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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 315 3,400 SH   SOLE 3,400 0 0
ALPHABET INC CAP STK CL A 02079K305 9,321 8,255 SH   SOLE 8,255 0 0
ALPHABET INC CAP STK CL C 02079K107 770 690 SH   SOLE 690 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,006 26,500 SH   SOLE 26,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 265 5,000 SH   SOLE 5,000 0 0
ANADARKO PETE CORP COM 032511107 3,901 53,250 SH   SOLE 53,250 0 0
APPLE INC COM 037833100 4,831 26,100 SH   SOLE 26,100 0 0
AT&T INC COM 00206R102 2,778 86,500 SH   SOLE 86,500 0 0
BANK AMER CORP COM 060505104 4,454 158,000 SH   SOLE 158,000 0 0
BARRICK GOLD CORP COM 067901108 328 25,000 SH   SOLE 25,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,044 5,596 SH   SOLE 5,596 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 643 20,000 SH   SOLE 20,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 8,987 205,500 SH   SOLE 205,500 0 0
BROADCOM INC COM 11135F101 1,274 5,250 SH   SOLE 5,250 0 0
BUNGE LIMITED COM G16962105 749 10,750 SH   SOLE 10,750 0 0
CANNAE HLDGS INC COM 13765N107 2,007 108,200 SH   SOLE 108,200 0 0
CISCO SYS INC COM 17275R102 6,939 161,250 SH   SOLE 161,250 0 0
CITIGROUP INC COM NEW 172967424 5,571 83,250 SH   SOLE 83,250 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,004 63,350 SH   SOLE 63,350 0 0
COMCAST CORP NEW CL A 20030N101 10,665 325,050 SH   SOLE 325,050 0 0
CVS HEALTH CORP COM 126650100 708 11,000 SH   SOLE 11,000 0 0
D R HORTON INC COM 23331A109 1,435 35,000 SH   SOLE 35,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,044 122,000 SH   SOLE 122,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,022 68,750 SH   SOLE 68,750 0 0
DISCOVERY INC COM SER A 25470F104 6,069 220,700 SH   SOLE 220,700 0 0
DISH NETWORK CORP CL A 25470M109 1,096 32,600 SH   SOLE 32,600 0 0
ECHOSTAR CORP CL A 278768106 2,682 60,400 SH   SOLE 60,400 0 0
EXXON MOBIL CORP COM 30231G102 310 3,750 SH   SOLE 3,750 0 0
GENERAL ELECTRIC CO COM 369604103 5,560 408,500 SH   SOLE 408,500 0 0
GENERAL MTRS CO COM 37045V100 10,063 255,400 SH   SOLE 255,400 0 0
GOLDCORP INC NEW COM 380956409 3,109 226,780 SH   SOLE 226,780 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 662 3,000 SH   SOLE 3,000 0 0
GRAFTECH INTL LTD COM 384313508 3,188 177,200 SH   SOLE 177,200 0 0
HESS CORP COM 42809H107 15,712 234,900 SH   SOLE 234,900 0 0
HESS CORP DEP PDF SR A 42809H404 377 5,000 SH   SOLE 5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 768 5,500 SH   SOLE 5,500 0 0
INTL PAPER CO COM 460146103 6,198 119,000 SH   SOLE 119,000 0 0
JPMORGAN CHASE & CO COM 46625H100 313 3,000 SH   SOLE 3,000 0 0
KROGER CO COM 501044101 4,481 157,500 SH   SOLE 157,500 0 0
LEIDOS HLDGS INC COM 525327102 472 8,000 SH   SOLE 8,000 0 0
LENNAR CORP CL A 526057104 9,581 182,500 SH   SOLE 182,500 0 0
LENNAR CORP CL B 526057302 2,135 50,000 SH   SOLE 50,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,464 142,500 SH   SOLE 142,500 0 0
LKQ CORP COM 501889208 3,688 115,600 SH   SOLE 115,600 0 0
MEDTRONIC PLC SHS G5960L103 3,852 45,000 SH   SOLE 45,000 0 0
MERCK & CO INC COM 58933Y105 1,047 17,250 SH   SOLE 17,250 0 0
MICROSOFT CORP COM 594918104 4,561 46,250 SH   SOLE 46,250 0 0
MORGAN STANLEY COM NEW 617446448 261 5,500 SH   SOLE 5,500 0 0
NEWMONT MINING CORP COM 651639106 2,281 60,500 SH   SOLE 60,500 0 0
OLIN CORP COM PAR $1 680665205 4,696 163,500 SH   SOLE 163,500 0 0
PARTY CITY HOLDCO INC COM 702149105 993 65,100 SH   SOLE 65,100 0 0
PFIZER INC COM 717081103 4,172 115,000 SH   SOLE 115,000 0 0
PIONEER NAT RES CO COM 723787107 5,365 28,350 SH   SOLE 28,350 0 0
PNC FINL SVCS GROUP INC COM 693475105 574 4,250 SH   SOLE 4,250 0 0
QURATE RETAIL INC COM SER A 74915M100 4,204 198,100 SH   SOLE 198,100 0 0
SEALED AIR CORP NEW COM 81211K100 637 15,000 SH   SOLE 15,000 0 0
SOUTHWEST AIRLS CO COM 844741108 382 7,500 SH   SOLE 7,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,954 24,900 SH   SOLE 24,900 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,549 28,300 SH   SOLE 28,300 0 0
TESLA INC COM 88160R101 203 100 SH Put SOLE 100 0 0
UNITED CONTL HLDGS INC COM 910047109 9,672 138,700 SH   SOLE 138,700 0 0
US BANCORP DEL COM NEW 902973304 4,052 81,000 SH   SOLE 81,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,116 50,000 SH   SOLE 50,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 302 6,000 SH   SOLE 6,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5,883 242,000 SH   SOLE 242,000 0 0
WALMART INC COM 931142103 514 6,000 SH   SOLE 6,000 0 0
WEYERHAEUSER CO COM 962166104 4,512 123,750 SH   SOLE 123,750 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,345 146,510 SH   SOLE 146,510 0 0