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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
AERCAP HOLDINGS NV SHS N00985106   4,484,904 51,604 SH   SOLE   51,604 0 0
BHP GROUP LTD SPONSORED ADS 088606108   576,900 10,000 SH Put SOLE   10,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   11,954,503 57,322 SH   SOLE   57,322 0 0
CATERPILLAR INC COM 149123101   2,198,580 6,000 SH Put SOLE   6,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,776,600 20,000 SH Put SOLE   20,000 0 0
CRH PLC ORD G25508105   10,348,353 119,967 SH   SOLE   119,967 0 0
ELEMENT SOLUTIONS INC COM 28618M106   10,248,819 410,281 SH   SOLE   410,281 0 0
ENTEGRIS INC COM 29362U104   5,480,076 38,993 SH   SOLE   38,993 0 0
GENERAL ELECTRIC CO COM NEW 369604301   10,523,024 59,950 SH   SOLE   59,950 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   6,039,726 37,720 SH   SOLE   37,720 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,309,000 30,000 SH Put SOLE   30,000 0 0
ISHARES TR US TRSPRTION 464287192   1,408,000 20,000 SH Put SOLE   20,000 0 0
LINDE PLC SHS G54950103   4,544,764 9,788 SH   SOLE   9,788 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   5,505,302 171,238 SH   SOLE   171,238 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,867,251 77,815 SH   SOLE   77,815 0 0
NVIDIA CORPORATION COM 67066G104   2,710,680 3,000 SH Put SOLE   3,000 0 0
NVIDIA CORPORATION COM 67066G104   4,743,690 5,250 SH   SOLE   5,250 0 0
PTC INC COM 69370C100   8,860,152 46,894 SH   SOLE   46,894 0 0
QUANTA SVCS INC COM 74762E102   6,260,920 24,099 SH   SOLE   24,099 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   6,298,000 50,000 SH Put SOLE   50,000 0 0
SPDR SER TR S&P METALS MNG 78464A755   2,712,600 45,000 SH Put SOLE   45,000 0 0
TE CONNECTIVITY LTD SHS H84989104   9,191,223 63,283 SH   SOLE   63,283 0 0
TECK RESOURCES LTD CL B 878742204   5,982,576 130,681 SH   SOLE   130,681 0 0
TFI INTL INC COM 87241L109   7,543,255 47,305 SH   SOLE   47,305 0 0
TRANSDIGM GROUP INC COM 893641100   3,050,673 2,477 SH   SOLE   2,477 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,858,450 35,000 SH Put SOLE   35,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,049,705 74,075 SH   SOLE   74,075 0 0
VISTRA CORP COM 92840M102   2,256,660 32,400 SH   SOLE   32,400 0 0
WABTEC COM 929740108   7,457,942 51,194 SH   SOLE   51,194 0 0