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 943 4,750 SH   SOLE   4,750 0 0
ABBVIE INC COM 00287Y109 2,177 19,325 SH   SOLE   19,325 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,373 22,709 SH   SOLE   22,709 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 442 22,500 SH   SOLE   22,500 0 0
ALPHABET INC CAP STK CL A 02079K305 9,682 3,965 SH   SOLE   3,965 0 0
ALPHABET INC CAP STK CL C 02079K107 1,306 521 SH   SOLE   521 0 0
AMAZON COM INC COM 023135106 4,059 1,180 SH   SOLE   1,180 0 0
AON PLC SHS CL A G0403H108 2,059 8,625 SH   SOLE   8,625 0 0
AON PLC SHS CL A G0403H108 1,194 5,000 SH Put SOLE   5,000 0 0
APPLE INC COM 037833100 1,678 12,250 SH   SOLE   12,250 0 0
AT&T INC COM 00206R102 1,741 60,500 SH   SOLE   60,500 0 0
BARRICK GOLD CORP COM 067901108 2,663 128,750 SH   SOLE   128,750 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,452 5,225 SH   SOLE   5,225 0 0
BIOGEN INC COM 09062X103 329 950 SH   SOLE   950 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 3,331 70,000 SH   SOLE   70,000 0 0
BK OF AMERICA CORP COM 060505104 4,711 114,250 SH   SOLE   114,250 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 5,281 62,000 SH   SOLE   62,000 0 0
BUNGE LIMITED COM G16962105 1,876 24,000 SH Put SOLE   24,000 0 0
BUNGE LIMITED COM G16962105 5,295 67,750 SH   SOLE   67,750 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,082 1,500 SH   SOLE   1,500 0 0
CISCO SYS INC COM 17275R102 5,432 102,500 SH   SOLE   102,500 0 0
CITIGROUP INC COM NEW 172967424 2,901 41,000 SH   SOLE   41,000 0 0
COMCAST CORP NEW CL A 20030N101 5,445 95,500 SH   SOLE   95,500 0 0
CONOCOPHILLIPS COM 20825C104 3,167 52,000 SH   SOLE   52,000 0 0
CVS HEALTH CORP COM 126650100 1,147 13,750 SH   SOLE   13,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 433 10,000 SH   SOLE   10,000 0 0
FEDEX CORP COM 31428X106 447 1,500 SH   SOLE   1,500 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 2,042 209,000 PRN   SOLE   209,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 719 19,375 SH   SOLE   19,375 0 0
GENERAL ELECTRIC CO COM 369604103 135 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100 11,050 186,750 SH   SOLE   186,750 0 0
HESS CORP COM 42809H107 6,713 76,875 SH   SOLE   76,875 0 0
INTERNATIONAL PAPER CO COM 460146103 1,012 16,500 SH   SOLE   16,500 0 0
ISHARES TR CORE S&P500 ETF 464287200 5,159 12,000 SH Put SOLE   12,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 6,194 136,250 SH   SOLE   136,250 0 0
KROGER CO COM 501044101 5,852 152,750 SH   SOLE   152,750 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,675 12,375 SH   SOLE   12,375 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 7,915 170,625 SH   SOLE   170,625 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,373 6,500 SH   SOLE   6,500 0 0
MEDTRONIC PLC SHS G5960L103 2,467 19,875 SH   SOLE   19,875 0 0
MERCK & CO INC COM 58933Y105 5,347 68,750 SH   SOLE   68,750 0 0
MICROSOFT CORP COM 594918104 4,097 15,125 SH   SOLE   15,125 0 0
MIMECAST LTD ORD SHS G14838109 796 15,000 SH   SOLE   15,000 0 0
MORGAN STANLEY COM NEW 617446448 355 3,875 SH   SOLE   3,875 0 0
MOSAIC CO NEW COM 61945C103 5,481 171,750 SH   SOLE   171,750 0 0
NEWMONT CORP COM 651639106 3,652 57,625 SH   SOLE   57,625 0 0
OLIN CORP COM PAR $1 680665205 694 15,000 SH   SOLE   15,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 1,837 84,000 SH   SOLE   84,000 0 0
ORGANON & CO COMMON STOCK 68622V106 692 22,866 SH   SOLE   22,866 0 0
PAYPAL HLDGS INC COM 70450Y103 583 2,000 SH Put SOLE   2,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,895 6,500 SH   SOLE   6,500 0 0
PFIZER INC COM 717081103 2,741 70,000 SH Call SOLE   70,000 0 0
PFIZER INC COM 717081103 11,014 281,250 SH   SOLE   281,250 0 0
PIONEER NAT RES CO COM 723787107 268 1,650 SH   SOLE   1,650 0 0
PNC FINL SVCS GROUP INC COM 693475105 277 1,452 SH   SOLE   1,452 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 942 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 4,752 33,250 SH   SOLE   33,250 0 0
QURATE RETAIL INC COM SER A 74915M100 5,812 444,000 SH   SOLE   444,000 0 0
SALESFORCE COM INC COM 79466L302 6,076 24,875 SH   SOLE   24,875 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,021 137,000 SH   SOLE   137,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 353 16,000 SH Call SOLE   16,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,180 19,200 SH   SOLE   19,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,498 3,500 SH Put SOLE   3,500 0 0
TRUIST FINL CORP COM 89832Q109 1,582 28,500 SH   SOLE   28,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,248 6,000 SH   SOLE   6,000 0 0
US BANCORP DEL COM NEW 902973304 1,538 27,000 SH   SOLE   27,000 0 0
VALERO ENERGY CORP COM 91913Y100 1,542 19,750 SH   SOLE   19,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 700 12,500 SH   SOLE   12,500 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,033 30,000 PRN   SOLE   30,000 0 0