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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   10,224,422 189,166 SH   SOLE   189,166 0 0
ACTIVISION BLIZZARD INC COM 00507V109   505,800 6,000 SH   SOLE   6,000 0 0
ACUITY BRANDS INC COM 00508Y102   4,729,320 29,000 SH Call SOLE   29,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,085,496 10,400 SH   SOLE   10,400 0 0
AECOM COM 00766T100   25,587,390 302,130 SH   SOLE   302,130 0 0
ALASKA AIR GROUP INC COM 011659109   19,931,173 374,787 SH   SOLE   374,787 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,634,660 79,600 SH Call SOLE   79,600 0 0
ALLEGION PLC ORD SHS G0176J109   2,407,961 20,063 SH   SOLE   20,063 0 0
ALLSTATE CORP COM 020002101   9,708,158 89,033 SH   SOLE   89,033 0 0
ALLSTATE CORP COM 020002101   5,997,200 55,000 SH Put SOLE   55,000 0 0
ALLY FINL INC COM 02005N100   3,168,867 117,322 SH   SOLE   117,322 0 0
ALPHABET INC CAP STK CL A 02079K305   16,300,985 136,182 SH   SOLE   136,182 0 0
ALPHABET INC CAP STK CL A 02079K305   8,678,250 72,500 SH Call SOLE   72,500 0 0
AMAZON COM INC COM 023135106   83,037,886 636,989 SH   SOLE   636,989 0 0
AMAZON COM INC COM 023135106   22,786,928 174,800 SH Call SOLE   174,800 0 0
AMBAC FINL GROUP INC COM NEW 023139884   298,043 20,930 SH   SOLE   20,930 0 0
AMERICAN EXPRESS CO COM 025816109   6,583,018 37,790 SH   SOLE   37,790 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   3,452,400 60,000 SH Put SOLE   60,000 0 0
AMETEK INC COM 031100100   6,465,487 39,940 SH   SOLE   39,940 0 0
ARCBEST CORP COM 03937C105   494,000 5,000 SH   SOLE   5,000 0 0
ARCBEST CORP COM 03937C105   711,360 7,200 SH Call SOLE   7,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,623,750 5,000 SH Put SOLE   5,000 0 0
ASSOCIATED BANC CORP COM 045487105   2,739,137 168,770 SH   SOLE   168,770 0 0
AZEK CO INC CL A 05478C105   503,299 16,616 SH   SOLE   16,616 0 0
BANK AMERICA CORP COM 060505104   5,786,888 201,704 SH   SOLE   201,704 0 0
BANK AMERICA CORP COM 060505104   2,295,200 80,000 SH Put SOLE   80,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   3,541,655 79,552 SH   SOLE   79,552 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   2,008,000 50,000 SH Call SOLE   50,000 0 0
BANKUNITED INC COM 06652K103   646,500 30,000 SH Put SOLE   30,000 0 0
BATH & BODY WORKS INC COM 070830104   562,500 15,000 SH   SOLE   15,000 0 0
BERKLEY W R CORP COM 084423102   2,233,500 37,500 SH   SOLE   37,500 0 0
BGC PARTNERS INC CL A 05541T101   3,313,365 747,938 SH   SOLE   747,938 0 0
BILL HOLDINGS INC COM 090043100   1,869,600 16,000 SH   SOLE   16,000 0 0
BILL HOLDINGS INC COM 090043100   1,460,625 12,500 SH Call SOLE   12,500 0 0
BLOCK INC CL A 852234103   1,331,400 20,000 SH   SOLE   20,000 0 0
BOEING CO COM 097023105   3,167,400 15,000 SH Put SOLE   15,000 0 0
BOOT BARN HLDGS INC COM 099406100   5,504,850 65,000 SH   SOLE   65,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103   1,971,038 41,627 SH   SOLE   41,627 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103   3,092,555 147,616 SH   SOLE   147,616 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   20,684,104 152,089 SH   SOLE   152,089 0 0
BURLINGTON STORES INC COM 122017106   17,095,230 108,617 SH   SOLE   108,617 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   14,313,242 280,817 SH   SOLE   280,817 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   3,347,120 111,200 SH   SOLE   111,200 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   6,461,600 80,000 SH   SOLE   80,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,634,650 45,000 SH Put SOLE   45,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   6,797,216 360,978 SH   SOLE   360,978 0 0
CARNIVAL CORP COMMON STOCK 143658300   9,957,304 528,800 SH Call SOLE   528,800 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   3,479,700 70,000 SH Put SOLE   70,000 0 0
CARTERS INC COM 146229109   14,883,000 205,000 SH   SOLE   205,000 0 0
CATERPILLAR INC COM 149123101   4,921,000 20,000 SH Put SOLE   20,000 0 0
CAVA GROUP INC COM 148929102   3,500,406 85,480 SH   SOLE   85,480 0 0
CBOE GLOBAL MKTS INC COM 12503M108   4,847,877 35,127 SH   SOLE   35,127 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,070,150 15,000 SH Call SOLE   15,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   8,883,966 59,548 SH   SOLE   59,548 0 0
CHUBB LIMITED COM H1467J104   9,464,324 49,150 SH   SOLE   49,150 0 0
CHUBB LIMITED COM H1467J104   4,332,600 22,500 SH Put SOLE   22,500 0 0
CINCINNATI FINL CORP COM 172062101   2,433,000 25,000 SH Call SOLE   25,000 0 0
CITIGROUP INC COM NEW 172967424   3,683,200 80,000 SH Put SOLE   80,000 0 0
CITIZENS FINL GROUP INC COM 174610105   2,237,038 85,776 SH   SOLE   85,776 0 0
COGNEX CORP COM 192422103   1,680,600 30,000 SH Put SOLE   30,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,073,250 15,000 SH Put SOLE   15,000 0 0
COLUMBIA BKG SYS INC COM 197236102   2,028,000 100,000 SH   SOLE   100,000 0 0
COMERICA INC COM 200340107   2,578,538 60,872 SH   SOLE   60,872 0 0
CONSTELLATION BRANDS INC CL A 21036P108   46,925,669 190,654 SH   SOLE   190,654 0 0
COREBRIDGE FINL INC COM 21871X109   5,512,445 312,143 SH   SOLE   312,143 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124   1,793,075 164,729 SH   SOLE   164,729 0 0
CRANE COMPANY COMMON STOCK 224408104   11,651,994 130,745 SH   SOLE   130,745 0 0
CRANE NXT CO COM 224441105   3,668,318 64,995 SH   SOLE   64,995 0 0
CROCS INC COM 227046109   37,632,206 334,687 SH   SOLE   334,687 0 0
CSX CORP COM 126408103   15,702,539 460,485 SH   SOLE   460,485 0 0
CUMMINS INC COM 231021106   46,365,150 189,122 SH   SOLE   189,122 0 0
DARDEN RESTAURANTS INC COM 237194105   8,354,000 50,000 SH Put SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107   10,007,600 18,966 SH   SOLE   18,966 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,752,340 121,000 SH   SOLE   121,000 0 0
DICKS SPORTING GOODS INC COM 253393102   3,088,355 23,363 SH   SOLE   23,363 0 0
DISCOVER FINL SVCS COM 254709108   5,955,728 50,969 SH   SOLE   50,969 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   22,486,156 830,974 SH   SOLE   830,974 0 0
E L F BEAUTY INC COM 26856L103   342,690 3,000 SH   SOLE   3,000 0 0
EAST WEST BANCORP INC COM 27579R104   10,525,640 199,387 SH   SOLE   199,387 0 0
EATON CORP PLC SHS G29183103   29,843,240 148,400 SH Put SOLE   148,400 0 0
ELASTIC N V ORD SHS N14506104   1,282,400 20,000 SH   SOLE   20,000 0 0
ENACT HLDGS INC COM 29249E109   1,270,196 50,545 SH   SOLE   50,545 0 0
EQUITABLE HLDGS INC COM 29452E101   5,096,357 187,642 SH   SOLE   187,642 0 0
ESSENT GROUP LTD COM G3198U102   5,440,500 116,250 SH   SOLE   116,250 0 0
EVERCORE INC CLASS A 29977A105   1,235,900 10,000 SH Call SOLE   10,000 0 0
EVEREST RE GROUP LTD COM G3223R108   7,565,704 22,131 SH   SOLE   22,131 0 0
EVEREST RE GROUP LTD COM G3223R108   3,418,600 10,000 SH Put SOLE   10,000 0 0
FACTSET RESH SYS INC COM 303075105   1,201,950 3,000 SH Call SOLE   3,000 0 0
FEDERATED HERMES INC CL B 314211103   3,011,364 83,999 SH   SOLE   83,999 0 0
FEDEX CORP COM 31428X106   43,520,085 175,555 SH   SOLE   175,555 0 0
FEDEX CORP COM 31428X106   7,437,000 30,000 SH Put SOLE   30,000 0 0
FERRARI N V COM N3167Y103   4,040,409 12,424 SH   SOLE   12,424 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   3,446,100 63,000 SH   SOLE   63,000 0 0
FIFTH THIRD BANCORP COM 316773100   6,552,500 250,000 SH   SOLE   250,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   604,889 39,253 SH   SOLE   39,253 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   2,181,865 1,700 SH   SOLE   1,700 0 0
FIRST HORIZON CORPORATION COM 320517105   2,592,100 230,000 SH   SOLE   230,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   22,081,104 212,400 SH Put SOLE   212,400 0 0
FLOWSERVE CORP COM 34354P105   566,760 15,256 SH   SOLE   15,256 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   1,528,938 21,250 SH   SOLE   21,250 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   2,312,909 239,184 SH   SOLE   239,184 0 0
GENWORTH FINL INC COM CL A 37247D106   494,525 98,905 SH   SOLE   98,905 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   28,775,671 741,641 SH   SOLE   741,641 0 0
GLOBE LIFE INC COM 37959E102   7,811,412 71,259 SH   SOLE   71,259 0 0
GRAINGER W W INC COM 384802104   2,365,770 3,000 SH   SOLE   3,000 0 0
GRAINGER W W INC COM 384802104   3,154,360 4,000 SH Put SOLE   4,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   3,759,935 97,966 SH   SOLE   97,966 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   7,202,000 100,000 SH   SOLE   100,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   2,880,800 40,000 SH Put SOLE   40,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   15,596,265 1,730,995 SH   SOLE   1,730,995 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,365,208 126,178 SH   SOLE   126,178 0 0
HONEYWELL INTL INC COM 438516106   14,659,875 70,650 SH   SOLE   70,650 0 0
HORACE MANN EDUCATORS CORP N COM 440327104   477,882 16,112 SH   SOLE   16,112 0 0
HOWMET AEROSPACE INC COM 443201108   5,036,535 101,625 SH   SOLE   101,625 0 0
HUB GROUP INC CL A 443320106   2,245,988 27,963 SH   SOLE   27,963 0 0
HUBBELL INC COM 443510607   2,040,752 6,155 SH   SOLE   6,155 0 0
HUNT J B TRANS SVCS INC COM 445658107   2,715,450 15,000 SH Put SOLE   15,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   5,406,170 501,500 SH   SOLE   501,500 0 0
HYATT HOTELS CORP COM CL A 448579102   2,177,020 19,000 SH   SOLE   19,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   7,254,640 29,000 SH Put SOLE   29,000 0 0
INGERSOLL RAND INC COM 45687V106   10,488,973 160,480 SH   SOLE   160,480 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   3,872,675 1,363,618 SH   SOLE   1,363,618 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,113,490 71,750 SH   SOLE   71,750 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   3,986,250 125,000 SH   SOLE   125,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   962,766 107,692 SH   SOLE   107,692 0 0
INVESCO LTD SHS G491BT108   840,500 50,000 SH Put SOLE   50,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   82,860,906 224,300 SH Put SOLE   224,300 0 0
ISHARES TR US HOME CONS ETF 464288752   18,771,168 219,700 SH Put SOLE   219,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,472,400 120,000 SH Put SOLE   120,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   2,152,750 79,000 SH   SOLE   79,000 0 0
JONES LANG LASALLE INC COM 48020Q107   1,558,000 10,000 SH Put SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100   4,072,320 28,000 SH   SOLE   28,000 0 0
JPMORGAN CHASE & CO COM 46625H100   5,817,600 40,000 SH Put SOLE   40,000 0 0
KEMPER CORP COM 488401100   6,031,342 124,976 SH   SOLE   124,976 0 0
KEYCORP COM 493267108   935,984 101,297 SH   SOLE   101,297 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   24,406,119 439,275 SH   SOLE   439,275 0 0
KONTOOR BRANDS INC COM 50050N103   6,041,350 143,500 SH   SOLE   143,500 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,743,858 54,880 SH   SOLE   54,880 0 0
LAMB WESTON HLDGS INC COM 513272104   1,041,217 9,058 SH   SOLE   9,058 0 0
LAS VEGAS SANDS CORP COM 517834107   44,954,118 775,071 SH   SOLE   775,071 0 0
LENNOX INTL INC COM 526107107   11,346,258 34,797 SH   SOLE   34,797 0 0
LPL FINL HLDGS INC COM 50212V100   7,814,652 35,941 SH   SOLE   35,941 0 0
LULULEMON ATHLETICA INC COM 550021109   10,211,930 26,980 SH   SOLE   26,980 0 0
M & T BK CORP COM 55261F104   1,856,400 15,000 SH Put SOLE   15,000 0 0
MACYS INC COM 55616P104   10,722,877 668,092 SH   SOLE   668,092 0 0
MARSH & MCLENNAN COS INC COM 571748102   3,226,324 17,154 SH   SOLE   17,154 0 0
MARTIN MARIETTA MATLS INC COM 573284106   72,648,307 157,353 SH   SOLE   157,353 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,313,367 36,393 SH   SOLE   36,393 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,899,500 15,000 SH Put SOLE   15,000 0 0
MATCH GROUP INC NEW COM 57667L107   1,778,625 42,500 SH Put SOLE   42,500 0 0
META PLATFORMS INC CL A 30303M102   21,169,367 73,766 SH   SOLE   73,766 0 0
METLIFE INC COM 59156R108   11,868,134 209,944 SH   SOLE   209,944 0 0
MGIC INVT CORP WIS COM 552848103   2,829,742 179,211 SH   SOLE   179,211 0 0
MGM RESORTS INTERNATIONAL COM 552953101   4,905,030 111,681 SH   SOLE   111,681 0 0
MGM RESORTS INTERNATIONAL COM 552953101   4,392,000 100,000 SH Call SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103   1,464,152 23,200 SH   SOLE   23,200 0 0
MICRON TECHNOLOGY INC COM 595112103   1,659,793 26,300 SH Call SOLE   26,300 0 0
MICROSOFT CORP COM 594918104   18,314,241 53,780 SH   SOLE   53,780 0 0
MONDAY COM LTD SHS M7S64H106   1,369,760 8,000 SH   SOLE   8,000 0 0
MONGODB INC CL A 60937P106   2,054,950 5,000 SH   SOLE   5,000 0 0
MORGAN STANLEY COM NEW 617446448   4,270,000 50,000 SH Put SOLE   50,000 0 0
NASDAQ INC COM 631103108   880,650 17,666 SH   SOLE   17,666 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102   1,402,099 3,374 SH   SOLE   3,374 0 0
NORTHERN TR CORP COM 665859104   2,325,624 31,368 SH   SOLE   31,368 0 0
NVENT ELECTRIC PLC SHS G6700G107   70,735,817 1,368,992 SH   SOLE   1,368,992 0 0
NVIDIA CORPORATION COM 67066G104   6,345,300 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   7,825,870 18,500 SH Call SOLE   18,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,561,360 27,171 SH   SOLE   27,171 0 0
OLD REP INTL CORP COM 680223104   6,137,956 243,860 SH   SOLE   243,860 0 0
ONEMAIN HLDGS INC COM 68268W103   3,495,200 80,000 SH   SOLE   80,000 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   10,225,734 845,102 SH   SOLE   845,102 0 0
ORIGIN MATERIALS INC COM 68622D106   1,202,722 282,329 SH   SOLE   282,329 0 0
ORIGIN MATERIALS INC COM 68622D106   213,000 50,000 SH Call SOLE   50,000 0 0
PACWEST BANCORP DEL COM 695263103   269,521 33,070 SH   SOLE   33,070 0 0
PAGAYA TECHNOLOGIES LTD *W EXP 09/01/202 M7S64L107   12,182 46,855 SH   SOLE   46,855 0 0
PALO ALTO NETWORKS INC COM 697435105   562,122 2,200 SH   SOLE   2,200 0 0
PARKER-HANNIFIN CORP COM 701094104   3,120,320 8,000 SH Put SOLE   8,000 0 0
PAYPAL HLDGS INC COM 70450Y103   2,669,200 40,000 SH Call SOLE   40,000 0 0
PENTAIR PLC SHS G7S00T104   9,511,123 147,231 SH   SOLE   147,231 0 0
PEPSICO INC COM 713448108   19,116,371 103,209 SH   SOLE   103,209 0 0
PINTEREST INC CL A 72352L106   5,634,774 206,100 SH Put SOLE   206,100 0 0
PPG INDS INC COM 693506107   31,167,470 210,165 SH   SOLE   210,165 0 0
PROCTER AND GAMBLE CO COM 742718109   26,981,952 177,817 SH   SOLE   177,817 0 0
PROGRESSIVE CORP COM 743315103   1,985,550 15,000 SH Call SOLE   15,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,764,400 20,000 SH Put SOLE   20,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,389,700 130,000 SH   SOLE   130,000 0 0
PVH CORPORATION COM 693656100   18,693,485 220,001 SH   SOLE   220,001 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   4,769,410 34,389 SH   SOLE   34,389 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   5,772,234 30,947 SH   SOLE   30,947 0 0
ROCKWELL AUTOMATION INC COM 773903109   7,577,350 23,000 SH Put SOLE   23,000 0 0
ROSS STORES INC COM 778296103   46,496,499 414,666 SH   SOLE   414,666 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   18,540,205 178,718 SH   SOLE   178,718 0 0
RXO INC COMMON STOCK 74982T103   430,730 19,000 SH   SOLE   19,000 0 0
S&P GLOBAL INC COM 78409V104   2,806,230 7,000 SH   SOLE   7,000 0 0
SAIA INC COM 78709Y105   18,683,602 54,565 SH   SOLE   54,565 0 0
SALESFORCE INC COM 79466L302   1,690,080 8,000 SH   SOLE   8,000 0 0
SCHWAB CHARLES CORP COM 808513105   11,336,170 200,003 SH   SOLE   200,003 0 0
SCHWAB CHARLES CORP COM 808513105   5,668,000 100,000 SH Put SOLE   100,000 0 0
SEAWORLD ENTMT INC COM 81282V100   11,487,707 205,101 SH   SOLE   205,101 0 0
SEI INVTS CO COM 784117103   597,035 10,014 SH   SOLE   10,014 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   40,749,404 379,700 SH Put SOLE   379,700 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,056,500 150,000 SH Put SOLE   150,000 0 0
SERVICENOW INC COM 81762P102   786,758 1,400 SH   SOLE   1,400 0 0
SHERWIN WILLIAMS CO COM 824348106   80,222,885 302,135 SH   SOLE   302,135 0 0
SHIFT4 PMTS INC CL A 82452J109   1,911,531 28,148 SH   SOLE   28,148 0 0
SNAP ON INC COM 833034101   576,380 2,000 SH   SOLE   2,000 0 0
SNOWFLAKE INC CL A 833445109   10,558,800 60,000 SH   SOLE   60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   277,271,640 625,500 SH Put SOLE   625,500 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,874,200 20,000 SH Call SOLE   20,000 0 0
STARBUCKS CORP COM 855244109   2,476,500 25,000 SH   SOLE   25,000 0 0
STERLING CHECK CORP COM 85917T109   415,504 33,891 SH   SOLE   33,891 0 0
STIFEL FINL CORP COM 860630102   2,864,458 48,005 SH   SOLE   48,005 0 0
SUMMIT MATLS INC CL A 86614U100   378,500 10,000 SH   SOLE   10,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501   7,935,936 262,345 SH   SOLE   262,345 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,475,478 23,617 SH   SOLE   23,617 0 0
TARGET CORP COM 87612E106   13,994,590 106,100 SH Call SOLE   106,100 0 0
TARGET CORP COM 87612E106   3,957,000 30,000 SH Put SOLE   30,000 0 0
TASKUS INC CLASS A COM 87652V109   452,800 40,000 SH   SOLE   40,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   7,569,357 18,412 SH   SOLE   18,412 0 0
TEMPUR SEALY INTL INC COM 88023U101   14,684,934 366,482 SH   SOLE   366,482 0 0
TESLA INC COM 88160R101   2,617,700 10,000 SH Put SOLE   10,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   5,151,597 100,031 SH   SOLE   100,031 0 0
THIRD COAST BANCSHARES INC COM 88422P109   230,480 14,523 SH   SOLE   14,523 0 0
TJX COS INC NEW COM 872540109   593,530 7,000 SH   SOLE   7,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   6,543,275 329,636 SH   SOLE   329,636 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,291,504 43,352 SH   SOLE   43,352 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,868,900 15,000 SH Put SOLE   15,000 0 0
TREX CO INC COM 89531P105   8,278,523 126,274 SH   SOLE   126,274 0 0
TRUIST FINL CORP COM 89832Q109   7,435,750 245,000 SH   SOLE   245,000 0 0
TWILIO INC CL A 90138F102   690,277 10,850 SH   SOLE   10,850 0 0
TWILIO INC CL A 90138F102   8,626,872 135,600 SH Call SOLE   135,600 0 0
ULTA BEAUTY INC COM 90384S303   10,117,793 21,500 SH   SOLE   21,500 0 0
UNION PAC CORP COM 907818108   35,492,567 173,456 SH   SOLE   173,456 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,743,500 50,000 SH Put SOLE   50,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,481,250 25,000 SH Put SOLE   25,000 0 0
UNITED RENTALS INC COM 911363109   14,719,924 33,051 SH   SOLE   33,051 0 0
UNUM GROUP COM 91529Y106   9,894,936 207,441 SH   SOLE   207,441 0 0
UPBOUND GROUP INC COM 76009N100   1,556,500 50,000 SH   SOLE   50,000 0 0
US BANCORP DEL COM NEW 902973304   1,652,000 50,000 SH Call SOLE   50,000 0 0
VALVOLINE INC COM 92047W101   18,485,116 492,805 SH   SOLE   492,805 0 0
VISA INC COM CL A 92826C839   4,749,600 20,000 SH Put SOLE   20,000 0 0
VONTIER CORPORATION COM 928881101   5,008,333 155,490 SH   SOLE   155,490 0 0
VULCAN MATLS CO COM 929160109   65,959,686 292,582 SH   SOLE   292,582 0 0
WALMART INC COM 931142103   81,890,780 521,000 SH   SOLE   521,000 0 0
WAYFAIR INC CL A 94419L101   10,401,600 160,000 SH   SOLE   160,000 0 0
WEBSTER FINL CORP COM 947890109   7,724,179 204,614 SH   SOLE   204,614 0 0
WELLS FARGO CO NEW COM 949746101   5,271,364 123,509 SH   SOLE   123,509 0 0
WELLS FARGO CO NEW COM 949746101   3,414,400 80,000 SH Put SOLE   80,000 0 0
WERNER ENTERPRISES INC COM 950755108   14,102,521 319,206 SH   SOLE   319,206 0 0
WESCO INTL INC COM 95082P105   3,581,200 20,000 SH Put SOLE   20,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   1,458,800 40,000 SH Call SOLE   40,000 0 0
WINTRUST FINL CORP COM 97650W108   6,143,652 84,600 SH   SOLE   84,600 0 0
WISDOMTREE INC COM 97717P104   1,346,728 196,316 SH   SOLE   196,316 0 0
WYNN RESORTS LTD COM 983134107   41,478,116 392,748 SH   SOLE   392,748 0 0
XPO INC COM 983793100   22,781,434 386,126 SH   SOLE   386,126 0 0
XPO INC COM 983793100   2,950,000 50,000 SH Call SOLE   50,000 0 0
XPO INC COM 983793100   16,520,000 280,000 SH Put SOLE   280,000 0 0
YUM BRANDS INC COM 988498101   31,511,258 227,436 SH   SOLE   227,436 0 0