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
ABBVIE INC COM 00287Y109 530 7,000 SH   SOLE   7,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,367 8,490 SH   SOLE   8,490 0 0
ALPHABET INC CAP STK CL C 02079K107 714 586 SH   SOLE   586 0 0
ALTICE USA INC CL A 02156K103 4,302 150,000 SH   SOLE   150,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,039 149,750 SH   SOLE   149,750 0 0
APPLE INC COM 037833100 4,311 19,250 SH   SOLE   19,250 0 0
APTIV PLC SHS G6095L109 1,198 13,700 SH   SOLE   13,700 0 0
AT&T INC COM 00206R102 9,384 248,000 SH   SOLE   248,000 0 0
BANK AMER CORP COM 060505104 4,222 144,750 SH   SOLE   144,750 0 0
BARRICK GOLD CORPORATION COM 067901108 4,116 237,500 SH   SOLE   237,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 5,540 78,000 SH   SOLE   78,000 0 0
BUNGE LIMITED COM G16962105 1,331 23,500 SH   SOLE   23,500 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,183 13,000 SH   SOLE   13,000 0 0
CISCO SYS INC COM 17275R102 4,360 88,250 SH   SOLE   88,250 0 0
CITIGROUP INC COM NEW 172967424 3,886 56,250 SH   SOLE   56,250 0 0
COMCAST CORP NEW CL A 20030N101 7,382 163,750 SH   SOLE   163,750 0 0
CONCHO RES INC COM 20605P101 5,093 75,000 SH   SOLE   75,000 0 0
CONCHO RES INC COM 20605P101 3,056 45,000 SH Call SOLE   45,000 0 0
CVS HEALTH CORP COM 126650100 536 8,500 SH   SOLE   8,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,422 111,500 SH   SOLE   111,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 391 16,250 SH   SOLE   16,250 0 0
DOMINOS PIZZA INC COM 25754A201 2,470 10,100 SH   SOLE   10,100 0 0
FEDEX CORP COM 31428X106 364 2,500 SH   SOLE   2,500 0 0
GENERAL ELECTRIC CO COM 369604103 1,140 127,500 SH   SOLE   127,500 0 0
GENERAL MTRS CO COM 37045V100 3,017 80,500 SH   SOLE   80,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 259 1,250 SH   SOLE   1,250 0 0
GRAFTECH INTL LTD COM 384313508 2,904 226,900 SH   SOLE   226,900 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,508 154,200 SH   SOLE   154,200 0 0
HESS CORP COM 42809H107 8,863 146,550 SH   SOLE   146,550 0 0
INTL PAPER CO COM 460146103 1,767 42,250 SH   SOLE   42,250 0 0
JPMORGAN CHASE & CO COM 46625H100 1,000 8,500 SH   SOLE   8,500 0 0
KROGER CO COM 501044101 9,945 385,750 SH   SOLE   385,750 0 0
KROGER CO COM 501044101 1,031 40,000 SH Call SOLE   40,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,147 75,000 SH   SOLE   75,000 0 0
MEDTRONIC PLC SHS G5960L103 2,417 22,250 SH   SOLE   22,250 0 0
MERCK & CO INC COM 58933Y105 295 3,500 SH   SOLE   3,500 0 0
MICROSOFT CORP COM 594918104 3,789 27,250 SH   SOLE   27,250 0 0
MORGAN STANLEY COM NEW 617446448 300 7,027 SH   SOLE   7,027 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 6,304 166,250 SH   SOLE   166,250 0 0
OCCIDENTAL PETE CORP COM 674599105 1,779 40,000 SH   SOLE   40,000 0 0
OLIN CORP COM PAR $1 680665205 1,073 57,325 SH   SOLE   57,325 0 0
PFIZER INC COM 717081103 1,976 55,000 SH   SOLE   55,000 0 0
PIONEER NAT RES CO COM 723787107 2,751 21,875 SH   SOLE   21,875 0 0
RAYTHEON CO COM NEW 755111507 1,839 9,375 SH   SOLE   9,375 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,452 107,350 SH   SOLE   107,350 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,645 26,250 SH   SOLE   26,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,812 73,500 SH Put SOLE   73,500 0 0
UNITED AIRLINES HLDGS INC COM 910047109 7,603 86,000 SH   SOLE   86,000 0 0
UNITED RENTALS INC COM 911363109 3,745 30,050 SH   SOLE   30,050 0 0
UNITED RENTALS INC COM 911363109 2,493 20,000 SH Call SOLE   20,000 0 0
UNITED STATES CELLULAR CORP COM 911684108 3,570 95,000 SH   SOLE   95,000 0 0
US BANCORP DEL COM NEW 902973304 2,919 52,750 SH   SOLE   52,750 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,690 66,750 SH   SOLE   66,750 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,983 35,000 SH Call SOLE   35,000 0 0
WEYERHAEUSER CO COM 962166104 762 27,500 SH   SOLE   27,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,860 40,200 SH   SOLE   40,200 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,837 54,200 SH   SOLE   54,200 0 0