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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 6,186 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 11,870 | 85,212 | SH | SOLE | 85,212 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,160 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 5,303 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| AMPHENOL CORP NEW | CL A | 032095101 | 13,764 | 201,200 | SH | SOLE | 201,200 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 8,729 | 5,850 | SH | SOLE | 5,850 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 4,975 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 4,312 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 2,983 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 8,311 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 14,082 | 74,800 | SH | SOLE | 74,800 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 8,935 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 18,328 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| HOWMET AEROSPACE INC | COM | 443201108 | 16,546 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 7,364 | 521,196 | SH | SOLE | 521,196 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 7,549 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 10,473 | 274,520 | SH | SOLE | 274,520 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 3,859 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 8,569 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 14,291 | 40,620 | SH | SOLE | 40,620 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 11,026 | 30,200 | SH | SOLE | 30,200 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 861 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 13,645 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 01/28/202 | 74623V111 | 3,595 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 6,793 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 14,588 | 171,000 | SH | SOLE | 171,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 6,451 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 10,774 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 9,627 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 14,873 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,048 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 10,107 | 48,600 | SH | SOLE | 48,600 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 10,208 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 15,786 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| WHIRLPOOL CORP | COM | 963320106 | 5,996 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 13,773 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |