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 8,821 50,000 SH Call SOLE   50,000 0 0
AARONS INC COM PAR $0.50 002535300 49,000 858,000 SH   SOLE   858,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,768 400,000 SH   SOLE   400,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 59,420 1,000,000 SH Call SOLE   1,000,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,855 47,752 SH   SOLE   47,752 0 0
AECOM COM 00766T100 24,251 562,277 SH   SOLE   562,277 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,815 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106 46,196 25,000 SH Put SOLE   25,000 0 0
AMETEK INC NEW COM 031100100 9,974 100,000 SH Put SOLE   100,000 0 0
AMETEK INC NEW COM 031100100 38,273 383,732 SH   SOLE   383,732 0 0
ANIXTER INTL INC COM 035290105 1,842 20,000 SH   SOLE   20,000 0 0
APTIV PLC SHS G6095L109 2,849 30,000 SH   SOLE   30,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 29,818 1,700,000 SH   SOLE   1,700,000 0 0
ARCONIC INC COM 03965L100 32,873 1,068,360 SH   SOLE   1,068,360 0 0
AUTOZONE INC COM 053332102 36,367 30,527 SH   SOLE   30,527 0 0
BEST BUY INC COM 086516101 14,048 160,000 SH   SOLE   160,000 0 0
BIG LOTS INC COM 089302103 20,591 716,946 SH   SOLE   716,946 0 0
BIG LOTS INC COM 089302103 5,744 200,000 SH Call SOLE   200,000 0 0
BOEING CO COM 097023105 10,661 32,726 SH   SOLE   32,726 0 0
BORGWARNER INC COM 099724106 13,574 312,906 SH   SOLE   312,906 0 0
BURLINGTON STORES INC COM 122017106 30,146 132,200 SH   SOLE   132,200 0 0
CACI INTL INC CL A 127190304 7,500 30,000 SH   SOLE   30,000 0 0
CATERPILLAR INC DEL COM 149123101 21,588 146,181 SH   SOLE   146,181 0 0
CATERPILLAR INC DEL COM 149123101 7,384 50,000 SH Put SOLE   50,000 0 0
CF INDS HLDGS INC COM 125269100 10,947 229,300 SH   SOLE   229,300 0 0
CLEAN HARBORS INC COM 184496107 30,969 361,155 SH   SOLE   361,155 0 0
COLFAX CORP COM 194014106 32,752 900,264 SH   SOLE   900,264 0 0
COLFAX CORP COM 194014106 9,095 250,000 SH Put SOLE   250,000 0 0
COMMERCIAL METALS CO COM 201723103 17,715 795,466 SH   SOLE   795,466 0 0
CONSTELLIUM SE COM N22035104 11,602 865,807 SH   SOLE   865,807 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 259 20,000 SH   SOLE   20,000 0 0
DEERE & CO COM 244199105 16,022 92,476 SH   SOLE   92,476 0 0
DESCARTES SYS GROUP INC COM 249906108 1,282 30,000 SH   SOLE   30,000 0 0
DOLLAR GEN CORP NEW COM 256677105 15,520 99,500 SH   SOLE   99,500 0 0
DOVER CORP COM 260003108 52,144 452,407 SH   SOLE   452,407 0 0
DOVER CORP COM 260003108 11,526 100,000 SH Put SOLE   100,000 0 0
DOW INC COM 260557103 5,473 100,000 SH   SOLE   100,000 0 0
DSV PANALPINA A/S COM 00B1WT5G2 13,829 120,000 SH   SOLE   120,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,420 100,000 SH   SOLE   100,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 19,540 1,672,955 SH   SOLE   1,672,955 0 0
EMERSON ELEC CO COM 291011104 23,195 304,151 SH   SOLE   304,151 0 0
F M C CORP COM NEW 302491303 11,963 119,844 SH   SOLE   119,844 0 0
FEDEX CORP COM 31428X106 13,609 90,000 SH   SOLE   90,000 0 0
FERRO CORP COM 315405100 10,646 717,872 SH   SOLE   717,872 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,534 100,000 SH Put SOLE   100,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 30,978 474,098 SH   SOLE   474,098 0 0
FORWARD AIR CORP COM 349853101 11,821 168,992 SH   SOLE   168,992 0 0
FOUNDATION BLDG MATLS INC COM 350392106 1,935 100,000 SH Call SOLE   100,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 4,579 236,633 SH   SOLE   236,633 0 0
G-III APPAREL GROUP LTD COM 36237H101 22,613 675,000 SH   SOLE   675,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 19,460 530,538 SH   SOLE   530,538 0 0
GENERAL ELECTRIC CO COM 369604103 13,291 1,190,940 SH   SOLE   1,190,940 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,287 90,000 SH   SOLE   90,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 14,985 900,000 SH   SOLE   900,000 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 11,800 1,000,000 SH   SOLE   1,000,000 0 0
GUESS INC COM 401617105 43,641 1,950,000 SH   SOLE   1,950,000 0 0
HALLIBURTON CO COM 406216101 7,729 315,876 SH   SOLE   315,876 0 0
HARSCO CORP COM 415864107 15,334 666,411 SH   SOLE   666,411 0 0
HEICO CORP NEW COM 422806109 6,112 53,542 SH   SOLE   53,542 0 0
HONEYWELL INTL INC COM 438516106 63,295 357,597 SH   SOLE   357,597 0 0
HONEYWELL INTL INC COM 438516106 17,700 100,000 SH Put SOLE   100,000 0 0
HUB GROUP INC CL A 443320106 42,084 820,510 SH   SOLE   820,510 0 0
HUBBELL INC COM 443510607 17,758 120,132 SH   SOLE   120,132 0 0
HUNT J B TRANS SVCS INC COM 445658107 75,463 646,197 SH   SOLE   646,197 0 0
HUNTSMAN CORP COM 447011107 2,416 100,000 SH   SOLE   100,000 0 0
IAA INC COM 449253103 471 10,000 SH   SOLE   10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 45,375 252,601 SH   SOLE   252,601 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,574 70,000 SH Put SOLE   70,000 0 0
INGEVITY CORP COM 45688C107 11,359 130,000 SH   SOLE   130,000 0 0
ITT INC COM 45073V108 11,087 150,000 SH Put SOLE   150,000 0 0
ITT INC COM 45073V108 53,528 724,233 SH   SOLE   724,233 0 0
JACOBS ENGR GROUP INC COM 469814107 17,966 200,000 SH Put SOLE   200,000 0 0
JACOBS ENGR GROUP INC COM 469814107 78,776 876,942 SH   SOLE   876,942 0 0
JOHNSON CTLS INTL PLC SHS G51502105 8,142 200,000 SH   SOLE   200,000 0 0
JUNIPER INDL HLDGS INC UNIT 11/13/2026 48205G205 8,670 850,000 SH   SOLE   850,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,860 44,791 SH   SOLE   44,791 0 0
KBR INC COM 48242W106 2,745 90,000 SH   SOLE   90,000 0 0
KIRBY CORP COM 497266106 55,039 614,751 SH   SOLE   614,751 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 27,036 136,634 SH   SOLE   136,634 0 0
LANDSTAR SYS INC COM 515098101 17,341 152,290 SH   SOLE   152,290 0 0
LAUDER ESTEE COS INC CL A 518439104 20,654 100,000 SH   SOLE   100,000 0 0
LENNOX INTL INC COM 526107107 17,077 69,996 SH   SOLE   69,996 0 0
LINDE PLC SHS G5494J103 67,410 316,629 SH   SOLE   316,629 0 0
LKQ CORP COM 501889208 357 10,000 SH   SOLE   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109 11,681 30,000 SH   SOLE   30,000 0 0
LOUISIANA PAC CORP COM 546347105 8,901 300,000 SH   SOLE   300,000 0 0
LYFT INC CL A COM 55087P104 12,906 300,000 SH Call SOLE   300,000 0 0
LYFT INC CL A COM 55087P104 55,425 1,288,357 SH   SOLE   1,288,357 0 0
MARTIN MARIETTA MATLS INC COM 573284106 63,637 227,569 SH   SOLE   227,569 0 0
MASCO CORP COM 574599106 65,049 1,355,468 SH   SOLE   1,355,468 0 0
MASCO CORP COM 574599106 19,196 400,000 SH Put SOLE   400,000 0 0
MASTEC INC COM 576323109 6,416 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109 20,625 321,464 SH   SOLE   321,464 0 0
MATCH GROUP INC COM 57665R106 50,949 620,500 SH   SOLE   620,500 0 0
MERITOR INC COM 59001K100 11,435 436,636 SH   SOLE   436,636 0 0
NETFLIX INC COM 64110L106 32,357 100,000 SH Call SOLE   100,000 0 0
NETFLIX INC COM 64110L106 32,357 100,000 SH   SOLE   100,000 0 0
NIKE INC CL B 654106103 40,271 397,498 SH   SOLE   397,498 0 0
NORTHROP GRUMMAN CORP COM 666807102 26,691 77,597 SH   SOLE   77,597 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,536 235,000 SH   SOLE   235,000 0 0
PACCAR INC COM 693718108 17,644 223,054 SH   SOLE   223,054 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,825 269,030 SH   SOLE   269,030 0 0
PAYPAL HLDGS INC COM 70450Y103 48,677 450,000 SH   SOLE   450,000 0 0
PAYPAL HLDGS INC COM 70450Y103 32,451 300,000 SH Call SOLE   300,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 5,538 195,000 SH   SOLE   195,000 0 0
PPG INDS INC COM 693506107 20,024 150,000 SH   SOLE   150,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 11,288 908,127 SH   SOLE   908,127 0 0
PVH CORP COM 693656100 7,361 70,000 SH   SOLE   70,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 16 7,357 SH   SOLE   7,357 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 52,964 442,254 SH   SOLE   442,254 0 0
ROCKWELL AUTOMATION INC COM 773903109 20,206 99,699 SH   SOLE   99,699 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,067 25,000 SH Put SOLE   25,000 0 0
ROSS STORES INC COM 778296103 14,553 125,000 SH   SOLE   125,000 0 0
RYDER SYS INC COM 783549108 30,957 570,000 SH   SOLE   570,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,698 123,661 SH   SOLE   123,661 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 24,441 300,000 SH Put SOLE   300,000 0 0
SHERWIN WILLIAMS CO COM 824348106 5,835 10,000 SH   SOLE   10,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 30,377 183,283 SH   SOLE   183,283 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,287 50,000 SH Put SOLE   50,000 0 0
STEEL DYNAMICS INC COM 858119100 28,934 850,000 SH   SOLE   850,000 0 0
STITCH FIX INC COM CL A 860897107 19,245 750,000 SH Put SOLE   750,000 0 0
STITCH FIX INC COM CL A 860897107 37,849 1,475,000 SH   SOLE   1,475,000 0 0
SUMMIT MATLS INC CL A 86614U100 34,895 1,460,029 SH   SOLE   1,460,029 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 114 225,000 SH Call SOLE   225,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 45,544 131,424 SH   SOLE   131,424 0 0
TEMPUR SEALY INTL INC COM 88023U101 59,636 685,000 SH   SOLE   685,000 0 0
TIMKEN CO COM 887389104 14,123 250,800 SH   SOLE   250,800 0 0
TRANSDIGM GROUP INC COM 893641100 14,168 25,300 SH   SOLE   25,300 0 0
TRONOX HOLDINGS PLC- A COM Q9235V101 3,192 279,509 SH   SOLE   279,509 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,818 700,000 SH   SOLE   700,000 0 0
UNION PACIFIC CORP COM 907818108 79,548 440,000 SH   SOLE   440,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 9,365 80,000 SH   SOLE   80,000 0 0
UNITED RENTALS INC COM 911363109 10,027 60,124 SH   SOLE   60,124 0 0
UNITED TECHNOLOGIES CORP COM 913017109 63,179 421,866 SH   SOLE   421,866 0 0
UNITED TECHNOLOGIES CORP COM 913017109 14,976 100,000 SH Put SOLE   100,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 10,011 413,000 SH   SOLE   413,000 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 5,000 994,114 SH   SOLE   994,114 0 0
V F CORP COM 918204108 33,386 335,000 SH   SOLE   335,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 3,430 296,979 SH   SOLE   296,979 0 0
WASTE CONNECTIONS INC COM 94106B101 13,818 152,195 SH   SOLE   152,195 0 0
WESTROCK CO COM 96145D105 5,364 125,000 SH   SOLE   125,000 0 0