The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALTRIA GROUP INC | COM | 02209S103 | 3,244 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 5,538 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
BRITISH AMERN TOB PLC | COM | 110448107 | 6,072 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
BROWN FORMAN CORP | COM | 115637209 | 5,112 | 75,625 | SH | SOLE | 75,625 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 2,893 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 3,746 | 27,300 | SH | SOLE | 27,300 | 0 | 0 | ||
CONSTELLATION BRANDS INC | COM | 21036P108 | 6,575 | 34,650 | SH | SOLE | 34,650 | 0 | 0 | ||
DIAGEO P L C | COM | 25243Q205 | 6,653 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 3,229 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,291 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 2,779 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 3,957 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 8,354 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 6,736 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,742 | 172,600 | SH | SOLE | 172,600 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 5,056 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 9,402 | 110,500 | SH | SOLE | 110,500 | 0 | 0 | ||
RAYTHEON CO | COM | 755111507 | 7,337 | 33,390 | SH | SOLE | 33,390 | 0 | 0 |