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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   1,330,112 24,250 SH   SOLE   24,250 0 0
ALIGHT INC COM CL A 01626W101   2,900,200 340,000 SH   SOLE   340,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,228,957 51,750 SH   SOLE   51,750 0 0
ALPHABET INC CAP STK CL C 02079K107   1,620,695 11,500 SH   SOLE   11,500 0 0
AMAZON COM INC COM 023135106   9,313,922 61,300 SH   SOLE   61,300 0 0
AON PLC SHS CL A G0403H108   436,530 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   1,352,523 7,025 SH   SOLE   7,025 0 0
APTIV PLC SHS G6095L109   2,915,900 32,500 SH   SOLE   32,500 0 0
BANK AMERICA CORP COM 060505104   3,720,535 110,500 SH   SOLE   110,500 0 0
BARRICK GOLD CORP COM 067901108   814,050 45,000 SH   SOLE   45,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,333,000 50,000 SH   SOLE   50,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   3,568,689 27,900 SH   SOLE   27,900 0 0
BUNGE GLOBAL SA COM SHS H11356104   2,919,978 28,925 SH   SOLE   28,925 0 0
CISCO SYS INC COM 17275R102   1,888,185 37,375 SH   SOLE   37,375 0 0
CITIGROUP INC COM NEW 172967424   1,105,960 21,500 SH   SOLE   21,500 0 0
COMCAST CORP NEW CL A 20030N101   1,403,200 32,000 SH   SOLE   32,000 0 0
CONOCOPHILLIPS COM 20825C104   1,198,423 10,325 SH   SOLE   10,325 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   6,336,225 157,500 SH   SOLE   157,500 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   1,661,100 70,000 SH   SOLE   70,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   441,664 10,375 SH   SOLE   10,375 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,686,600 7,500 SH   SOLE   7,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301   223,353 1,750 SH   SOLE   1,750 0 0
GENERAL MTRS CO COM 37045V100   3,843,440 107,000 SH   SOLE   107,000 0 0
GENERAL MTRS CO COM 37045V100   4,310,400 120,000 SH Call SOLE   120,000 0 0
GODADDY INC CL A 380237107   4,246,400 40,000 SH   SOLE   40,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   1,479,000 60,000 SH   SOLE   60,000 0 0
HESS CORP COM 42809H107   9,046,040 62,750 SH   SOLE   62,750 0 0
HESS MIDSTREAM LP CL A SHS 428103105   316,300 10,000 SH   SOLE   10,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,774,107 163,375 SH   SOLE   163,375 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,034,394 49,125 SH   SOLE   49,125 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,190,400 20,000 SH Put SOLE   20,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,900,868 11,175 SH   SOLE   11,175 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,551,012 44,250 SH   SOLE   44,250 0 0
KROGER CO COM 501044101   2,868,302 62,750 SH   SOLE   62,750 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   11,584,100 55,000 SH   SOLE   55,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   1,151,200 40,000 SH   SOLE   40,000 0 0
LULULEMON ATHLETICA INC COM 550021109   3,067,740 6,000 SH Put SOLE   6,000 0 0
MATTEL INC COM 577081102   278,480 14,750 SH   SOLE   14,750 0 0
MEDTRONIC PLC SHS G5960L103   514,875 6,250 SH   SOLE   6,250 0 0
MERCK & CO INC COM 58933Y105   1,376,377 12,625 SH   SOLE   12,625 0 0
MICRON TECHNOLOGY INC COM 595112103   1,280,100 15,000 SH Put SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103   1,888,147 22,125 SH   SOLE   22,125 0 0
MICROSOFT CORP COM 594918104   4,070,633 10,825 SH   SOLE   10,825 0 0
MOSAIC CO NEW COM 61945C103   1,679,310 47,000 SH   SOLE   47,000 0 0
NEWMONT CORP COM 651639106   2,095,369 50,625 SH   SOLE   50,625 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   673,800 20,000 SH   SOLE   20,000 0 0
PFIZER INC COM 717081103   4,606,400 160,000 SH Call SOLE   160,000 0 0
PFIZER INC COM 717081103   4,707,165 163,500 SH   SOLE   163,500 0 0
PIONEER NAT RES CO COM 723787107   1,236,840 5,500 SH   SOLE   5,500 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,318,000 350,000 SH   SOLE   350,000 0 0
QUALCOMM INC COM 747525103   976,252 6,750 SH   SOLE   6,750 0 0
SCHLUMBERGER LTD COM STK 806857108   1,574,210 30,250 SH   SOLE   30,250 0 0
SCORPIO TANKERS INC SHS Y7542C130   608,000 10,000 SH Call SOLE   10,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,444,160 40,200 SH   SOLE   40,200 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   7,699,200 40,000 SH Put SOLE   40,000 0 0
SHELL PLC SPON ADS 780259305   1,858,850 28,250 SH   SOLE   28,250 0 0
SHIFT4 PMTS INC CL A 82452J109   2,601,900 35,000 SH   SOLE   35,000 0 0
SHIFT4 PMTS INC CL A 82452J109   1,486,800 20,000 SH Call SOLE   20,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,915,342 15,250 SH   SOLE   15,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   30,895,150 65,000 SH Put SOLE   65,000 0 0
T-MOBILE US INC COM 872590104   8,497,490 53,000 SH   SOLE   53,000 0 0
T-MOBILE US INC COM 872590104   2,404,950 15,000 SH Put SOLE   15,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,148,279 67,375 SH   SOLE   67,375 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,361,875 168,750 SH   SOLE   168,750 0 0
WALMART INC COM 931142103   5,222,156 33,125 SH   SOLE   33,125 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   4,130,550 17,125 SH   SOLE   17,125 0 0
XPO INC COM 983793100   4,204,320 48,000 SH   SOLE   48,000 0 0