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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 62,752 2,325,000 SH   SOLE   2,325,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 8,097 300,000 SH Call SOLE   300,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,250 250,000 SH Call SOLE   250,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 93,000 1,000,000 SH   SOLE   1,000,000 0 0
ADIENT PLC ORD SHS G0084W101 8,923 201,875 SH   SOLE   201,875 0 0
ADIENT PLC ORD SHS G0084W101 2,652 60,000 SH Put SOLE   60,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 77,983 425,000 SH   SOLE   425,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 15,556 150,458 SH   SOLE   150,458 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,102 30,000 SH Put SOLE   30,000 0 0
AECOM COM 00766T100 2,244 35,000 SH Put SOLE   35,000 0 0
AECOM COM 00766T100 10,450 163,000 SH   SOLE   163,000 0 0
AERCAP HOLDINGS NV COM N00985106 11,443 194,800 SH   SOLE   194,800 0 0
AERCAP HOLDINGS NV COM N00985956 2,350 40,000 SH Put SOLE   40,000 0 0
AES CORP COM 00130H105 2,011 75,000 SH   SOLE   75,000 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 3,480 300,000 SH   SOLE   300,000 0 0
AGCO CORP COM 001084102 2,873 20,000 SH Put SOLE   20,000 0 0
AGCO CORP COM 001084102 17,252 120,100 SH   SOLE   120,100 0 0
AIR CANADA COM 008911877 2,186 105,000 SH   SOLE   105,000 0 0
AIRBUS SE COM 004012250 14,835 131,000 SH   SOLE   131,000 0 0
AIRBUS SE COM 004012250 2,831 25,000 SH Put SOLE   25,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 13,083 117,057 SH   SOLE   117,057 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 5,510 217,362 SH   SOLE   217,362 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 1,521 60,000 SH Put SOLE   60,000 0 0
AMAZON COM INC COM 023135106 170,174 55,000 SH   SOLE   55,000 0 0
AMETEK INC COM 031100100 29,979 234,707 SH   SOLE   234,707 0 0
AMETEK INC COM 031100100 5,109 40,000 SH Put SOLE   40,000 0 0
AMPHENOL CORP NEW CL A 032095101 2,969 45,000 SH Put SOLE   45,000 0 0
AMPHENOL CORP NEW CL A 032095101 9,539 144,600 SH   SOLE   144,600 0 0
APTIV PLC SHS G6095L109 1,655 12,000 SH Put SOLE   12,000 0 0
APTIV PLC SHS G6095L109 6,875 49,858 SH   SOLE   49,858 0 0
ARCELORMITTAL COM 00BYPBS67 2,889 100,000 SH   SOLE   100,000 0 0
ARCELORMITTAL SA LUXEMBOURG COM 03938L203 46,672 1,600,000 SH   SOLE   1,600,000 0 0
ARCELORMITTAL SA LUXEMBOURG COM 03938L203 2,188 75,000 SH Put SOLE   75,000 0 0
AVERY DENNISON CORP COM 053611109 18,920 103,022 SH   SOLE   103,022 0 0
AVIENT CORPORATION COM 05368V106 42,235 893,486 SH   SOLE   893,486 0 0
AXALTA COATING SYS LTD COM G0750C108 4,437 150,000 SH Call SOLE   150,000 0 0
B & G FOODS INC NEW COM 05508R106 15,530 500,000 SH Call SOLE   500,000 0 0
BED BATH & BEYOND INC COM 075896100 11,660 400,000 SH Put SOLE   400,000 0 0
BEYOND MEAT INC COM 08862E109 13,012 100,000 SH Put SOLE   100,000 0 0
BLOOMIN BRANDS INC COM 094235108 52,748 1,950,000 SH   SOLE   1,950,000 0 0
BOEING CO COM 097023105 3,566 14,000 SH Put SOLE   14,000 0 0
BOEING CO COM 097023105 19,953 78,332 SH   SOLE   78,332 0 0
BRENNTAG SE COM 00B4YVF56 2,989 35,000 SH   SOLE   35,000 0 0
BRINKER INTL INC COM 109641100 11,965 168,382 SH   SOLE   168,382 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 15,244 328,750 SH   SOLE   328,750 0 0
BURLINGTON STORES INC COM 122017106 126,990 425,000 SH   SOLE   425,000 0 0
BURLINGTON STORES INC COM 122017106 14,940 50,000 SH Call SOLE   50,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 13,118 150,000 SH Call SOLE   150,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 26,235 300,000 SH Put SOLE   300,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 80,891 925,000 SH   SOLE   925,000 0 0
CALLAWAY GOLF CO COM 131193104 33,438 1,250,000 SH   SOLE   1,250,000 0 0
CANADIAN NATL RY CO COM 136375102 34,794 300,000 SH   SOLE   300,000 0 0
CAPRI HOLDINGS LTD COM G1890L107 68,850 1,350,000 SH   SOLE   1,350,000 0 0
CARLOTZ INC COM CL A 142552108 7,130 1,000,000 SH   SOLE   1,000,000 0 0
CARMAX INC COM 143130102 79,596 600,000 SH   SOLE   600,000 0 0
CARMAX INC COM 143130102 33,165 250,000 SH Put SOLE   250,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,167 75,000 SH Put SOLE   75,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 13,373 316,743 SH   SOLE   316,743 0 0
CF INDS HLDGS INC COM 125269100 23,779 524,007 SH   SOLE   524,007 0 0
CHEESECAKE FACTORY INC COM 163072101 1,464 25,021 SH   SOLE   25,021 0 0
CLEAN HARBORS INC COM 184496107 2,102 25,000 SH Put SOLE   25,000 0 0
CLEAN HARBORS INC COM 184496107 10,157 120,835 SH   SOLE   120,835 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 15,585 775,000 SH   SOLE   775,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839104 39,120 750,000 SH   SOLE   750,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839904 15,648 300,000 SH Call SOLE   300,000 0 0
COGNEX CORP COM 192422103 1,326 15,977 SH   SOLE   15,977 0 0
COLFAX CORP COM 194014106 16,385 373,992 SH   SOLE   373,992 0 0
COLFAX CORP COM 194014106 2,629 60,000 SH Put SOLE   60,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 85,500 375,000 SH   SOLE   375,000 0 0
CONSTELLIUM SE COM F21107101 20,298 1,380,821 SH   SOLE   1,380,821 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 4,588 222,806 SH   SOLE   222,806 0 0
CROWN HLDGS INC COM 228368106 24,745 255,000 SH   SOLE   255,000 0 0
CUMMINS INC COM 231021106 7,703 29,729 SH   SOLE   29,729 0 0
CURALEAF HOLDINGS INC COM 23126M102 23,752 1,550,000 SH   SOLE   1,550,000 0 0
D R HORTON INC COM 23331A109 11,984 134,468 SH   SOLE   134,468 0 0
D R HORTON INC COM 23331A109 2,406 27,000 SH Put SOLE   27,000 0 0
DANAHER CORPORATION COM 235851102 9,003 40,000 SH Call SOLE   40,000 0 0
DANAHER CORPORATION COM 235851102 3,376 15,000 SH Put SOLE   15,000 0 0
DANAHER CORPORATION COM 235851102 17,790 79,037 SH   SOLE   79,037 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 9,580 200,000 SH Call SOLE   200,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 21,555 450,000 SH Put SOLE   450,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 69,455 1,450,000 SH   SOLE   1,450,000 0 0
DEERE & CO COM 244199105 3,367 9,000 SH Put SOLE   9,000 0 0
DEERE & CO COM 244199105 19,715 52,695 SH   SOLE   52,695 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,892 101,318 SH   SOLE   101,318 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 966 20,000 SH Put SOLE   20,000 0 0
DHC ACQUISITION CORP COM G2758T125 4,995 500,000 SH   SOLE   500,000 0 0
DISNEY WALT CO COM 254687106 46,130 250,000 SH Call SOLE   250,000 0 0
DOLLAR GEN CORP NEW COM 256677105 81,048 400,000 SH   SOLE   400,000 0 0
DOVER CORP COM 260003108 31,291 228,182 SH   SOLE   228,182 0 0
DOVER CORP COM 260003108 5,485 40,000 SH Put SOLE   40,000 0 0
DRAFTKINGS INC COM CL A 26142R104 3,680 60,000 SH Call SOLE   60,000 0 0
DRAFTKINGS INC COM CL A 26142R104 3,680 60,000 SH   SOLE   60,000 0 0
DRIVE SHACK INC COM 262077100 7,223 2,250,000 SH   SOLE   2,250,000 0 0
DYCOM INDS INC COM 267475101 5,661 60,973 SH   SOLE   60,973 0 0
DYCOM INDS INC COM 267475101 929 10,000 SH Put SOLE   10,000 0 0
EASTMAN CHEM CO COM 277432100 12,113 110,000 SH   SOLE   110,000 0 0
EATON CORP PLC SHS G29183103 27,211 196,784 SH   SOLE   196,784 0 0
EATON CORP PLC SHS G29183103 5,531 40,000 SH Put SOLE   40,000 0 0
EBAY INC. COM 278642103 12,248 200,000 SH Put SOLE   200,000 0 0
ECP ENVIRONMENTAL GW OPT COR UNIT 03/01/2026 26829T209 2,268 225,000 SH   SOLE   225,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 20,184 1,103,554 SH   SOLE   1,103,554 0 0
EMERSON ELEC CO COM 291011104 14,571 161,500 SH   SOLE   161,500 0 0
EMERSON ELEC CO COM 291011104 2,707 30,000 SH Put SOLE   30,000 0 0
EQUITY DISTR ACQUISITION COR *W EXP 09/09/202 29465E114 180 166,666 SH   SOLE   166,666 0 0
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4,955 500,000 SH   SOLE   500,000 0 0
FAST ACQUISITION CORP COM CL A 311875108 23,475 1,875,000 SH   SOLE   1,875,000 0 0
FEDEX CORP COM 31428X106 42,606 150,000 SH Call SOLE   150,000 0 0
FEDEX CORP COM 31428X106 56,808 200,000 SH   SOLE   200,000 0 0
FERRARI NV COM N3167J106 26,160 125,000 SH   SOLE   125,000 0 0
FLEX LTD COM Y2573F952 1,282 70,000 SH Put SOLE   70,000 0 0
FLEX LTD COM Y2573F102 4,667 254,900 SH   SOLE   254,900 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,676 270,000 SH   SOLE   270,000 0 0
FORTIVE CORP COM 34959J108 8,830 125,000 SH   SOLE   125,000 0 0
FORTIVE CORP COM 34959J108 1,413 20,000 SH Put SOLE   20,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,160 22,540 SH   SOLE   22,540 0 0
FORWARD AIR CORP COM 349853101 4,697 52,893 SH   SOLE   52,893 0 0
GAP INC COM 364760108 141,455 4,750,000 SH   SOLE   4,750,000 0 0
GAP INC COM 364760108 18,613 625,000 SH Call SOLE   625,000 0 0
GATX CORP COM 361448103 17,277 186,291 SH   SOLE   186,291 0 0
GENERAC HLDGS INC COM 368736104 2,620 8,000 SH Put SOLE   8,000 0 0
GENERAC HLDGS INC COM 368736104 13,741 41,964 SH   SOLE   41,964 0 0
GENERAL ELECTRIC CO COM 369604103 16,964 1,292,000 SH   SOLE   1,292,000 0 0
GENERAL ELECTRIC CO COM 369604103 2,626 200,000 SH Put SOLE   200,000 0 0
GENERAL MTRS CO COM 37045V100 1,149 20,000 SH Put SOLE   20,000 0 0
GENERAL MTRS CO COM 37045V100 6,826 118,800 SH   SOLE   118,800 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 996 100,000 SH   SOLE   100,000 0 0
GRAYSCALE BITCOIN TRUST BTC COM 389637109 16,064 321,016 SH   SOLE   321,016 0 0
GS ACQUISITION HLDGS CORP II *W EXP 06/30/202 36258Q113 220 100,000 SH   SOLE   100,000 0 0
GS ACQUISITION HLDGS CORP II COM CL A 36258Q105 2,816 270,000 SH   SOLE   270,000 0 0
GUESS INC COM 401617105 106 4,508 SH   SOLE   4,508 0 0
HARLEY DAVIDSON INC COM 412822108 4,010 100,000 SH   SOLE   100,000 0 0
HARLEY DAVIDSON INC COM 412822108 30,075 750,000 SH Call SOLE   750,000 0 0
HASBRO INC COM 418056107 57,672 600,000 SH   SOLE   600,000 0 0
HAYWARD HLDGS INC COM 421298100 1,688 100,000 SH Put SOLE   100,000 0 0
HAYWARD HLDGS INC COM 421298100 8,524 505,000 SH   SOLE   505,000 0 0
HONEYWELL INTL INC COM 438516106 5,427 25,000 SH Put SOLE   25,000 0 0
HONEYWELL INTL INC COM 438516106 22,814 105,100 SH   SOLE   105,100 0 0
HOWMET AEROSPACE INC COM 443201108 20,017 623,000 SH   SOLE   623,000 0 0
HUB GROUP INC CL A 443320106 40,458 601,340 SH   SOLE   601,340 0 0
HUB GROUP INC CL A 443320106 10,092 150,000 SH Call SOLE   150,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 75,632 450,000 SH Put SOLE   450,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 96,089 571,719 SH   SOLE   571,719 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 3,738 61,967 SH   SOLE   61,967 0 0
IAA INC COM 449253103 8,548 155,015 SH   SOLE   155,015 0 0
IAA INC COM 449253103 1,103 20,000 SH Put SOLE   20,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 113,563 525,000 SH Call SOLE   525,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 118,971 550,000 SH   SOLE   550,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,215 10,000 SH Put SOLE   10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,184 55,000 SH   SOLE   55,000 0 0
INGERSOLL RAND INC COM 45687V106 1,968 40,000 SH Put SOLE   40,000 0 0
INGERSOLL RAND INC COM 45687V106 10,285 209,000 SH   SOLE   209,000 0 0
INTERFOR CORP COM 45868C109 11,316 502,292 SH   SOLE   502,292 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 23,935 75,000 SH Put SOLE   75,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 58,538 1,750,000 SH Put SOLE   1,750,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 9,720 400,000 SH Call SOLE   400,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 13,256 60,000 SH Call SOLE   60,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 59,654 270,000 SH Put SOLE   270,000 0 0
ISHARES TR TRANS AVG ETF 464287192 38,645 150,000 SH Put SOLE   150,000 0 0
ITT INC COM 45073V108 2,727 30,000 SH Put SOLE   30,000 0 0
ITT INC COM 45073V108 14,382 158,200 SH   SOLE   158,200 0 0
IVANHOE CAPITAL ACQUISITION COM 0G4008115 11,418 1,100,000 SH   SOLE   1,100,000 0 0
JACK IN THE BOX INC COM 466367109 60,379 550,000 SH   SOLE   550,000 0 0
JACOBS ENGR GROUP INC COM 469814107 3,878 30,000 SH Put SOLE   30,000 0 0
JACOBS ENGR GROUP INC COM 469814107 19,311 149,386 SH   SOLE   149,386 0 0
JOANN INC COM 47768J101 7,176 707,000 SH   SOLE   707,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 7,459 125,000 SH   SOLE   125,000 0 0
JUNIPER INDL HLDGS INC COM CL A 48205G106 2,976 240,000 SH   SOLE   240,000 0 0
JUNIPER INDL HLDGS INC *W EXP 11/13/202 48205G114 1,169 425,000 SH   SOLE   425,000 0 0
KAR AUCTION SVCS INC COM 48238T109 4,500 300,000 SH Put SOLE   300,000 0 0
KENSINGTON CAPITAL ACQUISITI UNIT 99/99/9999 49006L203 2,052 200,000 SH   SOLE   200,000 0 0
KIMBERLY-CLARK CORP COM 494368103 27,810 200,000 SH Put SOLE   200,000 0 0
KINS TECHNOLOGY GROUP INC *W EXP 10/14/202 49714K117 147 225,000 SH   SOLE   225,000 0 0
KINS TECHNOLOGY GROUP INC COM CL A 49714K109 3,434 350,000 SH   SOLE   350,000 0 0
KROGER CO COM 501044101 39,589 1,100,000 SH Call SOLE   1,100,000 0 0
KROGER CO COM 501044101 14,396 400,000 SH Put SOLE   400,000 0 0
L BRANDS INC COM 501797104 64,953 1,050,000 SH   SOLE   1,050,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,216 6,000 SH Put SOLE   6,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 5,726 28,250 SH   SOLE   28,250 0 0
LAS VEGAS SANDS CORP COM 517834107 22,785 375,000 SH Call SOLE   375,000 0 0
LAS VEGAS SANDS CORP COM 517834107 129,115 2,125,000 SH   SOLE   2,125,000 0 0
LEGGETT & PLATT INC COM 524660107 25,108 550,000 SH Put SOLE   550,000 0 0
LENNAR CORP CL A 526057104 2,531 25,000 SH Put SOLE   25,000 0 0
LENNAR CORP CL A 526057104 15,569 153,800 SH   SOLE   153,800 0 0
LESLIES INC COM 527064109 1,469 60,000 SH Put SOLE   60,000 0 0
LESLIES INC COM 527064109 7,152 292,045 SH   SOLE   292,045 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 2,921 105,000 SH   SOLE   105,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 1,844 15,000 SH   SOLE   15,000 0 0
LINDE PLC SHS G5494J103 13,979 49,900 SH   SOLE   49,900 0 0
LOCKHEED MARTIN CORP COM 539830109 2,217 6,000 SH Put SOLE   6,000 0 0
LOCKHEED MARTIN CORP COM 539830109 9,816 26,565 SH   SOLE   26,565 0 0
LOUISIANA PAC CORP COM 546347105 77,577 1,398,796 SH   SOLE   1,398,796 0 0
LOUISIANA PAC CORP COM 546347105 2,773 50,000 SH Put SOLE   50,000 0 0
LOVESAC COMPANY COM 54738L109 5,660 100,000 SH Call SOLE   100,000 0 0
LOVESAC COMPANY COM 54738L109 47,403 837,500 SH   SOLE   837,500 0 0
LYFT INC CL A COM 55087P104 67,919 1,075,000 SH   SOLE   1,075,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,682 45,000 SH   SOLE   45,000 0 0
MADDEN STEVEN LTD COM 556269108 61,479 1,650,000 SH   SOLE   1,650,000 0 0
MAGNA INTL INC COM 559222401 3,962 45,000 SH   SOLE   45,000 0 0
MASCO CORP COM 574599106 10,084 168,349 SH   SOLE   168,349 0 0
MASCO CORP COM 574599106 1,797 30,000 SH Put SOLE   30,000 0 0
MASTEC INC COM 576323109 2,343 25,000 SH Put SOLE   25,000 0 0
MASTEC INC COM 576323109 13,238 141,277 SH   SOLE   141,277 0 0
MATCH GROUP INC NEW COM 57667L107 91,014 662,500 SH   SOLE   662,500 0 0
MATCH GROUP INC NEW COM 57667L107 37,780 275,000 SH Call SOLE   275,000 0 0
MATCH GROUP INC NEW COM 57667L107 13,738 100,000 SH Put SOLE   100,000 0 0
MCDONALDS CORP COM 580135101 67,242 300,000 SH Put SOLE   300,000 0 0
MCDONALDS CORP COM 580135101 134,484 600,000 SH   SOLE   600,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 107,031 1,175,000 SH   SOLE   1,175,000 0 0
MOSAIC CO NEW COM 61945C103 57,058 1,805,046 SH   SOLE   1,805,046 0 0
MP MATERIALS CORP COM CL A 553368101 5,572 155,000 SH   SOLE   155,000 0 0
NAUTILUS INC COM 63910B102 11,730 750,000 SH Call SOLE   750,000 0 0
NEWHOLD INVESTMENT CORP *W EXP 03/10/202 651448110 249 150,000 SH   SOLE   150,000 0 0
NEWHOLD INVESTMENT CORP COM CL A 651448102 2,002 200,000 SH   SOLE   200,000 0 0
NEWS CORP NEW CL A 65249B109 89,005 3,500,000 SH   SOLE   3,500,000 0 0
NORDSTROM INC COM 655664100 9,468 250,000 SH Call SOLE   250,000 0 0
NORFOLK SOUTHN CORP COM 655844108 53,704 200,000 SH Put SOLE   200,000 0 0
NORFOLK SOUTHN CORP COM 655844108 63,129 235,100 SH   SOLE   235,100 0 0
NORSK HYDRO ASA COM 00B11HK39 11,848 1,850,000 SH   SOLE   1,850,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,265 7,000 SH Put SOLE   7,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,195 31,500 SH   SOLE   31,500 0 0
NXP SEMICONDUCTORS NV COM N6596X959 2,013 10,000 SH Put SOLE   10,000 0 0
NXP SEMICONDUCTORS NV COM N6596X109 10,288 51,100 SH   SOLE   51,100 0 0
OCA ACQUISITION CORP UNIT 01/14/2026 670865203 2,897 290,000 SH   SOLE   290,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 65,843 273,879 SH   SOLE   273,879 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 60,103 250,000 SH Put SOLE   250,000 0 0
OLIN CORP COM PAR $1 680665205 3,797 100,000 SH   SOLE   100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,664 40,000 SH Put SOLE   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,952 191,100 SH   SOLE   191,100 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 69,747 137,500 SH   SOLE   137,500 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,738 40,000 SH Put SOLE   40,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 13,305 194,377 SH   SOLE   194,377 0 0
OUSTER INC *W EXP 03/11/202 68989M111 552 262,937 SH   SOLE   262,937 0 0
PARKER-HANNIFIN CORP COM 701094104 6,309 20,000 SH Put SOLE   20,000 0 0
PARKER-HANNIFIN CORP COM 701094104 29,206 92,592 SH   SOLE   92,592 0 0
PATHFINDER ACQUISITION CORP COM 00BM9JB75 941 95,000 SH   SOLE   95,000 0 0
PAYPAL HLDGS INC COM 70450Y103 54,639 225,000 SH Call SOLE   225,000 0 0
PAYPAL HLDGS INC COM 70450Y103 27,320 112,500 SH   SOLE   112,500 0 0
PENN NATL GAMING INC COM 707569109 20,968 200,000 SH Put SOLE   200,000 0 0
PENTAIR PLC SHS G7S00T104 7,478 120,000 SH   SOLE   120,000 0 0
PEPSICO INC COM 713448108 30,058 212,500 SH   SOLE   212,500 0 0
PERIDOT ACQUISITION CORP -A COM G7008A115 1,598 150,000 SH   SOLE   150,000 0 0
PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 189 87,500 SH   SOLE   87,500 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,309 350,000 SH   SOLE   350,000 0 0
PONTEM CORP COM 00BMBKL43 6,930 700,000 SH   SOLE   700,000 0 0
POOL CORP COM 73278L105 9,869 28,586 SH   SOLE   28,586 0 0
POOL CORP COM 73278L105 2,071 6,000 SH Put SOLE   6,000 0 0
PORCH GROUP INC COM 733245104 14,160 800,000 SH Call SOLE   800,000 0 0
PORCH GROUP INC COM 733245104 29,205 1,650,000 SH   SOLE   1,650,000 0 0
POST HLDGS INC COM 737446104 23,787 225,000 SH   SOLE   225,000 0 0
PROCTER AND GAMBLE CO COM 742718109 40,629 300,000 SH   SOLE   300,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 3,970 424,564 SH   SOLE   424,564 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 2,809 110,161 SH   SOLE   110,161 0 0
PVH CORPORATION COM 693656100 10,570 100,000 SH Call SOLE   100,000 0 0
PVH CORPORATION COM 693656100 42,280 400,000 SH Put SOLE   400,000 0 0
PVH CORPORATION COM 693656100 84,560 800,000 SH   SOLE   800,000 0 0
QUANTA SVCS INC COM 74762E102 2,375 27,000 SH Put SOLE   27,000 0 0
QUANTA SVCS INC COM 74762E102 13,241 150,500 SH   SOLE   150,500 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 448 10,000 SH   SOLE   10,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 29 7,357 SH   SOLE   7,357 0 0
RALPH LAUREN CORP CL A 751212101 56,962 462,500 SH   SOLE   462,500 0 0
RALPH LAUREN CORP CL A 751212101 18,474 150,000 SH Put SOLE   150,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,636 60,000 SH Put SOLE   60,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 23,042 298,200 SH   SOLE   298,200 0 0
REGAL BELOIT CORP COM 758750103 20,103 140,893 SH   SOLE   140,893 0 0
REGAL BELOIT CORP COM 758750103 4,280 30,000 SH Put SOLE   30,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,807 25,000 SH Put SOLE   25,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 49,799 327,000 SH   SOLE   327,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 87,750 1,350,000 SH   SOLE   1,350,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,750 150,000 SH Call SOLE   150,000 0 0
REVOLVE GROUP INC CL A 76156B107 17,972 400,000 SH Call SOLE   400,000 0 0
REXNORD CORP COM 76169B102 2,355 50,000 SH Put SOLE   50,000 0 0
REXNORD CORP COM 76169B102 12,469 264,800 SH   SOLE   264,800 0 0
RH COM 74967X103 59,660 100,000 SH   SOLE   100,000 0 0
RH COM 74967X103 14,915 25,000 SH Call SOLE   25,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,247 16,000 SH Put SOLE   16,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 15,396 58,000 SH   SOLE   58,000 0 0
SANDBRIDGE ACQUISITION CORP COM CL A 799793104 9,167 925,000 SH   SOLE   925,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 4,867 194,915 SH   SOLE   194,915 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 61,243 250,000 SH   SOLE   250,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 12,249 50,000 SH Call SOLE   50,000 0 0
SEAWORLD ENTMT INC COM 81282V100 47,187 950,000 SH   SOLE   950,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 19,690 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 68,915 700,000 SH Put SOLE   700,000 0 0
SHERWIN WILLIAMS CO COM 824348106 11,070 15,000 SH Put SOLE   15,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 348 10,000 SH   SOLE   10,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 26,036 228,850 SH   SOLE   228,850 0 0
SIMPLY GOOD FOODS CO COM 82900L102 72,248 2,375,000 SH   SOLE   2,375,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 822 4,812 SH   SOLE   4,812 0 0
SLAM CORP COM G8210L113 1,290 130,000 SH   SOLE   130,000 0 0
SNAP INC CL A 83304A106 20,916 400,000 SH Call SOLE   400,000 0 0
SNAP INC CL A 83304A106 13,073 250,000 SH   SOLE   250,000 0 0
SOUTHWEST AIRLS CO COM 844741108 1,221 20,000 SH   SOLE   20,000 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 2,457 245,000 SH   SOLE   245,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 158,532 400,000 SH Put SOLE   400,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 2,847 35,000 SH   SOLE   35,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 106,250 1,250,000 SH   SOLE   1,250,000 0 0
SPORTSTEK ACQUISITION CORP UNIT 02/16/2028 849196209 1,988 200,000 SH   SOLE   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,911 39,621 SH   SOLE   39,621 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,597 8,000 SH Put SOLE   8,000 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 1,263 47,500 SH   SOLE   47,500 0 0
STARBOARD VALUE ACQUISITN CO *W EXP 09/10/202 85521J117 125 83,333 SH   SOLE   83,333 0 0
STEEL DYNAMICS INC COM 858119100 12,690 250,000 SH   SOLE   250,000 0 0
STELCO HOLDINGS INC COM 858522105 27,178 1,211,945 SH   SOLE   1,211,945 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,028 30,000 SH   SOLE   30,000 0 0
TAPESTRY INC COM 876030107 11,333 275,000 SH Call SOLE   275,000 0 0
TAPESTRY INC COM 876030107 46,361 1,125,000 SH   SOLE   1,125,000 0 0
TARGET CORP COM 87612E106 61,897 312,500 SH   SOLE   312,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 11,039 85,500 SH   SOLE   85,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,582 20,000 SH Put SOLE   20,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,791 14,000 SH Put SOLE   14,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 29,057 70,246 SH   SOLE   70,246 0 0
TEMPUR SEALY INTL INC COM 88023U101 61,695 1,687,500 SH   SOLE   1,687,500 0 0
TERNIUM SA SPONSORED ADS 880890108 5,146 132,500 SH   SOLE   132,500 0 0
TESLA INC COM 88160R101 1,900 2,845 SH   SOLE   2,845 0 0
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 1,433 50,000 SH   SOLE   50,000 0 0
TFI INTL INC COM 87241L109 34,449 460,795 SH   SOLE   460,795 0 0
TFI INTL INC COM 87241L109 14,998 200,000 SH Put SOLE   200,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,920 17,354 SH   SOLE   17,354 0 0
THOR INDS INC COM 885160101 50,528 375,000 SH   SOLE   375,000 0 0
TIMKEN CO COM 887389104 21,674 267,024 SH   SOLE   267,024 0 0
TIMKEN CO COM 887389104 4,464 55,000 SH Put SOLE   55,000 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 5,463 33,000 SH   SOLE   33,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,176 2,000 SH   SOLE   2,000 0 0
TRIMBLE INC COM 896239100 1,556 20,000 SH   SOLE   20,000 0 0
TRINITY INDS INC COM 896522109 1,425 50,000 SH   SOLE   50,000 0 0
TRITON INTL LTD CL A G9078F107 3,849 70,000 SH   SOLE   70,000 0 0
TYSON FOODS INC CL A 902494103 3,715 50,000 SH Put SOLE   50,000 0 0
UNDER ARMOUR INC CL A 904311107 93,626 4,225,000 SH   SOLE   4,225,000 0 0
UNILEVER PLC COM 090476704 47,440 850,000 SH   SOLE   850,000 0 0
UNION PAC CORP COM 907818108 28,653 130,000 SH   SOLE   130,000 0 0
UNION PAC CORP COM 907818108 44,082 200,000 SH Call SOLE   200,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 575 10,000 SH Put SOLE   10,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 3,296 57,280 SH   SOLE   57,280 0 0
UNITED RENTALS INC COM 911363109 14,557 44,206 SH   SOLE   44,206 0 0
UNITED RENTALS INC COM 911363109 2,634 8,000 SH Put SOLE   8,000 0 0
UTZ BRANDS INC COM CL A 918090101 19,729 795,852 SH   SOLE   795,852 0 0
V F CORP COM 918204108 31,968 400,000 SH Put SOLE   400,000 0 0
VAIL RESORTS INC COM 91879Q109 21,875 75,000 SH Call SOLE   75,000 0 0
VAIL RESORTS INC COM 91879Q109 51,041 175,000 SH   SOLE   175,000 0 0
VALE S A SPONSORED ADS 91912E105 28,890 1,662,250 SH   SOLE   1,662,250 0 0
VALE S A SPONSORED ADS 91912E105 6,952 400,000 SH Put SOLE   400,000 0 0
VALVOLINE INC COM 92047W101 13,091 502,164 SH   SOLE   502,164 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 9,742 40,000 SH Call SOLE   40,000 0 0
VECTOIQ ACQUISITION CORP II UNIT 99/99/9999 92244F208 2,533 250,000 SH   SOLE   250,000 0 0
VEONEER INC COM 92336X109 1,224 50,000 SH   SOLE   50,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 18,742 937,099 SH   SOLE   937,099 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,000 250,000 SH Put SOLE   250,000 0 0
VESTAS WIND SYSTEMS A/S COM 00BN4MYF5 34,138 166,251 SH   SOLE   166,251 0 0
WASTE CONNECTIONS INC COM 94106B101 7,236 67,011 SH   SOLE   67,011 0 0
WASTE CONNECTIONS INC COM 94106B101 4,319 40,000 SH Put SOLE   40,000 0 0
WESCO INTL INC COM 95082P105 1,731 20,000 SH Put SOLE   20,000 0 0
WESCO INTL INC COM 95082P105 10,245 118,400 SH   SOLE   118,400 0 0
WEST FRASER TIMBER CO LTD COM 952845105 56,864 790,100 SH   SOLE   790,100 0 0
WILLIAMS SONOMA INC COM 969904101 53,760 300,000 SH Put SOLE   300,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 31,401 450,000 SH   SOLE   450,000 0 0
YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 207 225,000 SH   SOLE   225,000 0 0
YELLOWSTONE ACQUISITION CO COM CL A 98566K105 2,695 270,000 SH   SOLE   270,000 0 0
YUCAIPA ACQUISITION A -CW25 COM G7008A115 297 212,278 SH   SOLE   212,278 0 0
YUCAIPA ACQUISITION CORP-A COM G9879L105 6,273 636,835 SH   SOLE   636,835 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 5,633 11,610 SH   SOLE   11,610 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,275 48,404 SH   SOLE   48,404 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 19,446 150,000 SH Call SOLE   150,000 0 0