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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 14,750 70,000 SH Call SOLE   70,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 66,552 800,000 SH Put SOLE   800,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 81,942 985,000 SH   SOLE   985,000 0 0
ADIENT PLC ORD SHS G0084W101 11,793 300,000 SH Call SOLE   300,000 0 0
AGCO CORP COM 001084102 9,119 150,000 SH Call SOLE   150,000 0 0
ALCOA CORP COM 013872106 6,060 150,000 SH   SOLE   150,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46,843 284,310 SH   SOLE   284,310 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 9,510 105,000 SH   SOLE   105,000 0 0
ALPHABET INC CAP STK CL A 02079K305 112,856 93,495 SH   SOLE   93,495 0 0
AMAZON COM INC COM 023135106 126,375 63,093 SH   SOLE   63,093 0 0
AMAZON COM INC COM 023135106 200,300 100,000 SH Call SOLE   100,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,744 100,000 SH Call SOLE   100,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 5,761 330,334 SH   SOLE   330,334 0 0
AMETEK INC NEW COM 031100100 37,690 476,364 SH   SOLE   476,364 0 0
APTIV PLC SHS G6095L109 14,106 168,127 SH   SOLE   168,127 0 0
APTIV PLC SHS G6095L109 8,390 100,000 SH Put SOLE   100,000 0 0
ARCBEST CORP COM 03937C105 4,153 85,542 SH   SOLE   85,542 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 28,937 937,700 SH   SOLE   937,700 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 46,290 1,500,000 SH Call SOLE   1,500,000 0 0
ARCH COAL INC CL A 039380407 4,470 50,000 SH Call SOLE   50,000 0 0
ARCH COAL INC CL A 039380407 9,914 110,900 SH   SOLE   110,900 0 0
AT HOME GROUP INC COM 04650Y100 9,715 308,116 SH   SOLE   308,116 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 8,034 300,000 SH   SOLE   300,000 0 0
BOEING CO COM 097023105 51,474 138,409 SH   SOLE   138,409 0 0
BOEING CO COM 097023105 14,876 40,000 SH Put SOLE   40,000 0 0
BOMBARDIER INC-B COM 097751200 26,739 7,503,063 SH   SOLE   7,503,063 0 0
BOMBARDIER INC-B COM 097751200 8,909 2,500,000 SH Put SOLE   2,500,000 0 0
BOOKING HLDGS INC COM 09857L108 49,600 25,000 SH Put SOLE   25,000 0 0
BORGWARNER INC COM 099724106 8,556 200,000 SH Call SOLE   200,000 0 0
BOYD GAMING CORP COM 103304101 16,925 500,000 SH Call SOLE   500,000 0 0
BOYD GAMING CORP COM 103304101 36,568 1,080,291 SH   SOLE   1,080,291 0 0
BRASKEM S A SP ADR PFD A 105532105 4,320 149,625 SH   SOLE   149,625 0 0
BURLINGTON STORES INC COM 122017106 44,803 275,000 SH   SOLE   275,000 0 0
CABOT CORP COM 127055101 15,161 241,719 SH   SOLE   241,719 0 0
CAESARS ENTMT CORP COM 127686103 12,813 1,250,000 SH Call SOLE   1,250,000 0 0
CAESARS ENTMT CORP COM 127686103 48,175 4,700,000 SH   SOLE   4,700,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 11,406 535,000 SH   SOLE   535,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 12,792 600,000 SH Call SOLE   600,000 0 0
CANOPY GROWTH CORP COM 138035100 38,912 800,000 SH Put SOLE   800,000 0 0
CATERPILLAR INC DEL COM 149123101 18,299 120,000 SH Call SOLE   120,000 0 0
CATERPILLAR INC DEL COM 149123101 18,299 120,000 SH Put SOLE   120,000 0 0
CATERPILLAR INC DEL COM 149123101 32,460 212,866 SH   SOLE   212,866 0 0
CHEMOURS CO COM 163851108 7,498 190,107 SH   SOLE   190,107 0 0
CHURCHILL DOWNS INC COM 171484108 85,738 308,742 SH   SOLE   308,742 0 0
COLFAX CORP COM 194014106 3,606 100,000 SH Call SOLE   100,000 0 0
CONAGRA BRANDS INC COM 205887102 61,146 1,800,000 SH   SOLE   1,800,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 64,686 300,000 SH Call SOLE   300,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 82,265 381,527 SH   SOLE   381,527 0 0
CSX CORP COM 126408103 37,491 506,287 SH   SOLE   506,287 0 0
CSX CORP COM 126408103 37,025 500,000 SH Call SOLE   500,000 0 0
CUMMINS INC COM 231021106 8,034 55,000 SH   SOLE   55,000 0 0
DARDEN RESTAURANTS INC COM 237194105 27,798 250,000 SH Call SOLE   250,000 0 0
DEERE & CO COM 244199105 10,523 70,000 SH Call SOLE   70,000 0 0
DEERE & CO COM 244199105 18,040 120,000 SH Put SOLE   120,000 0 0
DEERE & CO COM 244199105 37,948 252,431 SH   SOLE   252,431 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 6,272 200,000 SH Call SOLE   200,000 0 0
DOVER CORP COM 260003108 31,655 357,567 SH   SOLE   357,567 0 0
EATON CORP PLC SHS G29183103 29,185 336,500 SH   SOLE   336,500 0 0
EATON CORP PLC SHS G29183103 6,071 70,000 SH Put SOLE   70,000 0 0
ELDORADO RESORTS INC COM 28470R102 95,013 1,955,000 SH   SOLE   1,955,000 0 0
ELECTRONIC ARTS INC COM 285512109 104,516 867,421 SH   SOLE   867,421 0 0
EMERSON ELEC CO COM 291011104 7,658 100,000 SH Put SOLE   100,000 0 0
EMERSON ELEC CO COM 291011104 40,041 522,869 SH   SOLE   522,869 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 52,259 891,037 SH   SOLE   891,037 0 0
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 40,050 1,000,000 SH Put SOLE   1,000,000 0 0
F M C CORP COM NEW 302491303 4,359 50,000 SH   SOLE   50,000 0 0
FEDEX CORP COM 31428X106 5,664 23,523 SH   SOLE   23,523 0 0
FEDEX CORP COM 31428X106 120,395 500,000 SH Call SOLE   500,000 0 0
FERRO CORP COM 315405100 39,260 1,690,790 SH   SOLE   1,690,790 0 0
FIRST DATA CORP NEW COM CL A 32008D106 23,758 970,919 SH   SOLE   970,919 0 0
FLOWSERVE CORP COM 34354P105 16,526 302,177 SH   SOLE   302,177 0 0
FLUOR CORP NEW COM 343412102 34,860 600,000 SH   SOLE   600,000 0 0
FORTIVE CORP COM 34959J108 212 2,521 SH   SOLE   2,521 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,088 150,000 SH   SOLE   150,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 46,744 970,000 SH   SOLE   970,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 6,024 125,000 SH Call SOLE   125,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 30,203 856,835 SH   SOLE   856,835 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 6,112 313,421 SH   SOLE   313,421 0 0
GATX CORP COM 361448103 5,204 60,105 SH   SOLE   60,105 0 0
GENERAL MTRS CO COM 37045V100 10,783 320,250 SH   SOLE   320,250 0 0
GRACE W R & CO DEL NEW COM 38388F108 14,006 196,000 SH   SOLE   196,000 0 0
GRAINGER W W INC COM 384802104 23,946 67,000 SH   SOLE   67,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,080 434,000 SH   SOLE   434,000 0 0
GREENBRIER COS INC COM 393657101 8,114 135,000 SH   SOLE   135,000 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,370 1,000,000 SH   SOLE   1,000,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,881 43,954 SH   SOLE   43,954 0 0
HILTON GRAND VACATIONS INC COM 43283X105 27,049 817,184 SH   SOLE   817,184 0 0
HILTON GRAND VACATIONS INC COM 43283X105 33,100 1,000,000 SH Call SOLE   1,000,000 0 0
HONEYWELL INTL INC COM 438516106 11,648 70,000 SH Call SOLE   70,000 0 0
HONEYWELL INTL INC COM 438516106 55,122 331,264 SH   SOLE   331,264 0 0
HUB GROUP INC CL A 443320106 14,849 325,641 SH   SOLE   325,641 0 0
HUB GROUP INC CL A 443320106 25,080 550,000 SH Put SOLE   550,000 0 0
HUBBELL INC COM 443510607 22,106 165,500 SH   SOLE   165,500 0 0
HUDSON LTD COM CL A G46408103 11,587 513,614 SH   SOLE   513,614 0 0
HYATT HOTELS CORP COM CL A 448579102 37,461 470,680 SH   SOLE   470,680 0 0
IAC INTERACTIVECORP COM 44919P508 113,778 525,000 SH   SOLE   525,000 0 0
IAC INTERACTIVECORP COM 44919P508 27,090 125,000 SH Call SOLE   125,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 21,168 150,000 SH Call SOLE   150,000 0 0
INGERSOLL-RAND PLC SHS G47791101 6,138 60,000 SH Put SOLE   60,000 0 0
INGERSOLL-RAND PLC SHS G47791101 26,977 263,701 SH   SOLE   263,701 0 0
INTERFOR CORP COM 45868C109 1,685 113,750 SH   SOLE   113,750 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 31,448 1,592,315 SH   SOLE   1,592,315 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 29,625 1,500,000 SH Call SOLE   1,500,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 18,579 100,000 SH Call SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 111,474 600,000 SH Put SOLE   600,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 12,239 65,873 SH   SOLE   65,873 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 252,825 1,500,000 SH Put SOLE   1,500,000 0 0
ITT INC COM 45073V108 3,063 50,000 SH Call SOLE   50,000 0 0
ITT INC COM 45073V108 31,165 508,741 SH   SOLE   508,741 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 25,133 328,530 SH   SOLE   328,530 0 0
JASON INDS INC COM 471172106 647 192,000 SH   SOLE   192,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 25 1,498,645 SH   SOLE   1,498,645 0 0
KEURIG DR PEPPER INC COM 49271V100 43,964 1,897,460 SH   SOLE   1,897,460 0 0
KIRBY CORP COM 497266106 19,740 240,000 SH   SOLE   240,000 0 0
L3 TECHNOLOGIES INC COM 502413107 36,303 170,740 SH   SOLE   170,740 0 0
LEAR CORP COM NEW 521865204 7,250 50,000 SH Call SOLE   50,000 0 0
LEGGETT & PLATT INC COM 524660107 8,758 200,000 SH   SOLE   200,000 0 0
LENNAR CORP CL A 526057104 27,547 590,000 SH   SOLE   590,000 0 0
LENNOX INTL INC COM 526107107 16,380 75,000 SH   SOLE   75,000 0 0
LITHIA MTRS INC CL A 536797103 1,340 16,415 SH   SOLE   16,415 0 0
MACYS INC COM 55616P104 8,683 250,000 SH   SOLE   250,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 134,100 1,200,000 SH Call SOLE   1,200,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 67,050 600,000 SH   SOLE   600,000 0 0
MASTEC INC COM 576323109 5,626 126,005 SH   SOLE   126,005 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 9,928 469,413 SH   SOLE   469,413 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 21,150 1,000,000 SH Call SOLE   1,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 16,746 600,000 SH Call SOLE   600,000 0 0
MOSAIC CO NEW COM 61945C103 9,691 298,361 SH   SOLE   298,361 0 0
NAVISTAR INTL CORP NEW COM 63934E108 21,486 558,078 SH   SOLE   558,078 0 0
NAVISTAR INTL CORP NEW COM 63934E108 7,700 200,000 SH Put SOLE   200,000 0 0
NETFLIX INC COM 64110L106 63,602 170,000 SH   SOLE   170,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 169 164,759 SH   SOLE   164,759 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 25,932 318,573 SH   SOLE   318,573 0 0
NIO INC SPON ADS 62914V106 1,396 200,000 SH   SOLE   200,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 135,375 750,000 SH Call SOLE   750,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 19,277 60,740 SH   SOLE   60,740 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 54,846 955,000 SH   SOLE   955,000 0 0
NUTRIEN LTD COM 67077M108 10,285 178,250 SH   SOLE   178,250 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,011 74,049 SH   SOLE   74,049 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,283 18,091 SH   SOLE   18,091 0 0
OLIN CORP COM PAR $1 680665205 7,704 300,000 SH Call SOLE   300,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 11,338 1,151,055 SH   SOLE   1,151,055 0 0
OPGEN INC *W EXP 05/08/202 68373L125 1 3,998 SH   SOLE   3,998 0 0
OSHKOSH CORP COM 688239201 730 10,248 SH   SOLE   10,248 0 0
PACCAR INC COM 693718108 6,819 100,000 SH Call SOLE   100,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 10,447 377,551 SH   SOLE   377,551 0 0
PAPA JOHNS INTL INC COM 698813102 12,820 250,000 SH Call SOLE   250,000 0 0
PARKER HANNIFIN CORP COM 701094104 23,543 128,000 SH   SOLE   128,000 0 0
PAYPAL HLDGS INC COM 70450Y103 61,488 700,000 SH Call SOLE   700,000 0 0
PAYPAL HLDGS INC COM 70450Y103 61,488 700,000 SH   SOLE   700,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 20,594 618,448 SH   SOLE   618,448 0 0
PGT INNOVATIONS INC COM 69336V101 540 25,000 SH   SOLE   25,000 0 0
PLANET FITNESS INC CL A 72703H101 59,973 1,110,000 SH   SOLE   1,110,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 8,529 684,000 SH   SOLE   684,000 0 0
PPG INDS INC COM 693506107 3,187 29,200 SH   SOLE   29,200 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 2,887 131,566 SH   SOLE   131,566 0 0
PVH CORP COM 693656100 106,856 740,000 SH   SOLE   740,000 0 0
PVH CORP COM 693656100 72,200 500,000 SH Call SOLE   500,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 19 7,357 SH   SOLE   7,357 0 0
RALPH LAUREN CORP CL A 751212101 70,467 512,300 SH Call SOLE   512,300 0 0
RALPH LAUREN CORP CL A 751212101 96,973 705,000 SH   SOLE   705,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 11,737 137,608 SH   SOLE   137,608 0 0
RH COM 74967X103 39,303 300,000 SH Call SOLE   300,000 0 0
RH COM 74967X103 30,460 232,500 SH   SOLE   232,500 0 0
RLJ LODGING TR COM 74965L101 49,347 2,240,000 SH   SOLE   2,240,000 0 0
RLJ LODGING TR COM 74965L101 11,015 500,000 SH Call SOLE   500,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 27,657 93,370 SH   SOLE   93,370 0 0
ROSS STORES INC COM 778296103 92,166 930,029 SH   SOLE   930,029 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 110,449 850,000 SH   SOLE   850,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 129,940 1,000,000 SH Call SOLE   1,000,000 0 0
RUSH ENTERPRISES INC CL A 781846209 8,451 214,989 SH   SOLE   214,989 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 19,534 226,691 SH   SOLE   226,691 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 9,195 500,000 SH Put SOLE   500,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 7,494 300,000 SH Put SOLE   300,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 11,076 443,413 SH   SOLE   443,413 0 0
SCIENTIFIC GAMES CORP COM 80874P109 12,700 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 67,413 1,250,000 SH Call SOLE   1,250,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 39,200 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 37,665 500,000 SH Put SOLE   500,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 8,445 112,111 SH   SOLE   112,111 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 363,400 1,250,000 SH Put SOLE   1,250,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 4,329 100,000 SH Call SOLE   100,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 51,020 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 22,959 450,000 SH   SOLE   450,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,082 25,000 SH   SOLE   25,000 0 0
STONERIDGE INC COM 86183P102 4,755 160,000 SH   SOLE   160,000 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 585 225,000 SH Call SOLE   225,000 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 7 2,860 SH   SOLE   2,860 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 78,391 568,091 SH   SOLE   568,091 0 0
TAPESTRY INC COM 876030107 51,024 1,015,000 SH   SOLE   1,015,000 0 0
TECK RESOURCES LTD CL B 878742204 4,820 200,000 SH   SOLE   200,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 22,641 91,783 SH   SOLE   91,783 0 0
TEMPUR SEALY INTL INC COM 88023U101 57,086 1,079,127 SH   SOLE   1,079,127 0 0
TEMPUR SEALY INTL INC COM 88023U101 39,675 750,000 SH Call SOLE   750,000 0 0
TENNECO INC COM 880349105 8,428 200,000 SH Call SOLE   200,000 0 0
TEXTRON INC COM 883203101 19,278 269,735 SH   SOLE   269,735 0 0
TIFFANY & CO NEW COM 886547108 39,981 310,000 SH   SOLE   310,000 0 0
TIFFANY & CO NEW COM 886547108 32,243 250,000 SH Call SOLE   250,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 46,330 1,000,000 SH Call SOLE   1,000,000 0 0
U S CONCRETE INC COM NEW 90333L201 11,463 250,000 SH Call SOLE   250,000 0 0
U S CONCRETE INC COM NEW 90333L201 22,708 495,273 SH   SOLE   495,273 0 0
UNDER ARMOUR INC CL A 904311107 27,618 1,301,498 SH   SOLE   1,301,498 0 0
UNION PAC CORP COM 907818108 113,981 700,000 SH Call SOLE   700,000 0 0
UNION PAC CORP COM 907818108 78,973 485,000 SH   SOLE   485,000 0 0
UNITED RENTALS INC COM 911363109 24,038 146,931 SH   SOLE   146,931 0 0
UNITED RENTALS INC COM 911363109 16,360 100,000 SH Put SOLE   100,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 19,461 139,196 SH   SOLE   139,196 0 0
VALE S A ADR 91912E105 2,226 150,000 SH   SOLE   150,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 7,557 300,000 SH Call SOLE   300,000 0 0
VENATOR MATLS PLC SHS G9329Z100 942 104,625 SH   SOLE   104,625 0 0
VISA INC COM CL A 92826C839 124,689 830,761 SH   SOLE   830,761 0 0
VISTEON CORP COM NEW 92839U206 6,503 70,000 SH Call SOLE   70,000 0 0
VOLKSWAGEN COM 005497168 8,796 50,000 SH Call SOLE   50,000 0 0
VULCAN MATLS CO COM 929160109 30,024 270,000 SH   SOLE   270,000 0 0
WABCO HLDGS INC COM 92927K102 5,473 46,408 SH   SOLE   46,408 0 0
WABTEC CORP COM 929740108 31,464 300,000 SH Call SOLE   300,000 0 0
WASTE CONNECTIONS INC COM 94106B101 51,052 639,988 SH   SOLE   639,988 0 0
WASTE MGMT INC DEL COM 94106L109 35,897 397,265 SH   SOLE   397,265 0 0
WINNEBAGO INDS INC COM 974637100 4,807 145,000 SH   SOLE   145,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 125,749 1,300,000 SH Call SOLE   1,300,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 27,833 287,740 SH   SOLE   287,740 0 0
WORLDPAY INC CL A 981558109 55,627 549,298 SH   SOLE   549,298 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 21,680 500,000 SH Call SOLE   500,000 0 0
WYNN RESORTS LTD COM 983134107 12,706 100,000 SH   SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107 25,412 200,000 SH Call SOLE   200,000 0 0
XYLEM INC COM 98419M100 14,823 185,587 SH   SOLE   185,587 0 0
YANDEX N V SHS CLASS A N97284108 12,005 365,000 SH   SOLE   365,000 0 0