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 688 586 SH   SOLE   586 0 0
ALPHABET INC CAP STK CL A 02079K305 8,232 6,995 SH   SOLE   6,995 0 0
ALTICE USA INC CL A 02156K103 4,509 209,900 SH   SOLE   209,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,828 152,000 SH   SOLE   152,000 0 0
ANADARKO PETE CORP COM 032511107 2,779 61,100 SH   SOLE   61,100 0 0
APPLE INC COM 037833100 4,464 23,500 SH   SOLE   23,500 0 0
AT&T INC COM 00206R102 6,774 216,000 SH   SOLE   216,000 0 0
BANK AMER CORP COM 060505104 4,801 174,000 SH   SOLE   174,000 0 0
BARRICK GOLD CORPORATION COM 067901108 3,757 274,000 SH   SOLE   274,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,773 116,500 SH   SOLE   116,500 0 0
BUNGE LIMITED COM G16962105 2,685 50,600 SH   SOLE   50,600 0 0
CANNAE HLDGS INC COM 13765N107 2,065 85,100 SH   SOLE   85,100 0 0
CISCO SYS INC COM 17275R102 6,911 128,000 SH   SOLE   128,000 0 0
CITIGROUP INC COM NEW 172967424 4,900 78,750 SH   SOLE   78,750 0 0
COMCAST CORP NEW CL A 20030N101 10,765 269,250 SH   SOLE   269,250 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,682 21,000 SH   SOLE   21,000 0 0
CVS HEALTH CORP COM 126650100 1,443 26,750 SH   SOLE   26,750 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 913 18,300 SH   SOLE   18,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,379 123,500 SH   SOLE   123,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 221 7,000 SH   SOLE   7,000 0 0
DOWDUPONT INC COM 26078J100 333 6,250 SH   SOLE   6,250 0 0
ECHOSTAR CORP CL A 278768106 1,808 49,600 SH   SOLE   49,600 0 0
FEDEX CORP COM 31428X106 454 2,500 SH   SOLE   2,500 0 0
GENERAL ELECTRIC CO COM 369604103 2,023 202,500 SH   SOLE   202,500 0 0
GENERAL MTRS CO COM 37045V100 6,504 175,300 SH   SOLE   175,300 0 0
GOLDCORP INC NEW COM 380956409 2,889 252,500 SH   SOLE   252,500 0 0
GRAFTECH INTL LTD COM 384313508 3,598 281,300 SH   SOLE   281,300 0 0
HESS CORP COM 42809H107 13,329 221,305 SH   SOLE   221,305 0 0
HOME DEPOT INC COM 437076102 2,168 11,300 SH   SOLE   11,300 0 0
INTL PAPER CO COM 460146103 4,060 87,750 SH   SOLE   87,750 0 0
JPMORGAN CHASE & CO COM 46625H100 278 2,750 SH   SOLE   2,750 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,565 78,500 SH   SOLE   78,500 0 0
KROGER CO COM 501044101 3,198 130,000 SH   SOLE   130,000 0 0
LENNAR CORP CL A 526057104 491 10,000 SH   SOLE   10,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,065 158,600 SH   SOLE   158,600 0 0
MEDTRONIC PLC SHS G5960L103 3,608 39,613 SH   SOLE   39,613 0 0
MERCK & CO INC COM 58933Y105 407 4,890 SH   SOLE   4,890 0 0
MICROSOFT CORP COM 594918104 4,187 35,500 SH   SOLE   35,500 0 0
MORGAN STANLEY COM NEW 617446448 231 5,477 SH   SOLE   5,477 0 0
NEWMONT MNG CORP COM 651639106 4,382 122,500 SH   SOLE   122,500 0 0
OCCIDENTAL PETE CORP COM 674599105 209 3,161 SH   SOLE   3,161 0 0
OLIN CORP COM PAR $1 680665205 1,296 56,000 SH   SOLE   56,000 0 0
PFIZER INC COM 717081103 3,206 75,500 SH   SOLE   75,500 0 0
PIONEER NAT RES CO COM 723787107 4,073 26,750 SH   SOLE   26,750 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,203 26,250 SH   SOLE   26,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,361 65,000 SH Put SOLE   65,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,605 38,200 SH   SOLE   38,200 0 0
UNITED CONTL HLDGS INC COM 910047109 6,997 87,700 SH   SOLE   87,700 0 0
UNITED CONTL HLDGS INC COM 910047109 3,191 40,000 SH Call SOLE   40,000 0 0
US BANCORP DEL COM NEW 902973304 3,253 67,500 SH   SOLE   67,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,538 29,914 SH   SOLE   29,914 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 448 20,000 SH   SOLE   20,000 0 0
WESTLAKE CHEM CORP COM 960413102 1,347 19,850 SH   SOLE   19,850 0 0
WEYERHAEUSER CO COM 962166104 1,291 49,000 SH   SOLE   49,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,393 84,200 SH   SOLE   84,200 0 0