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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   5,108,400 36,000 SH   SOLE   36,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,179,392 18,325 SH   SOLE   18,325 0 0
ALIGHT INC COM CL A 01626W101   226,400 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL A 02079K305   9,630,969 54,650 SH   SOLE   54,650 0 0
ALPHABET INC CAP STK CL C 02079K107   1,627,553 9,175 SH   SOLE   9,175 0 0
AMAZON COM INC COM 023135106   12,187,114 55,550 SH   SOLE   55,550 0 0
AON PLC SHS CL A G0403H108   535,140 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   1,066,884 5,200 SH   SOLE   5,200 0 0
BANK AMERICA CORP COM 060505104   4,732,000 100,000 SH   SOLE   100,000 0 0
BARRICK MNG CORP COM SHS 06849F108   4,158,795 199,750 SH   SOLE   199,750 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,803,580 26,000 SH   SOLE   26,000 0 0
BLOCK INC CL A 852234103   3,736,150 55,000 SH   SOLE   55,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   5,560,542 53,400 SH   SOLE   53,400 0 0
BP PLC SPONSORED ADR 055622104   344,195 11,500 SH   SOLE   11,500 0 0
BRUNSWICK CORP COM 117043109   828,600 15,000 SH   SOLE   15,000 0 0
BRUNSWICK CORP COM 117043109   1,104,800 20,000 SH Call SOLE   20,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   391,365 4,875 SH   SOLE   4,875 0 0
CACI INTL INC CL A 127190304   858,060 1,800 SH   SOLE   1,800 0 0
CAMECO CORP COM 13321L108   2,143,391 28,875 SH   SOLE   28,875 0 0
CISCO SYS INC COM 17275R102   3,694,485 53,250 SH   SOLE   53,250 0 0
CITIGROUP INC COM NEW 172967424   2,638,720 31,000 SH   SOLE   31,000 0 0
COMCAST CORP NEW CL A 20030N101   811,948 22,750 SH   SOLE   22,750 0 0
CONOCOPHILLIPS COM 20825C104   269,220 3,000 SH   SOLE   3,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,549,150 92,500 SH   SOLE   92,500 0 0
EATON CORP PLC SHS G29183103   892,475 2,500 SH   SOLE   2,500 0 0
ELI LILLY & CO COM 532457108   1,792,919 2,300 SH   SOLE   2,300 0 0
EXXON MOBIL CORP COM 30231G102   1,034,664 9,598 SH   SOLE   9,598 0 0
FREEPORT-MCMORAN INC CL B 35671D857   479,017 11,050 SH   SOLE   11,050 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,201,200 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100   2,774,214 56,375 SH   SOLE   56,375 0 0
HESS CORP COM 42809H107   8,606,797 62,125 SH   SOLE   62,125 0 0
HEWLETT PACKARD ENTERPRISE C 7.625 MAND CONV 42824C208   441,600 7,500 SH   SOLE   7,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,824,150 187,000 SH   SOLE   187,000 0 0
HUMANA INC COM 444859102   611,200 2,500 SH   SOLE   2,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,773,880 9,410 SH   SOLE   9,410 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   884,340 3,000 SH Put SOLE   3,000 0 0
INTUIT COM 461202103   2,599,179 3,300 SH   SOLE   3,300 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,427,996 8,375 SH   SOLE   8,375 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,619,924 36,625 SH   SOLE   36,625 0 0
KROGER CO COM 501044101   4,013,293 55,950 SH   SOLE   55,950 0 0
KROGER CO COM 501044101   1,434,600 20,000 SH Put SOLE   20,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   6,208,290 24,750 SH   SOLE   24,750 0 0
MEDTRONIC PLC SHS G5960L103   1,612,645 18,500 SH   SOLE   18,500 0 0
MERCK & CO INC COM 58933Y105   494,750 6,250 SH   SOLE   6,250 0 0
MICRON TECHNOLOGY INC COM 595112103   8,273,156 67,125 SH   SOLE   67,125 0 0
MICRON TECHNOLOGY INC COM 595112103   616,250 5,000 SH Put SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   4,725,395 9,500 SH   SOLE   9,500 0 0
MODINE MFG CO COM 607828100   1,379,000 14,000 SH   SOLE   14,000 0 0
MP MATERIALS CORP COM CL A 553368101   299,430 9,000 SH   SOLE   9,000 0 0
NEWMONT CORP COM 651639106   4,121,895 70,750 SH   SOLE   70,750 0 0
NORTHROP GRUMMAN CORP COM 666807102   3,624,855 7,250 SH   SOLE   7,250 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   1,624,000 50,000 SH   SOLE   50,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   1,624,000 50,000 SH Put SOLE   50,000 0 0
PFIZER INC COM 717081103   4,063,230 167,625 SH   SOLE   167,625 0 0
PROSHARES TR SHORT QQQ 74349Y837   4,459,950 132,500 SH   SOLE   132,500 0 0
QUALCOMM INC COM 747525103   318,520 2,000 SH   SOLE   2,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,614,375 3,075 SH   SOLE   3,075 0 0
SCORPIO TANKERS INC SHS Y7542C130   1,496,722 38,250 SH   SOLE   38,250 0 0
SERVICENOW INC COM 81762P102   2,158,968 2,100 SH   SOLE   2,100 0 0
SHELL PLC SPON ADS 780259305   1,821,859 25,875 SH   SOLE   25,875 0 0
SHIFT4 PMTS INC CL A 82452J109   3,468,850 35,000 SH   SOLE   35,000 0 0
SOUTHWEST AIRLS CO COM 844741108   2,100,490 64,750 SH   SOLE   64,750 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,882,325 6,175 SH   SOLE   6,175 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   27,803,250 45,000 SH Put SOLE   45,000 0 0
TARGET CORP COM 87612E106   493,250 5,000 SH Call SOLE   5,000 0 0
T-MOBILE US INC COM 872590104   1,191,300 5,000 SH   SOLE   5,000 0 0
T-MOBILE US INC COM 872590104   1,191,300 5,000 SH Put SOLE   5,000 0 0
TOLL BROTHERS INC COM 889478103   684,780 6,000 SH   SOLE   6,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,874,925 52,250 SH   SOLE   52,250 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,324,176 7,450 SH   SOLE   7,450 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   865,497 16,625 SH   SOLE   16,625 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,952,160 7,000 SH Put SOLE   7,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,036,165 139,500 SH   SOLE   139,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,709,423 52,250 SH   SOLE   52,250 0 0
WALMART INC COM 931142103   3,199,851 32,725 SH   SOLE   32,725 0 0
WALMART INC COM 931142103   1,222,250 12,500 SH Put SOLE   12,500 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   2,773,825 9,050 SH   SOLE   9,050 0 0
XPO INC COM 983793100   3,586,636 28,400 SH   SOLE   28,400 0 0