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
AGNICO EAGLE MINES LTD COM 008474108   1,618,102 32,375 SH   SOLE   32,375 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   436,400 20,000 SH   SOLE   20,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   239,631 2,875 SH   SOLE   2,875 0 0
ALIGHT INC COM CL A 01626W101   4,019,400 435,000 SH   SOLE   435,000 0 0
ALPHABET INC CAP STK CL C 02079K107   1,515,149 12,525 SH   SOLE   12,525 0 0
ALPHABET INC CAP STK CL A 02079K305   6,248,340 52,200 SH   SOLE   52,200 0 0
AMAZON COM INC COM 023135106   7,974,773 61,175 SH   SOLE   61,175 0 0
AON PLC SHS CL A G0403H108   517,800 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   1,556,609 8,025 SH   SOLE   8,025 0 0
AT&T INC COM 00206R102   159,500 10,000 SH   SOLE   10,000 0 0
BANK AMERICA CORP COM 060505104   2,567,755 89,500 SH   SOLE   89,500 0 0
BARRICK GOLD CORP COM 067901108   1,282,447 75,750 SH   SOLE   75,750 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   4,095,650 65,000 SH Call SOLE   65,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,276,520 52,000 SH   SOLE   52,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   4,726,260 42,350 SH   SOLE   42,350 0 0
BOWLERO CORP CL A COM 10258P102   931,200 80,000 SH   SOLE   80,000 0 0
BUNGE LIMITED COM G16962105   4,328,306 45,875 SH   SOLE   45,875 0 0
BUNGE LIMITED COM G16962105   94,350 1,000 SH Call SOLE   1,000 0 0
CISCO SYS INC COM 17275R102   3,660,605 70,750 SH   SOLE   70,750 0 0
CITIGROUP INC COM NEW 172967424   909,290 19,750 SH   SOLE   19,750 0 0
COMCAST CORP NEW CL A 20030N101   1,693,162 40,750 SH   SOLE   40,750 0 0
CONOCOPHILLIPS COM 20825C104   582,806 5,625 SH   SOLE   5,625 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   8,901,865 187,250 SH   SOLE   187,250 0 0
FREEPORT-MCMORAN INC CL B 35671D857   480,000 12,000 SH   SOLE   12,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,536,990 7,000 SH   SOLE   7,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   205,969 1,875 SH   SOLE   1,875 0 0
GENERAL MTRS CO COM 37045V100   7,326,400 190,000 SH   SOLE   190,000 0 0
GODADDY INC CL A 380237107   1,577,730 21,000 SH   SOLE   21,000 0 0
HESS CORP COM 42809H107   8,816,357 64,850 SH   SOLE   64,850 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   168,000 10,000 SH   SOLE   10,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,189,533 16,363 SH   SOLE   16,363 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,809,050 15,000 SH Put SOLE   15,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,781,640 12,250 SH   SOLE   12,250 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,514,090 45,250 SH   SOLE   45,250 0 0
KROGER CO COM 501044101   1,410,000 30,000 SH Call SOLE   30,000 0 0
KROGER CO COM 501044101   9,870,000 210,000 SH   SOLE   210,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,635,030 39,000 SH   SOLE   39,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   916,440 28,000 SH   SOLE   28,000 0 0
MEDTRONIC PLC SHS G5960L103   1,079,225 12,250 SH   SOLE   12,250 0 0
MERCK & CO INC COM 58933Y105   764,459 6,625 SH   SOLE   6,625 0 0
MICROSOFT CORP COM 594918104   3,647,183 10,710 SH   SOLE   10,710 0 0
MOSAIC CO NEW COM 61945C103   3,158,750 90,250 SH   SOLE   90,250 0 0
NEWMONT CORP COM 651639106   3,348,810 78,500 SH   SOLE   78,500 0 0
OLIN CORP COM PAR $1 680665205   218,407 4,250 SH   SOLE   4,250 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   487,350 15,000 SH   SOLE   15,000 0 0
PFIZER INC COM 717081103   5,630,380 153,500 SH   SOLE   153,500 0 0
PIONEER NAT RES CO COM 723787107   880,515 4,250 SH   SOLE   4,250 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   2,906,750 275,000 SH   SOLE   275,000 0 0
QUALCOMM INC COM 747525103   1,279,680 10,750 SH   SOLE   10,750 0 0
RXO INC COMMON STOCK 74982T103   1,020,150 45,000 SH   SOLE   45,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,706,920 34,750 SH   SOLE   34,750 0 0
SCORPIO TANKERS INC SHS Y7542C130   1,751,052 37,075 SH   SOLE   37,075 0 0
SHELL PLC SPON ADS 780259305   1,886,875 31,250 SH   SOLE   31,250 0 0
SPDR GOLD TR GOLD SHS 78463V107   3,757,040 21,075 SH   SOLE   21,075 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,298,400 30,000 SH Put SOLE   30,000 0 0
T-MOBILE US INC COM 872590104   6,476,213 46,625 SH   SOLE   46,625 0 0
T-MOBILE US INC COM 872590104   1,389,000 10,000 SH Call SOLE   10,000 0 0
TRUIST FINANCIAL CORP COM 89832Q109   546,300 18,000 SH   SOLE   18,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,421,222 79,250 SH   SOLE   79,250 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   3,045,000 20,000 SH Put SOLE   20,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   632,230 17,000 SH   SOLE   17,000 0 0
WALMART INC COM 931142103   2,004,045 12,750 SH   SOLE   12,750 0 0
XPO INC COM 983793100   2,699,250 45,750 SH   SOLE   45,750 0 0