The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMAZON COM INC | COM | 023135106 | 23,232 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 17,684 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 57,046 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 48,894 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 107,460 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| COLFAX CORP | COM | 194014106 | 79,535 | 2,020,200 | SH | SOLE | 2,020,200 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 29,199 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 45,728 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 49,436 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 18,484 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 81,181 | 878,400 | SH | SOLE | 878,400 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 20,615 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,156 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| GATX CORP | COM | 361448103 | 25,026 | 389,400 | SH | SOLE | 389,400 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 14,227 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| ISHARES TR | NA TEC-SFTWR ETF | 464287515 | 82,068 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 30,178 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 35,232 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 14,136 | 321,000 | SH | Call | SOLE | 321,000 | 0 | 0 | |
| LEGGETT & PLATT INC | COM | 524660107 | 13,132 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 34,994 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 58,977 | 760,700 | SH | SOLE | 760,700 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 39,978 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 72,583 | 326,100 | SH | SOLE | 326,100 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 18,050 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 19,282 | 264,833 | SH | SOLE | 264,833 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 32,964 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 83,136 | 1,600,000 | SH | Put | SOLE | 1,600,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 12,816 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| TRINITY INDS INC | COM | 896522109 | 19,985 | 713,000 | SH | Call | SOLE | 713,000 | 0 | 0 | |
| VALMONT INDS INC | COM | 920253101 | 22,724 | 151,900 | SH | SOLE | 151,900 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 25,502 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 74,402 | 583,500 | SH | SOLE | 583,500 | 0 | 0 | ||