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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   534,090 6,063 SH   SOLE N/A 6,063 0 0
ALPHABET INC CAP STK CL A 02079K305   2,158,194 24,461 SH   SOLE N/A 24,461 0 0
ALPHABET INC CAP STK CL C 02079K107   1,211,874 13,658 SH   SOLE N/A 13,658 0 0
ALTRIA GROUP INC COM 02209S103   305,114 6,675 SH   SOLE N/A 6,675 0 0
ATLAS CORP SHARES Y0436Q109   224,209 14,616 SH   SOLE N/A 14,616 0 0
BIG LOTS INC COM 089302103   147,000 10,000 SH   SOLE N/A 10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   615,117 27,559 SH   SOLE N/A 27,559 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   647,342 1,909 SH   SOLE N/A 1,909 0 0
CINEDIGM CORP COM NEW CL A 172406209   13,343 34,415 SH   SOLE N/A 34,415 0 0
CROWN CASTLE INC COM 22822V101   201,968 1,489 SH   SOLE N/A 1,489 0 0
DAVITA INC COM 23918K108   414,941 5,557 SH   SOLE N/A 5,557 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   780,756 87,923 SH   SOLE N/A 87,923 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   276,373 1,551 SH   SOLE N/A 1,551 0 0
EAGLE BULK SHIPPING INC COM Y2187A150   258,190 5,170 SH   SOLE N/A 5,170 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   146,416 12,335 SH   SOLE N/A 12,335 0 0
EURONAV NV SHS B38564108   217,618 12,771 SH   SOLE N/A 12,771 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   1,093,631 5,954 SH   SOLE N/A 5,954 0 0
FLUOR CORP NEW COM 343412102   715,937 20,656 SH   SOLE N/A 20,656 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   221,030 14,390 SH   SOLE N/A 14,390 0 0
GREEN BRICK PARTNERS INC COM 392709101   511,907 21,127 SH   SOLE N/A 21,127 0 0
HCA HEALTHCARE INC COM 40412C101   798,587 3,328 SH   SOLE N/A 3,328 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,020,267 14,914 SH   SOLE N/A 14,914 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,065,120 4,000 SH Put SOLE N/A 4,000 0 0
JOHNSON & JOHNSON COM 478160104   300,835 1,703 SH   SOLE N/A 1,703 0 0
KRONOS WORLDWIDE INC COM 50105F105   94,000 10,000 SH   SOLE N/A 10,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,513,392 7,228 SH   SOLE N/A 7,228 0 0
MICRON TECHNOLOGY INC COM 595112103   425,480 8,513 SH   SOLE N/A 8,513 0 0
MICROSOFT CORP COM 594918104   1,218,046 5,079 SH   SOLE N/A 5,079 0 0
MOHAWK INDS INC COM 608190104   671,688 6,571 SH   SOLE N/A 6,571 0 0
SCULPTOR CAP MGMT COM CL A 811246107   89,865 10,377 SH   SOLE N/A 10,377 0 0
SPDR GOLD TR GOLD SHS 78463V107   678,560 4,000 SH Call SOLE N/A 4,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   10,899,255 28,500 SH Put SOLE N/A 28,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   616,107 8,271 SH   SOLE N/A 8,271 0 0
TOLL BROTHERS INC COM 889478103   311,151 6,233 SH   SOLE N/A 6,233 0 0
TRANSOCEAN LTD REG SHS H8817H100   435,744 95,558 SH   SOLE N/A 95,558 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   350,935 25,597 SH   SOLE N/A 25,597 0 0
UNITEDHEALTH GROUP INC COM 91324P102   572,064 1,079 SH   SOLE N/A 1,079 0 0
VALARIS LIMITED CL A G9460G101   248,571 3,676 SH   SOLE N/A 3,676 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   3,425,004 251,100 SH   SOLE N/A 251,100 0 0
VISA INC COM CL A 92826C839   1,629,462 7,843 SH   SOLE N/A 7,843 0 0