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 34,155 450,000 SH   SOLE   450,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 26,709 187,500 SH   SOLE   187,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 8,054 163,041 SH   SOLE   163,041 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 24,051 268,481 SH   SOLE   268,481 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 5,520 350,000 SH   SOLE   350,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 21,800 2,000,000 SH Call SOLE   2,000,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 31,338 2,875,000 SH   SOLE   2,875,000 0 0
AMETEK INC COM 031100100 26,358 294,936 SH   SOLE   294,936 0 0
AMETEK INC COM 031100100 4,469 50,000 SH Put SOLE   50,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 44,652 3,675,037 SH   SOLE   3,675,037 0 0
API GROUP CORP COM STK 00187Y100 608 50,000 SH   SOLE   50,000 0 0
APTIV PLC SHS G6095L109 15,145 194,363 SH   SOLE   194,363 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 23,903 345,923 SH   SOLE   345,923 0 0
AZEK CO INC CL A 05478C105 5,576 175,000 SH   SOLE   175,000 0 0
BALL CORP COM 058498106 8,339 120,000 SH   SOLE   120,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 11,080 250,000 SH   SOLE   250,000 0 0
BOEING CO COM 097023105 6,416 35,000 SH   SOLE   35,000 0 0
BOEING CO COM 097023105 9,165 50,000 SH Call SOLE   50,000 0 0
BOSTON BEER INC CL A 100557107 37,566 70,000 SH   SOLE   70,000 0 0
BURLINGTON STORES INC COM 122017106 59,079 300,000 SH   SOLE   300,000 0 0
CACI INTL INC CL A 127190304 19,498 89,901 SH   SOLE   89,901 0 0
CALLAWAY GOLF CO COM 131193104 19,261 1,100,000 SH   SOLE   1,100,000 0 0
CANADIAN NATL RY CO COM 136375102 7,086 80,000 SH   SOLE   80,000 0 0
CANADIAN PAC RY LTD COM 13645T100 26,862 105,200 SH   SOLE   105,200 0 0
CAPRI HOLDINGS CALL G1890L907 7,815 500,000 SH Call SOLE   500,000 0 0
CARGURUS INC COM CL A 141788109 18,379 725,000 SH   SOLE   725,000 0 0
CARLISLE COS INC COM 142339100 5,318 44,435 SH   SOLE   44,435 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 8,888 400,000 SH   SOLE   400,000 0 0
CARVANA CO CL A 146869102 18,030 150,000 SH   SOLE   150,000 0 0
CATERPILLAR INC DEL COM 149123101 6,325 50,000 SH Call SOLE   50,000 0 0
CHEWY INC CL A 16679L109 7,821 175,000 SH   SOLE   175,000 0 0
CLEAN HARBORS INC COM 184496107 7,246 120,800 SH   SOLE   120,800 0 0
COGNEX CORP COM 192422103 10,899 182,500 SH   SOLE   182,500 0 0
COLFAX CORP COM 194014106 25,062 898,262 SH   SOLE   898,262 0 0
COLFAX CORP COM 194014106 2,790 100,000 SH Put SOLE   100,000 0 0
COLLIER CREEK HOLDINGS-A COM 00BGSJ260 19,729 1,440,089 SH   SOLE   1,440,089 0 0
COMMERCIAL METALS CO COM 201723103 16,289 798,474 SH   SOLE   798,474 0 0
CONAGRA BRANDS INC COM 205887102 23,740 675,000 SH   SOLE   675,000 0 0
CONAGRA BRANDS INC COM 205887102 7,913 225,000 SH Put SOLE   225,000 0 0
CONSTELLIUM SE COM N22035104 12,323 1,604,604 SH   SOLE   1,604,604 0 0
CONSTELLIUM SE PUT F21107951 1,920 250,000 SH Put SOLE   250,000 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,874 199,160 SH   SOLE   199,160 0 0
CROCS INC COM 227046109 37,741 1,025,000 SH   SOLE   1,025,000 0 0
CROWN HLDGS INC COM 228368106 22,470 345,000 SH   SOLE   345,000 0 0
CUMMINS INC COM 231021106 12,388 71,500 SH   SOLE   71,500 0 0
CUMMINS INC COM 231021106 6,930 40,000 SH Call SOLE   40,000 0 0
D R HORTON INC COM 23331A109 5,545 100,000 SH Put SOLE   100,000 0 0
D R HORTON INC COM 23331A109 25,074 452,183 SH   SOLE   452,183 0 0
DANAHER CORPORATION COM 235851102 46,227 261,420 SH   SOLE   261,420 0 0
DARDEN RESTAURANTS INC COM 237194105 9,471 125,000 SH Put SOLE   125,000 0 0
DARLING INGREDIENTS INC COM 237266101 2,462 100,000 SH   SOLE   100,000 0 0
DEERE & CO COM 244199105 4,715 30,000 SH Put SOLE   30,000 0 0
DEERE & CO COM 244199105 13,358 85,000 SH   SOLE   85,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,610 200,000 SH Call SOLE   200,000 0 0
DICKS SPORTING GOODS INC COM 253393102 68,079 1,650,000 SH   SOLE   1,650,000 0 0
DOLLAR TREE INC COM 256746108 30,121 325,000 SH   SOLE   325,000 0 0
DOMTAR CORP COM NEW 257559203 4,750 225,000 SH   SOLE   225,000 0 0
DOVER CORP COM 260003108 40,402 418,411 SH   SOLE   418,411 0 0
DOVER CORP COM 260003108 9,656 100,000 SH Put SOLE   100,000 0 0
DRAFTKINGS INC COM CL A 26142R104 8,315 250,000 SH   SOLE   250,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 21,103 397,190 SH   SOLE   397,190 0 0
EASTMAN CHEM CO COM 277432100 10,214 146,675 SH   SOLE   146,675 0 0
EATON CORP PLC SHS G29183103 32,027 366,102 SH   SOLE   366,102 0 0
EATON CORP PLC SHS G29183103 8,748 100,000 SH Put SOLE   100,000 0 0
ELDORADO RESORTS INC COM 28470R102 6,009 150,000 SH Call SOLE   150,000 0 0
ELDORADO RESORTS INC COM 28470R102 28,583 713,500 SH   SOLE   713,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 23,870 2,200,000 SH   SOLE   2,200,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 5,398 324,200 SH   SOLE   324,200 0 0
EXPEDIA GROUP INC COM NEW 30212P303 82,200 1,000,000 SH   SOLE   1,000,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 8,220 100,000 SH Call SOLE   100,000 0 0
F M C CORP COM NEW 302491303 12,006 120,518 SH   SOLE   120,518 0 0
FASTENAL CO COM 311900104 18,412 429,777 SH   SOLE   429,777 0 0
FEDEX CORP COM 31428X106 2,804 20,000 SH   SOLE   20,000 0 0
FORTIVE CORP COM 34959J108 10,826 160,000 SH   SOLE   160,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,642 119,533 SH   SOLE   119,533 0 0
GAP INC COM 364760108 32,812 2,600,000 SH   SOLE   2,600,000 0 0
GAP INC COM 364760108 6,310 500,000 SH Call SOLE   500,000 0 0
GENERAC HLDGS INC COM 368736104 10,962 89,900 SH   SOLE   89,900 0 0
GENERAL ELECTRIC CO COM 369604103 3,415 500,000 SH Call SOLE   500,000 0 0
GLU MOBILE INC COM 379890106 20,858 2,250,000 SH   SOLE   2,250,000 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 4,204 400,000 SH   SOLE   400,000 0 0
HONEYWELL INTL INC COM 438516106 14,459 100,000 SH Call SOLE   100,000 0 0
IAA INC COM 449253103 6,750 175,000 SH   SOLE   175,000 0 0
IAC INTERACTIVECORP COM 44919P508 57,404 177,500 SH   SOLE   177,500 0 0
IDEX CORP COM 45167R104 21,399 135,400 SH   SOLE   135,400 0 0
INGERSOLL RAND INC COM 45687V106 2,250 80,000 SH   SOLE   80,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 2,637 155,000 SH   SOLE   155,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 14,318 100,000 SH Call SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 103,806 725,000 SH Put SOLE   725,000 0 0
ITT INC COM 45073V108 7,636 130,000 SH   SOLE   130,000 0 0
JACOBS ENGR GROUP INC COM 469814107 8,480 100,000 SH Put SOLE   100,000 0 0
JACOBS ENGR GROUP INC COM 469814107 37,552 442,830 SH   SOLE   442,830 0 0
JUNIPER INDL HLDGS INC UNIT 11/13/2026 48205G205 8,755 850,000 SH   SOLE   850,000 0 0
KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 7,515 750,000 SH   SOLE   750,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,465 155,000 SH   SOLE   155,000 0 0
KOHLS CORP COM 500255104 10,385 500,000 SH Put SOLE   500,000 0 0
KRAFT HEINZ CO COM 500754106 15,945 500,000 SH   SOLE   500,000 0 0
L BRANDS INC COM 501797104 21,332 1,425,000 SH   SOLE   1,425,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 4,751 28,000 SH   SOLE   28,000 0 0
LANDSTAR SYS INC COM 515098101 14,039 125,000 SH Call SOLE   125,000 0 0
LANXESS AG COM 00B05M8B7 21,102 400,000 SH   SOLE   400,000 0 0
LEAR CORP COM NEW 521865204 16,898 155,000 SH   SOLE   155,000 0 0
LEGGETT & PLATT INC COM 524660107 49,210 1,400,000 SH   SOLE   1,400,000 0 0
LENNAR CORP CL A 526057104 9,243 150,000 SH   SOLE   150,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,739 80,000 SH   SOLE   80,000 0 0
LINDE PLC SHS G5494J103 46,643 219,900 SH   SOLE   219,900 0 0
LITHIA MTRS INC CL A 536797103 30,311 200,300 SH   SOLE   200,300 0 0
LOCKHEED MARTIN CORP COM 539830109 10,364 28,400 SH   SOLE   28,400 0 0
LOUISIANA PAC CORP COM 546347105 24,368 950,000 SH   SOLE   950,000 0 0
LOWES COS INC COM 548661107 40,536 300,000 SH   SOLE   300,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,572 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,286 50,000 SH Call SOLE   50,000 0 0
MASCO CORP COM 574599106 7,532 150,000 SH Put SOLE   150,000 0 0
MASCO CORP COM 574599106 21,654 431,260 SH   SOLE   431,260 0 0
MATCH GROUP INC CALL 57665R906 6,691 62,500 SH Put SOLE   62,500 0 0
MERITAGE HOMES CORP COM 59001A102 16,366 215,000 SH   SOLE   215,000 0 0
MONDELEZ INTL INC CL A 609207105 42,131 824,000 SH   SOLE   824,000 0 0
MSC INDL DIRECT INC CL A 553530106 10,922 150,000 SH   SOLE   150,000 0 0
NIKE INC CL B 654106103 14,413 147,000 SH   SOLE   147,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 9,765 100,000 SH Call SOLE   100,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 89,605 212,500 SH   SOLE   212,500 0 0
ORSTED A/S COM 00BYT16L4 12,755 110,550 SH   SOLE   110,550 0 0
PAPA JOHNS INTL INC COM 698813102 26,801 337,500 SH   SOLE   337,500 0 0
PARKER HANNIFIN CORP COM 701094104 24,500 133,684 SH   SOLE   133,684 0 0
PAYPAL HLDGS INC COM 70450Y103 34,846 200,000 SH Call SOLE   200,000 0 0
PAYPAL HLDGS INC COM 70450Y103 78,404 450,000 SH   SOLE   450,000 0 0
PENN NATL GAMING INC COM 707569109 15,270 500,000 SH   SOLE   500,000 0 0
POLYONE CORP COM 73179P106 21,110 804,802 SH   SOLE   804,802 0 0
POOL CORPORATION COM 73278L105 11,690 43,000 SH   SOLE   43,000 0 0
PROCTER AND GAMBLE CO COM 742718109 17,936 150,000 SH   SOLE   150,000 0 0
PURPLE INNOVATION INC COM 74640Y106 20,101 1,116,717 SH   SOLE   1,116,717 0 0
QUANTA SVCS INC COM 74762E102 17,261 440,000 SH   SOLE   440,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 10 7,357 SH   SOLE   7,357 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,162 100,000 SH Call SOLE   100,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,825 94,530 SH   SOLE   94,530 0 0
REGAL BELOIT CORP COM 758750103 5,079 58,171 SH   SOLE   58,171 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 48,626 890,100 SH   SOLE   890,100 0 0
ROCKWELL AUTOMATION INC COM 773903109 7,990 37,510 SH   SOLE   37,510 0 0
ROSS STORES INC COM 778296103 17,048 200,000 SH Call SOLE   200,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 50,300 1,000,000 SH Call SOLE   1,000,000 0 0
RUSH ENTERPRISES INC CL A 781846209 829 20,000 SH   SOLE   20,000 0 0
RWE AG COM 004768962 7,864 225,000 SH   SOLE   225,000 0 0
SAIA INC COM 78709Y105 11,505 103,484 SH   SOLE   103,484 0 0
SANDERSON FARMS INC COM 800013104 1,159 10,000 SH   SOLE   10,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9,303 89,037 SH   SOLE   89,037 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 54,960 800,000 SH Call SOLE   800,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20,610 300,000 SH Put SOLE   300,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 5,635 100,000 SH Put SOLE   100,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 12,077 650,000 SH   SOLE   650,000 0 0
SNAP INC CL A 83304A106 30,537 1,300,000 SH   SOLE   1,300,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 19,750 118,000 SH   SOLE   118,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 46,254 150,000 SH Put SOLE   150,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 4,238 200,000 SH Put SOLE   200,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 17,152 400,000 SH Put SOLE   400,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 14,282 102,465 SH   SOLE   102,465 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 115 225,000 SH Call SOLE   225,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,425 175,000 SH   SOLE   175,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 43,049 138,444 SH   SOLE   138,444 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,591 175,000 SH Put SOLE   175,000 0 0
TESLA INC COM 88160R101 10,798 10,000 SH Put SOLE   10,000 0 0
TESLA INC COM 88160R101 25,699 23,800 SH   SOLE   23,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,378 59,000 SH   SOLE   59,000 0 0
THOR INDS INC COM 885160101 49,270 462,500 SH   SOLE   462,500 0 0
TIMKEN CO COM 887389104 12,413 272,881 SH   SOLE   272,881 0 0
TIMKEN CO COM 887389104 4,549 100,000 SH Call SOLE   100,000 0 0
TIMKEN CO COM 887389104 4,549 100,000 SH Put SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109 3,048 20,448 SH   SOLE   20,448 0 0
UNIVAR SOLUTIONS INC COM 91336L107 17,703 1,050,000 SH   SOLE   1,050,000 0 0
VALE S A SPONSORED ADS 91912E105 25,827 2,505,000 SH   SOLE   2,505,000 0 0
VALVOLINE INC COM 92047W101 28,995 1,500,000 SH   SOLE   1,500,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 97,504 800,000 SH Put SOLE   800,000 0 0
VERTIV HOLDINGS CO *W EXP 06/12/202 92537N116 1,350 338,300 SH   SOLE   338,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 10,577 780,000 SH   SOLE   780,000 0 0
VESTAS WIND SYSTEMS A/S COM 005964651 6,265 61,538 SH   SOLE   61,538 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 10,449 639,500 SH   SOLE   639,500 0 0
VROOM INC COM 92918V109 17,597 337,500 SH   SOLE   337,500 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 19,175 650,000 SH   SOLE   650,000 0 0
WASTE CONNECTIONS INC COM 94106B101 2,814 30,000 SH   SOLE   30,000 0 0
WERNER ENTERPRISES INC COM 950755108 24,089 553,380 SH   SOLE   553,380 0 0
WEST FRASER TIMBER CO LTD COM 952845105 5,360 152,500 SH   SOLE   152,500 0 0
WESTLAKE CHEM CORP COM 960413102 2,683 50,000 SH   SOLE   50,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 3,931 175,000 SH   SOLE   175,000 0 0
WOODWARD INC COM 980745103 388 5,000 SH   SOLE   5,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 31,965 750,000 SH   SOLE   750,000 0 0
WYNN RESORTS LTD COM 983134107 6,518 87,500 SH   SOLE   87,500 0 0
WYNN RESORTS LTD COM 983134107 3,725 50,000 SH Call SOLE   50,000 0 0
YETI HLDGS INC COM 98585X104 21,365 500,000 SH   SOLE   500,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 10,238 40,000 SH   SOLE   40,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 54,730 950,000 SH   SOLE   950,000 0 0