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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   38,189,433 807,900 SH   SOLE   807,900 0 0
ACUITY BRANDS INC COM 00508Y102   8,515,500 50,000 SH Call SOLE   50,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   8,589,726 75,461 SH   SOLE   75,461 0 0
ADVANSIX INC COM 00773T101   1,092,276 35,144 SH   SOLE   35,144 0 0
AIRBUS SE PUT 004012250   13,425,595 100,000 SH Put SOLE   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106   7,085,000 25,000 SH Put SOLE   25,000 0 0
ALBEMARLE CORP COM 012653101   4,251,000 25,000 SH Put SOLE   25,000 0 0
ALIMENTATION COUCHE-TARD INC COM 01626P148   3,555,147 70,000 SH   SOLE   70,000 0 0
ALIMENTATION COUCHE-TARD INC CALL 01626P148   2,539,390 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106   76,272,000 600,000 SH   SOLE   600,000 0 0
AMAZON COM INC COM 023135106   19,068,000 150,000 SH Call SOLE   150,000 0 0
AMETEK INC COM 031100100   8,865,600 60,000 SH Put SOLE   60,000 0 0
AMETEK INC COM 031100100   38,958,254 263,659 SH   SOLE   263,659 0 0
AMPHENOL CORP NEW CL A 032095101   5,039,400 60,000 SH Put SOLE   60,000 0 0
AMPHENOL CORP NEW CL A 032095101   10,498,750 125,000 SH   SOLE   125,000 0 0
APTIV PLC SHS G6095L109   14,788,500 150,000 SH Call SOLE   150,000 0 0
APTIV PLC SHS G6095L109   3,352 34 SH   SOLE   34 0 0
ARCBEST CORP COM 03937C105   10,165,000 100,000 SH Call SOLE   100,000 0 0
ARCBEST CORP COM 03937C105   2,541,250 25,000 SH   SOLE   25,000 0 0
ARCH RESOURCES INC CL A 03940R107   9,386,300 55,000 SH   SOLE   55,000 0 0
ARCOSA INC COM 039653100   6,767,372 94,122 SH   SOLE   94,122 0 0
ARCOSA INC COM 039653100   3,595,000 50,000 SH Put SOLE   50,000 0 0
ARHAUS INC COM CL A 04035M102   17,670,930 1,900,100 SH   SOLE   1,900,100 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   3,644,460 102,000 SH   SOLE   102,000 0 0
AVERY DENNISON CORP COM 053611109   18,267,183 100,001 SH   SOLE   100,001 0 0
BATH & BODY WORKS INC COM 070830104   16,900,000 500,000 SH   SOLE   500,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   28,036,400 680,000 SH   SOLE   680,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   8,667,462 140,001 SH   SOLE   140,001 0 0
BOEING CO COM 097023105   47,920,000 250,000 SH Put SOLE   250,000 0 0
BOEING CO COM 097023105   48,716,430 254,155 SH   SOLE   254,155 0 0
BOOT BARN HLDGS INC COM 099406100   18,267,750 225,000 SH   SOLE   225,000 0 0
BUNGE LIMITED COM G16962105   15,155,000 140,000 SH   SOLE   140,000 0 0
BUNGE LIMITED COM G16962105   10,825,000 100,000 SH Put SOLE   100,000 0 0
BURLINGTON STORES INC COM 122017106   10,147,500 75,000 SH Call SOLE   75,000 0 0
BURLINGTON STORES INC COM 122017106   52,401,690 387,300 SH   SOLE   387,300 0 0
CAMECO CORP COM 13321L108   3,964,000 100,000 SH Put SOLE   100,000 0 0
CAMECO CORP COM 13321L108   6,540,600 165,000 SH   SOLE   165,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   918,450 45,000 SH   SOLE   45,000 0 0
CAPSTONE COPPER CORP COM 14071L108   21,204,535 5,000,000 SH   SOLE   5,000,000 0 0
CASEYS GEN STORES INC COM 147528103   10,045,425 36,997 SH   SOLE   36,997 0 0
CATERPILLAR INC COM 149123101   7,835,100 28,700 SH   SOLE   28,700 0 0
CF INDS HLDGS INC COM 125269100   12,003,600 140,000 SH   SOLE   140,000 0 0
COLGATE PALMOLIVE CO COM 194162103   38,221,625 537,500 SH   SOLE   537,500 0 0
COMMERCIAL METALS CO COM 201723103   45,518,963 921,250 SH   SOLE   921,250 0 0
COMMERCIAL METALS CO COM 201723103   24,705,000 500,000 SH Put SOLE   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   67,859,100 270,000 SH   SOLE   270,000 0 0
CONSTELLIUM SE COM N22035104   28,716,106 1,577,808 SH   SOLE   1,577,808 0 0
CONSTELLIUM SE PUT N22035104   5,460,000 300,000 SH Put SOLE   300,000 0 0
CORTEVA INC COM 22052L104   3,069,600 60,000 SH   SOLE   60,000 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   17,887,906 407,934 SH   SOLE   407,934 0 0
CRANE COMPANY COMMON STOCK 224408104   4,442,000 50,000 SH Call SOLE   50,000 0 0
CRANE COMPANY COMMON STOCK 224408104   5,330,400 60,000 SH Put SOLE   60,000 0 0
CRANE COMPANY COMMON STOCK 224408104   29,991,229 337,587 SH   SOLE   337,587 0 0
CRH PLC COM 12626K203   5,199,350 95,000 SH   SOLE   95,000 0 0
CROWN HLDGS INC COM 228368106   22,120,088 250,001 SH   SOLE   250,001 0 0
CSX CORP COM 126408103   9,686,250 315,000 SH   SOLE   315,000 0 0
CULLEN FROST BANKERS INC COM 229899109   6,117,544 50,000 SH Call SOLE   50,000 0 0
CULLEN FROST BANKERS INC COM 229899109   26,671,759 217,994 SH   SOLE   217,994 0 0
D R HORTON INC COM 23331A109   5,373,500 50,000 SH Call SOLE   50,000 0 0
D R HORTON INC COM 23331A109   9,058,324 84,287 SH   SOLE   84,287 0 0
DANAHER CORPORATION COM 235851102   11,164,500 45,000 SH   SOLE   45,000 0 0
DILLARDS INC CL A 254067101   13,232,400 40,000 SH   SOLE   40,000 0 0
DISNEY WALT CO COM 254687106   24,315,000 300,000 SH Call SOLE   300,000 0 0
DOORDASH INC CL A 25809K105   19,867,500 250,000 SH   SOLE   250,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   97,152,000 3,300,000 SH   SOLE   3,300,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   22,080,000 750,000 SH Put SOLE   750,000 0 0
EATON CORP PLC SHS G29183103   10,664,000 50,000 SH Put SOLE   50,000 0 0
EATON CORP PLC SHS G29183103   54,471,925 255,401 SH   SOLE   255,401 0 0
ECOVYST INC COM 27923Q109   7,906,440 803,500 SH   SOLE   803,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106   21,472,950 1,095,000 SH   SOLE   1,095,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   4,902,500 250,000 SH Put SOLE   250,000 0 0
EMERSON ELEC CO COM 291011104   21,245,400 220,000 SH   SOLE   220,000 0 0
FEDEX CORP COM 31428X106   26,556,640 100,244 SH   SOLE   100,244 0 0
FEDEX CORP COM 31428X106   26,492,000 100,000 SH Put SOLE   100,000 0 0
FERRARI NV COM N3167J106   8,570,660 29,000 SH   SOLE   29,000 0 0
FIRST SOLAR INC COM 336433107   6,463,600 40,000 SH Call SOLE   40,000 0 0
FIVE BELOW INC COM 33829M101   17,929,409 111,432 SH   SOLE   111,432 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   7,122,350 78,700 SH   SOLE   78,700 0 0
FORWARD AIR CORP COM 349853101   1,718,500 25,000 SH   SOLE   25,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,729,000 100,000 SH Put SOLE   100,000 0 0
FREYR BATTERY SA COM L4135L100   586,800 120,000 SH   SOLE   120,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   72,200,537 653,103 SH   SOLE   653,103 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   6,193,200 195,000 SH   SOLE   195,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   2,704,000 100,000 SH Put SOLE   100,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   2,704,000 100,000 SH   SOLE   100,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   11,730,000 200,000 SH Call SOLE   200,000 0 0
HAYWARD HLDGS INC COM 421298100   5,640,000 400,000 SH Put SOLE   400,000 0 0
HAYWARD HLDGS INC COM 421298100   3,017,400 214,000 SH   SOLE   214,000 0 0
HEICO CORP NEW COM 422806109   7,603,909 46,958 SH   SOLE   46,958 0 0
HIBBETT INC COM 428567101   1,900,400 40,000 SH   SOLE   40,000 0 0
HOME DEPOT INC COM 437076102   14,805,840 49,000 SH   SOLE   49,000 0 0
HOME DEPOT INC COM 437076102   15,108,000 50,000 SH Call SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106   29,558,400 160,000 SH   SOLE   160,000 0 0
HOWMET AEROSPACE INC COM 443201108   4,625,000 100,000 SH Put SOLE   100,000 0 0
HOWMET AEROSPACE INC COM 443201108   16,622,250 359,400 SH   SOLE   359,400 0 0
HUBBELL INC COM 443510607   6,268,200 20,000 SH   SOLE   20,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   36,164,169 191,832 SH   SOLE   191,832 0 0
HUNT J B TRANS SVCS INC COM 445658107   18,852,000 100,000 SH Put SOLE   100,000 0 0
IAC INC COM NEW 44891N208   27,714,500 550,000 SH   SOLE   550,000 0 0
INGERSOLL RAND INC COM 45687V106   33,134,400 520,000 SH   SOLE   520,000 0 0
INGERSOLL RAND INC COM 45687V106   9,558,000 150,000 SH Put SOLE   150,000 0 0
INGREDION INC COM 457187102   6,396,000 65,000 SH   SOLE   65,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   44,783,750 125,000 SH Call SOLE   125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   9,926,602 56,165 SH   SOLE   56,165 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,674,000 100,000 SH Call SOLE   100,000 0 0
ITT INC COM 45073V108   19,228,643 196,391 SH   SOLE   196,391 0 0
JACOBS SOLUTIONS INC COM 46982L108   24,570,000 180,000 SH   SOLE   180,000 0 0
KENVUE INC COM 49177J102   20,080,000 1,000,000 SH   SOLE   1,000,000 0 0
KEURIG DR PEPPER INC COM 49271V100   23,677,500 750,000 SH   SOLE   750,000 0 0
KIRBY CORP COM 497266106   4,554,000 55,000 SH   SOLE   55,000 0 0
KRAFT HEINZ CO COM 500754106   20,184,000 600,000 SH   SOLE   600,000 0 0
LA Z BOY INC COM 505336107   15,440,000 500,000 SH   SOLE   500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   29,587,200 320,000 SH   SOLE   320,000 0 0
LAUDER ESTEE COS INC CL A 518439104   8,896,041 61,543 SH   SOLE   61,543 0 0
LENNOX INTL INC COM 526107107   24,338,600 65,000 SH   SOLE   65,000 0 0
LENNOX INTL INC COM 526107107   5,616,600 15,000 SH Put SOLE   15,000 0 0
LINDE PLC COM G5494J103   19,359,594 51,993 SH   SOLE   51,993 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,735,000 50,000 SH Put SOLE   50,000 0 0
MARATHON OIL CORP COM 565849106   20,062,500 750,000 SH   SOLE   750,000 0 0
MARTEN TRANS LTD COM 573075108   1,141,110 57,895 SH   SOLE   57,895 0 0
MASCO CORP COM 574599106   12,496,022 233,789 SH   SOLE   233,789 0 0
MASTEC INC COM 576323109   7,197,000 100,000 SH Call SOLE   100,000 0 0
MATCH GROUP INC NEW COM 57667L107   7,835,000 200,000 SH Put SOLE   200,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206   41,420,464 547,600 SH   SOLE   547,600 0 0
META PLATFORMS INC CL A 30303M102   67,547,250 225,000 SH   SOLE   225,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   16,485,960 396,774 SH   SOLE   396,774 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   8,310,000 200,000 SH Put SOLE   200,000 0 0
MONDELEZ INTL INC CL A 609207105   44,416,000 640,000 SH   SOLE   640,000 0 0
MURPHY USA INC COM 626755102   5,674,085 16,604 SH   SOLE   16,604 0 0
NVENT ELECTRIC PLC SHS G6700G107   10,862,950 205,000 SH   SOLE   205,000 0 0
O-I GLASS INC COM 67098H104   4,768,050 285,000 SH   SOLE   285,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   14,319,900 35,000 SH   SOLE   35,000 0 0
ON HOLDING AG-CLASS A COM 00BPF0FP9   13,910,000 500,000 SH   SOLE   500,000 0 0
OSHKOSH CORP COM 688239201   2,745,807 28,773 SH   SOLE   28,773 0 0
OSHKOSH CORP COM 688239201   6,680,100 70,000 SH Call SOLE   70,000 0 0
P A M TRANSN SVCS INC COM 693149106   2,348,950 109,000 SH   SOLE   109,000 0 0
PARKER-HANNIFIN CORP COM 701094104   54,568,636 140,092 SH   SOLE   140,092 0 0
PARKER-HANNIFIN CORP COM 701094104   15,580,800 40,000 SH Put SOLE   40,000 0 0
PENTAIR PLC SHS G7S00T104   6,475,000 100,000 SH Put SOLE   100,000 0 0
PENTAIR PLC SHS G7S00T104   22,986,250 355,000 SH   SOLE   355,000 0 0
PINTEREST INC CL A 72352L106   13,515,000 500,000 SH   SOLE   500,000 0 0
POOL CORP COM 73278L105   37,746,600 106,000 SH   SOLE   106,000 0 0
POOL CORP COM 73278L105   14,244,000 40,000 SH Put SOLE   40,000 0 0
PPG INDS INC COM 693506107   24,662,000 190,000 SH   SOLE   190,000 0 0
PROCTER AND GAMBLE CO COM 742718109   63,449,100 435,000 SH   SOLE   435,000 0 0
PVH CORPORATION COM 693656100   22,953,000 300,000 SH   SOLE   300,000 0 0
PVH CORPORATION COM 693656100   5,738,250 75,000 SH Call SOLE   75,000 0 0
QUANTA SVCS INC COM 74762E102   9,353,500 50,000 SH Put SOLE   50,000 0 0
QUANTA SVCS INC COM 74762E102   57,159,239 305,550 SH   SOLE   305,550 0 0
REGAL REXNORD CORPORATION COM 758750103   14,288,000 100,000 SH Call SOLE   100,000 0 0
REGAL REXNORD CORPORATION COM 758750103   8,572,800 60,000 SH Put SOLE   60,000 0 0
REGAL REXNORD CORPORATION COM 758750103   6,000,960 42,000 SH   SOLE   42,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   15,368,776 58,608 SH   SOLE   58,608 0 0
REPUBLIC SVCS INC COM 760759100   19,951,400 140,000 SH   SOLE   140,000 0 0
RYDER SYS INC COM 783549108   5,347,500 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,519,500 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   60,828,000 600,000 SH Call SOLE   600,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   81,104,000 800,000 SH Put SOLE   800,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   9,931,024 287,689 SH   SOLE   287,689 0 0
SKECHERS U S A INC CL A 830566105   53,845,000 1,100,000 SH   SOLE   1,100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   64,122,000 150,000 SH Put SOLE   150,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   12,172,000 200,000 SH Put SOLE   200,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   4,842,000 300,000 SH Call SOLE   300,000 0 0
SPROTT PHYSICAL URANIUM TRUS COM 85210A104   23,026,400 1,349,200 SH   SOLE   1,349,200 0 0
STANLEY BLACK & DECKER INC COM 854502101   4,179,000 50,000 SH Call SOLE   50,000 0 0
STELCO HOLDINGS INC COM 858522105   11,141,923 403,223 SH   SOLE   403,223 0 0
TECK RESOURCES LTD CL B 878742204   21,545,000 500,000 SH   SOLE   500,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   9,397,340 23,000 SH   SOLE   23,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   60,676,000 1,400,000 SH   SOLE   1,400,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   17,336,000 400,000 SH Put SOLE   400,000 0 0
TEREX CORP NEW COM 880779103   2,881,000 50,000 SH Call SOLE   50,000 0 0
TEREX CORP NEW COM 880779103   2,881,000 50,000 SH Put SOLE   50,000 0 0
TEREX CORP NEW COM 880779103   9,959,098 172,841 SH   SOLE   172,841 0 0
TEXTRON INC COM 883203101   8,595,400 110,000 SH   SOLE   110,000 0 0
TFI INTL INC COM 87241L109   6,420,500 50,000 SH   SOLE   50,000 0 0
TIMKEN CO COM 887389104   3,674,500 50,000 SH Call SOLE   50,000 0 0
TJX COS INC NEW COM 872540109   42,662,400 480,000 SH   SOLE   480,000 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96   4,058,200 20,000 SH   SOLE   20,000 0 0
TRANSDIGM GROUP INC COM 893641100   36,006,710 42,706 SH   SOLE   42,706 0 0
TRANSDIGM GROUP INC COM 893641100   16,862,600 20,000 SH Put SOLE   20,000 0 0
ULTA BEAUTY INC COM 90384S303   39,945,000 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108   20,363,000 100,000 SH Put SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109   8,891,400 20,000 SH Call SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109   8,161,416 18,358 SH   SOLE   18,358 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   3,411,890 135,500 SH   SOLE   135,500 0 0
VALE S A SPONSORED ADS 91912E105   7,370,000 550,000 SH   SOLE   550,000 0 0
VERALTO CORP COM SHS 92338C103   1,691,200 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,556,000 230,000 SH   SOLE   230,000 0 0
VONTIER CORPORATION COM 928881101   8,478,171 274,197 SH   SOLE   274,197 0 0
VONTIER CORPORATION COM 928881101   1,546,000 50,000 SH Put SOLE   50,000 0 0
WASTE CONNECTIONS INC COM 94106B101   40,692,900 303,000 SH   SOLE   303,000 0 0
WATSCO INC COM 942622200   24,174,080 64,000 SH   SOLE   64,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   21,634,447 297,981 SH   SOLE   297,981 0 0
XPO INC COM 983793100   6,719,400 90,000 SH   SOLE   90,000 0 0