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 329 1,875 SH   SOLE   1,875 0 0
ABBVIE INC COM 00287Y109 1,321 12,250 SH   SOLE   12,250 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,387 26,750 SH   SOLE   26,750 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 265 8,500 SH   SOLE   8,500 0 0
ALIGHT INC COM CL A 01626W101 2,790 243,000 SH   SOLE   243,000 0 0
ALPHABET INC CAP STK CL A 02079K305 11,229 4,200 SH Put SOLE   4,200 0 0
ALPHABET INC CAP STK CL A 02079K305 10,360 3,875 SH   SOLE   3,875 0 0
ALPHABET INC CAP STK CL C 02079K107 1,351 507 SH   SOLE   507 0 0
AMAZON COM INC COM 023135106 3,732 1,136 SH   SOLE   1,136 0 0
AMAZON COM INC COM 023135106 1,643 500 SH Put SOLE   500 0 0
AON PLC SHS CL A G0403H108 1,286 4,500 SH   SOLE   4,500 0 0
AON PLC SHS CL A G0403H108 1,143 4,000 SH Put SOLE   4,000 0 0
APPLE INC COM 037833100 1,574 11,125 SH   SOLE   11,125 0 0
AT&T INC COM 00206R102 1,634 60,500 SH   SOLE   60,500 0 0
BARRICK GOLD CORP COM 067901108 3,159 175,000 SH   SOLE   175,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 505 1,850 SH   SOLE   1,850 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 3,433 62,500 SH   SOLE   62,500 0 0
BK OF AMERICA CORP COM 060505104 4,478 105,500 SH   SOLE   105,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,288 79,250 SH   SOLE   79,250 0 0
BUNGE LIMITED COM G16962105 7,847 96,500 SH   SOLE   96,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,091 1,500 SH   SOLE   1,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,819 2,500 SH Put SOLE   2,500 0 0
CISCO SYS INC COM 17275R102 5,293 97,250 SH   SOLE   97,250 0 0
CITIGROUP INC COM NEW 172967424 2,649 37,750 SH   SOLE   37,750 0 0
COMCAST CORP NEW CL A 20030N101 5,146 92,000 SH   SOLE   92,000 0 0
CONOCOPHILLIPS COM 20825C104 2,880 42,500 SH   SOLE   42,500 0 0
CVS HEALTH CORP COM 126650100 350 4,125 SH   SOLE   4,125 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 692 16,250 SH   SOLE   16,250 0 0
FEDEX CORP COM 31428X106 219 1,000 SH   SOLE   1,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,106 34,000 SH   SOLE   34,000 0 0
GENERAL MTRS CO COM 37045V100 8,697 165,000 SH   SOLE   165,000 0 0
HESS CORP COM 42809H107 8,865 113,500 SH   SOLE   113,500 0 0
INTERNATIONAL PAPER CO COM 460146103 1,692 30,250 SH   SOLE   30,250 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 6,563 30,000 SH Put SOLE   30,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,023 20,000 SH Call SOLE   20,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 7,928 155,000 SH   SOLE   155,000 0 0
KROGER CO COM 501044101 5,175 128,000 SH   SOLE   128,000 0 0
KROGER CO COM 501044101 1,011 25,000 SH Put SOLE   25,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 743 3,375 SH   SOLE   3,375 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 8,770 184,750 SH   SOLE   184,750 0 0
MEDTRONIC PLC SHS G5960L103 2,100 16,750 SH   SOLE   16,750 0 0
MERCK & CO INC COM 58933Y105 3,249 43,250 SH   SOLE   43,250 0 0
MICROSOFT CORP COM 594918104 3,947 14,000 SH   SOLE   14,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 104 17,500 SH   SOLE   17,500 0 0
MORGAN STANLEY COM NEW 617446448 255 2,625 SH   SOLE   2,625 0 0
MOSAIC CO NEW COM 61945C103 6,814 190,750 SH   SOLE   190,750 0 0
NEWMONT CORP COM 651639106 4,168 76,750 SH   SOLE   76,750 0 0
OLIN CORP COM PAR $1 680665205 561 11,625 SH   SOLE   11,625 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 2,183 90,000 SH   SOLE   90,000 0 0
ORGANON & CO COMMON STOCK 68622V106 485 14,800 SH   SOLE   14,800 0 0
PAYPAL HLDGS INC COM 70450Y103 1,561 6,000 SH   SOLE   6,000 0 0
PFIZER INC COM 717081103 3,226 75,000 SH Put SOLE   75,000 0 0
PFIZER INC COM 717081103 12,849 298,750 SH   SOLE   298,750 0 0
PIONEER NAT RES CO COM 723787107 258 1,550 SH   SOLE   1,550 0 0
PROSHARES TR SHORT QQQ NEW 74347B714 2,590 212,500 SH   SOLE   212,500 0 0
QUALCOMM INC COM 747525103 2,257 17,500 SH   SOLE   17,500 0 0
QURATE RETAIL INC COM SER A 74915M100 4,580 449,500 SH   SOLE   449,500 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,382 31,000 SH   SOLE   31,000 0 0
SALESFORCE COM INC COM 79466L302 5,445 20,075 SH   SOLE   20,075 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,448 78,081 SH   SOLE   78,081 0 0
SCORPIO TANKERS INC SHS Y7542C130 371 20,000 SH Call SOLE   20,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,198 19,475 SH   SOLE   19,475 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,093 37,500 SH Put SOLE   37,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,735 17,750 SH   SOLE   17,750 0 0
TRUIST FINL CORP COM 89832Q109 1,745 29,750 SH   SOLE   29,750 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,725 38,500 SH   SOLE   38,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 569 3,125 SH   SOLE   3,125 0 0
US BANCORP DEL COM NEW 902973304 1,560 26,250 SH   SOLE   26,250 0 0
VALERO ENERGY CORP COM 91913Y100 1,059 15,000 SH   SOLE   15,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 608 11,250 SH   SOLE   11,250 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 6,102 26,250 SH   SOLE   26,250 0 0