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
AGNICO EAGLE MINES LTD COM 008474108   1,864,062 31,250 SH   SOLE   31,250 0 0
ALIGHT INC COM CL A 01626W101   3,792,250 385,000 SH   SOLE   385,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,652,151 50,700 SH   SOLE   50,700 0 0
ALPHABET INC CAP STK CL C 02079K107   1,560,665 10,250 SH   SOLE   10,250 0 0
AMAZON COM INC COM 023135106   10,890,442 60,375 SH   SOLE   60,375 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   249,437 16,250 SH   SOLE   16,250 0 0
AON PLC SHS CL A G0403H108   667,440 2,000 SH   SOLE   2,000 0 0
APPLE INC COM 037833100   1,093,185 6,375 SH   SOLE   6,375 0 0
BANK AMERICA CORP COM 060505104   4,465,080 117,750 SH   SOLE   117,750 0 0
BARRICK GOLD CORP COM 067901108   1,838,720 110,500 SH   SOLE   110,500 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,555,550 47,000 SH   SOLE   47,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   3,874,284 26,100 SH   SOLE   26,100 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,455,784 14,200 SH   SOLE   14,200 0 0
CISCO SYS INC COM 17275R102   1,622,075 32,500 SH   SOLE   32,500 0 0
CITIGROUP INC COM NEW 172967424   1,517,760 24,000 SH   SOLE   24,000 0 0
COMCAST CORP NEW CL A 20030N101   1,219,219 28,125 SH   SOLE   28,125 0 0
CONOCOPHILLIPS COM 20825C104   1,209,160 9,500 SH   SOLE   9,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   9,076,152 189,600 SH   SOLE   189,600 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   771,900 30,000 SH   SOLE   30,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   528,975 11,250 SH   SOLE   11,250 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,062,830 8,250 SH   SOLE   8,250 0 0
GENERAL ELECTRIC CO COM NEW 369604301   263,295 1,500 SH   SOLE   1,500 0 0
GENERAL MTRS CO COM 37045V100   6,337,662 139,750 SH   SOLE   139,750 0 0
GODADDY INC CL A 380237107   2,017,560 17,000 SH   SOLE   17,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,334,400 80,000 SH   SOLE   80,000 0 0
HESS CORP COM 42809H107   9,540,000 62,500 SH   SOLE   62,500 0 0
HESS CORP COM 42809H107   1,144,800 7,500 SH Put SOLE   7,500 0 0
HESS MIDSTREAM LP CL A SHS 428103105   207,747 5,750 SH   SOLE   5,750 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   186,165 10,500 SH   SOLE   10,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,014,934 21,025 SH   SOLE   21,025 0 0
JPMORGAN CHASE & CO COM 46625H100   1,772,655 8,850 SH   SOLE   8,850 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   5,887,140 107,000 SH   SOLE   107,000 0 0
KROGER CO COM 501044101   3,384,952 59,250 SH   SOLE   59,250 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,841,462 50,875 SH   SOLE   50,875 0 0
MATCH GROUP INC NEW COM 57667L107   5,986,200 165,000 SH   SOLE   165,000 0 0
MATCH GROUP INC NEW COM 57667L107   1,088,400 30,000 SH Call SOLE   30,000 0 0
MEDTRONIC PLC SHS G5960L103   686,306 7,875 SH   SOLE   7,875 0 0
MERCK & CO INC COM 58933Y105   1,566,906 11,875 SH   SOLE   11,875 0 0
MICRON TECHNOLOGY INC COM 595112103   3,598,592 30,525 SH   SOLE   30,525 0 0
MICROSOFT CORP COM 594918104   4,354,452 10,350 SH   SOLE   10,350 0 0
MOSAIC CO NEW COM 61945C103   831,787 25,625 SH   SOLE   25,625 0 0
NEWMONT CORP COM 651639106   2,929,920 81,750 SH   SOLE   81,750 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   503,100 15,000 SH   SOLE   15,000 0 0
PFIZER INC COM 717081103   8,526,187 307,250 SH   SOLE   307,250 0 0
PIONEER NAT RES CO COM 723787107   1,410,938 5,375 SH   SOLE   5,375 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,372,600 385,000 SH   SOLE   385,000 0 0
QUALCOMM INC COM 747525103   994,637 5,875 SH   SOLE   5,875 0 0
SCHLUMBERGER LTD COM STK 806857108   5,350,826 97,625 SH   SOLE   97,625 0 0
SCORPIO TANKERS INC SHS Y7542C130   3,545,302 49,550 SH   SOLE   49,550 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   6,248,100 30,000 SH Put SOLE   30,000 0 0
SHELL PLC SPON ADS 780259305   1,851,980 27,625 SH   SOLE   27,625 0 0
SHIFT4 PMTS INC CL A 82452J109   2,973,150 45,000 SH   SOLE   45,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,777,220 13,500 SH   SOLE   13,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,692,100 30,000 SH Put SOLE   30,000 0 0
T-MOBILE US INC COM 872590104   4,998,612 30,625 SH   SOLE   30,625 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,790,887 36,250 SH   SOLE   36,250 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,106,700 35,000 SH   SOLE   35,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,325,330 79,250 SH   SOLE   79,250 0 0
WALMART INC COM 931142103   4,323,214 71,850 SH   SOLE   71,850 0 0
WESCO INTL INC COM 95082P105   1,455,880 8,500 SH   SOLE   8,500 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,712,500 13,500 SH   SOLE   13,500 0 0
XPO INC COM 983793100   4,026,990 33,000 SH   SOLE   33,000 0 0