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
3M CO COM 88579Y101 4,697 26,875 SH   SOLE   26,875 0 0
ABBVIE INC COM 00287Y109 2,518 23,500 SH   SOLE   23,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,675 23,750 SH   SOLE   23,750 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 374 21,250 SH   SOLE   21,250 0 0
ALPHABET INC CAP STK CL A 02079K305 7,405 4,225 SH   SOLE   4,225 0 0
ALPHABET INC CAP STK CL C 02079K107 951 543 SH   SOLE   543 0 0
AON PLC SHS CL A G0403H108 1,796 8,500 SH   SOLE   8,500 0 0
APPLE INC COM 037833100 1,758 13,250 SH   SOLE   13,250 0 0
AT&T INC COM 00206R102 2,552 88,750 SH   SOLE   88,750 0 0
AXALTA COATING SYS LTD COM G0750C108 999 35,000 SH   SOLE   35,000 0 0
BARRICK GOLD CORP COM 067901108 2,677 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,333 5,750 SH   SOLE   5,750 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 5,573 149,500 SH   SOLE   149,500 0 0
BK OF AMERICA CORP COM 060505104 3,486 115,000 SH   SOLE   115,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,433 39,375 SH   SOLE   39,375 0 0
BUNGE LIMITED COM G16962105 7,115 108,500 SH   SOLE   108,500 0 0
CDK GLOBAL INC COM 12508E101 1,902 36,700 SH   SOLE   36,700 0 0
CISCO SYS INC COM 17275R102 4,811 107,500 SH   SOLE   107,500 0 0
CITIGROUP INC COM NEW 172967424 1,942 31,500 SH   SOLE   31,500 0 0
COMCAST CORP NEW CL A 20030N101 2,947 56,250 SH   SOLE   56,250 0 0
CONOCOPHILLIPS COM 20825C104 1,790 44,750 SH   SOLE   44,750 0 0
CVS HEALTH CORP COM 126650100 461 6,750 SH   SOLE   6,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 402 10,000 SH   SOLE   10,000 0 0
FEDEX CORP COM 31428X106 617 2,375 SH   SOLE   2,375 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,158 44,500 SH   SOLE   44,500 0 0
GENERAL MTRS CO COM 37045V100 9,921 238,250 SH   SOLE   238,250 0 0
HESS CORP COM 42809H107 3,999 75,750 SH   SOLE   75,750 0 0
INTERNATIONAL PAPER CO COM 460146103 870 17,500 SH   SOLE   17,500 0 0
ISHARES TR EXPANDED TECH 464287515 7,082 20,000 SH Call SOLE   20,000 0 0
KROGER CO COM 501044101 7,472 235,250 SH   SOLE   235,250 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 5,198 27,500 SH   SOLE   27,500 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 2,611 60,000 SH   SOLE   60,000 0 0
MEDTRONIC PLC SHS G5960L103 2,797 23,875 SH   SOLE   23,875 0 0
MERCK & CO. INC COM 58933Y105 1,002 12,250 SH   SOLE   12,250 0 0
MICROSOFT CORP COM 594918104 2,613 11,750 SH   SOLE   11,750 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,260 50,000 SH   SOLE   50,000 0 0
MORGAN STANLEY COM NEW 617446448 617 9,008 SH   SOLE   9,008 0 0
MOSAIC CO NEW COM 61945C103 1,266 55,000 SH   SOLE   55,000 0 0
NEWMONT CORP COM 651639106 3,294 55,000 SH   SOLE   55,000 0 0
OLIN CORP COM PAR $1 680665205 516 21,000 SH   SOLE   21,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 1,064 68,000 SH   SOLE   68,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,815 7,750 SH   SOLE   7,750 0 0
PFIZER INC COM 717081103 8,319 226,000 SH   SOLE   226,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 503 3,375 SH   SOLE   3,375 0 0
QURATE RETAIL INC COM SER A 74915M100 7,613 694,000 SH   SOLE   694,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,224 198,750 SH   SOLE   198,750 0 0
SELECTQUOTE INC COM 816307300 2,050 98,797 SH   SOLE   98,797 0 0
SOUTHERN COPPER CORP COM 84265V105 407 6,250 SH   SOLE   6,250 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,447 19,325 SH   SOLE   19,325 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,760 47,500 SH Put SOLE   47,500 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 2,492 134,200 SH   SOLE   134,200 0 0
TRUIST FINL CORP COM 89832Q109 1,630 34,000 SH   SOLE   34,000 0 0
US BANCORP DEL COM NEW 902973304 1,188 25,500 SH   SOLE   25,500 0 0
VALERO ENERGY CORP COM 91913Y100 834 14,750 SH   SOLE   14,750 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,261 35,000 SH   SOLE   35,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,248 21,250 SH   SOLE   21,250 0 0