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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
UNIFIRST CORP MASS COM 904708104 10,863 60,700 SH   SOLE   60,700 0 0
SEAWORLD ENTMT INC COM 81282V100 2,962 200,000 SH Put SOLE   200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,457 18,000 SH   SOLE   18,000 0 0
LAZARD LTD SHS A G54050102 9,304 325,000 SH   SOLE   325,000 0 0
PHOTRONICS INC COM 719405102 12,022 1,080,148 SH   SOLE   1,080,148 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 2,265 348,433 SH   SOLE   348,433 0 0
NATIONAL BEVERAGE CORP COM 635017106 22,159 363,139 SH   SOLE   363,139 0 0
CAMECO CORP COM 13321L108 14,860 1,449,700 SH   SOLE   1,449,700 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,519 27,000 SH   SOLE   27,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,433 100,000 SH Put SOLE   100,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 3,330 200,000 SH Put SOLE   200,000 0 0
SCHWAB CHARLES CORP COM 808513105 14,657 434,400 SH   SOLE   434,400 0 0
DISNEY WALT CO COM DISNEY 254687106 11,117 99,700 SH   SOLE   99,700 0 0