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
ALPHABET INC CAP STK CL A 02079K305   2,313,179 22,300 SH   SOLE   22,300 0 0
ANALOG DEVICES INC COM 032654105   2,938,578 14,900 SH   SOLE   14,900 0 0
AVANTOR INC COM 05352A100   3,151,953 149,099 SH   SOLE   149,099 0 0
AVID TECHNOLOGY INC COM 05367P100   3,187,543 99,673 SH   SOLE   99,673 0 0
AXON ENTERPRISE INC COM 05464C101   3,934,875 17,500 SH Put SOLE   17,500 0 0
BERKLEY W R CORP COM 084423102   2,301,939 36,973 SH   SOLE   36,973 0 0
BLACK KNIGHT INC COM 09215C105   2,878,000 50,000 SH   SOLE   50,000 0 0
BLACKSTONE INC COM 09260D107   3,513,600 40,000 SH Put SOLE   40,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   2,598,061 234,482 SH   SOLE   234,482 0 0
BRP GROUP INC COM CL A 05589G102   2,080,769 81,727 SH   SOLE   81,727 0 0
CORTEVA INC COM 22052L104   1,987,878 32,961 SH   SOLE   32,961 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   3,164,328 543,699 SH   SOLE   543,699 0 0
EATON CORP PLC SHS G29183103   3,546,738 20,700 SH   SOLE   20,700 0 0
FLEX LTD ORD Y2573F102   3,635,787 158,009 SH   SOLE   158,009 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   3,192,150 32,500 SH Put SOLE   32,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,099,222 16,200 SH   SOLE   16,200 0 0
HMN FINL INC COM 40424G108   482,848 25,057 SH   SOLE   25,057 0 0
HOLOGIC INC COM 436440101   2,963,465 36,722 SH   SOLE   36,722 0 0
HOME DEPOT INC COM 437076102   7,378,000 25,000 SH Put SOLE   25,000 0 0
HYATT HOTELS CORP COM CL A 448579102   4,471,600 40,000 SH Put SOLE   40,000 0 0
IDEX CORP COM 45167R104   6,930,900 30,000 SH Put SOLE   30,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   22,465,100 70,000 SH Put SOLE   70,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   3,687,581 31,381 SH   SOLE   31,381 0 0
MEDTRONIC PLC SHS G5960L103   2,797,514 34,700 SH   SOLE   34,700 0 0
META PLATFORMS INC CL A 30303M102   3,179,100 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COM 594918104   1,787,460 6,200 SH   SOLE   6,200 0 0
NVIDIA CORPORATION COM 67066G104   3,472,125 12,500 SH Put SOLE   12,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,975,703 10,595 SH   SOLE   10,595 0 0
PEPSICO INC COM 713448108   2,679,810 14,700 SH   SOLE   14,700 0 0
QUANTA SVCS INC COM 74762E102   3,086,839 18,524 SH   SOLE   18,524 0 0
RH COM 74967X103   1,866,567 7,664 SH   SOLE   7,664 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,804,042 6,600 SH   SOLE   6,600 0 0
TIMKEN CO COM 887389104   8,172,000 100,000 SH Put SOLE   100,000 0 0
TJX COS INC NEW COM 872540109   2,350,800 30,000 SH   SOLE   30,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,898,519 202,552 SH   SOLE   202,552 0 0
VISA INC COM CL A 92826C839   2,840,796 12,600 SH   SOLE   12,600 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,713,200 21,000 SH   SOLE   21,000 0 0