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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   11,667,700 110,000 SH   SOLE   110,000 0 0
AMAZON COM INC COM 023135106   36,977,900 205,000 SH   SOLE   205,000 0 0
AMPHENOL CORP NEW CL A 032095101   50,754,000 440,000 SH   SOLE   440,000 0 0
ATI INC COM 01741R102   30,702,000 600,000 SH   SOLE   600,000 0 0
AVERY DENNISON CORP COM 053611109   30,696,875 137,500 SH   SOLE   137,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   10,427,500 50,000 SH   SOLE   50,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   19,235,400 60,000 SH   SOLE   60,000 0 0
CSX CORP COM 126408103   31,509,500 850,000 SH   SOLE   850,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   65,079,350 245,000 SH   SOLE   245,000 0 0
EATON CORP PLC SHS G29183103   28,141,200 90,000 SH   SOLE   90,000 0 0
ENPHASE ENERGY INC COM 29355A107   12,098,000 100,000 SH   SOLE   100,000 0 0
FLUOR CORP NEW COM 343412102   18,814,600 445,000 SH   SOLE   445,000 0 0
FRONTDOOR INC COM 35905A109   26,878,500 825,000 SH   SOLE   825,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   14,920,050 85,000 SH   SOLE   85,000 0 0
GOLAR LNG LTD SHS G9456A100   20,451,000 850,000 SH   SOLE   850,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   54,868,800 840,000 SH   SOLE   840,000 0 0
JOHNSON CTLS INTL PLC CALL G51502905   19,596,000 300,000 SH Call SOLE   300,000 0 0
KBR INC COM 48242W106   45,835,200 720,000 SH   SOLE   720,000 0 0
KBR INC CALL 48242W906   25,464,000 400,000 SH Call SOLE   400,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   31,965,000 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104   63,108,000 150,000 SH   SOLE   150,000 0 0
NORFOLK SOUTHN CORP COM 655844108   86,655,800 340,000 SH   SOLE   340,000 0 0
PARKER-HANNIFIN CORP COM 701094104   65,861,115 118,500 SH   SOLE   118,500 0 0
SAIA INC COM 78709Y105   22,939,605 39,213 SH   SOLE   39,213 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   20,661,200 785,000 SH   SOLE   785,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   496,916,500 950,000 SH Put SOLE   950,000 0 0
SPDR SER TR S&P METALS MNG 78464A755   24,112,000 400,000 SH   SOLE   400,000 0 0
SPDR SER TR PUT 78464A954   126,384,000 1,600,000 SH Put SOLE   1,600,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR CALL 874054909   96,518,500 650,000 SH Call SOLE   650,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   49,001,700 330,000 SH   SOLE   330,000 0 0
TARGET CORP COM 87612E106   23,923,350 135,000 SH   SOLE   135,000 0 0
TRANSDIGM GROUP INC COM 893641100   63,427,400 51,500 SH   SOLE   51,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,450,100 30,000 SH   SOLE   30,000 0 0
WASTE CONNECTIONS INC COM 94106B101   37,580,401 218,478 SH   SOLE   218,478 0 0
XPO INC COM 983793100   43,930,800 360,000 SH   SOLE   360,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   19,141,440 63,500 SH   SOLE   63,500 0 0