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
ALPHABET INC CAP STK CL C 02079K107 647 625 SH   SOLE   625 0 0
ALPHABET INC CAP STK CL A 02079K305 8,830 8,450 SH   SOLE   8,450 0 0
ALTICE USA INC CL A 02156K103 4,213 255,000 SH   SOLE   255,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,576 142,500 SH   SOLE   142,500 0 0
ANADARKO PETE CORP COM 032511107 1,736 39,600 SH   SOLE   39,600 0 0
APPLE INC COM 037833100 3,849 24,400 SH   SOLE   24,400 0 0
APTIV PLC SHS G6095L109 862 14,000 SH   SOLE   14,000 0 0
AT&T INC COM 00206R102 5,630 197,250 SH   SOLE   197,250 0 0
BANK AMER CORP COM 060505104 4,238 172,000 SH   SOLE   172,000 0 0
BARRICK GOLD CORP COM 067901108 2,099 155,000 SH   SOLE   155,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,549 145,300 SH   SOLE   145,300 0 0
BUNGE LIMITED COM G16962105 1,202 22,500 SH   SOLE   22,500 0 0
CANNAE HLDGS INC COM 13765N107 1,858 108,500 SH   SOLE   108,500 0 0
CISCO SYS INC COM 17275R102 5,774 133,250 SH   SOLE   133,250 0 0
CITIGROUP INC COM NEW 172967424 4,230 81,250 SH   SOLE   81,250 0 0
COMCAST CORP NEW CL A 20030N101 10,023 294,350 SH   SOLE   294,350 0 0
CVS HEALTH CORP COM 126650100 983 15,000 SH   SOLE   15,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,093 142,150 SH   SOLE   142,150 0 0
DEVON ENERGY CORP NEW COM 25179M103 473 21,000 SH   SOLE   21,000 0 0
DISCOVERY INC COM SER A 25470F104 5,646 228,200 SH   SOLE   228,200 0 0
DISCOVERY INC COM SER A 25470F104 2,227 90,000 SH Put SOLE   90,000 0 0
ECHOSTAR CORP CL A 278768106 4,792 130,500 SH   SOLE   130,500 0 0
ECHOSTAR CORP CL A 278768106 1,836 50,000 SH Call SOLE   50,000 0 0
GENERAL ELECTRIC CO COM 369604103 3,172 419,000 SH   SOLE   419,000 0 0
GENERAL MTRS CO COM 37045V100 8,021 239,800 SH   SOLE   239,800 0 0
GOLDCORP INC NEW COM 380956409 2,396 244,500 SH   SOLE   244,500 0 0
GRAFTECH INTL LTD COM 384313508 3,530 308,600 SH   SOLE   308,600 0 0
HESS CORP COM 42809H107 9,380 231,600 SH   SOLE   231,600 0 0
HESS CORP DEP PDF SR A 42809H404 248 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 313 2,750 SH   SOLE   2,750 0 0
INTL PAPER CO COM 460146103 4,732 117,250 SH   SOLE   117,250 0 0
ISHARES TR EXPANDED TECH 464287515 732 4,220 SH   SOLE   4,220 0 0
ISHARES TR EXPANDED TECH 464287515 8,676 50,000 SH Call SOLE   50,000 0 0
JPMORGAN CHASE & CO COM 46625H100 293 3,000 SH   SOLE   3,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,959 157,900 SH   SOLE   157,900 0 0
KROGER CO COM 501044101 3,321 120,750 SH   SOLE   120,750 0 0
LENNAR CORP CL A 526057104 303 7,750 SH   SOLE   7,750 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,002 162,300 SH   SOLE   162,300 0 0
LKQ CORP COM 501889208 2,558 107,800 SH   SOLE   107,800 0 0
MEDTRONIC PLC SHS G5960L103 3,297 36,250 SH   SOLE   36,250 0 0
MERCK & CO INC COM 58933Y105 478 6,250 SH   SOLE   6,250 0 0
MICROSOFT CORP COM 594918104 3,758 37,000 SH   SOLE   37,000 0 0
NEWMONT MINING CORP COM 651639106 2,001 57,750 SH   SOLE   57,750 0 0
OLIN CORP COM PAR $1 680665205 1,594 79,250 SH   SOLE   79,250 0 0
PFIZER INC COM 717081103 3,296 75,500 SH   SOLE   75,500 0 0
PIONEER NAT RES CO COM 723787107 3,518 26,750 SH   SOLE   26,750 0 0
PNC FINL SVCS GROUP INC COM 693475105 409 3,500 SH   SOLE   3,500 0 0
QURATE RETAIL INC COM SER A 74915M100 1,825 93,500 SH   SOLE   93,500 0 0
SCIENTIFIC GAMES CORP COM 80874P109 536 30,000 SH Call SOLE   30,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,037 25,050 SH   SOLE   25,050 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 19,494 78,000 SH Put SOLE   78,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,354 42,300 SH   SOLE   42,300 0 0
UNITED CONTL HLDGS INC COM 910047109 7,469 89,200 SH   SOLE   89,200 0 0
US BANCORP DEL COM NEW 902973304 3,124 68,350 SH   SOLE   68,350 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 464 22,000 SH   SOLE   22,000 0 0
WALMART INC COM 931142103 326 3,500 SH   SOLE   3,500 0 0
WESTLAKE CHEM CORP COM 960413102 1,770 26,750 SH   SOLE   26,750 0 0
WEYERHAEUSER CO COM 962166104 1,186 54,250 SH   SOLE   54,250 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,036 176,700 SH   SOLE   176,700 0 0