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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 136,068 600,000 SH   SOLE   600,000 0 0
ALPHABET INC CAP STK CL A 02079K305 183,134 75,000 SH   SOLE   75,000 0 0
CAMECO CORP COM 13321L108 144,787 7,548,860 SH   SOLE   7,548,860 0 0
CHENIERE ENERGY INC COM NEW 16411R208 247,370 2,851,860 SH   SOLE   2,851,860 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 13,218 3,389,215 SH   SOLE   3,389,215 0 0
FACEBOOK INC CL A 30303M102 228,724 657,800 SH   SOLE   657,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 82,687 1,902,600 SH   SOLE   1,902,600 0 0
FOLEY TRASIMENE ACQUISTN COR *W EXP 05/26/202 34431F112 9,606 4,618,115 SH   SOLE   4,618,115 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 43,933 4,496,721 SH   SOLE   4,496,721 0 0
HCA HEALTHCARE INC COM 40412C101 128,489 621,500 SH   SOLE   621,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 167,823 6,206,460 SH   SOLE   6,206,460 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 79,156 5,690,600 SH   SOLE   5,690,600 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 217,982 3,531,792 SH   SOLE   3,531,792 0 0
XPO LOGISTICS INC COM 983793100 178,411 1,275,369 SH   SOLE   1,275,369 0 0