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 3,844 24,000 SH   SOLE   24,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 10,119 125,000 SH   SOLE   125,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 84,425 550,000 SH   SOLE   550,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,933 111,041 SH   SOLE   111,041 0 0
AES CORP COM 00130H105 9,055 500,000 SH   SOLE   500,000 0 0
AIR PRODS & CHEMS INC COM 009158106 7,447 25,000 SH Call SOLE   25,000 0 0
AIR PRODS & CHEMS INC COM 009158106 25,020 84,000 SH   SOLE   84,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 27,702 273,481 SH   SOLE   273,481 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,748 125,000 SH   SOLE   125,000 0 0
ALTICE USA INC CL A 02156K103 39,000 1,500,000 SH   SOLE   1,500,000 0 0
AMAZON COM INC COM 023135106 58,252 18,500 SH   SOLE   18,500 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 59,240 4,000,000 SH   SOLE   4,000,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14,810 1,000,000 SH Put SOLE   1,000,000 0 0
AMERICAN OUTDOOR BRANDS INC COM 02875D109 138 10,624 SH   SOLE   10,624 0 0
AMETEK INC COM 031100100 3,976 40,000 SH Put SOLE   40,000 0 0
AMETEK INC COM 031100100 22,876 230,136 SH   SOLE   230,136 0 0
AMPHENOL CORP NEW CL A 032095101 4,331 40,000 SH   SOLE   40,000 0 0
APPLE INC COM 037833100 5,791 50,000 SH Put SOLE   50,000 0 0
APTIV PLC SHS G6095L109 2,750 30,000 SH Put SOLE   30,000 0 0
APTIV PLC SHS G6095L109 14,309 156,076 SH   SOLE   156,076 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 14,575 1,100,000 SH   SOLE   1,100,000 0 0
ARCH RESOURCES INC CL A 03940R107 6,322 148,818 SH   SOLE   148,818 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 31,270 440,923 SH   SOLE   440,923 0 0
AVIENT CORPORATION COM 05368V106 29,558 1,117,090 SH   SOLE   1,117,090 0 0
AZEK CO INC CL A 05478C105 15,574 447,400 SH   SOLE   447,400 0 0
BALL CORP COM 058498106 10,390 125,000 SH   SOLE   125,000 0 0
BEST BUY INC COM 086516101 12,520 112,500 SH   SOLE   112,500 0 0
BLOOMIN BRANDS INC COM 094235108 25,196 1,650,000 SH   SOLE   1,650,000 0 0
BOEING CO COM 097023105 8,263 50,000 SH Call SOLE   50,000 0 0
BOOKING HOLDINGS INC COM 09857L108 17,107 10,000 SH Put SOLE   10,000 0 0
BORGWARNER INC COM 099724106 3,099 80,000 SH Put SOLE   80,000 0 0
BORGWARNER INC COM 099724106 12,802 330,470 SH   SOLE   330,470 0 0
BOSTON BEER INC CL A 100557107 41,960 47,500 SH   SOLE   47,500 0 0
BOWX ACQUISITION CORP UNIT 08/03/2025 103085205 11,286 1,100,000 SH   SOLE   1,100,000 0 0
BOYD GAMING CORP COM 103304101 13,043 425,000 SH   SOLE   425,000 0 0
BRUNSWICK CORP COM 117043109 8,837 150,000 SH Put SOLE   150,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,679 450,000 SH   SOLE   450,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 70,075 1,250,000 SH   SOLE   1,250,000 0 0
CALLAWAY GOLF CO COM 131193104 19,140 1,000,000 SH   SOLE   1,000,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 22,770 1,500,000 SH Call SOLE   1,500,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 19,019 622,743 SH   SOLE   622,743 0 0
CATERPILLAR INC DEL COM 149123101 12,616 84,586 SH   SOLE   84,586 0 0
CATERPILLAR INC DEL COM 149123101 4,475 30,000 SH Put SOLE   30,000 0 0
CHEWY INC CL A 16679L109 10,966 200,000 SH Put SOLE   200,000 0 0
CLEAN HARBORS INC COM 184496107 15,478 276,244 SH   SOLE   276,244 0 0
COCA-COLA EUROPEAN PARTNERS COM 00BYQQ3P5 17,465 450,000 SH   SOLE   450,000 0 0
COGNEX CORP COM 192422103 3,970 60,977 SH   SOLE   60,977 0 0
COLFAX CORP COM 194014106 23,562 751,353 SH   SOLE   751,353 0 0
COLFAX CORP COM 194014106 4,704 150,000 SH Put SOLE   150,000 0 0
COLONNADE ACQUISITION CORP COM 00BN741Y6 8,715 875,000 SH   SOLE   875,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,213 75,000 SH Put SOLE   75,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 18,951 100,000 SH   SOLE   100,000 0 0
CONSTELLIUM SE COM N22035104 9,428 1,201,029 SH   SOLE   1,201,029 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 8,190 468,254 SH   SOLE   468,254 0 0
CROCS INC COM 227046109 66,858 1,564,672 SH   SOLE   1,564,672 0 0
CROWN HLDGS INC COM 228368106 33,434 435,000 SH   SOLE   435,000 0 0
CUMMINS INC COM 231021106 30,931 146,479 SH   SOLE   146,479 0 0
CUMMINS INC COM 231021106 6,335 30,000 SH Put SOLE   30,000 0 0
D R HORTON INC COM 23331A109 3,025 40,000 SH Put SOLE   40,000 0 0
D R HORTON INC COM 23331A109 16,061 212,368 SH   SOLE   212,368 0 0
DANA INCORPORATED COM 235825205 3,918 318,000 SH   SOLE   318,000 0 0
DANAHER CORPORATION COM 235851102 32,578 151,294 SH   SOLE   151,294 0 0
DANAHER CORPORATION COM 235851102 5,383 25,000 SH Put SOLE   25,000 0 0
DEERE & CO COM 244199105 4,433 20,000 SH Put SOLE   20,000 0 0
DEERE & CO COM 244199105 24,898 112,341 SH   SOLE   112,341 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,594 117,518 SH   SOLE   117,518 0 0
DICKS SPORTING GOODS INC COM 253393102 13,747 237,500 SH   SOLE   237,500 0 0
DICKS SPORTING GOODS INC COM 253393102 7,235 125,000 SH Call SOLE   125,000 0 0
DOMTAR CORP COM NEW 257559203 1,970 75,000 SH   SOLE   75,000 0 0
DOVER CORP COM 260003108 31,438 290,182 SH   SOLE   290,182 0 0
DOVER CORP COM 260003108 6,500 60,000 SH Put SOLE   60,000 0 0
DYCOM INDS INC COM 267475101 519 9,834 SH   SOLE   9,834 0 0
EASTMAN CHEM CO COM 277432100 23,688 303,225 SH   SOLE   303,225 0 0
EATON CORP PLC SHS G29183103 20,792 203,784 SH   SOLE   203,784 0 0
EATON CORP PLC SHS G29183103 3,571 35,000 SH Put SOLE   35,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 1,871 72,600 SH   SOLE   72,600 0 0
EDP RENOVAVEIS SA COM 00B39GNW2 7,657 462,000 SH   SOLE   462,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 25,357 2,412,668 SH   SOLE   2,412,668 0 0
EQUITY DISTR ACQUISITION COR UNIT 99/99/9999 29465E205 5,150 500,000 SH   SOLE   500,000 0 0
F M C CORP COM NEW 302491303 14,882 140,518 SH   SOLE   140,518 0 0
FASTENAL CO COM 311900104 18,054 400,402 SH   SOLE   400,402 0 0
FEDEX CORP COM 31428X106 92,748 368,751 SH   SOLE   368,751 0 0
FEDEX CORP COM 31428X106 62,880 250,000 SH Call SOLE   250,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 10,308 119,140 SH   SOLE   119,140 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,564 100,000 SH Put SOLE   100,000 0 0
GAP INC COM 364760108 25,545 1,500,000 SH Call SOLE   1,500,000 0 0
GAP INC COM 364760108 25,545 1,500,000 SH Put SOLE   1,500,000 0 0
GAP INC COM 364760108 29,803 1,750,000 SH   SOLE   1,750,000 0 0
GATX CORP COM 361448103 3,576 56,089 SH   SOLE   56,089 0 0
GENERAC HLDGS INC COM 368736104 9,094 46,964 SH   SOLE   46,964 0 0
GENERAC HLDGS INC COM 368736104 1,936 10,000 SH Put SOLE   10,000 0 0
GENERAL ELECTRIC CO COM 369604103 6,230 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MLS INC COM 370334104 7,710 125,000 SH Put SOLE   125,000 0 0
GREENBRIER COS INC COM 393657101 3,381 115,000 SH   SOLE   115,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 20,020 226,500 SH   SOLE   226,500 0 0
GROWGENERATION CORP COM 39986L109 4,794 300,000 SH Call SOLE   300,000 0 0
GROWGENERATION CORP COM 39986L109 10,787 675,000 SH   SOLE   675,000 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 4,492 400,000 SH   SOLE   400,000 0 0
HASBRO INC COM 418056107 50,807 614,200 SH   SOLE   614,200 0 0
HERSHEY CO COM 427866108 21,501 150,000 SH Put SOLE   150,000 0 0
IAA INC COM 449253103 3,172 60,915 SH   SOLE   60,915 0 0
IAC INTERACTIVECORP NEW COM 44891N109 59,890 500,000 SH   SOLE   500,000 0 0
INSURANCE ACQUISITION CORP CL A 457867109 17,302 1,465,000 SH   SOLE   1,465,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 4,631 214,019 SH   SOLE   214,019 0 0
JACOBS ENGR GROUP INC COM 469814107 23,507 253,386 SH   SOLE   253,386 0 0
JACOBS ENGR GROUP INC COM 469814107 4,639 50,000 SH Put SOLE   50,000 0 0
JUNIPER INDL HLDGS INC UNIT 11/13/2026 48205G205 9,707 850,000 SH   SOLE   850,000 0 0
KELLOGG CO COM 487836108 8,074 125,000 SH Put SOLE   125,000 0 0
KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 14,213 750,000 SH   SOLE   750,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 37,994 933,502 SH   SOLE   933,502 0 0
KONTOOR BRANDS INC COM 50050N103 13,310 550,000 SH   SOLE   550,000 0 0
L BRANDS INC COM 501797104 65,211 2,050,000 SH   SOLE   2,050,000 0 0
L BRANDS INC COM 501797104 15,905 500,000 SH Call SOLE   500,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,698 10,000 SH   SOLE   10,000 0 0
LANXESS AG COM 00B05M8B7 20,081 350,000 SH   SOLE   350,000 0 0
LEAR CORP COM NEW 521865204 20,218 185,400 SH   SOLE   185,400 0 0
LEAR CORP COM NEW 521865204 3,272 30,000 SH Put SOLE   30,000 0 0
LEGGETT & PLATT INC COM 524660107 67,931 1,650,000 SH   SOLE   1,650,000 0 0
LENDINGTREE INC NEW COM 52603B107 12,276 40,000 SH   SOLE   40,000 0 0
LENNAR CORP CL A 526057104 9,190 112,513 SH   SOLE   112,513 0 0
LENNAR CORP CL A 526057104 2,042 25,000 SH Put SOLE   25,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 1,366 65,000 SH   SOLE   65,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,602 50,000 SH Put SOLE   50,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 17,057 185,320 SH   SOLE   185,320 0 0
LINDE PLC SHS G5494J103 38,101 160,000 SH   SOLE   160,000 0 0
LINDE PLC SHS G5494J103 47,626 200,000 SH Call SOLE   200,000 0 0
LOCKHEED MARTIN CORP COM 539830109 9,582 25,000 SH   SOLE   25,000 0 0
LOUISIANA PAC CORP COM 546347105 40,019 1,356,108 SH   SOLE   1,356,108 0 0
LOUISIANA PAC CORP COM 546347105 7,378 250,000 SH Call SOLE   250,000 0 0
LOVESAC COMPANY COM 54738L109 6,669 240,680 SH   SOLE   240,680 0 0
MADDEN STEVEN LTD COM 556269108 5,731 293,872 SH   SOLE   293,872 0 0
MASCO CORP COM 574599106 25,686 465,921 SH   SOLE   465,921 0 0
MASCO CORP COM 574599106 5,513 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109 2,110 50,000 SH Put SOLE   50,000 0 0
MASTEC INC COM 576323109 11,079 262,531 SH   SOLE   262,531 0 0
MATCH GROUP INC NEW COM 57667L107 95,436 862,500 SH   SOLE   862,500 0 0
MATTEL INC COM 577081102 17,550 1,500,000 SH   SOLE   1,500,000 0 0
MERITAGE HOMES CORP COM 59001A102 9,562 86,617 SH   SOLE   86,617 0 0
MONDELEZ INTL INC CL A 609207105 94,074 1,637,500 SH   SOLE   1,637,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 69,173 862,500 SH   SOLE   862,500 0 0
MOSAIC CO NEW COM 61945C103 5,481 300,000 SH   SOLE   300,000 0 0
MSC INDL DIRECT INC CL A 553530106 5,290 83,594 SH   SOLE   83,594 0 0
MSC INDL DIRECT INC CL A 553530106 1,898 30,000 SH Put SOLE   30,000 0 0
NETFLIX INC COM 64110L106 30,002 60,000 SH Call SOLE   60,000 0 0
NETFLIX INC COM 64110L106 15,001 30,000 SH   SOLE   30,000 0 0
NEWHOLD INVESTMENT CORP UNIT 03/10/2025 651448201 3,018 300,000 SH   SOLE   300,000 0 0
NORDSON CORP COM 655663102 3,261 17,000 SH   SOLE   17,000 0 0
NORFOLK SOUTHN CORP COM 655844108 81,377 380,282 SH   SOLE   380,282 0 0
NORFOLK SOUTHN CORP COM 655844108 32,099 150,000 SH Put SOLE   150,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 10,312 57,000 SH   SOLE   57,000 0 0
ORSTED A/S COM 00BYT16L4 20,058 145,550 SH   SOLE   145,550 0 0
OTIS WORLDWIDE CORP COM 68902V107 16,034 256,877 SH   SOLE   256,877 0 0
OVERSTOCK COM INC DEL COM 690370101 7,265 100,000 SH Call SOLE   100,000 0 0
OVERSTOCK COM INC DEL COM 690370101 15,438 212,500 SH   SOLE   212,500 0 0
PACCAR INC COM 693718108 21,179 248,346 SH   SOLE   248,346 0 0
PACCAR INC COM 693718108 3,411 40,000 SH Put SOLE   40,000 0 0
PARKER-HANNIFIN CORP COM 701094104 5,059 25,000 SH Put SOLE   25,000 0 0
PARKER-HANNIFIN CORP COM 701094104 24,734 122,242 SH   SOLE   122,242 0 0
PAYPAL HLDGS INC COM 70450Y103 83,738 425,000 SH   SOLE   425,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 1,195 166,665 SH   SOLE   166,665 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 28,363 1,250,000 SH   SOLE   1,250,000 0 0
POLARIS INC COM 731068102 17,623 186,800 SH   SOLE   186,800 0 0
POOL CORP COM 73278L105 9,329 27,886 SH   SOLE   27,886 0 0
PROPTECH ACQUISITION CORP COM CL A 74349F101 9,321 837,500 SH   SOLE   837,500 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 5,617 275,210 SH   SOLE   275,210 0 0
PURPLE INNOVATION INC COM 74640Y106 33,576 1,350,600 SH   SOLE   1,350,600 0 0
PVH CORPORATION COM 693656100 65,604 1,100,000 SH   SOLE   1,100,000 0 0
PVH CORPORATION COM 693656100 5,964 100,000 SH Call SOLE   100,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 14 7,357 SH   SOLE   7,357 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,796 205,000 SH   SOLE   205,000 0 0
REGAL BELOIT CORP COM 758750103 13,956 148,671 SH   SOLE   148,671 0 0
REGAL BELOIT CORP COM 758750103 2,816 30,000 SH Put SOLE   30,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 19,898 195,000 SH   SOLE   195,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 56,791 987,500 SH   SOLE   987,500 0 0
REXNORD CORP COM 76169B102 6,565 220,000 SH   SOLE   220,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,285 23,500 SH   SOLE   23,500 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 22,656 350,000 SH Call SOLE   350,000 0 0
RUSH ENTERPRISES INC CL A 781846209 1,769 35,000 SH   SOLE   35,000 0 0
RWE AG COM 004768962 16,680 445,000 SH   SOLE   445,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 34,641 450,000 SH Call SOLE   450,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 23,094 300,000 SH Put SOLE   300,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 70,020 600,000 SH Call SOLE   600,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 40,241 1,825,000 SH   SOLE   1,825,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,928 15,812 SH   SOLE   15,812 0 0
SKECHERS U S A INC CL A 830566105 14,027 464,174 SH   SOLE   464,174 0 0
SNAP INC CL A 83304A106 9,139 350,000 SH   SOLE   350,000 0 0
SNAP INC CL A 83304A106 26,110 1,000,000 SH Call SOLE   1,000,000 0 0
SOCIAL CAPITAL HEDOSOPHIA-A COM 00BK4J2X0 380 20,000 SH   SOLE   20,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,785 72,185 SH   SOLE   72,185 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,745 50,000 SH Call SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 468,846 1,400,000 SH Put SOLE   1,400,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 41,441 725,000 SH   SOLE   725,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 29,443 181,521 SH   SOLE   181,521 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,866 30,000 SH Put SOLE   30,000 0 0
STARBOARD VALUE ACQUISITN CO UNIT 09/10/2025 85521J208 5,050 500,000 SH   SOLE   500,000 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 107 225,000 SH Call SOLE   225,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 14,625 47,146 SH   SOLE   47,146 0 0
TESLA INC COM 88160R101 3,803 8,865 SH   SOLE   8,865 0 0
TFI INTL INC COM 87241L109 6,555 156,700 SH   SOLE   156,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,404 50,744 SH   SOLE   50,744 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,740 13,000 SH Put SOLE   13,000 0 0
THOR INDS INC COM 885160101 14,289 150,000 SH Call SOLE   150,000 0 0
THOR INDS INC COM 885160101 59,538 625,000 SH   SOLE   625,000 0 0
TIMKEN CO COM 887389104 22,331 411,856 SH   SOLE   411,856 0 0
TIMKEN CO COM 887389104 2,711 50,000 SH Put SOLE   50,000 0 0
TJX COS INC NEW COM 872540109 97,388 1,750,000 SH   SOLE   1,750,000 0 0
TRITON INTL LTD CL A G9078F107 2,081 51,166 SH   SOLE   51,166 0 0
UBER TECHNOLOGIES INC COM 90353T100 32,832 900,000 SH Call SOLE   900,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 16,416 450,000 SH Put SOLE   450,000 0 0
ULTA BEAUTY INC COM 90384S303 22,398 100,000 SH   SOLE   100,000 0 0
UNDER ARMOUR INC CL A 904311107 19,653 1,750,000 SH   SOLE   1,750,000 0 0
UNDER ARMOUR INC CL A 904311107 16,845 1,500,000 SH Call SOLE   1,500,000 0 0
UNION PAC CORP COM 907818108 29,531 150,000 SH Put SOLE   150,000 0 0
UNION PAC CORP COM 907818108 72,806 369,817 SH   SOLE   369,817 0 0
UNITED RENTALS INC COM 911363109 6,856 39,287 SH   SOLE   39,287 0 0
UNITED RENTALS INC COM 911363109 1,745 10,000 SH Put SOLE   10,000 0 0
UTZ BRANDS INC COM CL A 918090101 25,060 1,400,000 SH   SOLE   1,400,000 0 0
V F CORP COM 918204108 24,588 350,000 SH   SOLE   350,000 0 0
VALE S A SPONSORED ADS 91912E105 18,039 1,705,000 SH   SOLE   1,705,000 0 0
VALVOLINE INC COM 92047W101 24,752 1,300,000 SH   SOLE   1,300,000 0 0
VERTIV HOLDINGS CO *W EXP 06/12/202 92537N116 2,192 338,300 SH   SOLE   338,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 20,422 1,179,099 SH   SOLE   1,179,099 0 0
VESTAS WIND SYSTEM AVS COM 005964651 21,734 134,038 SH   SOLE   134,038 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 10,162 528,457 SH   SOLE   528,457 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 4,808 250,000 SH Put SOLE   250,000 0 0
VROOM INC COM 92918V109 28,479 550,000 SH   SOLE   550,000 0 0
WABASH NATL CORP COM 929566107 3,803 317,952 SH   SOLE   317,952 0 0
WASTE CONNECTIONS INC COM 94106B101 9,342 90,000 SH   SOLE   90,000 0 0
WAYFAIR INC CL A 94419L101 5,093 17,500 SH Call SOLE   17,500 0 0
WEST FRASER TIMBER CO LTD COM 952845105 33,580 723,000 SH   SOLE   723,000 0 0
WEST FRASER TIMBER CO LTD CALL 952845105 2,322 50,000 SH Call SOLE   50,000 0 0
WESTLAKE CHEM CORP COM 960413102 15,489 245,000 SH   SOLE   245,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 19,251 675,000 SH   SOLE   675,000 0 0
WILLIAMS SONOMA INC COM 969904101 27,132 300,000 SH Call SOLE   300,000 0 0
YUCAIPA ACQUISITION CORP COM 00BLD6QC5 6,394 626,835 SH   SOLE   626,835 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,738 34,610 SH   SOLE   34,610 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 123,178 1,212,500 SH   SOLE   1,212,500 0 0