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
AARONS INC COM PAR $0.50 002535300 12,887 245,000 SH   SOLE   245,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 72,848 1,600,000 SH Call SOLE   1,600,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 51,159 300,000 SH   SOLE   300,000 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 5,600 200,000 SH Call SOLE   200,000 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 1,153 50,000 SH   SOLE   50,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 9,588 670,000 SH   SOLE   670,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 7,155 500,000 SH Call SOLE   500,000 0 0
AMETEK INC NEW COM 031100100 52,500 632,761 SH   SOLE   632,761 0 0
APTIV PLC SHS G6095L109 9,266 116,568 SH   SOLE   116,568 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 31,438 402,375 SH   SOLE   402,375 0 0
AXALTA COATING SYS LTD COM G0750C108 24,832 985,000 SH   SOLE   985,000 0 0
BALL CORP COM 058498106 13,019 225,000 SH   SOLE   225,000 0 0
BEST BUY INC COM 086516101 3,553 50,000 SH   SOLE   50,000 0 0
BOMBARDIER INC-B COM 097751200 6,661 3,459,663 SH   SOLE   3,459,663 0 0
BURLINGTON STORES INC COM 122017106 70,660 450,984 SH   SOLE   450,984 0 0
CACTUS INC CL A 127203107 3,916 110,000 SH   SOLE   110,000 0 0
CAI INTERNATIONAL INC COM 12477X106 1,972 85,000 SH   SOLE   85,000 0 0
CANADIAN NATL RY CO COM 136375102 22,370 250,000 SH Put SOLE   250,000 0 0
CAPRI HOLDINGS LTD COM 00BJ1N1M9 24,019 525,000 SH   SOLE   525,000 0 0
CARVANA CO CL A 146869102 4,355 75,000 SH   SOLE   75,000 0 0
CATERPILLAR INC DEL COM 149123101 13,549 100,000 SH Call SOLE   100,000 0 0
CATERPILLAR INC DEL COM 149123101 29,130 215,000 SH   SOLE   215,000 0 0
CELANESE CORP DEL COM 150870103 19,722 200,000 SH Call SOLE   200,000 0 0
CHEMOURS CO COM 163851108 3,716 100,000 SH   SOLE   100,000 0 0
CHILDRENS PL INC COM 168905107 11,187 115,000 SH   SOLE   115,000 0 0
COLFAX CORP COM 194014106 13,067 440,272 SH   SOLE   440,272 0 0
CONSTELLIUM NV CL A N22035104 2,394 300,000 SH   SOLE   300,000 0 0
DANAHER CORPORATION COM 235851102 52,828 400,149 SH   SOLE   400,149 0 0
DEERE & CO COM 244199105 15,984 100,000 SH Call SOLE   100,000 0 0
DISNEY WALT CO COM DISNEY 254687106 77,721 700,000 SH Put SOLE   700,000 0 0
DOLLAR TREE INC COM 256746108 49,117 467,600 SH   SOLE   467,600 0 0
DOVER CORP COM 260003108 44,592 475,391 SH   SOLE   475,391 0 0
DOW INC COM 260557103 49,049 950,000 SH   SOLE   950,000 0 0
EAGLE MATERIALS INC COM 26969P108 33,720 400,000 SH Put SOLE   400,000 0 0
EAGLE MATERIALS INC COM 26969P108 32,239 382,436 SH   SOLE   382,436 0 0
EBAY INC COM 278642103 42,711 1,150,000 SH   SOLE   1,150,000 0 0
ELECTRONIC ARTS INC COM 285512109 45,225 445,000 SH   SOLE   445,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 5,704 564,771 SH   SOLE   564,771 0 0
EMERSON ELEC CO COM 291011104 34,235 500,000 SH   SOLE   500,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 26,565 350,000 SH   SOLE   350,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 18,975 250,000 SH Put SOLE   250,000 0 0
F M C CORP COM NEW 302491303 15,364 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 87,512 525,000 SH   SOLE   525,000 0 0
FASTENAL CO COM 311900104 14,791 230,000 SH   SOLE   230,000 0 0
FEDEX CORP COM 31428X106 30,840 170,000 SH   SOLE   170,000 0 0
FERRO CORP COM 315405100 13,251 700,000 SH   SOLE   700,000 0 0
FIVE BELOW INC COM 33829M101 15,079 121,362 SH   SOLE   121,362 0 0
FLUOR CORP NEW COM 343412102 7,360 200,000 SH Call SOLE   200,000 0 0
FORD MTR CO DEL COM 345370860 4,390 500,000 SH Call SOLE   500,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 23,734 498,501 SH   SOLE   498,501 0 0
GARDNER DENVER HLDGS INC COM 36555P107 16,964 610,000 SH   SOLE   610,000 0 0
GARRETT MOTION INC COM 366505105 2,357 160,000 SH Put SOLE   160,000 0 0
GARRETT MOTION INC COM 366505105 4,714 320,000 SH   SOLE   320,000 0 0
GENESEE & WYO INC CL A 371559105 40,180 461,100 SH   SOLE   461,100 0 0
GRACE W R & CO DEL NEW COM 38388F108 22,002 281,935 SH   SOLE   281,935 0 0
GREENBRIER COS INC COM 393657101 2,256 70,000 SH   SOLE   70,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,529 70,000 SH   SOLE   70,000 0 0
GRUBHUB INC COM 400110102 8,684 125,000 SH   SOLE   125,000 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,490 1,000,000 SH   SOLE   1,000,000 0 0
HEICO CORP NEW COM 422806109 5,692 60,000 SH   SOLE   60,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,112 110,000 SH   SOLE   110,000 0 0
HONEYWELL INTL INC COM 438516106 93,662 589,368 SH   SOLE   589,368 0 0
HONEYWELL INTL INC COM 438516106 15,892 100,000 SH Call SOLE   100,000 0 0
HUB GROUP INC CL A 443320106 16,737 409,708 SH   SOLE   409,708 0 0
HUNT J B TRANS SVCS INC COM 445658107 13,168 130,000 SH   SOLE   130,000 0 0
HUNTSMAN CORP COM 447011107 13,116 583,200 SH   SOLE   583,200 0 0
IAC INTERACTIVECORP COM 44919P508 83,629 398,027 SH   SOLE   398,027 0 0
INGERSOLL-RAND PLC SHS G47791101 43,885 406,531 SH   SOLE   406,531 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 53,898 300,000 SH Put SOLE   300,000 0 0
ITT INC COM 45073V108 41,562 716,592 SH   SOLE   716,592 0 0
JACOBS ENGR GROUP INC COM 469814107 67,702 900,408 SH   SOLE   900,408 0 0
JASON INDS INC *W EXP 06/30/201 471172114 4 1,498,645 SH   SOLE   1,498,645 0 0
JOHNSON CTLS INTL PLC SHS G51502105 7,388 200,000 SH Put SOLE   200,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 28,074 760,000 SH   SOLE   760,000 0 0
KS AG-REG COM 00B54C017 3,666 200,000 SH   SOLE   200,000 0 0
KIRBY CORP COM 497266106 22,533 300,000 SH Put SOLE   300,000 0 0
KIRBY CORP COM 497266106 48,331 643,463 SH   SOLE   643,463 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 18,301 560,000 SH   SOLE   560,000 0 0
L BRANDS INC COM 501797104 31,601 1,145,810 SH   SOLE   1,145,810 0 0
LANDSTAR SYS INC COM 515098101 10,939 100,000 SH Call SOLE   100,000 0 0
LANXESS AG COM 00B05M8B7 10,666 200,000 SH   SOLE   200,000 0 0
LEAR CORP COM NEW 521865204 7,464 55,000 SH   SOLE   55,000 0 0
LINDE PLC COM G5494J103 53,148 302,096 SH   SOLE   302,096 0 0
LITHIA MTRS INC CL A 536797103 6,493 70,000 SH   SOLE   70,000 0 0
LYFT INC CL A COM 55087P104 391 5,000 SH   SOLE   5,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,408 100,000 SH   SOLE   100,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 17,643 87,700 SH   SOLE   87,700 0 0
MARTIN MARIETTA MATLS INC COM 573284106 20,118 100,000 SH Put SOLE   100,000 0 0
MASCO CORP COM 574599106 7,862 200,000 SH Put SOLE   200,000 0 0
MASCO CORP COM 574599106 38,327 975,000 SH   SOLE   975,000 0 0
MASTEC INC COM 576323109 9,620 200,000 SH Put SOLE   200,000 0 0
MASTEC INC COM 576323109 21,206 440,878 SH   SOLE   440,878 0 0
NETFLIX INC COM 64110L106 60,615 170,000 SH   SOLE   170,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 56,067 300,000 SH   SOLE   300,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 26,960 100,000 SH   SOLE   100,000 0 0
NUTRIEN LTD COM 67077M108 18,839 357,079 SH   SOLE   357,079 0 0
NVENT ELECTRIC PLC SHS G6700G107 30,615 1,134,742 SH   SOLE   1,134,742 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 28,180 72,573 SH   SOLE   72,573 0 0
OMNOVA SOLUTIONS INC COM 682129101 6,730 958,659 SH   SOLE   958,659 0 0
PARKER HANNIFIN CORP COM 701094104 17,162 100,000 SH Call SOLE   100,000 0 0
PENN NATL GAMING INC COM 707569109 20,100 1,000,000 SH Call SOLE   1,000,000 0 0
PENTAIR PLC SHS G7S00T104 19,139 430,000 SH   SOLE   430,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 12 7,357 SH   SOLE   7,357 0 0
RALPH LAUREN CORP CL A 751212101 49,117 378,759 SH   SOLE   378,759 0 0
RAYTHEON CO COM NEW 755111507 16,387 90,000 SH   SOLE   90,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 75,873 840,600 SH   SOLE   840,600 0 0
REPUBLIC SVCS INC COM 760759100 18,025 224,244 SH   SOLE   224,244 0 0
REXNORD CORP NEW COM 76169B102 6,608 262,865 SH   SOLE   262,865 0 0
RH COM 74967X103 8,751 85,000 SH   SOLE   85,000 0 0
RPM INTL INC COM 749685103 5,804 100,000 SH Call SOLE   100,000 0 0
RYDER SYS INC COM 783549108 41,006 661,500 SH   SOLE   661,500 0 0
SANDERSON FARMS INC COM 800013104 16,480 125,000 SH   SOLE   125,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 37,515 500,000 SH Put SOLE   500,000 0 0
SMITH A O CORP COM 831865209 6,398 120,000 SH   SOLE   120,000 0 0
SQUARE INC CL A 852234103 33,718 450,052 SH   SOLE   450,052 0 0
STANLEY BLACK & DECKER INC COM 854502101 25,932 190,438 SH   SOLE   190,438 0 0
STELCO HOLDINGS INC COM 858522105 2,486 200,800 SH   SOLE   200,800 0 0
SUMMIT MATLS INC CL A 86614U100 27,212 1,714,665 SH   SOLE   1,714,665 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 153 225,000 SH Call SOLE   225,000 0 0
TECHNIPFMC PLC COM G87110105 6,350 270,000 SH   SOLE   270,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 51,601 217,717 SH   SOLE   217,717 0 0
TEMPUR SEALY INTL INC COM 88023U101 46,136 800,000 SH   SOLE   800,000 0 0
THE TRADE DESK INC COM CL A 88339J105 9,254 46,749 SH   SOLE   46,749 0 0
TJX COS INC NEW COM 872540109 22,614 425,000 SH   SOLE   425,000 0 0
TRANSDIGM GROUP INC COM 893641100 13,620 30,000 SH   SOLE   30,000 0 0
TYSON FOODS INC CL A 902494103 48,157 693,608 SH   SOLE   693,608 0 0
UNITED PARCEL SERVICE INC CL B 911312106 16,761 150,000 SH   SOLE   150,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 44,696 400,000 SH Call SOLE   400,000 0 0
UNITED RENTALS INC COM 911363109 18,280 160,000 SH Put SOLE   160,000 0 0
UNITED RENTALS INC COM 911363109 19,688 172,325 SH   SOLE   172,325 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,445 50,000 SH Call SOLE   50,000 0 0
USA TRUCK INC COM 902925106 3,551 245,902 SH   SOLE   245,902 0 0
VENATOR MATLS PLC SHS G9329Z100 6,744 1,200,000 SH   SOLE   1,200,000 0 0
VISA INC COM CL A 92826C839 82,000 525,000 SH   SOLE   525,000 0 0
VULCAN MATLS CO COM 929160109 31,968 270,000 SH   SOLE   270,000 0 0
VULCAN MATLS CO COM 929160109 59,200 500,000 SH Call SOLE   500,000 0 0
VULCAN MATLS CO COM 929160109 41,440 350,000 SH Put SOLE   350,000 0 0
WASTE CONNECTIONS INC COM 94106B101 3,188 35,988 SH   SOLE   35,988 0 0
WELBILT INC COM 949090104 20,436 1,247,649 SH   SOLE   1,247,649 0 0
WERNER ENTERPRISES INC COM 950755108 3,415 100,000 SH   SOLE   100,000 0 0