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 49,037 763,100 SH   SOLE   763,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 42,336 800,000 SH   SOLE   800,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 79,380 1,500,000 SH Call SOLE   1,500,000 0 0
AECOM COM 00766T100 7,512 200,000 SH   SOLE   200,000 0 0
ALCOA CORP COM 013872106 8,054 401,300 SH Call SOLE   401,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,398 44,239 SH   SOLE   44,239 0 0
AMAZON COM INC COM 023135106 62,842 36,201 SH   SOLE   36,201 0 0
AMETEK INC NEW COM 031100100 55,392 603,272 SH   SOLE   603,272 0 0
APERAM COM 00B58C6H1 1,826 75,000 SH   SOLE   75,000 0 0
ARCBEST CORP COM 03937C105 5,587 183,468 SH   SOLE   183,468 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2,848 200,000 SH   SOLE   200,000 0 0
ARCH COAL INC CL A 039380407 6,381 86,000 SH   SOLE   86,000 0 0
ARCONIC INC COM 03965L100 35,317 1,358,360 SH   SOLE   1,358,360 0 0
ARCONIC INC COM 03965L100 10,345 397,900 SH Put SOLE   397,900 0 0
AUTOLIV INC COM 052800109 7,099 90,000 SH   SOLE   90,000 0 0
AUTOZONE INC COM 053332102 19,523 18,000 SH   SOLE   18,000 0 0
BOEING CO COM 097023105 58,060 152,600 SH   SOLE   152,600 0 0
BOEING CO COM 097023105 15,219 40,000 SH Put SOLE   40,000 0 0
BURLINGTON STORES INC COM 122017106 54,627 273,382 SH   SOLE   273,382 0 0
CF INDS HLDGS INC COM 125269100 11,776 239,351 SH   SOLE   239,351 0 0
CHILDRENS PL INC COM 168905107 23,644 307,100 SH   SOLE   307,100 0 0
CLEAN HARBORS INC COM 184496107 10,808 140,000 SH   SOLE   140,000 0 0
COLFAX CORP COM 194014106 13,135 452,008 SH   SOLE   452,008 0 0
COMMERCIAL METALS CO COM 201723103 10,610 610,466 SH   SOLE   610,466 0 0
CONSTELLIUM SE CL A N22035104 25,334 1,993,207 SH   SOLE   1,993,207 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,864 174,222 SH   SOLE   174,222 0 0
DANAHER CORPORATION COM 235851102 54,318 376,087 SH   SOLE   376,087 0 0
DANAHER CORPORATION COM 235851102 14,443 100,000 SH Put SOLE   100,000 0 0
DEERE & CO COM 244199105 20,946 124,174 SH   SOLE   124,174 0 0
DOLLAR TREE INC COM 256746108 31,109 272,500 SH   SOLE   272,500 0 0
DOVER CORP COM 260003108 56,512 567,621 SH   SOLE   567,621 0 0
DOW INC COM 260557103 16,678 350,000 SH   SOLE   350,000 0 0
DSV A/S COM 00B1WT5G2 5,006 52,621 SH   SOLE   52,621 0 0
DUPONT DE NEMOURS INC COM 26614N102 16,703 234,233 SH   SOLE   234,233 0 0
EASTMAN CHEMICAL CO COM 277432100 5,537 75,000 SH   SOLE   75,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 4,915 217,000 SH   SOLE   217,000 0 0
ELECTRONIC ARTS INC COM 285512109 8,668 88,607 SH   SOLE   88,607 0 0
ELEMENT SOLUTIONS INC COM 28618M106 12,450 1,222,955 SH   SOLE   1,222,955 0 0
EMERSON ELEC CO COM 291011104 32,761 490,000 SH   SOLE   490,000 0 0
F M C CORP COM NEW 302491303 16,207 184,844 SH   SOLE   184,844 0 0
FACEBOOK INC CL A 30303M102 47,798 268,407 SH   SOLE   268,407 0 0
FEDEX CORP COM 31428X106 17,949 123,300 SH   SOLE   123,300 0 0
FERRO CORP COM 315405100 5,097 429,749 SH   SOLE   429,749 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,709 140,938 SH   SOLE   140,938 0 0
FORWARD AIR CORP COM 349853101 32,142 504,431 SH   SOLE   504,431 0 0
GATX CORP COM 361448103 7,753 100,000 SH Put SOLE   100,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 10,682 160,000 SH   SOLE   160,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,950 200,000 SH   SOLE   200,000 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,650 1,000,000 SH   SOLE   1,000,000 0 0
GUESS INC COM 401617105 23,179 1,250,900 SH   SOLE   1,250,900 0 0
HARSCO CORP COM 415864107 10,400 548,501 SH   SOLE   548,501 0 0
HEICO CORP NEW COM 422806109 36,559 292,750 SH   SOLE   292,750 0 0
HEICO CORP NEW COM 422806109 12,488 100,000 SH Put SOLE   100,000 0 0
HONEYWELL INTL INC COM 438516106 16,920 100,000 SH Put SOLE   100,000 0 0
HONEYWELL INTL INC COM 438516106 64,903 383,589 SH   SOLE   383,589 0 0
HUBBELL INC COM 443510607 13,140 100,000 SH   SOLE   100,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 26,996 243,979 SH   SOLE   243,979 0 0
HUNT J B TRANS SVCS INC COM 445658107 49,793 450,000 SH Put SOLE   450,000 0 0
HUNTSMAN CORP COM 447011107 12,793 550,000 SH   SOLE   550,000 0 0
ISHARES TR TRANS AVG ETF 464287192 46,535 250,000 SH Put SOLE   250,000 0 0
ITT INC COM 45073V108 22,000 359,535 SH   SOLE   359,535 0 0
JACOBS ENGR GROUP INC COM 469814107 74,126 810,119 SH   SOLE   810,119 0 0
JACOBS ENGR GROUP INC COM 469814107 18,300 200,000 SH Put SOLE   200,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 41,905 315,054 SH   SOLE   315,054 0 0
KIRBY CORP COM 497266106 43,767 532,705 SH   SOLE   532,705 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 12,518 60,000 SH Put SOLE   60,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 43,125 206,695 SH   SOLE   206,695 0 0
LANDSTAR SYS INC COM 515098101 32,086 285,003 SH   SOLE   285,003 0 0
LINDE PLC SHS G5494J103 62,592 323,107 SH   SOLE   323,107 0 0
LINDE PLC SHS G5494J103 14,529 75,000 SH Call SOLE   75,000 0 0
LOUISIANA PAC CORP COM 546347105 6,145 250,000 SH   SOLE   250,000 0 0
LULULEMON ATHLETICA INC COM 550021109 26,473 137,500 SH   SOLE   137,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,474 50,000 SH   SOLE   50,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 44,830 163,553 SH   SOLE   163,553 0 0
MASCO CORP COM 574599106 67,845 1,627,758 SH   SOLE   1,627,758 0 0
MASTEC INC COM 576323109 15,494 238,621 SH   SOLE   238,621 0 0
MATCH GROUP INC COM 57665R106 28,576 400,000 SH Call SOLE   400,000 0 0
MATCH GROUP INC COM 57665R106 66,082 925,000 SH   SOLE   925,000 0 0
NATIONAL VISION HLDGS INC COM 63845R107 12,637 525,000 SH   SOLE   525,000 0 0
NIKE INC CL B 654106103 27,237 290,000 SH   SOLE   290,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 46,789 124,840 SH   SOLE   124,840 0 0
NORTHROP GRUMMAN CORP COM 666807102 11,244 30,000 SH Put SOLE   30,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 770 90,000 SH   SOLE   90,000 0 0
PAYPAL HLDGS INC COM 70450Y103 29,555 285,307 SH   SOLE   285,307 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 18 7,357 SH   SOLE   7,357 0 0
RAYTHEON CO COM NEW 755111507 21,581 110,000 SH   SOLE   110,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 47,498 476,600 SH   SOLE   476,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 11,839 33,200 SH   SOLE   33,200 0 0
ROSS STORES INC COM 778296103 25,266 230,000 SH   SOLE   230,000 0 0
SAIA INC COM 78709Y105 4,992 53,276 SH   SOLE   53,276 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,813 30,620 SH   SOLE   30,620 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 54,341 700,000 SH Put SOLE   700,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 49,929 620,000 SH Call SOLE   620,000 0 0
SHERWIN WILLIAMS CO COM 824348106 13,472 24,500 SH   SOLE   24,500 0 0
SKECHERS U S A INC CL A 830566105 3,735 100,000 SH   SOLE   100,000 0 0
SOCIAL CAPITAL HEDOSOPHIA HO COM 00BF0KZ09 214 20,000 SH   SOLE   20,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 42,430 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,712 76,586 SH   SOLE   76,586 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,224 100,000 SH Call SOLE   100,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 14,441 100,000 SH Call SOLE   100,000 0 0
SUMMIT MATLS INC CL A 86614U100 17,171 773,489 SH   SOLE   773,489 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 102 225,000 SH Call SOLE   225,000 0 0
TARGET CORP COM 87612E106 12,829 120,000 SH   SOLE   120,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 16,100 50,000 SH Put SOLE   50,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 59,946 186,174 SH   SOLE   186,174 0 0
TEMPUR SEALY INTL INC COM 88023U101 71,041 920,218 SH   SOLE   920,218 0 0
THE TRADE DESK INC COM CL A 88339J105 9,378 50,000 SH   SOLE   50,000 0 0
TRONOX HOLDINGS PLC- A COM Q9235V101 3,013 362,961 SH   SOLE   362,961 0 0
TYSON FOODS INC CL A 902494103 6,754 78,402 SH   SOLE   78,402 0 0
UNITED PARCEL SERVICE INC CL B 911312106 17,543 146,412 SH   SOLE   146,412 0 0
UNITED RENTALS INC COM 911363109 8,714 69,915 SH   SOLE   69,915 0 0
UNITED STATES STL CORP NEW COM 912909108 9,240 800,000 SH Call SOLE   800,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 13,652 100,000 SH Put SOLE   100,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 78,362 574,000 SH   SOLE   574,000 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 3,587 744,114 SH   SOLE   744,114 0 0
USA TRUCK INC COM 902925106 852 106,130 SH   SOLE   106,130 0 0
V F CORP COM 918204108 43,828 492,500 SH   SOLE   492,500 0 0
VENATOR MATLS PLC SHS G9329Z100 976 400,000 SH   SOLE   400,000 0 0
VISA INC COM CL A 92826C839 59,234 344,364 SH   SOLE   344,364 0 0
VULCAN MATLS CO COM 929160109 88,696 586,460 SH   SOLE   586,460 0 0
VULCAN MATLS CO COM 929160109 45,372 300,000 SH Put SOLE   300,000 0 0
WASTE CONNECTIONS INC COM 94106B101 17,835 193,862 SH   SOLE   193,862 0 0
WASTE MGMT INC DEL COM 94106L109 28,615 248,827 SH   SOLE   248,827 0 0
WASTE MGMT INC DEL COM 94106L109 11,500 100,000 SH Put SOLE   100,000 0 0
WORLD FUEL SVCS CORP COM 981475106 12,189 305,191 SH   SOLE   305,191 0 0