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 4,676 47,625 SH   SOLE   47,625 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,978 30,875 SH   SOLE   30,875 0 0
ALPHABET INC CAP STK CL C 02079K107 768 543 SH   SOLE   543 0 0
ALPHABET INC CAP STK CL A 02079K305 5,743 4,050 SH   SOLE   4,050 0 0
AON PLC SHS CL A G0403H108 4,256 22,100 SH   SOLE   22,100 0 0
APPLE INC COM 037833100 1,459 4,000 SH   SOLE   4,000 0 0
AT&T INC COM 00206R102 4,640 153,500 SH   SOLE   153,500 0 0
BARRICK GOLD CORPORATION COM 067901108 4,371 162,250 SH   SOLE   162,250 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,100 110,000 SH   SOLE   110,000 0 0
BK OF AMERICA CORP COM 060505104 2,102 88,500 SH   SOLE   88,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,881 62,750 SH   SOLE   62,750 0 0
BUNGE LIMITED COM G16962105 5,044 122,625 SH   SOLE   122,625 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 918 1,800 SH   SOLE   1,800 0 0
CISCO SYS INC COM 17275R102 1,971 42,250 SH   SOLE   42,250 0 0
CITIGROUP INC COM NEW 172967424 1,967 38,500 SH   SOLE   38,500 0 0
COMCAST CORP NEW CL A 20030N101 2,319 59,500 SH   SOLE   59,500 0 0
CONCHO RES INC COM 20605P101 528 10,250 SH   SOLE   10,250 0 0
CVS HEALTH CORP COM 126650100 1,040 16,000 SH   SOLE   16,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 330 11,750 SH   SOLE   11,750 0 0
FEDEX CORP COM 31428X106 1,034 7,375 SH   SOLE   7,375 0 0
GENERAL ELECTRIC CO COM 369604103 68 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100 1,771 70,000 SH   SOLE   70,000 0 0
GILEAD SCIENCES INC COM 375558103 1,366 17,750 SH   SOLE   17,750 0 0
HESS CORP COM 42809H107 4,002 77,250 SH   SOLE   77,250 0 0
INTL PAPER CO COM 460146103 616 17,500 SH   SOLE   17,500 0 0
KROGER CO COM 501044101 7,235 213,750 SH   SOLE   213,750 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,733 22,000 SH   SOLE   22,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,774 9,400 SH Put SOLE   9,400 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 3,962 115,000 SH   SOLE   115,000 0 0
MEDTRONIC PLC SHS G5960L103 3,530 38,500 SH   SOLE   38,500 0 0
MICRON TECHNOLOGY INC COM 595112103 876 17,000 SH   SOLE   17,000 0 0
MICROSOFT CORP COM 594918104 2,773 13,625 SH   SOLE   13,625 0 0
MORGAN STANLEY COM NEW 617446448 580 12,008 SH   SOLE   12,008 0 0
NEWMONT CORP COM 651639106 3,936 63,750 SH   SOLE   63,750 0 0
OLIN CORP COM PAR $1 680665205 129 11,250 SH   SOLE   11,250 0 0
PFIZER INC COM 717081103 8,069 246,750 SH   SOLE   246,750 0 0
PFIZER INC COM 717081103 3,924 120,000 SH Call SOLE   120,000 0 0
PINTEREST INC CL A 72352L106 443 20,000 SH   SOLE   20,000 0 0
PIONEER NAT RES CO COM 723787107 244 2,500 SH   SOLE   2,500 0 0
PNC FINL SVCS GROUP INC COM 693475105 389 3,700 SH   SOLE   3,700 0 0
SCORPIO TANKERS INC SHS Y7542C130 705 55,000 SH   SOLE   55,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,247 19,400 SH   SOLE   19,400 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,855 12,500 SH Call SOLE   12,500 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 1,193 60,000 SH   SOLE   60,000 0 0
TJX COS INC NEW COM 872540109 1,618 32,000 SH   SOLE   32,000 0 0
US BANCORP DEL COM NEW 902973304 1,454 39,500 SH   SOLE   39,500 0 0
VALERO ENERGY CORP COM 91913Y100 691 11,750 SH   SOLE   11,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,172 21,250 SH   SOLE   21,250 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,145 27,000 SH   SOLE   27,000 0 0
WW INTL INC COM 98262P101 1,574 62,000 SH   SOLE   62,000 0 0
XPO LOGISTICS INC COM 983793100 1,854 24,000 SH   SOLE   24,000 0 0