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 34,668 200,000 SH Call SOLE   200,000 0 0
AARONS INC COM PAR $0.50 002535300 32,124 523,100 SH   SOLE   523,100 0 0
ABERCROMBIE & FITCH CO CL A 002896207 15,238 950,000 SH   SOLE   950,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 47,200 1,000,000 SH Call SOLE   1,000,000 0 0
AECOM COM 00766T100 3,785 100,000 SH Put SOLE   100,000 0 0
AECOM COM 00766T100 16,456 434,777 SH   SOLE   434,777 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,418 150,000 SH   SOLE   150,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,945 100,000 SH Call SOLE   100,000 0 0
AMETEK INC NEW COM 031100100 18,168 200,000 SH Put SOLE   200,000 0 0
AMETEK INC NEW COM 031100100 60,238 663,123 SH   SOLE   663,123 0 0
APTARGROUP INC COM 038336103 9,326 75,000 SH   SOLE   75,000 0 0
ARCBEST CORP COM 03937C105 2,811 100,000 SH   SOLE   100,000 0 0
ARCELORMITTAL COM 00BYBBS67 7,159 400,000 SH   SOLE   400,000 0 0
ARCH COAL INC CL A 039380407 21,197 225,000 SH   SOLE   225,000 0 0
ARCONIC INC COM 03965L100 7,746 300,000 SH   SOLE   300,000 0 0
ARCONIC INC COM 03965L100 2,582 100,000 SH Call SOLE   100,000 0 0
BALL CORP COM 058498106 15,748 225,000 SH   SOLE   225,000 0 0
BOEING CO COM 097023105 36,947 101,500 SH   SOLE   101,500 0 0
BURLINGTON STORES INC COM 122017106 74,441 437,500 SH   SOLE   437,500 0 0
CACTUS INC CL A 127203107 1,290 38,940 SH   SOLE   38,940 0 0
CARVANA CO CL A 146869102 21,919 350,200 SH   SOLE   350,200 0 0
CARVANA CO CL A 146869102 12,518 200,000 SH Put SOLE   200,000 0 0
CATERPILLAR INC DEL COM 149123101 27,258 200,000 SH Call SOLE   200,000 0 0
CELANESE CORP DEL COM 150870103 23,134 214,600 SH   SOLE   214,600 0 0
CF INDS HLDGS INC COM 125269100 23,355 500,000 SH   SOLE   500,000 0 0
CHILDRENS PL INC COM 168905107 40,561 425,255 SH   SOLE   425,255 0 0
CLEVELAND CLIFFS INC COM 185899101 3,883 363,903 SH   SOLE   363,903 0 0
COLFAX CORP COM 194014106 5,606 200,000 SH Put SOLE   200,000 0 0
COLFAX CORP COM 194014106 18,836 672,008 SH   SOLE   672,008 0 0
COMMERCIAL METALS CO COM 201723103 11,156 625,000 SH   SOLE   625,000 0 0
CONSTELLIUM NV CL A N22035104 18,925 1,885,009 SH   SOLE   1,885,009 0 0
CORTEVA INC COM 22052L104 5,914 200,000 SH Put SOLE   200,000 0 0
CROWN HOLDINGS INC COM 228368106 7,027 115,000 SH   SOLE   115,000 0 0
DANAHER CORPORATION COM 235851102 82,334 576,087 SH   SOLE   576,087 0 0
DEERE & CO COM 244199105 33,971 205,000 SH   SOLE   205,000 0 0
DEERE & CO COM 244199105 11,600 70,000 SH Put SOLE   70,000 0 0
DOVER CORP COM 260003108 10,020 100,000 SH Put SOLE   100,000 0 0
DOVER CORP COM 260003108 29,120 290,621 SH   SOLE   290,621 0 0
DSV A/S COM 00B1WT5G2 4,911 50,000 SH   SOLE   50,000 0 0
EATON CORP PLC SHS G29183103 13,745 165,050 SH   SOLE   165,050 0 0
ELECTRONIC ARTS INC COM 285512109 34,935 345,000 SH   SOLE   345,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 11,094 1,072,955 SH   SOLE   1,072,955 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,860 222,250 SH   SOLE   222,250 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,158 213,000 SH Call SOLE   213,000 0 0
F M C CORP COM NEW 302491303 16,590 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 19,300 100,000 SH Call SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 64,443 333,900 SH   SOLE   333,900 0 0
FEDEX CORP COM 31428X106 82,095 500,000 SH Call SOLE   500,000 0 0
FIVE BELOW INC COM 33829M101 29,587 246,520 SH   SOLE   246,520 0 0
FLOWSERVE CORP COM 34354P105 5,269 100,000 SH   SOLE   100,000 0 0
FORD MTR CO DEL COM 345370860 12,123 1,185,000 SH   SOLE   1,185,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 32,698 572,338 SH   SOLE   572,338 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 8,570 150,000 SH Put SOLE   150,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 8,650 250,000 SH Put SOLE   250,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 20,211 584,129 SH   SOLE   584,129 0 0
GENERAL DYNAMICS CORP COM 369550108 5,455 30,000 SH   SOLE   30,000 0 0
GENERAL ELECTRIC CO COM 369604103 4,988 475,000 SH   SOLE   475,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 37,441 491,939 SH   SOLE   491,939 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,500 1,000,000 SH   SOLE   1,000,000 0 0
GUESS INC COM 401617105 12,920 800,000 SH   SOLE   800,000 0 0
HARSCO CORP COM 415864107 17,234 628,050 SH   SOLE   628,050 0 0
HARSCO CORP COM 415864107 5,488 200,000 SH Put SOLE   200,000 0 0
HEICO CORP NEW COM 422806109 27,331 204,250 SH   SOLE   204,250 0 0
HONEYWELL INTL INC COM 438516106 82,406 472,000 SH   SOLE   472,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,919 97,575 SH   SOLE   97,575 0 0
HUNTSMAN CORP COM 447011107 4,088 200,000 SH   SOLE   200,000 0 0
INGERSOLL-RAND PLC SHS G47791101 22,320 176,204 SH   SOLE   176,204 0 0
INGERSOLL-RAND PLC SHS G47791101 6,334 50,000 SH Put SOLE   50,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 17,164 400,000 SH Call SOLE   400,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 31,100 200,000 SH Call SOLE   200,000 0 0
ISHARES TR TRANS AVG ETF 464287192 18,819 100,000 SH Call SOLE   100,000 0 0
ITT INC COM 45073V108 13,096 200,000 SH Put SOLE   200,000 0 0
ITT INC COM 45073V108 53,598 818,535 SH   SOLE   818,535 0 0
JACOBS ENGR GROUP INC COM 469814107 72,895 863,788 SH   SOLE   863,788 0 0
JACOBS ENGR GROUP INC COM 469814107 16,878 200,000 SH Put SOLE   200,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 1 1,498,645 SH   SOLE   1,498,645 0 0
JD COM INC SPON ADR CL A 47215P106 15,145 500,000 SH Call SOLE   500,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,091 50,000 SH   SOLE   50,000 0 0
KENNAMETAL INC COM 489170100 2,589 70,000 SH Call SOLE   70,000 0 0
KIRBY CORP COM 497266106 25,675 325,000 SH   SOLE   325,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 8,442 257,076 SH   SOLE   257,076 0 0
L3 TECHNOLOGIES INC COM 502413107 30,646 125,000 SH   SOLE   125,000 0 0
LANDSTAR SYS INC COM 515098101 39,318 364,093 SH   SOLE   364,093 0 0
LENNOX INTL INC COM 526107107 6,463 23,500 SH   SOLE   23,500 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,232 100,000 SH Call SOLE   100,000 0 0
LINDE PLC SHS G5494J103 40,160 200,000 SH Put SOLE   200,000 0 0
LINDE PLC SHS G5494J103 62,669 312,096 SH   SOLE   312,096 0 0
LOCKHEED MARTIN CORP COM 539830109 29,047 79,900 SH   SOLE   79,900 0 0
MASCO CORP COM 574599106 15,696 400,000 SH Put SOLE   400,000 0 0
MASCO CORP COM 574599106 51,060 1,301,230 SH   SOLE   1,301,230 0 0
MASTEC INC COM 576323109 15,903 308,621 SH   SOLE   308,621 0 0
MASTEC INC COM 576323109 10,306 200,000 SH Put SOLE   200,000 0 0
MATCH GROUP INC COM 57665R106 22,872 340,000 SH Put SOLE   340,000 0 0
MATCH GROUP INC COM 57665R106 44,073 655,162 SH   SOLE   655,162 0 0
MOSAIC CO NEW COM 61945C103 11,999 479,378 SH   SOLE   479,378 0 0
MSC INDL DIRECT INC CL A 553530106 3,713 50,000 SH Call SOLE   50,000 0 0
NATIONAL VISION HLDGS INC COM 63845R107 10,756 350,000 SH   SOLE   350,000 0 0
NETFLIX INC COM 64110L106 33,059 90,000 SH   SOLE   90,000 0 0
NIKE INC CL B 654106103 11,753 140,000 SH   SOLE   140,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 69,176 347,042 SH   SOLE   347,042 0 0
NORTHROP GRUMMAN CORP COM 666807102 25,796 79,837 SH   SOLE   79,837 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,693 30,000 SH Put SOLE   30,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 14,874 600,000 SH Put SOLE   600,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 25,763 1,039,255 SH   SOLE   1,039,255 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 31,496 211,016 SH   SOLE   211,016 0 0
OMNOVA SOLUTIONS INC COM 682129101 5,505 883,571 SH   SOLE   883,571 0 0
PARKER HANNIFIN CORP COM 701094104 6,800 40,000 SH Call SOLE   40,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,180 450,000 SH   SOLE   450,000 0 0
PAYPAL HLDGS INC COM 70450Y103 19,532 170,646 SH   SOLE   170,646 0 0
PROPETRO HLDG CORP COM 74347M108 1,573 76,000 SH   SOLE   76,000 0 0
RALPH LAUREN CORP CL A 751212101 13,222 116,400 SH   SOLE   116,400 0 0
RAYTHEON CO COM NEW 755111507 5,216 30,000 SH Put SOLE   30,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 72,488 766,096 SH   SOLE   766,096 0 0
REPUBLIC SVCS INC COM 760759100 5,632 65,000 SH   SOLE   65,000 0 0
REXNORD CORP NEW COM 76169B102 6,651 220,092 SH   SOLE   220,092 0 0
REXNORD CORP NEW COM 76169B102 3,022 100,000 SH Call SOLE   100,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,025 80,600 SH   SOLE   80,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 22,525 61,500 SH   SOLE   61,500 0 0
SAIA INC COM 78709Y105 28,979 448,099 SH   SOLE   448,099 0 0
SANDERSON FARMS INC COM 800013104 4,097 30,000 SH   SOLE   30,000 0 0
SEAWORLD ENTMT INC COM 81282V100 10,850 350,000 SH   SOLE   350,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 15,484 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 154,840 2,000,000 SH Put SOLE   2,000,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 35,100 600,000 SH Call SOLE   600,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 23,400 400,000 SH Put SOLE   400,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,250 250,000 SH Put SOLE   250,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 8,514 300,000 SH Call SOLE   300,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 9,933 350,000 SH Put SOLE   350,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 4,088 150,000 SH Call SOLE   150,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,967 75,000 SH Put SOLE   75,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,967 75,000 SH   SOLE   75,000 0 0
STEEL DYNAMICS INC COM 858119100 6,040 200,000 SH   SOLE   200,000 0 0
SUMMIT MATLS INC CL A 86614U100 1,929 100,206 SH   SOLE   100,206 0 0
SUMMIT MATLS INC CL A 86614U100 9,625 500,000 SH Call SOLE   500,000 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 124 225,000 SH Call SOLE   225,000 0 0
TECHNIPFMC PLC COM G87110105 6,440 248,250 SH   SOLE   248,250 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 51,826 189,235 SH   SOLE   189,235 0 0
TEMPUR SEALY INTL INC COM 88023U101 62,747 855,218 SH   SOLE   855,218 0 0
TEREX CORP NEW COM 880779103 3,768 120,000 SH Call SOLE   120,000 0 0
THE REALREAL INC COM 88339P101 636 22,000 SH   SOLE   22,000 0 0
TIMKEN CO COM 887389104 3,080 60,000 SH Call SOLE   60,000 0 0
TYSON FOODS INC CL A 902494103 20,468 253,508 SH   SOLE   253,508 0 0
UNITED RENTALS INC COM 911363109 14,326 108,018 SH   SOLE   108,018 0 0
UNITED STATES STL CORP NEW COM 912909108 7,655 500,000 SH Call SOLE   500,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 52,080 400,000 SH   SOLE   400,000 0 0
USA TRUCK INC COM 902925106 2,879 284,773 SH   SOLE   284,773 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 5,536 373,550 SH   SOLE   373,550 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 6,669 450,000 SH Call SOLE   450,000 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 33,054 300,000 SH Put SOLE   300,000 0 0
VENATOR MATLS PLC SHS G9329Z100 5,158 975,000 SH   SOLE   975,000 0 0
VISA INC COM CL A 92826C839 61,656 355,265 SH   SOLE   355,265 0 0
VULCAN MATLS CO COM 929160109 72,552 528,380 SH   SOLE   528,380 0 0
VULCAN MATLS CO COM 929160109 34,328 250,000 SH Put SOLE   250,000 0 0
WABTEC CORP COM 929740108 7,409 103,250 SH   SOLE   103,250 0 0
WASTE CONNECTIONS INC COM 94106B101 17,533 183,439 SH   SOLE   183,439 0 0
WASTE MGMT INC DEL COM 94106L109 5,538 48,000 SH   SOLE   48,000 0 0
WATSCO INC COM 942622200 6,541 40,000 SH   SOLE   40,000 0 0
WELBILT INC COM 949090104 9,304 557,116 SH   SOLE   557,116 0 0
WESCO INTL INC COM 95082P105 10,130 200,000 SH Call SOLE   200,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,798 50,000 SH   SOLE   50,000 0 0
XYLEM INC COM 98419M100 13,382 160,000 SH   SOLE   160,000 0 0
YARA INTERNATIONAL ASA COM 007751259 12,512 258,000 SH   SOLE   258,000 0 0
ZYNGA INC CL A 98986T108 8,276 1,350,100 SH   SOLE   1,350,100 0 0