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
ALTRIA GROUP INC COM 02209S103 3,244 65,000 SH   SOLE   65,000 0 0
BOEING CO COM 097023105 5,538 17,000 SH   SOLE   17,000 0 0
BRITISH AMERN TOB PLC COM 110448107 6,072 143,000 SH   SOLE   143,000 0 0
BROWN FORMAN CORP COM 115637209 5,112 75,625 SH   SOLE   75,625 0 0
CAMECO CORP COM 13321L108 2,893 325,000 SH   SOLE   325,000 0 0
CHURCHILL DOWNS INC COM 171484108 3,746 27,300 SH   SOLE   27,300 0 0
CONSTELLATION BRANDS INC COM 21036P108 6,575 34,650 SH   SOLE   34,650 0 0
DIAGEO P L C COM 25243Q205 6,653 39,500 SH   SOLE   39,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,229 75,000 SH   SOLE   75,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,291 30,000 SH   SOLE   30,000 0 0
HONEYWELL INTL INC COM 438516106 2,779 15,700 SH   SOLE   15,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,957 20,000 SH   SOLE   20,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,354 121,000 SH   SOLE   121,000 0 0
LOCKHEED MARTIN CORP COM 539830109 6,736 17,300 SH   SOLE   17,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,742 172,600 SH   SOLE   172,600 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,056 14,700 SH   SOLE   14,700 0 0
PHILIP MORRIS INTL INC COM 718172109 9,402 110,500 SH   SOLE   110,500 0 0
RAYTHEON CO COM 755111507 7,337 33,390 SH   SOLE   33,390 0 0