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
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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   988,537 21,750 SH   SOLE   21,750 0 0
ALIGHT INC COM CL A 01626W101   2,977,800 420,000 SH   SOLE   420,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,785,091 51,850 SH   SOLE   51,850 0 0
ALPHABET INC CAP STK CL C 02079K107   1,648,125 12,500 SH   SOLE   12,500 0 0
AMAZON COM INC COM 023135106   7,449,232 58,600 SH   SOLE   58,600 0 0
AON PLC SHS CL A G0403H108   486,330 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   1,352,559 7,900 SH   SOLE   7,900 0 0
BANK AMERICA CORP COM 060505104   2,450,510 89,500 SH   SOLE   89,500 0 0
BARRICK GOLD CORP COM 067901108   727,500 50,000 SH   SOLE   50,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   4,139,460 58,000 SH   SOLE   58,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   3,403,760 31,150 SH   SOLE   31,150 0 0
BUNGE LIMITED COM G16962105   4,776,531 44,125 SH   SOLE   44,125 0 0
CISCO SYS INC COM 17275R102   2,822,400 52,500 SH   SOLE   52,500 0 0
CITIGROUP INC COM NEW 172967424   668,362 16,250 SH   SOLE   16,250 0 0
COMCAST CORP NEW CL A 20030N101   1,696,005 38,250 SH   SOLE   38,250 0 0
CONOCOPHILLIPS COM 20825C104   673,875 5,625 SH   SOLE   5,625 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,941,500 79,500 SH   SOLE   79,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857   438,158 11,750 SH   SOLE   11,750 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,709,475 7,500 SH   SOLE   7,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301   207,281 1,875 SH   SOLE   1,875 0 0
GENERAL MTRS CO COM 37045V100   3,593,730 109,000 SH   SOLE   109,000 0 0
GENERAL MTRS CO COM 37045V100   1,318,800 40,000 SH Call SOLE   40,000 0 0
GODADDY INC CL A 380237107   2,979,200 40,000 SH   SOLE   40,000 0 0
HESS CORP COM 42809H107   9,792,000 64,000 SH   SOLE   64,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   364,125 12,500 SH   SOLE   12,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,322,013 191,250 SH   SOLE   191,250 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   694,800 40,000 SH Call SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,075,352 36,175 SH   SOLE   36,175 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,582,700 10,000 SH Put SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,649,603 11,375 SH   SOLE   11,375 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,197,062 63,750 SH   SOLE   63,750 0 0
KROGER CO COM 501044101   6,265,000 140,000 SH   SOLE   140,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   8,684,235 49,875 SH   SOLE   49,875 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   1,018,400 40,000 SH   SOLE   40,000 0 0
MATTEL INC COM 577081102   1,101,500 50,000 SH   SOLE   50,000 0 0
MEDTRONIC PLC SHS G5960L103   1,410,480 18,000 SH   SOLE   18,000 0 0
MERCK & CO INC COM 58933Y105   617,700 6,000 SH   SOLE   6,000 0 0
MICRON TECHNOLOGY INC COM 595112103   756,834 11,125 SH   SOLE   11,125 0 0
MICROSOFT CORP COM 594918104   3,623,231 11,475 SH   SOLE   11,475 0 0
MOSAIC CO NEW COM 61945C103   2,189,400 61,500 SH   SOLE   61,500 0 0
NEWMONT CORP COM 651639106   1,949,112 52,750 SH   SOLE   52,750 0 0
OCCIDENTAL PETE CORP COM 674599105   827,220 12,750 SH   SOLE   12,750 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   485,250 15,000 SH   SOLE   15,000 0 0
PFIZER INC COM 717081103   4,005,277 120,750 SH   SOLE   120,750 0 0
PIONEER NAT RES CO COM 723787107   1,010,020 4,400 SH   SOLE   4,400 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,811,500 350,000 SH   SOLE   350,000 0 0
QUALCOMM INC COM 747525103   860,715 7,750 SH   SOLE   7,750 0 0
SCHLUMBERGER LTD COM STK 806857108   1,705,275 29,250 SH   SOLE   29,250 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,110,680 39,000 SH   SOLE   39,000 0 0
SHELL PLC SPON ADS 780259305   1,971,637 30,625 SH   SOLE   30,625 0 0
SHIFT4 PMTS INC CL A 82452J109   1,937,950 35,000 SH   SOLE   35,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,357,437 13,750 SH   SOLE   13,750 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,274,800 10,000 SH Put SOLE   10,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   1,253,100 30,000 SH Call SOLE   30,000 0 0
T-MOBILE US INC COM 872590104   8,052,875 57,500 SH   SOLE   57,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,230,798 70,250 SH   SOLE   70,250 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,881,097 119,750 SH   SOLE   119,750 0 0
WALMART INC COM 931142103   1,719,247 10,750 SH   SOLE   10,750 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,118,728 14,925 SH   SOLE   14,925 0 0
XPO INC COM 983793100   3,359,700 45,000 SH   SOLE   45,000 0 0