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
LOCKHEED MARTIN CORP COM 539830109 5,864 17,300 SH   SOLE   17,300 0 0
PHILIP MORRIS INTL INC COM 718172109 5,472 75,000 SH   SOLE   75,000 0 0
LAS VEGAS SANDS CORP COM 517834107 5,139 121,000 SH   SOLE   121,000 0 0
DIAGEO P L C COM 25243Q205 5,021 39,500 SH   SOLE   39,500 0 0
CONSTELLATION BRANDS INC COM 21036P108 4,967 34,650 SH   SOLE   34,650 0 0
BRITISH AMERN TOB PLC COM 110448107 4,889 143,000 SH   SOLE   143,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,447 14,700 SH   SOLE   14,700 0 0
RAYTHEON CO COM 755111507 4,379 33,390 SH   SOLE   33,390 0 0
GENERAL DYNAMICS CORP COM 369550108 3,969 30,000 SH   SOLE   30,000 0 0
CAMECO CORP COM 13321L108 3,820 500,000 SH   SOLE   500,000 0 0
BOEING CO COM 097023105 2,535 17,000 SH   SOLE   17,000 0 0
ALTRIA GROUP INC COM 02209S103 2,514 65,000 SH   SOLE   65,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,078 75,000 SH   SOLE   75,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,037 172,600 SH   SOLE   172,600 0 0
DIAMOND EAGLE ACQUISITION CORP COM 25258L109 1,234 100,000 SH   SOLE   100,000 0 0
MGM GROWTH PPTYS LLC COM 55303A105 1,184 50,000 SH   SOLE   50,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC C COM 848574109 838 35,000 SH   SOLE   35,000 0 0