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 1,269 9,375 SH   SOLE   9,375 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,421 26,750 SH   SOLE   26,750 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 377 12,500 SH   SOLE   12,500 0 0
ALIGHT INC COM CL A 01626W101 2,973 275,000 SH   SOLE   275,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,647 3,675 SH   SOLE   3,675 0 0
ALPHABET INC CAP STK CL C 02079K107 1,444 499 SH   SOLE   499 0 0
AMAZON COM INC COM 023135106 3,788 1,136 SH   SOLE   1,136 0 0
AON PLC SHS CL A G0403H108 1,277 4,250 SH   SOLE   4,250 0 0
APPLE INC COM 037833100 1,776 10,000 SH   SOLE   10,000 0 0
AT&T INC COM 00206R102 1,230 50,000 SH   SOLE   50,000 0 0
BARRICK GOLD CORP COM 067901108 2,755 145,000 SH   SOLE   145,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 456 1,525 SH   SOLE   1,525 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 3,549 53,000 SH   SOLE   53,000 0 0
BK OF AMERICA CORP COM 060505104 4,527 101,750 SH   SOLE   101,750 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,084 71,750 SH   SOLE   71,750 0 0
BUNGE LIMITED COM G16962105 8,122 87,000 SH   SOLE   87,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 978 1,500 SH   SOLE   1,500 0 0
CISCO SYS INC COM 17275R102 5,862 92,500 SH   SOLE   92,500 0 0
CITIGROUP INC COM NEW 172967424 2,370 39,250 SH   SOLE   39,250 0 0
CNH INDL N V SHS N20944109 2,293 118,000 SH   SOLE   118,000 0 0
COMCAST CORP NEW CL A 20030N101 4,001 79,500 SH   SOLE   79,500 0 0
CONOCOPHILLIPS COM 20825C104 2,725 37,750 SH   SOLE   37,750 0 0
CVS HEALTH CORP COM 126650100 361 3,500 SH   SOLE   3,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 537 13,750 SH   SOLE   13,750 0 0
FEDEX CORP COM 31428X106 453 1,750 SH   SOLE   1,750 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 982 9,000 SH   SOLE   9,000 0 0
FISERV INC COM 337738108 311 3,000 SH   SOLE   3,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,388 33,250 SH   SOLE   33,250 0 0
GENERAL MTRS CO COM 37045V100 879 15,000 SH Put SOLE   15,000 0 0
GENERAL MTRS CO COM 37045V100 10,458 178,375 SH   SOLE   178,375 0 0
GENERAL MTRS CO COM 37045V100 879 15,000 SH Call SOLE   15,000 0 0
HESS CORP COM 42809H107 7,773 105,000 SH   SOLE   105,000 0 0
HESS CORP COM 42809H107 740 10,000 SH Put SOLE   10,000 0 0
INTERNATIONAL PAPER CO COM 460146103 1,374 29,250 SH   SOLE   29,250 0 0
ISHARES TR CORE S&P500 ETF 464287200 9,540 20,000 SH Put SOLE   20,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2,133 35,000 SH Call SOLE   35,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 9,155 150,235 SH   SOLE   150,235 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,524 25,000 SH Put SOLE   25,000 0 0
KROGER CO COM 501044101 4,905 108,363 SH   SOLE   108,363 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 389 1,825 SH   SOLE   1,825 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 8,524 167,625 SH   SOLE   167,625 0 0
LYFT INC CL A COM 55087P104 1,624 38,000 SH   SOLE   38,000 0 0
MEDTRONIC PLC SHS G5960L103 3,052 29,500 SH   SOLE   29,500 0 0
MERCK & CO INC COM 58933Y105 2,874 37,500 SH   SOLE   37,500 0 0
MICROSOFT CORP COM 594918104 4,355 12,950 SH   SOLE   12,950 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 887 162,500 SH   SOLE   162,500 0 0
MORGAN STANLEY COM NEW 617446448 226 2,300 SH   SOLE   2,300 0 0
MOSAIC CO NEW COM 61945C103 8,840 225,000 SH   SOLE   225,000 0 0
MOSAIC CO NEW COM 61945C103 786 20,000 SH Call SOLE   20,000 0 0
NEWMONT CORP COM 651639106 3,752 60,500 SH   SOLE   60,500 0 0
OLIN CORP COM PAR $1 680665205 554 9,625 SH   SOLE   9,625 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 2,560 90,000 SH   SOLE   90,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,131 6,000 SH   SOLE   6,000 0 0
PAYPAL HLDGS INC COM 70450Y103 566 3,000 SH Call SOLE   3,000 0 0
PFIZER INC COM 717081103 16,076 272,250 SH   SOLE   272,250 0 0
PFIZER INC COM 717081103 3,544 60,000 SH Put SOLE   60,000 0 0
PIONEER NAT RES CO COM 723787107 259 1,425 SH   SOLE   1,425 0 0
PROSHARES TR SHORT QQQ NEW 74347B714 3,520 325,000 SH   SOLE   325,000 0 0
QUALCOMM INC COM 747525103 3,246 17,750 SH   SOLE   17,750 0 0
QURATE RETAIL INC COM SER A 74915M100 2,812 369,999 SH   SOLE   369,999 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,626 60,500 SH   SOLE   60,500 0 0
SALESFORCE COM INC COM 79466L302 4,625 18,200 SH   SOLE   18,200 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,166 91,000 SH   SOLE   91,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 896 70,000 SH Call SOLE   70,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,312 19,375 SH   SOLE   19,375 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,998 40,000 SH Put SOLE   40,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,422 8,000 SH   SOLE   8,000 0 0
TRUIST FINL CORP COM 89832Q109 1,669 28,500 SH   SOLE   28,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 985 23,500 SH   SOLE   23,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 209 975 SH   SOLE   975 0 0
US BANCORP DEL COM NEW 902973304 1,397 24,875 SH   SOLE   24,875 0 0
VALERO ENERGY CORP COM 91913Y100 657 8,750 SH   SOLE   8,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 377 7,250 SH   SOLE   7,250 0 0
VROOM INC COM 92918V109 809 75,000 SH Call SOLE   75,000 0 0
WALMART INC COM 931142103 2,351 16,250 SH   SOLE   16,250 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 6,513 27,425 SH   SOLE   27,425 0 0