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 1,879 9,750 SH   SOLE   9,750 0 0
ABBVIE INC COM 00287Y109 2,190 20,240 SH   SOLE   20,240 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,313 22,709 SH   SOLE   22,709 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 482 25,264 SH   SOLE   25,264 0 0
ALPHABET INC CAP STK CL A 02079K305 8,306 4,027 SH   SOLE   4,027 0 0
ALPHABET INC CAP STK CL C 02079K107 1,078 521 SH   SOLE   521 0 0
AON PLC SHS CL A G0403H108 1,151 5,000 SH Put SOLE   5,000 0 0
AON PLC SHS CL A G0403H108 2,233 9,702 SH   SOLE   9,702 0 0
APPLE INC COM 037833100 1,512 12,375 SH   SOLE   12,375 0 0
AT&T INC COM 00206R102 1,899 62,750 SH   SOLE   62,750 0 0
BARRICK GOLD CORP COM 067901108 2,450 123,750 SH   SOLE   123,750 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,629 6,375 SH   SOLE   6,375 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,150 92,500 SH   SOLE   92,500 0 0
BK OF AMERICA CORP COM 060505104 5,039 130,250 SH   SOLE   130,250 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 5,214 64,750 SH   SOLE   64,750 0 0
BUNGE LIMITED COM G16962105 6,401 80,750 SH   SOLE   80,750 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,851 3,000 SH   SOLE   3,000 0 0
CISCO SYS INC COM 17275R102 5,598 108,250 SH   SOLE   108,250 0 0
CITIGROUP INC COM NEW 172967424 2,983 41,000 SH   SOLE   41,000 0 0
COMCAST CORP NEW CL A 20030N101 4,735 87,500 SH   SOLE   87,500 0 0
CONOCOPHILLIPS COM 20825C104 3,311 62,500 SH   SOLE   62,500 0 0
CVS HEALTH CORP COM 126650100 1,175 15,625 SH   SOLE   15,625 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 483 10,000 SH   SOLE   10,000 0 0
FACEBOOK INC CL A 30303M102 1,178 4,000 SH   SOLE   4,000 0 0
FEDEX CORP COM 31428X106 608 2,139 SH   SOLE   2,139 0 0
FREEPORT-MCMORAN INC CL B 35671D857 661 20,070 SH   SOLE   20,070 0 0
GENERAL ELECTRIC CO COM 369604103 213 16,250 SH   SOLE   16,250 0 0
GENERAL MTRS CO COM 37045V100 11,305 196,750 SH   SOLE   196,750 0 0
GODADDY INC CL A 380237107 272 3,500 SH   SOLE   3,500 0 0
HESS CORP COM 42809H107 5,678 80,250 SH   SOLE   80,250 0 0
INTERNATIONAL PAPER CO COM 460146103 1,163 21,500 SH   SOLE   21,500 0 0
JPMORGAN CHASE & CO COM 46625H100 209 1,375 SH   SOLE   1,375 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,302 110,250 SH   SOLE   110,250 0 0
KROGER CO COM 501044101 5,659 157,250 SH   SOLE   157,250 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 5,878 29,000 SH   SOLE   29,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 2,867 65,000 SH   SOLE   65,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,670 7,500 SH   SOLE   7,500 0 0
MEDTRONIC PLC SHS G5960L103 2,451 20,750 SH   SOLE   20,750 0 0
MERCK & CO. INC COM 58933Y105 2,004 26,000 SH   SOLE   26,000 0 0
MICROSOFT CORP COM 594918104 2,481 10,525 SH   SOLE   10,525 0 0
MORGAN STANLEY COM NEW 617446448 514 6,620 SH   SOLE   6,620 0 0
MOSAIC CO NEW COM 61945C103 6,164 195,000 SH   SOLE   195,000 0 0
NEWMONT CORP COM 651639106 3,978 66,000 SH   SOLE   66,000 0 0
OLIN CORP COM PAR $1 680665205 693 18,250 SH   SOLE   18,250 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 1,508 85,000 SH   SOLE   85,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,578 6,500 SH   SOLE   6,500 0 0
PFIZER INC COM 717081103 9,402 259,500 SH   SOLE   259,500 0 0
PIONEER NAT RES CO COM 723787107 262 1,650 SH   SOLE   1,650 0 0
PNC FINL SVCS GROUP INC COM 693475105 255 1,452 SH   SOLE   1,452 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 2,496 114,800 SH   SOLE   114,800 0 0
QUALCOMM INC COM 747525103 4,027 30,375 SH   SOLE   30,375 0 0
QUALCOMM INC COM 747525103 2,652 20,000 SH Call SOLE   20,000 0 0
QURATE RETAIL INC COM SER A 74915M100 3,696 314,307 SH   SOLE   314,307 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 609 7,875 SH   SOLE   7,875 0 0
SALESFORCE COM INC COM 79466L302 3,083 14,550 SH   SOLE   14,550 0 0
SCORPIO TANKERS INC SHS Y7542C130 461 25,000 SH Call SOLE   25,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,667 144,500 SH   SOLE   144,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,071 19,200 SH   SOLE   19,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,945 15,000 SH Put SOLE   15,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 273 1,750 SH   SOLE   1,750 0 0
TRUIST FINL CORP COM 89832Q109 1,903 32,625 SH   SOLE   32,625 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,466 8,625 SH   SOLE   8,625 0 0
US BANCORP DEL COM NEW 902973304 1,497 27,057 SH   SOLE   27,057 0 0
VALERO ENERGY CORP COM 91913Y100 1,334 18,625 SH   SOLE   18,625 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 755 12,991 SH   SOLE   12,991 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 409 11,500 SH   SOLE   11,500 0 0