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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106   2,740,725 22,537 SH   SOLE   22,537 0 0
AECOM COM 00766T100   6,601,834 78,295 SH   SOLE   78,295 0 0
ALIGHT INC COM CL A 01626W101   10,131,000 1,100,000 SH   SOLE   1,100,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   3,369,270 23,000 SH   SOLE   23,000 0 0
AMPHENOL CORP NEW COM CL A 032095101   8,346,472 102,135 SH   SOLE   102,135 0 0
ANALOG DEVICES INC COM 032654105   3,278,783 16,625 SH   SOLE   16,625 0 0
API GROUP CORP COM STK 00187Y100   4,263,265 189,647 SH   SOLE   189,647 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,202,669 36,605 SH   SOLE   36,605 0 0
AVANTOR INC COM 05352A100   835,516 39,523 SH   SOLE   39,523 0 0
BELDEN INC COM 077454106   6,465,927 74,518 SH   SOLE   74,518 0 0
BLOOMIN BRANDS INC COM 094235108   5,643,257 220,010 SH   SOLE   220,010 0 0
BRINKS CO COM 109696104   3,046,080 45,600 SH Call SOLE   45,600 0 0
BRINKS CO COM 109696104   8,522,144 127,577 SH   SOLE   127,577 0 0
CACI INTL INC CL A 127190304   2,469,790 8,336 SH   SOLE   8,336 0 0
CASELLA WASTE SYS INC CL A 147448104   2,480,296 30,006 SH   SOLE   30,006 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,862,413 14,183 SH   SOLE   14,183 0 0
CHART INDS INC COM 16115Q308   822,624 6,560 SH   SOLE   6,560 0 0
CHUBB LIMITED COM H1467J104   5,825,400 30,000 SH Call SOLE   30,000 0 0
CHURCHILL DOWNS INC COM 171484108   5,500,099 21,397 SH   SOLE   21,397 0 0
CLEAN HARBORS INC COM 184496107   5,559,840 39,000 SH   SOLE   39,000 0 0
COMERICA INC COM 200340107   2,171,000 50,000 SH Call SOLE   50,000 0 0
COMERICA INC COM 200340107   1,683,654 38,776 SH   SOLE   38,776 0 0
COMMSCOPE HLDG CO INC COM 20337X109   633,815 99,500 SH   SOLE   99,500 0 0
COOPER COS INC COM NEW 216648402   10,400,690 27,857 SH   SOLE   27,857 0 0
CRANE HLDGS CO COM 224441105   3,405,000 30,000 SH   SOLE   30,000 0 0
CROWN HLDGS INC COM 228368106   3,567,282 43,130 SH   SOLE   43,130 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500   9,220,500 75,000 SH   SOLE   75,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   1,130,381 37,294 SH   SOLE   37,294 0 0
ELECTRONIC ARTS INC COM 285512109   837,609 6,954 SH   SOLE   6,954 0 0
EQUINIX INC COM 29444U700   4,115,696 5,708 SH   SOLE   5,708 0 0
EVERI HLDGS INC COM 30034T103   1,200,500 70,000 SH   SOLE   70,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   139,900 10,000 SH Call SOLE   10,000 0 0
FISERV INC COM 337738108   13,251,524 117,239 SH   SOLE   117,239 0 0
FIVE9 INC COM 338307101   3,849,659 53,253 SH   SOLE   53,253 0 0
FLEX LTD ORD Y2573F102   10,365,154 450,463 SH   SOLE   450,463 0 0
GALLAGHER ARTHUR J & CO COM 363576109   11,137,877 58,219 SH   SOLE   58,219 0 0
GENPACT LIMITED SHS G3922B107   2,047,916 44,308 SH   SOLE   44,308 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   2,238,600 65,000 SH   SOLE   65,000 0 0
GLOBAL PMTS INC COM 37940X102   10,790,468 102,532 SH   SOLE   102,532 0 0
GOLDEN ENTMT INC COM 381013101   1,957,950 45,000 SH   SOLE   45,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   3,832,950 55,000 SH   SOLE   55,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   2,090,700 30,000 SH Call SOLE   30,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   3,484,500 50,000 SH Call SOLE   50,000 0 0
HCA HEALTHCARE INC COM 40412C101   5,258,834 19,944 SH   SOLE   19,944 0 0
ICON PLC SHS G4705A100   10,580,394 49,536 SH   SOLE   49,536 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,840,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,840,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,840,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,920,000 50,000 SH Put SOLE   50,000 0 0
KINSALE CAP GROUP INC COM 49714P108   2,401,200 8,000 SH   SOLE   8,000 0 0
KINSALE CAP GROUP INC COM 49714P108   4,502,250 15,000 SH Call SOLE   15,000 0 0
LANTHEUS HLDGS INC COM 516544103   4,953,600 60,000 SH   SOLE   60,000 0 0
LPL FINL HLDGS INC COM 50212V100   9,039,386 44,661 SH   SOLE   44,661 0 0
MASCO CORP COM 574599106   4,441,338 89,327 SH   SOLE   89,327 0 0
MODINE MFG CO COM 607828100   7,606,500 330,000 SH   SOLE   330,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,371,114 65,392 SH   SOLE   65,392 0 0
NICE LTD SPONSORED ADR 653656108   5,039,242 22,016 SH   SOLE   22,016 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,133,391 119,548 SH   SOLE   119,548 0 0
NXP SEMICONDUCTORS N V COM N6596X109   8,672,393 46,507 SH   SOLE   46,507 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   14,100,709 16,609 SH   SOLE   16,609 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   7,883,288 23,129 SH   SOLE   23,129 0 0
ON SEMICONDUCTOR CORP COM 682189105   13,636,555 165,653 SH   SOLE   165,653 0 0
PAYCOM SOFTWARE INC COM 70432V102   4,864,160 16,000 SH   SOLE   16,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   14,783,300 245,000 SH   SOLE   245,000 0 0
POOL CORP COM 73278L105   3,036,073 8,866 SH   SOLE   8,866 0 0
PTC INC COM 69370C100   7,378,739 57,543 SH   SOLE   57,543 0 0
REGAL REXNORD CORPORATION COM 758750103   3,081,565 21,897 SH   SOLE   21,897 0 0
REGAL REXNORD CORPORATION COM 758750103   2,814,600 20,000 SH Call SOLE   20,000 0 0
SAIA INC COM 78709Y105   9,491,511 34,885 SH   SOLE   34,885 0 0
SEAWORLD ENTMT INC COM 81282V100   12,838,314 209,400 SH   SOLE   209,400 0 0
SHERWIN WILLIAMS CO COM 824348106   4,776,587 21,251 SH   SOLE   21,251 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   20,469,500 50,000 SH Put SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   20,469,500 50,000 SH Put SOLE   50,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,353,718 17,763 SH   SOLE   17,763 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   18,336,400 40,000 SH Put SOLE   40,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   18,336,400 40,000 SH Put SOLE   40,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   9,168,200 20,000 SH Put SOLE   20,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,816,952 64,226 SH   SOLE   64,226 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   9,116,749 20,379 SH   SOLE   20,379 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   9,375,347 157,781 SH   SOLE   157,781 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,900,306 15,442 SH   SOLE   15,442 0 0
TRACTOR SUPPLY CO COM 892356106   5,130,218 21,827 SH   SOLE   21,827 0 0
TRAVELERS COMPANIES INC COM 89417E109   6,856,400 40,000 SH Call SOLE   40,000 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,714,100 10,000 SH Call SOLE   10,000 0 0
US FOODS HLDG CORP COM 912008109   4,581,262 124,019 SH   SOLE   124,019 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,862,472 200,033 SH   SOLE   200,033 0 0
WABTEC COM 929740108   6,771,020 67,000 SH   SOLE   67,000 0 0
WASTE CONNECTIONS INC COM 94106B101   5,836,351 41,967 SH   SOLE   41,967 0 0
WESCO INTL INC COM 95082P105   7,790,670 50,412 SH   SOLE   50,412 0 0
WINTRUST FINL CORP COM 97650W108   2,918,000 40,000 SH   SOLE   40,000 0 0
YUM BRANDS INC COM 988498101   5,529,925 41,868 SH   SOLE   41,868 0 0
ZOETIS INC CL A 98978V103   3,342,282 20,081 SH   SOLE   20,081 0 0