 0
FRANCO NEVADA CORP COM 351858105 29,959 301,035 SH   SOLE N/A 301,035 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 3,827 166,116 SH   SOLE N/A 166,116 0 0
ALPHABET INC CAP STK CL C 02079K107 33,758 29,031 SH   SOLE N/A 29,031 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 15,531 972,515 SH   SOLE N/A 972,515 0 0
MASTERCARD INC CL A 57636Q104 8,275 34,257 SH   SOLE N/A 34,257 0 0
MICROSOFT CORP COM 594918104 24,603 156,000 SH   SOLE N/A 156,000 0 0
UPWORK INC COM 91688F104 6,980 1,082,200 SH   SOLE N/A 1,082,200 0 0
YANDEX N V SHS CLASS A N97284108 22,269 654,000 SH   SOLE N/A 654,000 0 0
INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 33,759 1,650,000 SH Put SOLE N/A 1,650,000 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 5,058 180,000 SH Call SOLE N/A 180,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 15,921 1,220,000 SH Call SOLE N/A 1,220,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 51,550 200,000 SH Put SOLE N/A 200,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 4,113 125,000 SH Call SOLE N/A 125,000 0 0