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
ADVANCE AUTO PARTS INC COM 00751Y106 4,690 30,000 SH Put SOLE   30,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,423 60,270 SH   SOLE   60,270 0 0
AECOM COM 00766T100 6,995 102,308 SH   SOLE   102,308 0 0
AMAZON COM INC COM 023135106 1,096 9,700 SH   SOLE   9,700 0 0
AMPHENOL CORP NEW CL A 032095101 7,600 113,505 SH   SOLE   113,505 0 0
ANALOG DEVICES INC COM 032654105 4,490 32,226 SH   SOLE   32,226 0 0
AVANTOR INC COM 05352A100 1,407 71,797 SH   SOLE   71,797 0 0
BALL CORP COM 058498106 483 10,000 SH Put SOLE   10,000 0 0
BELDEN INC COM 077454106 4,016 66,915 SH   SOLE   75,000 0 0
BLOOMIN BRANDS INC COM 094235108 5,856 319,496 SH   SOLE   319,496 0 0
CACI INTL INC CL A 127190304 7,412 28,393 SH   SOLE   28,393 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 3,214 83,600 SH   SOLE   83,600 0 0
CASELLA WASTE SYS INC CL A 147448104 2,368 31,000 SH   SOLE   31,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,250 21,598 SH   SOLE   21,598 0 0
CHURCHILL DOWNS INC COM 171484108 8,655 47,000 SH   SOLE   47,000 0 0
CLEAN HARBORS INC COM 184496107 6,500 59,100 SH   SOLE   59,100 0 0
CLEAN HARBORS INC COM 184496107 2,200 20,000 SH Call SOLE   20,000 0 0
COOPER COS INC COM NEW 216648402 6,975 26,430 SH   SOLE   26,430 0 0
CRANE HLDGS CO COM 224441105 6,928 79,137 SH   SOLE   79,137 0 0
CROWN HLDGS CO COM 228368106 8,373 103,331 SH   SOLE   103,331 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 9,228 72,000 SH   SOLE   72,000 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 2,563 20,000 SH Call SOLE   20,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 518 18,500 SH   SOLE   18,500 0 0
DROPBOX INC CL A 26210C104 2,072 100,000 SH Call SOLE   100,000 0 0
DROPBOX INC CL A 26210C104 3,249 156,800 SH   SOLE   156,800 0 0
ELECTRONIC ARTS INC COM 285512109 2,816 24,338 SH   SOLE   24,338 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 3,035 92,500 SH   SOLE   92,500 0 0
EQUINIX INC COM 29444U700 3,178 5,586 SH   SOLE   5,586 0 0
EVERI HLDGS INC COM 30034T103 4,082 251,694 SH   SOLE   251,694 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,099 14,546 SH   SOLE   14,546 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 7,177 9,000 SH   SOLE   9,000 0 0
FISERV INC COM 337738108 12,379 132,300 SH   SOLE   132,300 0 0
FISERV INC COM 337738108 3,743 40,000 SH Put SOLE   40,000 0 0
FIVE9 INC COM 338307101 2,249 30,000 SH Call SOLE   30,000 0 0
FLEX LTD ORD Y2573F102 8,176 490,730 SH   SOLE   490,730 0 0
GALLAGHER ARTHUR J & CO COM 363576109 10,102 59,000 SH   SOLE   59,000 0 0
GENPACT LIMITED SHS G3922B107 2,002 45,739 SH   SOLE   45,739 0 0
GLOBAL PMTS INC COM 37940X102 6,921 64,050 SH   SOLE   64,050 0 0
GOLDEN ENTMT INC COM 381013101 7,676 220,000 SH   SOLE   220,000 0 0
HCA HEALTHCARE INC COM 40412C101 5,146 28,000 SH   SOLE   28,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,412 20,000 SH Call SOLE   20,000 0 0
ICON PLC SHS G4705A100 10,678 58,100 SH   SOLE   58,100 0 0
INOTIV INC COM 45783Q100 1,264 75,000 SH   SOLE   75,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 66,815 250,000 SH Call SOLE   250,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 41,230 250,000 SH Call SOLE   250,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 41,230 250,000 SH Put SOLE   250,000 0 0
KBR INC COM 48242W106 5,186 120,000 SH   SOLE   120,000 0 0
LPL FINL HLDGS INC COM 50212V100 10,072 46,100 SH   SOLE   46,100 0 0
MASCO CORP COM 574599106 3,707 79,389 SH   SOLE   79,389 0 0
META PLATFORMS INC CL A 30303M102 2,714 20,000 SH Call SOLE   20,000 0 0
MODINE MFG CO COM 607828100 1,294 100,000 SH Call SOLE   100,000 0 0
MODINE MFG CO COM 607828100 3,882 300,000 SH   SOLE   300,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 6,971 41,780 SH   SOLE   41,780 0 0
NICE LTD SPONSORED ADR 653656108 4,137 21,653 SH   SOLE   21,653 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,996 126,400 SH   SOLE   126,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,154 48,498 SH   SOLE   48,498 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 15,655 22,258 SH   SOLE   22,258 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,034 10,000 SH Put SOLE   10,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,493 6,000 SH Put SOLE   6,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 7,520 30,228 SH   SOLE   30,228 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,610 90,000 SH Put SOLE   90,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 14,652 235,065 SH   SOLE   235,065 0 0
PAYCOM SOFTWARE INC COM 70432V102 5,115 15,500 SH   SOLE   15,500 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 12,313 286,684 SH   SOLE   286,684 0 0
POOL CORP COM 73278L105 3,425 10,762 SH   SOLE   10,762 0 0
POOL CORP COM 73278L105 1,909 6,000 SH Put SOLE   6,000 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,495 30,000 SH Call SOLE   30,000 0 0
PTC INC COM 69370C100 1,960 18,742 SH   SOLE   18,742 0 0
REGAL REXNORD CORPORATION COM 758750103 7,650 54,500 SH   SOLE   54,500 0 0
SAIA INC COM 78709Y105 5,539 29,154 SH   SOLE   29,154 0 0
SEAWORLD ENTMT INC COM 81282V100 2,731 60,000 SH Put SOLE   60,000 0 0
SEAWORLD ENTMT INC COM 81282V100 9,557 210,000 SH   SOLE   210,000 0 0
SHERWIN WILLIAMS CO COM 824348106 6,063 29,614 SH   SOLE   29,614 0 0
SHERWIN WILLIAMS CO COM 824348106 3,071 15,000 SH Put SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,574 80,000 SH Call SOLE   80,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 2,495 31,456 SH   SOLE   31,456 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 52,216 130,000 SH Put SOLE   130,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 4,881 82,900 SH   SOLE   82,900 0 0
SYNEOS HEALTH INC CL A 87166B102 2,358 50,021 SH   SOLE   50,021 0 0
TD SYNNEX CORPORATION COM 87162W100 1,624 20,000 SH Call SOLE   20,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,062 15,000 SH Call SOLE   15,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 2,531 7,500 SH   SOLE   7,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,063 20,600 SH   SOLE   20,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,293 24,238 SH   SOLE   24,238 0 0
TITAN MACHY INC COM 88830R101 1,016 35,956 SH   SOLE   35,956 0 0
TRACTOR SUPPLY CO COM 892356106 2,950 15,868 SH   SOLE   15,868 0 0
US FOODS HLDG CORP COM 912008109 1,322 50,000 SH Call SOLE   50,000 0 0
US FOODS HLDG CORP COM 912008109 2,644 100,000 SH Call SOLE   100,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,013 310,000 SH   SOLE   310,000 0 0
WASTE CONNECTIONS INC COM 94106B101 5,850 43,288 SH   SOLE   43,288 0 0
WESCO INTL INC COM 95082P105 2,388 20,000 SH Call SOLE   20,000 0 0
WESCO INTL INC COM 95082P105 2,388 20,000 SH Put SOLE   20,000 0 0
WESCO INTL INC COM 95082P105 7,165 60,019 SH   SOLE   60,019 0 0
WILLIAMS SONOMA INC COM 969904101 2,203 18,693 SH   SOLE   18,693 0 0
WINTRUST FINL CORP COM 97650W108 4,485 55,000 SH   SOLE   55,000 0 0
YUM BRANDS INC COM 988498101 1,304 12,266 SH   SOLE   12,266 0 0
ZOETIS INC CL A 98978V103 3,075 20,735 SH   SOLE   20,735 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 1,628 66,450 SH   SOLE   66,450 0 0