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
ACTIVISION BLIZZARD INC COM 00507V109 53,532 900,000 SH   SOLE   900,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,709 58,041 SH   SOLE   58,041 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 11,584 175,000 SH   SOLE   175,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,584 110,982 SH   SOLE   110,982 0 0
AMAZON COM INC COM 023135106 49,616 25,448 SH   SOLE   25,448 0 0
AMETEK INC COM 031100100 15,429 214,236 SH   SOLE   214,236 0 0
APTIV PLC SHS G6095L109 4,806 97,609 SH   SOLE   97,609 0 0
ARCBEST CORP COM 03937C105 7,716 440,402 SH   SOLE   440,402 0 0
ARCBEST CORP COM 03937C105 1,752 100,000 SH Call SOLE   100,000 0 0
AXALTA COATING SYS LTD COM G0750C108 9,499 550,000 SH   SOLE   550,000 0 0
BALL CORP COM 058498106 4,850 75,000 SH   SOLE   75,000 0 0
BEST BUY INC COM 086516101 10,601 185,990 SH   SOLE   185,990 0 0
BUNGE LIMITED COM G16962105 9,027 220,000 SH   SOLE   220,000 0 0
BURLINGTON STORES INC COM 122017106 38,376 242,181 SH   SOLE   242,181 0 0
CACI INTL INC CL A 127190304 8,738 41,385 SH   SOLE   41,385 0 0
CARVANA CO CL A 146869102 8,264 150,000 SH   SOLE   150,000 0 0
CATERPILLAR INC DEL COM 149123101 9,388 80,900 SH   SOLE   80,900 0 0
CLEAN HARBORS INC COM 184496107 41 800 SH   SOLE   800 0 0
COMMERCIAL METALS CO COM 201723103 18,067 1,144,217 SH   SOLE   1,144,217 0 0
CONSTELLIUM SE COM N22035104 2,973 570,604 SH   SOLE   570,604 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,270 261,810 SH   SOLE   261,810 0 0
CROWN HLDGS INC COM 228368106 4,353 75,000 SH   SOLE   75,000 0 0
CSX CORP COM 126408103 10,690 186,554 SH   SOLE   186,554 0 0
D R HORTON INC COM 23331A109 10,698 314,639 SH   SOLE   314,639 0 0
DANAHER CORPORATION COM 235851102 27,463 198,420 SH   SOLE   198,420 0 0
DEERE & CO COM 244199105 10,885 78,787 SH   SOLE   78,787 0 0
DICKS SPORTING GOODS INC COM 253393102 3,320 156,153 SH   SOLE   156,153 0 0
DOVER CORP COM 260003108 15,277 182,004 SH   SOLE   182,004 0 0
EASTMAN CHEM CO COM 277432100 11,883 255,100 SH   SOLE   255,100 0 0
EATON CORP PLC SHS G29183103 13,998 180,179 SH   SOLE   180,179 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 9,339 546,803 SH   SOLE   546,803 0 0
ELEMENT SOLUTIONS INC COM 28618M106 7,925 947,955 SH   SOLE   947,955 0 0
ELEMENT SOLUTIONS INC COM 28618M106 2,508 300,000 SH Call SOLE   300,000 0 0
ETSY INC COM 29786A106 7,946 206,706 SH   SOLE   206,706 0 0
EVONIK INDUSTRIES AG COM 00B5ZQ9D3 1,832 87,093 SH   SOLE   87,093 0 0
F M C CORP COM NEW 302491303 10,211 125,000 SH   SOLE   125,000 0 0
FACEBOOK INC CL A 30303M102 34,816 208,727 SH   SOLE   208,727 0 0
FASTENAL CO COM 311900104 8,381 268,192 SH   SOLE   268,192 0 0
FEDEX CORP COM 31428X106 12,126 100,000 SH   SOLE   100,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,251 144,533 SH   SOLE   144,533 0 0
FOUNDATION BLDG MATLS INC COM 350392106 1,208 117,402 SH   SOLE   117,402 0 0
GRAINGER W W INC COM 384802104 8,698 35,000 SH   SOLE   35,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,490 450,000 SH   SOLE   450,000 0 0
HEARTLAND EXPRESS INC COM 422347104 3,480 187,423 SH   SOLE   187,423 0 0
HOME DEPOT INC COM 437076102 24,280 130,039 SH   SOLE   130,039 0 0
HONEYWELL INTL INC COM 438516106 10,362 77,446 SH   SOLE   77,446 0 0
ILLINOIS TOOL WKS INC COM 452308109 11,649 81,969 SH   SOLE   81,969 0 0
ITT INC COM 45073V108 2,041 45,000 SH   SOLE   45,000 0 0
JACOBS ENGR GROUP INC COM 469814107 21,753 274,417 SH   SOLE   274,417 0 0
JUNIPER INDL HLDGS INC UNIT 11/13/2026 48205G205 8,636 850,000 SH   SOLE   850,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 22,153 174,185 SH   SOLE   174,185 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 25,436 200,000 SH Put SOLE   200,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 16,203 494,000 SH   SOLE   494,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,205 40,000 SH   SOLE   40,000 0 0
LANDSTAR SYS INC COM 515098101 18,764 195,740 SH   SOLE   195,740 0 0
LANDSTAR SYS INC COM 515098101 14,379 150,000 SH Put SOLE   150,000 0 0
LENNAR CORP CL A 526057104 3,438 90,000 SH   SOLE   90,000 0 0
LINDE PLC SHS G5494J103 43,532 251,629 SH   SOLE   251,629 0 0
LOCKHEED MARTIN CORP COM 539830109 9,321 27,500 SH   SOLE   27,500 0 0
LOWES COS INC COM 548661107 28,061 326,102 SH   SOLE   326,102 0 0
MARTEN TRANS LTD COM 573075108 2,960 144,266 SH   SOLE   144,266 0 0
MASCO CORP COM 574599106 9,737 281,646 SH   SOLE   281,646 0 0
MASTERCARD INC CL A 57636Q104 39,857 165,000 SH   SOLE   165,000 0 0
NIKE INC CL B 654106103 9,430 113,966 SH   SOLE   113,966 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 5,644 43,000 SH   SOLE   43,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,238 300,000 SH   SOLE   300,000 0 0
PARKER HANNIFIN CORP COM 701094104 10,856 83,679 SH   SOLE   83,679 0 0
PENN NATL GAMING INC COM 707569109 2,910 230,067 SH   SOLE   230,067 0 0
PLANET FITNESS INC CL A 72703H101 9,740 200,000 SH   SOLE   200,000 0 0
POLYONE CORP COM 73179P106 9,485 500,000 SH   SOLE   500,000 0 0
POOL CORPORATION COM 73278L105 4,919 25,000 SH   SOLE   25,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 9 7,357 SH   SOLE   7,357 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 13,224 150,972 SH   SOLE   150,972 0 0
ROCKWELL AUTOMATION INC COM 773903109 17,334 114,860 SH   SOLE   114,860 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,795 25,000 SH   SOLE   25,000 0 0
SAIA INC COM 78709Y105 3,635 49,435 SH   SOLE   49,435 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 4,608 45,000 SH   SOLE   45,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 5,901 100,000 SH Call SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4,504 100,000 SH Put SOLE   100,000 0 0
SKECHERS U S A INC CL A 830566105 7,560 318,443 SH   SOLE   318,443 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,000 50,000 SH   SOLE   50,000 0 0
SUMMIT MATLS INC CL A 86614U100 1,500 100,000 SH Call SOLE   100,000 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 72 225,000 SH Call SOLE   225,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,773 192,000 SH   SOLE   192,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 4,199 14,125 SH   SOLE   14,125 0 0
TEMPUR SEALY INTL INC COM 88023U101 27,100 620,000 SH   SOLE   620,000 0 0
TIMKEN CO COM 887389104 1,940 60,000 SH   SOLE   60,000 0 0
TJX COS INC NEW COM 872540109 11,455 239,600 SH   SOLE   239,600 0 0
TRACTOR SUPPLY CO COM 892356106 5,496 65,000 SH   SOLE   65,000 0 0
TYSON FOODS INC CL A 902494103 4,630 80,000 SH   SOLE   80,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,960 500,000 SH   SOLE   500,000 0 0
ULTA BEAUTY INC COM 90384S303 13,178 75,000 SH   SOLE   75,000 0 0
UNION PAC CORP COM 907818108 17,630 125,000 SH   SOLE   125,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 30,577 327,302 SH   SOLE   327,302 0 0
UNITED PARCEL SERVICE INC CL B 911312106 33,977 363,700 SH Put SOLE   363,700 0 0
UNITED RENTALS INC COM 911363109 541 5,261 SH   SOLE   5,261 0 0
VALVOLINE INC COM 92047W101 2,618 200,000 SH   SOLE   200,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 387 44,739 SH   SOLE   44,739 0 0
VERTIV HOLDINGS CO *W EXP 06/12/202 92537N116 609 338,300 SH   SOLE   338,300 0 0
VESTAS WIND SYSTEMS A/S COM 005964651 3,963 48,538 SH   SOLE   48,538 0 0
WESTROCK CO COM 96145D105 7,065 250,000 SH   SOLE   250,000 0 0