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 | 13,337 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 11,864 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 178 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,037 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 7,187 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 11,414 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| CARNIVAL CORP | COMMON STOCK | 143658300 | 3,018 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 15,920 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 5,775 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| COURSERA INC | COM | 22266M104 | 226 | 925,000 | SH | Call | SOLE | 925,000 | 0 | 0 | |
| COURSERA INC | COM | 22266M104 | 6,110 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 5,499 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 5,722 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 15,278 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 162 | 510,000 | SH | Call | SOLE | 510,000 | 0 | 0 | |
| ISHARES TR | EXPANDED TECH | 464287515 | 8,947 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 9,379 | 196,946 | SH | SOLE | 196,946 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 8,810 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 7,613 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,726 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 10,884 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | 6,044 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 11,036 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 1,196 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 900 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 11,559 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 237 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| SPDR SER TR | S&P RETAIL ETF | 78464A714 | 90 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| TE CONNECTIVITY LTD | SHS | H84989104 | 14,521 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 13,639 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 9,122 | 492,277 | SH | SOLE | 492,277 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 14,427 | 69,500 | SH | SOLE | 69,500 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 18,094 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 5,309 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||