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 | 1,546 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 2,809 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 5,050 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 5,438 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 5,133 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 5,624 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 5,884 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 4,486 | 77,958 | SH | SOLE | 77,958 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,032 | 27,937 | SH | SOLE | 27,937 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 4,638 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 5,749 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 3,668 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 3,601 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 5,169 | 143,000 | SH | SOLE | 143,000 | 0 | 0 |