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

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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
BOOKING HOLDINGS INC COM 09857L108 15,318 9,620 SH   SOLE N/A 9,620 0 0
EURONAV NV ANTWERPEN SHS B38564108 8,228 1,009,541 SH   SOLE N/A 1,009,541 0 0
FACEBOOK INC CL A 30303M102 14,760 65,000 SH   SOLE N/A 65,000 0 0
FRANCO NEV CORP COM 351858105 38,430 275,210 SH   SOLE N/A 275,210 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 7,083 193,116 SH   SOLE N/A 193,116 0 0
ALPHABET INC CAP STK CL C 02079K107 41,039 29,031 SH   SOLE N/A 29,031 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 16,132 689,987 SH   SOLE N/A 689,987 0 0
MICROSOFT CORP COM 594918104 11,809 58,026 SH   SOLE N/A 58,026 0 0
YANDEX N V SHS CLASS A N97284108 16,903 337,916 SH   SOLE N/A 337,916 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 8,116 163,700 SH Call SOLE N/A 163,700 0 0
ISHARES SILVER TR ISHARES 46428Q109 21,603 1,270,000 SH Call SOLE N/A 1,270,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 7,827 150,000 SH Call SOLE N/A 150,000 0 0