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
3M CO COM 88579Y101   10,607,000 100,000 SH Call SOLE   100,000 0 0
3M CO COM 88579Y101   11,667,700 110,000 SH   SOLE   110,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   41,337,600 240,000 SH Call SOLE   240,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   9,509,543 55,211 SH   SOLE   55,211 0 0
AERCAP HOLDINGS NV SHS N00985106   26,073,000 300,000 SH Call SOLE   300,000 0 0
AERCAP HOLDINGS NV SHS N00985106   11,298,300 130,000 SH   SOLE   130,000 0 0
AGCO CORP COM 001084102   8,611,400 70,000 SH Call SOLE   70,000 0 0
AGCO CORP COM 001084102   7,381,200 60,000 SH Put SOLE   60,000 0 0
AIRBUS FP CALL 004012250   18,418,981 100,000 SH Call SOLE   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106   10,902,150 45,000 SH Call SOLE   45,000 0 0
ALIMENTATION COUCHE-TARD INC COM 01626P148   28,834,232 505,000 SH   SOLE   505,000 0 0
ALIMENTATION COUCHE-TARD INC PUT 01626P148   15,701,810 275,000 SH Put SOLE   275,000 0 0
AMAZON COM INC COM 023135106   121,756,500 675,000 SH   SOLE   675,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   30,948,000 1,200,000 SH   SOLE   1,200,000 0 0
AMETEK INC COM 031100100   7,619,431 41,659 SH   SOLE   41,659 0 0
AMETEK INC COM 031100100   18,290,000 100,000 SH Call SOLE   100,000 0 0
AMPHENOL CORP NEW CL A 032095101   5,767,500 50,000 SH Put SOLE   50,000 0 0
AMPHENOL CORP NEW CL A 032095101   18,340,650 159,000 SH   SOLE   159,000 0 0
ARCH RESOURCES INC CL A 03940R107   4,019,750 25,000 SH Put SOLE   25,000 0 0
ARCH RESOURCES INC CL A 03940R107   5,949,230 37,000 SH   SOLE   37,000 0 0
ARHAUS INC COM CL A 04035M102   24,624,000 1,600,000 SH   SOLE   1,600,000 0 0
ARHAUS INC COM CL A 04035M102   7,695,000 500,000 SH Put SOLE   500,000 0 0
ATKORE INC COM 047649108   11,421,600 60,000 SH   SOLE   60,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   7,890,120 202,000 SH   SOLE   202,000 0 0
AVIENT CORPORATION COM 05368V106   4,991,000 115,000 SH   SOLE   115,000 0 0
AZEK CO INC CL A 05478C105   5,022,000 100,000 SH   SOLE   100,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   28,039,250 475,000 SH   SOLE   475,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,884,500 50,000 SH Put SOLE   50,000 0 0
BIRKENSTOCK HOLDING PLC COM 00BS44BN3   31,893,750 675,000 SH   SOLE   675,000 0 0
BIRKENSTOCK HOLDING PLC CALL 00BS44BN3   9,450,000 200,000 SH Call SOLE   200,000 0 0
BURLINGTON STORES INC COM 122017106   81,266,500 350,000 SH   SOLE   350,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   15,228,000 200,000 SH Call SOLE   200,000 0 0
CAMECO CORP COM 13321L108   8,664,000 200,000 SH Put SOLE   200,000 0 0
CAPSTONE COPPER CORP COM 14071L108   28,648,449 4,500,000 SH   SOLE   4,500,000 0 0
CAPSTONE COPPER CORP PUT 14071L108   9,549,483 1,500,000 SH Put SOLE   1,500,000 0 0
CARLISLE COS INC COM 142339100   23,511,000 60,000 SH Call SOLE   60,000 0 0
CARLISLE COS INC COM 142339100   5,877,750 15,000 SH Put SOLE   15,000 0 0
CARLISLE COS INC COM 142339100   12,539,200 32,000 SH   SOLE   32,000 0 0
CASEYS GEN STORES INC COM 147528103   31,073,396 97,577 SH   SOLE   97,577 0 0
CASEYS GEN STORES INC COM 147528103   7,961,250 25,000 SH Put SOLE   25,000 0 0
CATERPILLAR INC COM 149123101   29,314,400 80,000 SH Call SOLE   80,000 0 0
CHEWY INC CL A 16679L109   11,932,500 750,000 SH Call SOLE   750,000 0 0
CHEWY INC CL A 16679L109   18,296,500 1,150,000 SH   SOLE   1,150,000 0 0
CLEAN HARBORS INC COM 184496107   22,144,100 110,000 SH Call SOLE   110,000 0 0
CLEAN HARBORS INC COM 184496107   5,032,750 25,000 SH Put SOLE   25,000 0 0
CLEAN HARBORS INC COM 184496107   15,098,250 75,000 SH   SOLE   75,000 0 0
CNH INDL N V SHS N20944109   3,888,000 300,000 SH Call SOLE   300,000 0 0
CNH INDL N V SHS N20944109   1,296,000 100,000 SH Put SOLE   100,000 0 0
COCA COLA CO COM 191216100   62,709,500 1,025,000 SH   SOLE   1,025,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   62,504,800 230,000 SH   SOLE   230,000 0 0
CONSTELLIUM SE COM N22035104   39,946,071 1,806,697 SH   SOLE   1,806,697 0 0
CONSTELLIUM SE PUT 21036P108   4,422,000 200,000 SH Put SOLE   200,000 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   24,123,751 520,357 SH   SOLE   520,357 0 0
CRANE COMPANY COMMON STOCK 224408104   12,161,700 90,000 SH Call SOLE   90,000 0 0
CRANE COMPANY COMMON STOCK 224408104   6,756,500 50,000 SH Put SOLE   50,000 0 0
CRANE COMPANY COMMON STOCK 224408104   40,861,555 302,387 SH   SOLE   302,387 0 0
CRH PLC COM 12626K203   45,286,500 525,000 SH   SOLE   525,000 0 0
CRH PLC CALL 12626K203   12,939,000 150,000 SH Call SOLE   150,000 0 0
CRH PLC PUT 12626K203   8,626,000 100,000 SH Put SOLE   100,000 0 0
CSX CORP COM 126408103   3,707,000 100,000 SH   SOLE   100,000 0 0
CUMMINS INC COM 231021106   11,786,000 40,000 SH Call SOLE   40,000 0 0
D R HORTON INC COM 23331A109   20,568,750 125,000 SH Call SOLE   125,000 0 0
D R HORTON INC COM 23331A109   8,227,500 50,000 SH Put SOLE   50,000 0 0
D R HORTON INC COM 23331A109   23,742,426 144,287 SH   SOLE   144,287 0 0
DEERE & CO COM 244199105   8,214,800 20,000 SH Put SOLE   20,000 0 0
DENISON MINES CORP COM 248356107   7,828,656 4,000,000 SH   SOLE   4,000,000 0 0
DOORDASH INC CL A 25809K105   30,987,000 225,000 SH   SOLE   225,000 0 0
DOVER CORP COM 260003108   25,293,873 142,750 SH   SOLE   142,750 0 0
DOVER CORP COM 260003108   15,947,100 90,000 SH Call SOLE   90,000 0 0
DOVER CORP COM 260003108   7,087,600 40,000 SH Put SOLE   40,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   27,246,000 600,000 SH Put SOLE   600,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   95,361,000 2,100,000 SH   SOLE   2,100,000 0 0
DSV A/S COM 00B1WT5G2   26,780,367 165,000 SH   SOLE   165,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   15,334,000 200,000 SH Put SOLE   200,000 0 0
E L F BEAUTY INC COM 26856L103   6,585,432 33,594 SH   SOLE   33,594 0 0
EASTMAN CHEM CO COM 277432100   20,044,000 200,000 SH Put SOLE   200,000 0 0
EATON CORP PLC SHS G29183103   54,719,000 175,000 SH Call SOLE   175,000 0 0
EATON CORP PLC SHS G29183103   18,760,800 60,000 SH Put SOLE   60,000 0 0
EATON CORP PLC SHS G29183103   59,755,024 191,106 SH   SOLE   191,106 0 0
ELEMENT SOLUTIONS INC COM 28618M106   35,471,600 1,420,000 SH   SOLE   1,420,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   7,494,000 300,000 SH Put SOLE   300,000 0 0
EMERSON ELEC CO COM 291011104   11,342,000 100,000 SH Call SOLE   100,000 0 0
EMERSON ELEC CO COM 291011104   6,805,200 60,000 SH Put SOLE   60,000 0 0
EMERSON ELEC CO COM 291011104   20,415,600 180,000 SH   SOLE   180,000 0 0
ENPRO INC COM 29355X107   8,776,040 52,000 SH   SOLE   52,000 0 0
FASTENAL CO COM 311900104   7,928,064 102,775 SH   SOLE   102,775 0 0
FERRARI NV COM N3167J106   15,475,870 35,500 SH   SOLE   35,500 0 0
FIVE BELOW INC COM 33829M101   8,162,100 45,000 SH   SOLE   45,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   18,146,800 140,000 SH Call SOLE   140,000 0 0
FORD MTR CO DEL COM 345370860   3,984,000 300,000 SH Call SOLE   300,000 0 0
FORTIVE CORP COM 34959J108   8,602,000 100,000 SH Call SOLE   100,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,404,000 200,000 SH Put SOLE   200,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   56,565 1,203 SH   SOLE   1,203 0 0
FTAI AVIATION LTD COM 34960P101   3,365,000 50,000 SH   SOLE   50,000 0 0
GATX CORP COM 361448103   1,340,300 10,000 SH   SOLE   10,000 0 0
GENERAL DYNAMICS CORP COM 369550108   9,104,088 32,228 SH   SOLE   32,228 0 0
GENERAL ELECTRIC CO COM NEW 369604301   61,878,538 352,524 SH   SOLE   352,524 0 0
GENERAL ELECTRIC CO COM NEW 369604301   52,659,000 300,000 SH Call SOLE   300,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   35,106,000 200,000 SH Put SOLE   200,000 0 0
GENERAL MLS INC COM 370334104   29,737,250 425,000 SH   SOLE   425,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   11,668,250 275,000 SH Put SOLE   275,000 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   11,046,917 174,876 SH   SOLE   174,876 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   27,148,800 505,000 SH   SOLE   505,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   16,128,000 300,000 SH Call SOLE   300,000 0 0
HALLIBURTON CO COM 406216101   7,884,000 200,000 SH Call SOLE   200,000 0 0
HALLIBURTON CO COM 406216101   1,182,600 30,000 SH   SOLE   30,000 0 0
HEICO CORP NEW COM 422806109   8,404,000 44,000 SH   SOLE   44,000 0 0
HEICO CORP NEW COM 422806109   9,550,000 50,000 SH Call SOLE   50,000 0 0
HEXCEL CORP NEW COM 428291108   8,742,000 120,000 SH   SOLE   120,000 0 0
HOLCIM LTD COM 007110753   19,380,326 214,000 SH   SOLE   214,000 0 0
HOWMET AEROSPACE INC COM 443201108   9,881,292 144,400 SH   SOLE   144,400 0 0
HUBBELL INC COM 443510607   16,685,010 40,200 SH   SOLE   40,200 0 0
HUBBELL INC COM 443510607   8,301,000 20,000 SH Call SOLE   20,000 0 0
HUBBELL INC COM 443510607   6,225,750 15,000 SH Put SOLE   15,000 0 0
HUDBAY MINERALS INC COM 443628102   7,001,477 1,000,000 SH Put SOLE   1,000,000 0 0
HUDBAY MINERALS INC COM 443628102   14,703,102 2,100,000 SH   SOLE   2,100,000 0 0
INGERSOLL RAND INC COM 45687V106   19,179,900 202,000 SH   SOLE   202,000 0 0
INGERSOLL RAND INC COM 45687V106   30,858,750 325,000 SH Call SOLE   325,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   50,621,820 619,000 SH   SOLE   619,000 0 0
ITT INC COM 45073V108   23,586,378 173,391 SH   SOLE   173,391 0 0
ITT INC COM 45073V108   27,206,000 200,000 SH Call SOLE   200,000 0 0
ITT INC COM 45073V108   9,522,100 70,000 SH Put SOLE   70,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   18,447,600 120,000 SH Call SOLE   120,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   7,686,500 50,000 SH Put SOLE   50,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   19,523,710 127,000 SH   SOLE   127,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   11,104,400 170,000 SH   SOLE   170,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   19,596,000 300,000 SH Call SOLE   300,000 0 0
KENNAMETAL INC COM 489170100   2,494,000 100,000 SH Call SOLE   100,000 0 0
KENNAMETAL INC COM 489170100   2,494,000 100,000 SH Put SOLE   100,000 0 0
KIMBERLY-CLARK CORP COM 494368103   45,272,500 350,000 SH   SOLE   350,000 0 0
KIRBY CORP COM 497266106   35,918,292 376,818 SH   SOLE   376,818 0 0
KIRBY CORP COM 497266106   23,830,000 250,000 SH Put SOLE   250,000 0 0
KOHLS CORP COM 500255104   4,372,500 150,000 SH Put SOLE   150,000 0 0
KRAFT HEINZ CO COM 500754106   50,922,000 1,380,000 SH   SOLE   1,380,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   25,785,100 121,000 SH   SOLE   121,000 0 0
LA Z BOY INC COM 505336107   23,512,500 625,000 SH   SOLE   625,000 0 0
LAMB WESTON HLDGS INC COM 513272104   45,807,900 430,000 SH   SOLE   430,000 0 0
LANDSTAR SYS INC COM 515098101   38,552,000 200,000 SH Call SOLE   200,000 0 0
LAUDER ESTEE COS INC CL A 518439104   13,797,812 89,509 SH   SOLE   89,509 0 0
LEAR CORP COM NEW 521865204   3,622,000 25,000 SH Call SOLE   25,000 0 0
LENNAR CORP CL A 526057104   17,198,000 100,000 SH Call SOLE   100,000 0 0
LENNAR CORP CL A 526057104   6,879,200 40,000 SH Put SOLE   40,000 0 0
LENNAR CORP CL A 526057104   19,347,750 112,500 SH   SOLE   112,500 0 0
LENNOX INTL INC COM 526107107   9,786,930 20,024 SH   SOLE   20,024 0 0
LENNOX INTL INC COM 526107107   29,325,600 60,000 SH Call SOLE   60,000 0 0
LINDE PLC COM G5494J103   29,082,683 62,635 SH   SOLE   62,635 0 0
LOUISIANA PAC CORP COM 546347105   24,120,097 287,452 SH   SOLE   287,452 0 0
MACYS INC COM 55616P104   14,142,925 707,500 SH   SOLE   707,500 0 0
MACYS INC COM 55616P104   3,998,000 200,000 SH Call SOLE   200,000 0 0
MAGNA INTL INC COM 559222401   5,448,000 100,000 SH Put SOLE   100,000 0 0
MARATHON OIL CORP COM 565849106   5,668,000 200,000 SH Put SOLE   200,000 0 0
MARATHON OIL CORP COM 565849106   12,753,000 450,000 SH   SOLE   450,000 0 0
MARTEN TRANS LTD COM 573075108   1,570,800 85,000 SH   SOLE   85,000 0 0
MASCO CORP COM 574599106   23,489,596 297,789 SH   SOLE   297,789 0 0
MASCO CORP COM 574599106   19,720,000 250,000 SH Call SOLE   250,000 0 0
MASCO CORP COM 574599106   7,888,000 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109   16,318,750 175,000 SH Call SOLE   175,000 0 0
MASTEC INC COM 576323109   5,272,728 56,544 SH   SOLE   56,544 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,535,934 47,774 SH   SOLE   47,774 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   6,430,000 200,000 SH Call SOLE   200,000 0 0
MODINE MFG CO COM 607828100   24,302,007 255,300 SH Call SOLE   255,300 0 0
MODINE MFG CO COM 607828100   8,281,530 87,000 SH   SOLE   87,000 0 0
MONDELEZ INTL INC CL A 609207105   42,000,000 600,000 SH   SOLE   600,000 0 0
MP MATERIALS CORP COM CL A 553368101   1,430,000 100,000 SH Call SOLE   100,000 0 0
MURPHY USA INC COM 626755102   13,309,600 31,750 SH   SOLE   31,750 0 0
NEXGEN ENERGY LTD COM 65340P106   8,943,501 1,150,000 SH   SOLE   1,150,000 0 0
NEXGEN ENERGY LTD COM 65340P106   3,110,783 400,000 SH Call SOLE   400,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,938,900 70,000 SH   SOLE   70,000 0 0
NORDSTROM INC COM 655664100   11,061,380 545,702 SH   SOLE   545,702 0 0
NVENT ELECTRIC PLC SHS G6700G107   19,302,400 256,000 SH   SOLE   256,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   15,080,000 200,000 SH Call SOLE   200,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   7,540,000 100,000 SH Put SOLE   100,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   7,388,109 450,000 SH Call SOLE   450,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   10,950,820 667,000 SH   SOLE   667,000 0 0
P A M TRANSN SVCS INC COM 693149106   1,684,511 103,918 SH   SOLE   103,918 0 0
PACCAR INC COM 693718108   6,194,500 50,000 SH   SOLE   50,000 0 0
PARKER-HANNIFIN CORP COM 701094104   50,330,675 90,557 SH   SOLE   90,557 0 0
PARKER-HANNIFIN CORP COM 701094104   33,347,400 60,000 SH Call SOLE   60,000 0 0
PARKER-HANNIFIN CORP COM 701094104   16,673,700 30,000 SH Put SOLE   30,000 0 0
PENTAIR PLC SHS G7S00T104   11,107,200 130,000 SH Call SOLE   130,000 0 0
PENTAIR PLC SHS G7S00T104   5,126,400 60,000 SH Put SOLE   60,000 0 0
PENTAIR PLC SHS G7S00T104   24,538,368 287,200 SH   SOLE   287,200 0 0
PROG HOLDINGS INC COM NPV 74319R101   22,902,600 665,000 SH   SOLE   665,000 0 0
PVH CORPORATION COM 693656100   57,845,407 411,389 SH   SOLE   411,389 0 0
QUAKER CHEMICAL COM 002715186   6,157,500 30,000 SH   SOLE   30,000 0 0
QUANTA SVCS INC COM 74762E102   28,467,845 109,576 SH   SOLE   109,576 0 0
QUANTA SVCS INC COM 74762E102   44,166,000 170,000 SH Call SOLE   170,000 0 0
QUANTA SVCS INC COM 74762E102   12,990,000 50,000 SH Put SOLE   50,000 0 0
RADIANT LOGISTICS INC COM 75025X100   506,770 93,500 SH   SOLE   93,500 0 0
REGAL REXNORD CORPORATION COM 758750103   11,706,500 65,000 SH Call SOLE   65,000 0 0
REGAL REXNORD CORPORATION COM 758750103   10,806,000 60,000 SH   SOLE   60,000 0 0
RELIANCE INC COM 759509102   20,050,800 60,000 SH   SOLE   60,000 0 0
REPUBLIC SVCS INC COM 760759100   4,977,440 26,000 SH   SOLE   26,000 0 0
RTX CORPORATION COM 75513E101   6,510,128 66,750 SH   SOLE   66,750 0 0
RTX CORPORATION COM 75513E101   19,506,000 200,000 SH Call SOLE   200,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   1,237,819 54,674 SH   SOLE   54,674 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   10,877,012 145,824 SH   SOLE   145,824 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   46,445,000 500,000 SH Put SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106   12,156,550 35,000 SH   SOLE   35,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   3,927,375 22,500 SH   SOLE   22,500 0 0
SKECHERS U S A INC CL A 830566105   49,008,000 800,000 SH   SOLE   800,000 0 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   2,034,450 68,500 SH   SOLE   68,500 0 0
SPDR SER TR S&P METALS MNG 78464A755   12,056,000 200,000 SH Put SOLE   200,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   15,493,000 100,000 SH Put SOLE   100,000 0 0
SPROTT PHYSICAL URANIUM TR COM 85210A104   35,425,170 1,719,200 SH   SOLE   1,719,200 0 0
STELCO HOLDINGS INC COM 858522105   4,849,697 147,000 SH   SOLE   147,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   4,839,030 107,534 SH   SOLE   107,534 0 0
SYMBOTIC INC CLASS A COM 87151X101   18,000,000 400,000 SH Call SOLE   400,000 0 0
TAPESTRY INC COM 876030107   7,122,000 150,000 SH Call SOLE   150,000 0 0
TAPESTRY INC COM 876030107   63,433,233 1,335,999 SH   SOLE   1,335,999 0 0
TEMPUR SEALY INTL INC COM 88023U101   68,184,000 1,200,000 SH   SOLE   1,200,000 0 0
TEXTRON INC COM 883203101   11,511,600 120,000 SH   SOLE   120,000 0 0
TFI INTL INC COM 87241L109   36,884,055 231,306 SH   SOLE   231,306 0 0
TFI INTL INC COM 87241L109   47,838,000 300,000 SH Put SOLE   300,000 0 0
TIDEWATER INC NEW COM 88642R109   6,900,000 75,000 SH Put SOLE   75,000 0 0
TIDEWATER INC NEW COM 88642R109   25,760,000 280,000 SH   SOLE   280,000 0 0
TIMKEN CO COM 887389104   4,371,500 50,000 SH Call SOLE   50,000 0 0
TOLL BROTHERS INC COM 889478103   9,055,900 70,000 SH Call SOLE   70,000 0 0
TOLL BROTHERS INC COM 889478103   6,468,500 50,000 SH Put SOLE   50,000 0 0
TOLL BROTHERS INC COM 889478103   16,171,250 125,000 SH   SOLE   125,000 0 0
TRANE TECHNOLOGIES PLC COM G8994E103   12,068,040 40,200 SH   SOLE   40,200 0 0
TRANSDIGM GROUP INC COM 893641100   35,685,610 28,975 SH   SOLE   28,975 0 0
TRANSDIGM GROUP INC COM 893641100   61,580,000 50,000 SH Call SOLE   50,000 0 0
TRANSDIGM GROUP INC COM 893641100   12,316,000 10,000 SH Put SOLE   10,000 0 0
TRINITY INDS INC COM 896522109   11,653,554 418,440 SH   SOLE   418,440 0 0
ULTA BEAUTY INC COM 90384S303   71,059,392 135,900 SH   SOLE   135,900 0 0
ULTA BEAUTY INC COM 90384S303   22,117,824 42,300 SH Put SOLE   42,300 0 0
UNITED RENTALS INC COM 911363109   50,477,700 70,000 SH Call SOLE   70,000 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   2,783,685 75,500 SH   SOLE   75,500 0 0
URBAN OUTFITTERS INC COM 917047102   43,420,000 1,000,000 SH   SOLE   1,000,000 0 0
V F CORP COM 918204108   3,835,000 250,000 SH Put SOLE   250,000 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   30,341,575 522,500 SH   SOLE   522,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,308,550 65,000 SH   SOLE   65,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   40,835,000 500,000 SH Call SOLE   500,000 0 0
WASTE CONNECTIONS INC COM 94106B101   4,644,270 27,000 SH   SOLE   27,000 0 0
WATSCO INC COM 942622200   8,639,400 20,000 SH Call SOLE   20,000 0 0
WAYFAIR INC CL A 94419L101   6,788,000 100,000 SH Call SOLE   100,000 0 0
WAYFAIR INC CL A 94419L101   26,008,426 383,153 SH   SOLE   383,153 0 0
WEATHERFORD INTERNATIONAL PL COM 00BLNN369   12,696,200 110,000 SH   SOLE   110,000 0 0
WEATHERFORD INTERNATIONAL PL PUT 00BLNN369   2,885,500 25,000 SH Put SOLE   25,000 0 0
WESCO INTL INC COM 95082P105   2,226,640 13,000 SH   SOLE   13,000 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,575,956 70,989 SH   SOLE   70,989 0 0
WESTLAKE CORPORATION COM 960413102   20,896,164 136,755 SH   SOLE   136,755 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   5,115,000 110,000 SH   SOLE   110,000 0 0
XPO INC COM 983793100   97,956,288 802,723 SH   SOLE   802,723 0 0
XPO INC COM 983793100   76,268,750 625,000 SH Put SOLE   625,000 0 0
XYLEM INC COM 98419M100   11,631,600 90,000 SH   SOLE   90,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,465,584 153,046 SH   SOLE   153,046 0 0
ZILLOW GROUP INC CL A 98954M101   14,358,000 300,000 SH   SOLE   300,000 0 0