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 1,570 40,000 SH   SOLE   40,000 0 0
BOEING CO COM 097023105 3,116 17,000 SH   SOLE   17,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,551 143,000 SH   SOLE   143,000 0 0
CAMECO CORP COM 13321L108 5,125 500,000 SH   SOLE   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,374 25,000 SH   SOLE   25,000 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 5,308 39,500 SH   SOLE   39,500 0 0
DRAFTKINGS INC COM CL A 26142R104 3,326 100,000 SH   SOLE   100,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,636 76,176 SH   SOLE   76,176 0 0
GENERAL DYNAMICS CORP COM 369550108 4,484 30,000 SH   SOLE   30,000 0 0
LAS VEGAS SANDS CORP COM 517834107 5,009 110,000 SH   SOLE   110,000 0 0
LOCKHEED MARTIN CORP COM 539830109 5,474 15,000 SH   SOLE   15,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,361 50,000 SH   SOLE   50,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,519 14,700 SH   SOLE   14,700 0 0
PHILIP MORRIS INTL INC COM 718172109 5,255 75,000 SH   SOLE   75,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,804 77,958 SH   SOLE   77,958 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,436 60,000 SH   SOLE   60,000 0 0