The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 5,394 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 6,695 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,146 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | 6,392 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
| DIREXION SHS ETF TR | RUSELL1000 VAL | 25460E455 | 341 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 4,895 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,193 | 28,322 | SH | SOLE | 28,322 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 6,461 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 4,958 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 4,448 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 4,481 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 5,563 | 77,958 | SH | SOLE | 77,958 | 0 | 0 | ||