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   2,357,362 46,250 SH   SOLE   46,250 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   857,175 41,250 SH   SOLE   41,250 0 0
ALIGHT INC COM CL A 01626W101   3,315,600 360,000 SH   SOLE   360,000 0 0
ALPHABET INC CAP STK CL C 02079K107   1,339,000 12,875 SH   SOLE   12,875 0 0
ALPHABET INC CAP STK CL A 02079K305   6,646,500 64,075 SH   SOLE   64,075 0 0
AMAZON COM INC COM 023135106   5,776,493 55,925 SH   SOLE   55,925 0 0
AON PLC SHS CL A G0403H108   906,459 2,875 SH   SOLE   2,875 0 0
APPLE INC COM 037833100   1,331,568 8,075 SH   SOLE   8,075 0 0
BANK AMERICA CORP COM 060505104   3,081,650 107,750 SH   SOLE   107,750 0 0
BARRICK GOLD CORP COM 067901108   1,901,104 102,375 SH   SOLE   102,375 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,423,150 45,000 SH   SOLE   45,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,845,583 30,700 SH   SOLE   30,700 0 0
BOWLERO CORP CL A COM 10258P102   1,356,000 80,000 SH   SOLE   80,000 0 0
BUNGE LIMITED COM G16962105   4,955,100 51,875 SH   SOLE   51,875 0 0
CISCO SYS INC COM 17275R102   6,037,763 115,500 SH   SOLE   115,500 0 0
CITIGROUP INC COM NEW 172967424   1,647,011 35,125 SH   SOLE   35,125 0 0
COMCAST CORP NEW CL A 20030N101   1,781,770 47,000 SH   SOLE   47,000 0 0
CONOCOPHILLIPS COM 20825C104   570,457 5,750 SH   SOLE   5,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,653,090 133,250 SH   SOLE   133,250 0 0
FREEPORT-MCMORAN INC CL B 35671D857   490,920 12,000 SH   SOLE   12,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,582,685 13,500 SH   SOLE   13,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301   239,000 2,500 SH   SOLE   2,500 0 0
GENERAL MTRS CO COM 37045V100   5,391,960 147,000 SH   SOLE   147,000 0 0
HALLIBURTON CO COM 406216101   814,730 25,750 SH   SOLE   25,750 0 0
HESS CORP COM 42809H107   8,612,025 65,075 SH   SOLE   65,075 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,712,475 107,500 SH   SOLE   107,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,244,000 35,000 SH Put SOLE   35,000 0 0
JPMORGAN CHASE & CO COM 46625H100   2,084,960 16,000 SH   SOLE   16,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,267,495 57,750 SH   SOLE   57,750 0 0
KROGER CO COM 501044101   10,034,452 203,250 SH   SOLE   203,250 0 0
KROGER CO COM 501044101   2,468,500 50,000 SH Call SOLE   50,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   3,861,022 19,675 SH   SOLE   19,675 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   1,196,573 42,750 SH   SOLE   42,750 0 0
MATCH GROUP INC NEW COM 57667L107   1,535,600 40,000 SH   SOLE   40,000 0 0
MEDTRONIC PLC SHS G5960L103   1,269,765 15,750 SH   SOLE   15,750 0 0
MERCK & CO INC COM 58933Y105   824,522 7,750 SH   SOLE   7,750 0 0
MICROSOFT CORP COM 594918104   3,315,450 11,500 SH   SOLE   11,500 0 0
MOSAIC CO NEW COM 61945C103   4,696,965 102,375 SH   SOLE   102,375 0 0
NEWMONT CORP COM 651639106   4,669,155 95,250 SH   SOLE   95,250 0 0
OLIN CORP COM PAR $1 680665205   333,000 6,000 SH   SOLE   6,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   508,320 16,000 SH   SOLE   16,000 0 0
PFIZER INC COM 717081103   5,752,800 141,000 SH   SOLE   141,000 0 0
PIONEER NAT RES CO COM 723787107   239,982 1,175 SH   SOLE   1,175 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   2,999,325 246,250 SH   SOLE   246,250 0 0
QUALCOMM INC COM 747525103   494,372 3,875 SH   SOLE   3,875 0 0
RXO INC COMMON STOCK 74982T103   982,000 50,000 SH   SOLE   50,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,362,525 27,750 SH   SOLE   27,750 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,555,066 45,375 SH   SOLE   45,375 0 0
SHELL PLC SPON ADS 780259305   2,078,632 36,125 SH   SOLE   36,125 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   2,270,350 85,000 SH   SOLE   85,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   5,359,185 29,250 SH   SOLE   29,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,352,125 37,500 SH Put SOLE   37,500 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   2,710,400 40,000 SH Put SOLE   40,000 0 0
T-MOBILE US INC COM 872590104   6,601,083 45,575 SH   SOLE   45,575 0 0
TRUIST FINL CORP COM 89832Q109   647,900 19,000 SH   SOLE   19,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,662,800 84,000 SH   SOLE   84,000 0 0
US BANCORP DEL COM NEW 902973304   788,594 21,875 SH   SOLE   21,875 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   704,881 18,125 SH   SOLE   18,125 0 0
WALMART INC COM 931142103   1,400,775 9,500 SH   SOLE   9,500 0 0
XPO INC COM 983793100   2,298,395 72,050 SH   SOLE   72,050 0 0