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
ALPHABET INC CAP STK CL C 02079K107 746 625 SH   SOLE   625 0 0
ALPHABET INC CAP STK CL A 02079K305 7,134 5,910 SH   SOLE   5,910 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,106 26,750 SH   SOLE   26,750 0 0
ANADARKO PETE CORP COM 032511107 2,814 41,750 SH   SOLE   41,750 0 0
APACHE CORP COM 037411105 238 5,000 SH   SOLE   5,000 0 0
APPLE INC COM 037833100 5,409 23,960 SH   SOLE   23,960 0 0
APTIV PLC SHS G6095L109 2,014 24,000 SH   SOLE   24,000 0 0
AT&T INC COM 00206R102 4,365 130,000 SH   SOLE   130,000 0 0
BANK AMER CORP COM 060505104 4,868 165,250 SH   SOLE   165,250 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 343 9,000 SH   SOLE   9,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 8,524 171,750 SH   SOLE   171,750 0 0
BUNGE LIMITED COM G16962105 1,082 15,750 SH   SOLE   15,750 0 0
CANNAE HLDGS INC COM 13765N107 2,688 128,300 SH   SOLE   128,300 0 0
CISCO SYS INC COM 17275R102 7,018 144,250 SH   SOLE   144,250 0 0
CITIGROUP INC COM NEW 172967424 5,685 79,250 SH   SOLE   79,250 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,493 19,350 SH   SOLE   19,350 0 0
COMCAST CORP NEW CL A 20030N101 10,761 303,900 SH   SOLE   303,900 0 0
CVS HEALTH CORP COM 126650100 787 10,000 SH   SOLE   10,000 0 0
D R HORTON INC COM 23331A109 485 11,500 SH   SOLE   11,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,665 115,250 SH   SOLE   115,250 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,876 72,000 SH   SOLE   72,000 0 0
DISCOVERY INC COM SER A 25470F104 5,750 179,700 SH   SOLE   179,700 0 0
DISCOVERY INC COM SER A 25470F104 2,400 75,000 SH Put SOLE   75,000 0 0
ECHOSTAR CORP CL A 278768106 2,454 52,919 SH   SOLE   52,919 0 0
ECHOSTAR CORP CL A 278768106 1,391 30,000 SH Call SOLE   30,000 0 0
FACEBOOK INC CL A 30303M102 2,302 14,000 SH   SOLE   14,000 0 0
GENERAL ELECTRIC CO COM 369604103 3,051 270,250 SH   SOLE   270,250 0 0
GENERAL MTRS CO COM 37045V100 7,231 214,750 SH   SOLE   214,750 0 0
GOLDCORP INC NEW COM 380956409 2,040 200,000 SH   SOLE   200,000 0 0
GRAFTECH INTL LTD COM 384313508 2,667 136,700 SH   SOLE   136,700 0 0
HALLIBURTON CO COM 406216101 203 5,000 SH   SOLE   5,000 0 0
HESS CORP COM 42809H107 1,432 20,000 SH Put SOLE   20,000 0 0
HESS CORP COM 42809H107 15,375 214,800 SH   SOLE   214,800 0 0
HESS CORP DEP PDF SR A 42809H404 397 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 711 4,700 SH   SOLE   4,700 0 0
INTL PAPER CO COM 460146103 7,997 162,700 SH   SOLE   162,700 0 0
JPMORGAN CHASE & CO COM 46625H100 339 3,000 SH   SOLE   3,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,000 116,000 SH   SOLE   116,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 1,724 50,000 SH Put SOLE   50,000 0 0
KROGER CO COM 501044101 3,923 134,750 SH   SOLE   134,750 0 0
LENNAR CORP CL A 526057104 4,961 106,250 SH   SOLE   106,250 0 0
LENNAR CORP CL B 526057302 1,527 39,669 SH   SOLE   39,669 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,192 142,500 SH   SOLE   142,500 0 0
LKQ CORP COM 501889208 4,855 153,300 SH   SOLE   153,300 0 0
MEDTRONIC PLC SHS G5960L103 3,664 37,250 SH   SOLE   37,250 0 0
MERCK & CO INC COM 58933Y105 550 7,750 SH   SOLE   7,750 0 0
MICROSOFT CORP COM 594918104 4,575 40,000 SH   SOLE   40,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 1,130 182,500 SH   SOLE   182,500 0 0
MORGAN STANLEY COM NEW 617446448 221 4,750 SH   SOLE   4,750 0 0
NEWMONT MINING CORP COM 651639106 1,623 53,750 SH   SOLE   53,750 0 0
OLIN CORP COM PAR $1 680665205 3,865 150,500 SH   SOLE   150,500 0 0
PFIZER INC COM 717081103 3,779 85,750 SH   SOLE   85,750 0 0
PIONEER NAT RES CO COM 723787107 4,755 27,300 SH   SOLE   27,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 613 4,500 SH   SOLE   4,500 0 0
QURATE RETAIL INC COM SER A 74915M100 3,611 162,600 SH   SOLE   162,600 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,667 23,650 SH   SOLE   23,650 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,608 150,000 SH Put SOLE   150,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,098 46,600 SH   SOLE   46,600 0 0
TESLA INC COM 88160R101 2,648 10,000 SH Put SOLE   10,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,781 20,000 SH Put SOLE   20,000 0 0
UNITED CONTL HLDGS INC COM 910047109 8,149 91,500 SH   SOLE   91,500 0 0
US BANCORP DEL COM NEW 902973304 3,842 72,750 SH   SOLE   72,750 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 259 14,000 SH   SOLE   14,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 8,120 374,200 SH   SOLE   374,200 0 0
WALMART INC COM 931142103 517 5,500 SH   SOLE   5,500 0 0
WEYERHAEUSER CO COM 962166104 3,872 120,000 SH   SOLE   120,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,552 131,110 SH   SOLE   131,110 0 0