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
ADVANCED MICRO DEVICES INC COM 007903107   6,022,046 37,125 SH   SOLE   37,125 0 0
AGNICO EAGLE MINES LTD COM 008474108   1,602,300 24,500 SH   SOLE   24,500 0 0
ALIGHT INC COM CL A 01626W101   2,780,142 376,713 SH   SOLE   376,713 0 0
ALPHABET INC CAP STK CL A 02079K305   9,235,005 50,700 SH   SOLE   50,700 0 0
ALPHABET INC CAP STK CL C 02079K107   1,857,127 10,125 SH   SOLE   10,125 0 0
AMAZON COM INC COM 023135106   11,189,175 57,900 SH   SOLE   57,900 0 0
AON PLC SHS CL A G0403H108   440,370 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   1,287,941 6,115 SH   SOLE   6,115 0 0
BANK AMERICA CORP COM 060505104   4,434,355 111,500 SH   SOLE   111,500 0 0
BARRICK GOLD CORP COM 067901108   1,834,800 110,000 SH   SOLE   110,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,337,920 38,000 SH   SOLE   38,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,513,600 40,000 SH Put SOLE   40,000 0 0
BLOCK INC CL A 852234103   451,430 7,000 SH   SOLE   7,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,154,250 7,500 SH Put SOLE   7,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   3,632,040 23,600 SH   SOLE   23,600 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,347,971 12,625 SH   SOLE   12,625 0 0
CISCO SYS INC COM 17275R102   1,483,500 31,225 SH   SOLE   31,225 0 0
CITIGROUP INC COM NEW 172967424   1,221,605 19,250 SH   SOLE   19,250 0 0
COMCAST CORP NEW CL A 20030N101   979,000 25,000 SH   SOLE   25,000 0 0
CONOCOPHILLIPS COM 20825C104   1,058,015 9,250 SH   SOLE   9,250 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,531,100 158,750 SH   SOLE   158,750 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   540,600 20,000 SH   SOLE   20,000 0 0
EXXON MOBIL CORP COM 30231G102   1,392,722 12,098 SH   SOLE   12,098 0 0
FREEPORT-MCMORAN INC CL B 35671D857   510,300 10,500 SH   SOLE   10,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,593,100 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100   7,067,727 152,125 SH   SOLE   152,125 0 0
GLOBAL PMTS INC COM 37940X102   1,934,000 20,000 SH Call SOLE   20,000 0 0
GODADDY INC CL A 380237107   1,257,390 9,000 SH   SOLE   9,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,752,050 105,000 SH   SOLE   105,000 0 0
HARLEY DAVIDSON INC COM 412822108   670,800 20,000 SH Put SOLE   20,000 0 0
HESS CORP COM 42809H107   9,883,840 67,000 SH   SOLE   67,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   952,650 45,000 SH   SOLE   45,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   6,779,813 39,201 SH   SOLE   39,201 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   4,928,400 30,000 SH Put SOLE   30,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,790,001 8,850 SH   SOLE   8,850 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,057,600 61,250 SH   SOLE   61,250 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   998,400 20,000 SH Call SOLE   20,000 0 0
KROGER CO COM 501044101   2,808,562 56,250 SH   SOLE   56,250 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   9,000,043 40,075 SH   SOLE   40,075 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   554,000 25,000 SH   SOLE   25,000 0 0
MATCH GROUP INC NEW COM 57667L107   4,708,900 155,000 SH   SOLE   155,000 0 0
MCDONALDS CORP COM 580135101   637,100 2,500 SH   SOLE   2,500 0 0
MEDTRONIC PLC SHS G5960L103   462,421 5,875 SH   SOLE   5,875 0 0
MERCK & CO INC COM 58933Y105   1,377,275 11,125 SH   SOLE   11,125 0 0
MICRON TECHNOLOGY INC COM 595112103   4,231,978 32,175 SH   SOLE   32,175 0 0
MICROSOFT CORP COM 594918104   4,570,064 10,225 SH   SOLE   10,225 0 0
MOSAIC CO NEW COM 61945C103   541,875 18,750 SH   SOLE   18,750 0 0
NEWMONT CORP COM 651639106   3,381,002 80,750 SH   SOLE   80,750 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   415,500 15,000 SH   SOLE   15,000 0 0
PFIZER INC COM 717081103   8,691,287 310,625 SH   SOLE   310,625 0 0
PROSHARES TR SHORT QQQ 74349Y837   3,007,125 74,250 SH   SOLE   74,250 0 0
QUALCOMM INC COM 747525103   1,120,387 5,625 SH   SOLE   5,625 0 0
SCHLUMBERGER LTD COM STK 806857108   1,356,425 28,750 SH   SOLE   28,750 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,438,700 30,000 SH Put SOLE   30,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,771,989 34,100 SH   SOLE   34,100 0 0
SHELL PLC SPON ADS 780259305   1,912,770 26,500 SH   SOLE   26,500 0 0
SHIFT4 PMTS INC CL A 82452J109   3,374,100 46,000 SH   SOLE   46,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,289,856 10,650 SH   SOLE   10,650 0 0
T-MOBILE US INC COM 872590104   2,677,936 15,200 SH   SOLE   15,200 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,006,485 55,125 SH   SOLE   55,125 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,017,900 30,000 SH   SOLE   30,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,845,490 44,750 SH   SOLE   44,750 0 0
WALMART INC COM 931142103   4,433,312 65,475 SH   SOLE   65,475 0 0
WESCO INTL INC COM 95082P105   951,120 6,000 SH   SOLE   6,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,211,215 12,250 SH   SOLE   12,250 0 0
XPO INC COM 983793100   4,086,775 38,500 SH   SOLE   38,500 0 0