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 354 4,000 SH   SOLE   4,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,804 7,320 SH   SOLE   7,320 0 0
ALPHABET INC CAP STK CL C 02079K107 783 586 SH   SOLE   586 0 0
ALTICE USA INC CL A 02156K103 3,554 130,000 SH   SOLE   130,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,406 118,750 SH   SOLE   118,750 0 0
APPLE INC COM 037833100 2,966 10,100 SH   SOLE   10,100 0 0
APTIV PLC SHS G6095L109 427 4,500 SH   SOLE   4,500 0 0
AT&T INC COM 00206R102 8,988 230,000 SH   SOLE   230,000 0 0
BANK AMER CORP COM 060505104 4,649 132,000 SH   SOLE   132,000 0 0
BARRICK GOLD CORPORATION COM 067901108 3,648 196,250 SH   SOLE   196,250 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,841 54,000 SH   SOLE   54,000 0 0
BUNGE LIMITED COM G16962105 820 14,250 SH   SOLE   14,250 0 0
CAPITAL ONE FINL CORP COM 14040H105 991 9,625 SH   SOLE   9,625 0 0
CISCO SYS INC COM 17275R102 2,914 60,750 SH   SOLE   60,750 0 0
CITIGROUP INC COM NEW 172967424 4,674 58,500 SH   SOLE   58,500 0 0
COMCAST CORP NEW CL A 20030N101 3,530 78,500 SH   SOLE   78,500 0 0
CONCHO RES INC COM 20605P101 7,017 80,125 SH   SOLE   80,125 0 0
CVS HEALTH CORP COM 126650100 631 8,500 SH   SOLE   8,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,272 107,250 SH   SOLE   107,250 0 0
DEVON ENERGY CORP NEW COM 25179M103 273 10,500 SH   SOLE   10,500 0 0
FEDEX CORP COM 31428X106 416 2,750 SH   SOLE   2,750 0 0
GENERAL ELECTRIC CO COM 369604103 795 71,250 SH   SOLE   71,250 0 0
GENERAL MTRS CO COM 37045V100 2,352 64,250 SH   SOLE   64,250 0 0
GRAFTECH INTL LTD COM 384313508 1,405 120,900 SH   SOLE   120,900 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,968 167,800 SH   SOLE   167,800 0 0
HESS CORP COM 42809H107 8,236 123,275 SH   SOLE   123,275 0 0
INTL PAPER CO COM 460146103 1,220 26,500 SH   SOLE   26,500 0 0
JPMORGAN CHASE & CO COM 46625H100 767 5,500 SH   SOLE   5,500 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 753 21,000 SH   SOLE   21,000 0 0
KROGER CO COM 501044101 10,161 350,500 SH   SOLE   350,500 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,611 75,000 SH   SOLE   75,000 0 0
MEDTRONIC PLC SHS G5960L103 2,468 21,750 SH   SOLE   21,750 0 0
MERCK & CO INC COM 58933Y105 318 3,500 SH   SOLE   3,500 0 0
MICROSOFT CORP COM 594918104 3,193 20,250 SH   SOLE   20,250 0 0
MORGAN STANLEY COM NEW 617446448 334 6,527 SH   SOLE   6,527 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 5,746 132,250 SH   SOLE   132,250 0 0
OLIN CORP COM PAR $1 680665205 790 45,800 SH   SOLE   45,800 0 0
PFIZER INC COM 717081103 1,792 45,750 SH   SOLE   45,750 0 0
PIONEER NAT RES CO COM 723787107 2,339 15,450 SH   SOLE   15,450 0 0
RAYTHEON CO COM NEW 755111507 1,730 7,875 SH   SOLE   7,875 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,458 87,900 SH   SOLE   87,900 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,037 21,250 SH   SOLE   21,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,703 55,000 SH Put SOLE   55,000 0 0
SPIRIT AIRLS INC COM 848577102 1,149 28,500 SH   SOLE   28,500 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 1,017 40,000 SH   SOLE   40,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,302 77,400 SH   SOLE   77,400 0 0
UNITED AIRLINES HLDGS INC COM 910047109 11,066 125,625 SH   SOLE   125,625 0 0
UNITED RENTALS INC COM 911363109 3,460 20,750 SH   SOLE   20,750 0 0
UNITED STATES CELLULAR CORP COM 911684108 906 25,000 SH   SOLE   25,000 0 0
US BANCORP DEL COM NEW 902973304 2,653 44,750 SH   SOLE   44,750 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,076 64,875 SH   SOLE   64,875 0 0
VIACOMCBS INC CL B 92556H206 2,253 53,679 SH   SOLE   53,679 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,919 45,000 SH   SOLE   45,000 0 0