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 331 3,500 SH   SOLE 3,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 210 5,000 SH   SOLE 5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,349 8,050 SH   SOLE 8,050 0 0
ALPHABET INC CAP STK CL C 02079K107 1,995 1,934 SH   SOLE 1,934 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 626 11,500 SH   SOLE 11,500 0 0
ANADARKO PETE CORP COM 032511107 4,017 66,500 SH   SOLE 66,500 0 0
APPLE INC COM 037833100 5,830 34,750 SH   SOLE 34,750 0 0
APTIV PLC SHS G6095L109 2,039 24,000 SH   SOLE 24,000 0 0
AT&T INC COM 00206R102 3,023 84,800 SH   SOLE 84,800 0 0
BANK AMER CORP COM 060505104 4,379 146,000 SH   SOLE 146,000 0 0
BARRICK GOLD CORP COM 067901108 311 25,000 SH   SOLE 25,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,873 14,400 SH   SOLE 14,400 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,837 57,500 SH   SOLE 57,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 8,654 223,500 SH   SOLE 223,500 0 0
BUNGE LIMITED COM G16962105 555 7,500 SH   SOLE 7,500 0 0
CANNAE HLDGS INC COM 13765N107 2,331 123,600 SH   SOLE 123,600 0 0
CISCO SYS INC COM 17275R102 7,827 182,500 SH   SOLE 182,500 0 0
CITIGROUP INC COM NEW 172967424 4,995 74,000 SH   SOLE 74,000 0 0
COCA COLA CO COM 191216100 217 5,000 SH   SOLE 5,000 0 0
COMCAST CORP NEW CL A 20030N101 9,725 284,600 SH   SOLE 284,600 0 0
CVS HEALTH CORP COM 126650100 1,026 16,500 SH   SOLE 16,500 0 0
D R HORTON INC COM 23331A109 986 22,500 SH   SOLE 22,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,111 111,500 SH   SOLE 111,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,877 90,500 SH   SOLE 90,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 5,124 239,100 SH   SOLE 239,100 0 0
DOWDUPONT INC COM 26078J100 1,433 22,500 SH   SOLE 22,500 0 0
ECHOSTAR CORP CL A 278768106 2,602 49,300 SH   SOLE 49,300 0 0
EXXON MOBIL CORP COM 30231G102 522 7,000 SH   SOLE 7,000 0 0
GENERAL ELECTRIC CO COM 369604103 5,729 425,000 SH   SOLE 425,000 0 0
GENERAL MTRS CO COM 37045V100 9,201 253,200 SH   SOLE 253,200 0 0
GOLDCORP INC NEW COM 380956409 3,490 252,500 SH   SOLE 252,500 0 0
HESS CORP COM 42809H107 16,553 327,000 SH   SOLE 327,000 0 0
HESS CORP DEP PDF SR A 42809H404 298 5,000 SH   SOLE 5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 384 2,500 SH   SOLE 2,500 0 0
INTL PAPER CO COM 460146103 7,240 135,500 SH   SOLE 135,500 0 0
IRON MTN INC NEW COM 46284V101 288 8,750 SH   SOLE 8,750 0 0
JPMORGAN CHASE & CO COM 46625H100 770 7,000 SH   SOLE 7,000 0 0
KROGER CO COM 501044101 4,079 170,400 SH   SOLE 170,400 0 0
LEIDOS HLDGS INC COM 525327102 719 11,000 SH   SOLE 11,000 0 0
LENNAR CORP CL A 526057104 4,037 68,500 SH   SOLE 68,500 0 0
LENNAR CORP CL B 526057302 954 20,000 SH   SOLE 20,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 4,244 168,600 SH   SOLE 168,600 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,683 163,600 SH   SOLE 163,600 0 0
MEDTRONIC PLC SHS G5960L103 4,272 53,250 SH   SOLE 53,250 0 0
MERCK & CO INC COM 58933Y105 953 17,500 SH   SOLE 17,500 0 0
MICROSOFT CORP COM 594918104 6,298 69,000 SH   SOLE 69,000 0 0
MORGAN STANLEY COM NEW 617446448 297 5,500 SH   SOLE 5,500 0 0
NEWMONT MINING CORP COM 651639106 2,188 56,000 SH   SOLE 56,000 0 0
OLIN CORP COM PAR $1 680665205 3,981 131,000 SH   SOLE 131,000 0 0
PARTY CITY HOLDCO INC COM 702149105 761 48,800 SH   SOLE 48,800 0 0
PFIZER INC COM 717081103 5,324 150,000 SH   SOLE 150,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 2,900 53,600 SH   SOLE 53,600 0 0
PIONEER NAT RES CO COM 723787107 5,068 29,500 SH   SOLE 29,500 0 0
PITNEY BOWES INC COM 724479100 2,056 188,800 SH   SOLE 188,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 416 2,750 SH   SOLE 2,750 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 236 3,000 SH   SOLE 3,000 0 0
SEALED AIR CORP NEW COM 81211K100 877 20,500 SH   SOLE 20,500 0 0
SHIRE PLC SPONSORED ADR 82481R106 1,046 7,000 SH   SOLE 7,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,818 22,400 SH   SOLE 22,400 0 0
TESLA INC COM 88160R101 401 100 SH Put SOLE 100 0 0
TIME WARNER INC COM NEW 887317303 2,932 31,000 SH   SOLE 31,000 0 0
UNITED CONTL HLDGS INC COM 910047109 8,666 124,750 SH   SOLE 124,750 0 0
US BANCORP DEL COM NEW 902973304 3,737 74,000 SH   SOLE 74,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 673 7,250 SH   SOLE 7,250 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,703 77,500 SH   SOLE 77,500 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 7,002 251,700 SH   SOLE 251,700 0 0
WALMART INC COM 931142103 311 3,500 SH   SOLE 3,500 0 0
WEYERHAEUSER CO COM 962166104 3,640 104,000 SH   SOLE 104,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,424 129,500 SH   SOLE 129,500 0 0