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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   3,008,921 57,875 SH   SOLE   57,875 0 0
AIRBNB INC COM CL A 009066101   684,000 8,000 SH   SOLE   8,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   3,422,100 165,000 SH   SOLE   165,000 0 0
ALIGHT INC COM CL A 01626W101   3,009,600 360,000 SH   SOLE   360,000 0 0
ALPHABET INC CAP STK CL C 02079K107   964,939 10,875 SH   SOLE   10,875 0 0
ALPHABET INC CAP STK CL A 02079K305   5,558,490 63,000 SH   SOLE   63,000 0 0
AMAZON COM INC COM 023135106   3,878,700 46,175 SH   SOLE   46,175 0 0
AON PLC SHS CL A G0403H108   1,463,182 4,875 SH   SOLE   4,875 0 0
APPLE INC COM 037833100   1,065,426 8,200 SH   SOLE   8,200 0 0
APPLE INC COM 037833100   4,222,725 32,500 SH Put SOLE   32,500 0 0
BANK AMERICA CORP COM 060505104   3,138,120 94,750 SH   SOLE   94,750 0 0
BARRICK GOLD CORP COM 067901108   1,709,410 99,500 SH   SOLE   99,500 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,142,600 47,500 SH   SOLE   47,500 0 0
BLUELINX HLDGS INC COM NEW 09624H208   711,100 10,000 SH   SOLE   10,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   4,363,710 41,750 SH   SOLE   41,750 0 0
BOWLERO CORP CL A COM 10258P102   3,235,200 240,000 SH   SOLE   240,000 0 0
BUNGE LIMITED COM G16962105   5,786,660 58,000 SH   SOLE   58,000 0 0
CISCO SYS INC COM 17275R102   2,036,610 42,750 SH   SOLE   42,750 0 0
CITIGROUP INC COM NEW 172967424   1,515,205 33,500 SH   SOLE   33,500 0 0
COMCAST CORP NEW CL A 20030N101   2,447,900 70,000 SH   SOLE   70,000 0 0
CONOCOPHILLIPS COM 20825C104   914,500 7,750 SH   SOLE   7,750 0 0
CVS HEALTH CORP COM 126650100   202,688 2,175 SH   SOLE   2,175 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,979,815 60,250 SH   SOLE   60,250 0 0
FREEPORT-MCMORAN INC CL B 35671D857   475,000 12,500 SH   SOLE   12,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,131,240 6,000 SH   SOLE   6,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   314,213 3,750 SH   SOLE   3,750 0 0
GENERAL MTRS CO COM 37045V100   5,853,360 174,000 SH   SOLE   174,000 0 0
HALLIBURTON CO COM 406216101   1,062,450 27,000 SH   SOLE   27,000 0 0
HESS CORP COM 42809H107   9,863,581 69,550 SH   SOLE   69,550 0 0
JPMORGAN CHASE & CO COM 46625H100   2,229,412 16,625 SH   SOLE   16,625 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,223,215 61,500 SH   SOLE   61,500 0 0
KROGER CO COM 501044101   3,555,255 79,750 SH   SOLE   79,750 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,197,207 5,750 SH   SOLE   5,750 0 0
LIBERTY BROADBAND CORP COM SER A 530307107   2,047,950 27,000 SH   SOLE   27,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   5,996,672 153,250 SH   SOLE   153,250 0 0
MEDTRONIC PLC SHS G5960L103   2,525,900 32,500 SH   SOLE   32,500 0 0
MERCK & CO INC COM 58933Y105   1,206,581 10,875 SH   SOLE   10,875 0 0
MICROSOFT CORP COM 594918104   2,859,853 11,925 SH   SOLE   11,925 0 0
MOSAIC CO NEW COM 61945C103   4,617,317 105,250 SH   SOLE   105,250 0 0
NEWMONT CORP COM 651639106   4,342,400 92,000 SH   SOLE   92,000 0 0
OLIN CORP COM PAR $1 680665205   397,050 7,500 SH   SOLE   7,500 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   601,800 20,000 SH   SOLE   20,000 0 0
PFIZER INC COM 717081103   8,682,618 169,450 SH   SOLE   169,450 0 0
PIONEER NAT RES CO COM 723787107   268,358 1,175 SH   SOLE   1,175 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,091,200 210,000 SH   SOLE   210,000 0 0
QUALCOMM INC COM 747525103   535,957 4,875 SH   SOLE   4,875 0 0
RXO INC COMMON STOCK 74982T103   2,253,200 131,000 SH   SOLE   131,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,510,245 28,250 SH   SOLE   28,250 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,822,925 52,500 SH   SOLE   52,500 0 0
SHELL PLC SPON ADS 780259305   2,427,494 42,625 SH   SOLE   42,625 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   1,162,500 50,000 SH   SOLE   50,000 0 0
SOUTHWEST AIRLS CO COM 844741108   1,077,440 32,000 SH   SOLE   32,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,028,950 23,750 SH   SOLE   23,750 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,385,050 35,000 SH Put SOLE   35,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   728,910 7,000 SH   SOLE   7,000 0 0
T-MOBILE US INC COM 872590104   6,380,500 45,575 SH   SOLE   45,575 0 0
TRUIST FINL CORP COM 89832Q109   978,933 22,750 SH   SOLE   22,750 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,361,715 95,500 SH   SOLE   95,500 0 0
US BANCORP DEL COM NEW 902973304   1,264,690 29,000 SH   SOLE   29,000 0 0
VALERO ENERGY CORP COM 91913Y100   2,603,802 20,525 SH   SOLE   20,525 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   788,000 20,000 SH   SOLE   20,000 0 0
WALMART INC COM 931142103   992,530 7,000 SH   SOLE   7,000 0 0
XPO INC COM 983793100   4,901,953 147,250 SH   SOLE   147,250 0 0