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
ABERCROMBIE & FITCH CO CL A 002896207 52,234 1,125,000 SH   SOLE   1,125,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L907 15,465 375,000 SH Call SOLE   375,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 56,705 1,375,000 SH   SOLE   1,375,000 0 0
ADIENT PLC ORD SHS G0084W101 5,929 131,181 SH   SOLE   131,181 0 0
ADIENT PLC ORD SHS G0084W951 1,582 35,000 SH Put SOLE   35,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 102,570 500,000 SH   SOLE   500,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R954 3,497 30,000 SH Put SOLE   30,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 12,663 108,632 SH   SOLE   108,632 0 0
AECOM COM 00766T100 15,963 252,100 SH   SOLE   252,100 0 0
AECOM COM 00766T950 2,533 40,000 SH Put SOLE   40,000 0 0
AERCAP HOLDINGS NV COM N00985106 9,912 193,555 SH   SOLE   193,555 0 0
AERCAP HOLDINGS NV COM N00985956 2,048 40,000 SH Put SOLE   40,000 0 0
AES CORP COM 00130H105 3,128 120,000 SH   SOLE   120,000 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 3,171 300,000 SH   SOLE   300,000 0 0
AGCO CORP COM 001084902 2,608 20,000 SH Put SOLE   20,000 0 0
AGCO CORP COM 001084102 16,115 123,603 SH   SOLE   123,603 0 0
AIR CANADA COM CA0089118 2,052 99,750 SH   SOLE   99,750 0 0
AKZO NOBEL N.V. COM NL0013267 14,464 117,057 SH   SOLE   117,057 0 0
ALCOA CORP COM 013872106 3,684 100,000 SH   SOLE   100,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 2,444 88,219 SH   SOLE   88,219 0 0
ALUSSA ENERGY ACQUISITION -A COM G0232J101 2,230 225,000 SH   SOLE   225,000 0 0
AMAZON COM INC COM 023135106 189,209 55,000 SH   SOLE   55,000 0 0
AMAZON COM INC COM 023135906 43,002 12,500 SH Call SOLE   12,500 0 0
AMAZON COM INC COM 023135956 51,602 15,000 SH Put SOLE   15,000 0 0
AMETEK INC COM 031100950 4,005 30,000 SH Put SOLE   30,000 0 0
AMETEK INC COM 031100100 19,627 147,022 SH   SOLE   147,022 0 0
AMPHENOL CORP NEW CL A 032095951 2,052 30,000 SH Put SOLE   30,000 0 0
AMPHENOL CORP NEW CL A 032095101 9,138 133,570 SH   SOLE   133,570 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A958 36,005 500,000 SH Put SOLE   500,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 102,614 1,425,000 SH   SOLE   1,425,000 0 0
APTIV PLC SHS G6095L109 10,116 64,300 SH   SOLE   64,300 0 0
APTIV PLC SHS G6095L959 1,888 12,000 SH Put SOLE   12,000 0 0
ARCBEST CORP COM 03937C905 14,548 250,000 SH Call SOLE   250,000 0 0
ARCBEST CORP COM 03937C105 2,619 45,000 SH   SOLE   45,000 0 0
ARCELORMITTAL COM LU1598757 4,598 150,000 SH   SOLE   150,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 48,454 1,560,000 SH   SOLE   1,560,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L953 6,212 200,000 SH Put SOLE   200,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483952 6,060 100,000 SH Put SOLE   100,000 0 0
ARK ETF TR COM 00214Q950 65,390 500,000 SH Put SOLE   500,000 0 0
ATOTECH LTD COM G0625A105 8,297 325,000 SH   SOLE   325,000 0 0
AVERY DENNISON CORP COM 053611109 23,762 113,022 SH   SOLE   113,022 0 0
AVIENT CORPORATION COM 05368V106 28,035 570,286 SH   SOLE   570,286 0 0
AZEK CO INC CL A 05478C105 10,190 240,000 SH   SOLE   240,000 0 0
BLOOMIN BRANDS INC COM 094235108 47,495 1,750,000 SH   SOLE   1,750,000 0 0
BOEING CO COM 097023105 15,348 64,069 SH   SOLE   64,069 0 0
BOEING CO COM 097023955 2,396 10,000 SH Put SOLE   10,000 0 0
BOOKING HOLDINGS INC COM 09857L958 54,707 25,000 SH Put SOLE   25,000 0 0
BOSTON BEER INC CL A 100557107 71,456 70,000 SH   SOLE   70,000 0 0
BRENNTAG SE COM DE000A1DA 16,273 175,000 SH   SOLE   175,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 20,423 478,750 SH   SOLE   478,750 0 0
BURLINGTON STORES INC COM 122017106 100,622 312,500 SH   SOLE   312,500 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,758 18,766 SH   SOLE   18,766 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G950 12,969 125,000 SH Put SOLE   125,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 95,969 925,000 SH   SOLE   925,000 0 0
CALLAWAY GOLF CO COM 131193104 57,341 1,700,000 SH   SOLE   1,700,000 0 0
CANADIAN NATL RY CO COM 136375102 1,429 13,545 SH   SOLE   13,545 0 0
CAPRI HOLDINGS LTD COM G1890L107 12,868 225,000 SH   SOLE   225,000 0 0
CAPRI HOLDINGS LTD COM G1890L907 48,612 850,000 SH Call SOLE   850,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 16,335 336,106 SH   SOLE   336,106 0 0
CARRIER GLOBAL CORPORATION COM 14448C954 3,645 75,000 SH Put SOLE   75,000 0 0
CATERPILLAR INC COM 149123901 10,882 50,000 SH Call SOLE   50,000 0 0
CATERPILLAR INC COM 149123951 2,176 10,000 SH Put SOLE   10,000 0 0
CATERPILLAR INC COM 149123101 6,162 28,315 SH   SOLE   28,315 0 0
CF INDS HLDGS INC COM 125269100 22,316 433,750 SH   SOLE   433,750 0 0
CF INDS HLDGS INC COM 125269900 5,145 100,000 SH Call SOLE   100,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 46,510 30,000 SH   SOLE   30,000 0 0
CHURCHILL DOWNS INC COM 171484108 19,826 100,000 SH   SOLE   100,000 0 0
CLEAN HARBORS INC COM 184496107 16,629 178,543 SH   SOLE   178,543 0 0
CLEAN HARBORS INC COM 184496957 2,794 30,000 SH Put SOLE   30,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 5,929 275,000 SH   SOLE   275,000 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 2,854 200,000 SH   SOLE   200,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839104 65,252 1,100,000 SH   SOLE   1,100,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839954 22,245 375,000 SH Put SOLE   375,000 0 0
COGNEX CORP COM 192422103 3,362 40,000 SH   SOLE   40,000 0 0
COLFAX CORP COM 194014106 4,409 96,242 SH   SOLE   96,242 0 0
COLGATE PALMOLIVE CO COM 194162103 56,945 700,000 SH   SOLE   700,000 0 0
COLONNADE ACQUISITION CORP I COM G2284B101 3,975 400,000 SH   SOLE   400,000 0 0
COMCAST CORP NEW CL A 20030N901 14,255 250,000 SH Call SOLE   250,000 0 0
COMCAST CORP NEW CL A 20030N101 64,148 1,125,000 SH   SOLE   1,125,000 0 0
CONSTELLIUM SE COM N22035104 25,436 1,342,287 SH   SOLE   1,342,287 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 3,261 157,700 SH   SOLE   157,700 0 0
CROWN HLDGS INC COM 228368106 33,729 330,000 SH   SOLE   330,000 0 0
CUMMINS INC COM 231021106 5,226 21,433 SH   SOLE   21,433 0 0
D R HORTON INC COM 23331A959 904 10,000 SH Put SOLE   10,000 0 0
D R HORTON INC COM 23331A109 7,209 79,768 SH   SOLE   79,768 0 0
DANAHER CORPORATION COM 235851952 3,489 13,000 SH Put SOLE   13,000 0 0
DANAHER CORPORATION COM 235851102 25,208 93,935 SH   SOLE   93,935 0 0
DAVE & BUSTERS ENTMT INC COM 238337909 16,240 400,000 SH Call SOLE   400,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 40,600 1,000,000 SH   SOLE   1,000,000 0 0
DEERE & CO COM 244199905 21,163 60,000 SH Call SOLE   60,000 0 0
DEERE & CO COM 244199955 3,527 10,000 SH Put SOLE   10,000 0 0
DEERE & CO COM 244199105 15,875 45,010 SH   SOLE   45,010 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,167 26,967 SH   SOLE   26,967 0 0
DHC ACQUISITION CORP COM G2758T109 5,020 500,000 SH   SOLE   500,000 0 0
DISNEY WALT CO COM 254687106 35,154 200,000 SH   SOLE   200,000 0 0
DOVER CORP COM 260003108 27,654 183,623 SH   SOLE   183,623 0 0
DOVER CORP COM 260003908 15,060 100,000 SH Call SOLE   100,000 0 0
DOVER CORP COM 260003958 6,024 40,000 SH Put SOLE   40,000 0 0
DRIVE SHACK INC COM 262077100 4,965 1,500,000 SH   SOLE   1,500,000 0 0
EATON CORP PLC SHS G29183953 5,927 40,000 SH Put SOLE   40,000 0 0
EATON CORP PLC SHS G29183103 28,620 193,145 SH   SOLE   193,145 0 0
EBAY INC. COM 278642953 28,084 400,000 SH Put SOLE   400,000 0 0
ECP ENVIRONMENTAL GW OPT COR UNIT 03/01/2026 26829T209 2,282 225,000 SH   SOLE   225,000 0 0
EDP RENOVAVEIS SA COM ES0127797 2,896 125,000 SH   SOLE   125,000 0 0
ELECTRONIC ARTS INC COM 285512109 172,596 1,200,000 SH   SOLE   1,200,000 0 0
ELECTRONIC ARTS INC COM 285512909 35,958 250,000 SH Call SOLE   250,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 20,424 873,554 SH   SOLE   873,554 0 0
EMERSON ELEC CO COM 291011104 19,963 207,425 SH   SOLE   207,425 0 0
EMERSON ELEC CO COM 291011954 3,850 40,000 SH Put SOLE   40,000 0 0
EQUITY DISTR ACQUISITION COR *W EXP 09/09/202 29465E114 197 166,666 SH   SOLE   166,666 0 0
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4,930 500,000 SH   SOLE   500,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,266 10,000 SH   SOLE   10,000 0 0
FAST ACQUISITION CORP COM CL A 311875108 9,448 800,000 SH   SOLE   800,000 0 0
FEDEX CORP COM 31428X106 39,659 132,936 SH   SOLE   132,936 0 0
FEDEX CORP COM 31428X956 44,750 150,000 SH Put SOLE   150,000 0 0
FERRARI NV COM N3167Y103 115,903 562,500 SH   SOLE   562,500 0 0
FERRARI NV COM N3167Y903 10,303 50,000 SH Call SOLE   50,000 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,770 270,000 SH   SOLE   270,000 0 0
FORTIVE CORP COM 34959J108 3,346 47,975 SH   SOLE   47,975 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1,342 40,000 SH   SOLE   40,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,992 20,000 SH   SOLE   20,000 0 0
FORWARD AIR CORP COM 349853951 13,463 150,000 SH Put SOLE   150,000 0 0
FORWARD AIR CORP COM 349853101 22,886 255,000 SH   SOLE   255,000 0 0
GAP INC COM 364760108 134,600 4,000,000 SH   SOLE   4,000,000 0 0
GAP INC COM 364760908 33,650 1,000,000 SH Call SOLE   1,000,000 0 0
GAP INC COM 364760958 16,825 500,000 SH Put SOLE   500,000 0 0
GATX CORP COM 361448903 13,271 150,000 SH Call SOLE   150,000 0 0
GATX CORP COM 361448953 22,118 250,000 SH Put SOLE   250,000 0 0
GATX CORP COM 361448103 29,092 328,839 SH   SOLE   328,839 0 0
GENERAC HLDGS INC COM 368736954 2,491 6,000 SH Put SOLE   6,000 0 0
GENERAC HLDGS INC COM 368736104 6,104 14,703 SH   SOLE   14,703 0 0
GENERAL DYNAMICS CORP COM 369550108 11,625 61,750 SH   SOLE   61,750 0 0
GENERAL ELECTRIC CO COM 369604103 16,990 1,262,274 SH   SOLE   1,262,274 0 0
GENERAL ELECTRIC CO PUT 369604953 3,365 250,000 SH Put SOLE   250,000 0 0
GENERAL MTRS CO COM 37045V950 1,775 30,000 SH Put SOLE   30,000 0 0
GENERAL MTRS CO COM 37045V100 12,220 206,530 SH   SOLE   206,530 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 1,005 100,000 SH   SOLE   100,000 0 0
GRAYSCALE BITCOIN TRUST BTC COM 389637109 5,339 179,103 SH   SOLE   179,103 0 0
GREENBRIER COS INC COM 393657101 16,402 376,355 SH   SOLE   376,355 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 2,668 256,500 SH   SOLE   256,500 0 0
HARLEY DAVIDSON INC COM 412822108 32,074 700,000 SH   SOLE   700,000 0 0
HARLEY DAVIDSON INC COM 412822908 38,947 850,000 SH Call SOLE   850,000 0 0
HASBRO INC COM 418056107 42,534 450,000 SH   SOLE   450,000 0 0
HAYWARD HLDGS INC COM 421298950 1,301 50,000 SH Put SOLE   50,000 0 0
HAYWARD HLDGS INC COM 421298100 8,457 325,000 SH   SOLE   325,000 0 0
HEICO CORP NEW COM 422806109 6,030 43,250 SH   SOLE   43,250 0 0
HONEYWELL INTL INC COM 438516906 21,935 100,000 SH Call SOLE   100,000 0 0
HONEYWELL INTL INC COM 438516956 7,677 35,000 SH Put SOLE   35,000 0 0
HONEYWELL INTL INC COM 438516106 27,123 123,650 SH   SOLE   123,650 0 0
HOSTESS BRANDS INC CL A 44109J106 31,975 1,975,000 SH   SOLE   1,975,000 0 0
HOWMET AEROSPACE INC COM 443201108 26,818 778,000 SH   SOLE   778,000 0 0
HOWMET AEROSPACE INC COM 443201958 6,894 200,000 SH Put SOLE   200,000 0 0
HUB GROUP INC CL A 443320906 26,392 400,000 SH Call SOLE   400,000 0 0
HUB GROUP INC CL A 443320106 45,922 696,000 SH   SOLE   696,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 32,375 198,678 SH   SOLE   198,678 0 0
HUNT J B TRANS SVCS INC COM 445658957 32,590 200,000 SH Put SOLE   200,000 0 0
HYDROFARM HLDGS GROUP INC COM 44888K909 7,389 125,000 SH Call SOLE   125,000 0 0
HYDROFARM HLDGS GROUP INC COM 44888K959 11,822 200,000 SH Put SOLE   200,000 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 31,033 525,000 SH   SOLE   525,000 0 0
IAA INC COM 449253103 3,508 64,314 SH   SOLE   64,314 0 0
IAA INC COM 449253903 5,454 100,000 SH Call SOLE   100,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 11,033 49,350 SH   SOLE   49,350 0 0
ILLINOIS TOOL WKS INC COM 452308959 2,236 10,000 SH Put SOLE   10,000 0 0
INGERSOLL RAND INC COM 45687V956 2,929 60,000 SH Put SOLE   60,000 0 0
INGERSOLL RAND INC COM 45687V106 16,204 331,990 SH   SOLE   331,990 0 0
INTERFOR CORP COM 45868C109 31,728 1,267,292 SH   SOLE   1,267,292 0 0
INVESCO QQQ TR COM 46090E953 102,785 290,000 SH Put SOLE   290,000 0 0
ISHARES TR RUS 1000 VAL ETF 464287908 31,724 200,000 SH Call SOLE   200,000 0 0
ISHARES TR COM 464288952 10,383 150,000 SH Put SOLE   150,000 0 0
ISHARES TR COM 464287952 51,992 200,000 SH Put SOLE   200,000 0 0
ISHARES TR COM 464288950 4,341 50,000 SH Put SOLE   50,000 0 0
ITT INC COM 45073V958 1,832 20,000 SH Put SOLE   20,000 0 0
ITT INC COM 45073V108 10,347 112,972 SH   SOLE   112,972 0 0
IVANHOE CAPITAL ACQUISITION COM G4R87P114 11,836 1,100,000 SH   SOLE   1,100,000 0 0
JACK IN THE BOX INC COM 466367109 44,576 400,000 SH   SOLE   400,000 0 0
JACK IN THE BOX INC COM 466367959 11,144 100,000 SH Put SOLE   100,000 0 0
JACOBS ENGR GROUP INC COM 469814957 4,670 35,000 SH Put SOLE   35,000 0 0
JACOBS ENGR GROUP INC COM 469814107 25,299 189,622 SH   SOLE   189,622 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 3,391 240,000 SH   SOLE   240,000 0 0
JANUS INTERNATIONAL GROUP IN *W EXP 06/07/202 47103N114 1,772 425,000 SH   SOLE   425,000 0 0
JOHNSON CTLS INTL PLC SHS G51502955 1,716 25,000 SH Put SOLE   25,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 11,170 162,750 SH   SOLE   162,750 0 0
KELLOGG CO COM 487836958 16,083 250,000 SH Put SOLE   250,000 0 0
KINS TECHNOLOGY GROUP INC *W EXP 10/14/202 49714K117 188 225,000 SH   SOLE   225,000 0 0
KINS TECHNOLOGY GROUP INC COM CL A 49714K109 3,451 350,000 SH   SOLE   350,000 0 0
LAMB WESTON HLDGS INC COM 513272104 40,330 500,000 SH   SOLE   500,000 0 0
LANDSTAR SYS INC COM 515098101 2,137 13,525 SH   SOLE   13,525 0 0
LAS VEGAS SANDS CORP COM 517834907 79,035 1,500,000 SH Call SOLE   1,500,000 0 0
LENDINGTREE INC NEW COM 52603B907 10,594 50,000 SH Call SOLE   50,000 0 0
LENDINGTREE INC NEW COM 52603B107 84,752 400,000 SH   SOLE   400,000 0 0
LENNAR CORP CL A 526057104 13,531 136,194 SH   SOLE   136,194 0 0
LENNAR CORP CL A 526057954 1,490 15,000 SH Put SOLE   15,000 0 0
LENNOX INTL INC COM 526107107 2,105 6,000 SH   SOLE   6,000 0 0
LESLIES INC COM 527064959 1,375 50,000 SH Put SOLE   50,000 0 0
LESLIES INC COM 527064109 10,928 397,518 SH   SOLE   397,518 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 3,332 120,000 SH   SOLE   120,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 27,834 600,000 SH   SOLE   600,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,133 61,750 SH   SOLE   61,750 0 0
LINDE PLC SHS G5494J103 21,654 74,900 SH   SOLE   74,900 0 0
LOCKHEED MARTIN CORP COM 539830109 6,810 18,000 SH   SOLE   18,000 0 0
LOUISIANA PAC CORP COM 546347105 74,084 1,228,796 SH   SOLE   1,228,796 0 0
LOUISIANA PAC CORP COM 546347955 18,087 300,000 SH Put SOLE   300,000 0 0
LYONDELLBASELL INDUSTRIES N COM N53745950 10,287 100,000 SH Put SOLE   100,000 0 0
MADDEN STEVEN LTD COM 556269108 71,110 1,625,000 SH   SOLE   1,625,000 0 0
MAGNA INTL INC COM 559222951 1,853 20,000 SH Put SOLE   20,000 0 0
MAGNA INTL INC COM 559222401 9,801 105,800 SH   SOLE   105,800 0 0
MASCO CORP COM 574599106 12,389 210,307 SH   SOLE   210,307 0 0
MASTEC INC COM 576323959 1,273 12,000 SH Put SOLE   12,000 0 0
MASTEC INC COM 576323109 7,688 72,463 SH   SOLE   72,463 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,382 75,000 SH   SOLE   75,000 0 0
MASTERCARD INCORPORATED CL A 57636Q954 27,382 75,000 SH Call SOLE   75,000 0 0
MATCH GROUP INC NEW COM 57667L107 112,875 700,000 SH   SOLE   700,000 0 0
MCDONALDS CORP COM 580135901 57,748 250,000 SH Call SOLE   250,000 0 0
MCDONALDS CORP COM 580135951 17,324 75,000 SH Put SOLE   75,000 0 0
MCDONALDS CORP COM 580135101 184,792 800,000 SH   SOLE   800,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 75,364 825,000 SH   SOLE   825,000 0 0
MOSAIC CO NEW COM 61945C103 40,685 1,274,980 SH   SOLE   1,274,980 0 0
MOSAIC CO NEW COM 61945C953 6,382 200,000 SH Put SOLE   200,000 0 0
NEWHOLD INVESTMENT CORP *W EXP 03/10/202 651448110 260 150,000 SH   SOLE   150,000 0 0
NEWHOLD INVESTMENT CORP COM CL A 651448102 2,006 200,000 SH   SOLE   200,000 0 0
NEWS CORP NEW CL A 65249B909 7,731 300,000 SH Call SOLE   300,000 0 0
NEWS CORP NEW CL A 65249B109 64,425 2,500,000 SH   SOLE   2,500,000 0 0
NORDSTROM INC COM 655664900 14,628 400,000 SH Call SOLE   400,000 0 0
NORDSTROM INC COM 655664100 18,285 500,000 SH   SOLE   500,000 0 0
NORFOLK SOUTHN CORP COM 655844908 26,541 100,000 SH Call SOLE   100,000 0 0
NORFOLK SOUTHN CORP COM 655844108 30,116 113,471 SH   SOLE   113,471 0 0
NORSK HYDRO ASA COM NO0005052 15,990 2,504,193 SH   SOLE   2,504,193 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,634 10,000 SH   SOLE   10,000 0 0
NUTRIEN LTD COM 67077M908 7,576 125,000 SH Call SOLE   125,000 0 0
NUTRIEN LTD COM 67077M108 29,395 484,980 SH   SOLE   484,980 0 0
NXP SEMICONDUCTORS NV COM N6596X109 7,988 38,830 SH   SOLE   38,830 0 0
NXP SEMICONDUCTORS NV COM N6596X959 2,057 10,000 SH Put SOLE   10,000 0 0
OCA ACQUISITION CORP UNIT 01/14/2026 670865203 2,944 290,000 SH   SOLE   290,000 0 0
OLIN CORP COM PAR $1 680665205 11,181 241,700 SH   SOLE   241,700 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116959 16,826 200,000 SH Put SOLE   200,000 0 0
ON SEMICONDUCTOR CORP COM 682189955 1,148 30,000 SH Put SOLE   30,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,519 170,292 SH   SOLE   170,292 0 0
OTIS WORLDWIDE CORP COM 68902V107 10,255 125,408 SH   SOLE   125,408 0 0
OUSTER INC *W EXP 03/11/202 68989M111 266 72,937 SH   SOLE   72,937 0 0
PARKER-HANNIFIN CORP COM 701094904 9,213 30,000 SH Call SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094954 9,213 30,000 SH Put SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094104 35,461 115,467 SH   SOLE   115,467 0 0
PATHFINDER ACQUISITION CORP UNIT 02/17/2026 G04119114 944 95,000 SH   SOLE   95,000 0 0
PENTAIR PLC SHS G7S00T104 2,700 40,000 SH   SOLE   40,000 0 0
PEPSICO INC COM 713448108 55,564 375,000 SH   SOLE   375,000 0 0
PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 188 87,500 SH   SOLE   87,500 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,579 350,000 SH   SOLE   350,000 0 0
PLBY GROUP INC COM 72814P109 33,057 850,000 SH   SOLE   850,000 0 0
PONTEM CORP COM G71707106 7,007 700,000 SH   SOLE   700,000 0 0
POOL CORP COM 73278L105 1,884 4,107 SH   SOLE   4,107 0 0
POST HOLDINGS PARTNERING COR UNIT 99/99/9999 737465203 12,988 1,250,000 SH   SOLE   1,250,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347Y854 2,063 85,657 SH   SOLE   85,657 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 1,778 75,161 SH   SOLE   75,161 0 0
PURPLE INNOVATION INC COM 74640Y956 10,564 400,000 SH Put SOLE   400,000 0 0
PVH CORPORATION COM 693656100 164,075 1,525,000 SH   SOLE   1,525,000 0 0
PVH CORPORATION COM 693656950 40,346 375,000 SH Put SOLE   375,000 0 0
QUANTA SVCS INC COM 74762E952 3,623 40,000 SH Put SOLE   40,000 0 0
QUANTA SVCS INC COM 74762E102 17,365 191,725 SH   SOLE   191,725 0 0
RALPH LAUREN CORP CL A 751212101 90,920 771,749 SH   SOLE   771,749 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E951 6,398 75,000 SH Put SOLE   75,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 23,531 275,830 SH   SOLE   275,830 0 0
REGAL BELOIT CORP COM 758750953 3,338 25,000 SH Put SOLE   25,000 0 0
REGAL BELOIT CORP COM 758750103 14,027 105,064 SH   SOLE   105,064 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 49,224 326,200 SH   SOLE   326,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509952 11,318 75,000 SH Put SOLE   75,000 0 0
REPUBLIC SVCS INC COM 760759100 4,400 40,000 SH   SOLE   40,000 0 0
REXNORD CORP COM 76169B102 16,016 320,060 SH   SOLE   320,060 0 0
REXNORD CORP COM 76169B952 4,504 90,000 SH Put SOLE   90,000 0 0
RH COM 74967X103 118,825 175,000 SH   SOLE   175,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,583 14,000 SH   SOLE   14,000 0 0
RUSH ENTERPRISES INC CL A 781846209 16,096 372,253 SH   SOLE   372,253 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 28,788 1,250,000 SH   SOLE   1,250,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 41,454 525,000 SH   SOLE   525,000 0 0
SAMSONITE INTERNATIONAL SA COM LU0633102 40,391 19,750,700 SH   SOLE   19,750,700 0 0
SANDBRIDGE ACQUISITION CORP COM CL A 799793104 12,226 1,225,000 SH   SOLE   1,225,000 0 0
SANDBRIDGE ACQUISITION CORP COM CL A 799793904 4,990 500,000 SH Call SOLE   500,000 0 0
SANDERSON FARMS INC COM 800013104 3,370 17,926 SH   SOLE   17,926 0 0
SELECT SECTOR SPDR TR ENERGY SELECT SECTOR SPDR 81369Y506 5,387 100,000 SH Put SOLE   100,000 0 0
SELECT SECTOR SPDR TR INDUSTRIAL SELECT SECT SPDR 81369Y904 51,200 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR INDUSTRIAL SELECT SECT SPDR 81369Y954 30,720 300,000 SH Put SOLE   300,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 65,718 1,800,000 SH   SOLE   1,800,000 0 0
SLAM CORP COM G8210L105 1,297 130,000 SH   SOLE   130,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635955 2,367 50,000 SH Put SOLE   50,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 11,241 237,500 SH   SOLE   237,500 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 2,465 245,000 SH   SOLE   245,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,010 10,447 SH   SOLE   10,447 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 4,835 50,000 SH Call SOLE   50,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 22,936 350,000 SH Call SOLE   350,000 0 0
SPDR SER TR SPDR S&P METALS & MINING ETF 78464A905 8,612 200,000 SH Call SOLE   200,000 0 0
SPDR SER TR SPDR S&P METALS & MINING ETF 78464A955 21,530 500,000 SH Put SOLE   500,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 114,804 1,350,000 SH   SOLE   1,350,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,191 110,000 SH   SOLE   110,000 0 0
SPORTSTEK ACQUISITION CORP UNIT 02/16/2028 849196209 2,002 200,000 SH   SOLE   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502951 1,640 8,000 SH Put SOLE   8,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,865 38,366 SH   SOLE   38,366 0 0
STARBOARD VALUE ACQUISITN CO *W EXP 09/10/202 85521J117 169 83,333 SH   SOLE   83,333 0 0
STEEL DYNAMICS INC COM 858119100 4,470 75,000 SH   SOLE   75,000 0 0
STELCO HOLDINGS INC COM 858522105 36,463 1,241,945 SH   SOLE   1,241,945 0 0
STEM INC COM 85859N102 9,273 257,500 SH   SOLE   57,500 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,055 28,500 SH   SOLE   28,500 0 0
TE CONNECTIVITY LTD REG SHS H84989954 2,704 20,000 SH Put SOLE   20,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 13,996 103,512 SH   SOLE   103,512 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 36,290 86,646 SH   SOLE   86,646 0 0
TELEDYNE TECHNOLOGIES INC COM 879360955 6,282 15,000 SH Put SOLE   15,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 88,178 2,250,000 SH   SOLE   2,250,000 0 0
THE BEACHBODY COMPANY INC COM CL A 073463901 10,400 1,000,000 SH Call SOLE   1,000,000 0 0
THOR INDS INC COM 885160101 22,600 200,000 SH   SOLE   200,000 0 0
TIMKEN CO COM 887389104 9,076 112,623 SH   SOLE   112,623 0 0
TIMKEN CO COM 887389904 9,671 120,000 SH Call SOLE   120,000 0 0
TIMKEN CO COM 887389954 1,612 20,000 SH Put SOLE   20,000 0 0
TOLL BROTHERS INC COM 889478103 6,359 110,000 SH   SOLE   110,000 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 12,696 68,950 SH   SOLE   68,950 0 0
TRANE TECHNOLOGIES PLC COM G8994E953 2,762 15,000 SH Put SOLE   15,000 0 0
TRANSDIGM GROUP INC COM 893641100 13,007 20,094 SH   SOLE   20,094 0 0
TRANSDIGM GROUP INC COM 893641950 2,913 4,500 SH Put SOLE   4,500 0 0
TRIMBLE INC COM 896239100 2,411 29,468 SH   SOLE   29,468 0 0
TRINITY INDS INC COM 896522109 992 36,900 SH   SOLE   36,900 0 0
TRITON INTL LTD CL A G9078F107 15,309 292,500 SH   SOLE   292,500 0 0
TRITON INTL LTD CL A G9078F957 10,468 200,000 SH Put SOLE   200,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,108 900,000 SH   SOLE   900,000 0 0
UNDER ARMOUR INC CL A 904311107 84,600 4,000,000 SH   SOLE   4,000,000 0 0
UNDER ARMOUR INC CL A 904311907 23,794 1,125,000 SH Call SOLE   1,125,000 0 0
UNDER ARMOUR INC CL A 904311957 10,575 500,000 SH Put SOLE   500,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 2,364 45,201 SH   SOLE   45,201 0 0
UNITED RENTALS INC COM 911363109 16,336 51,209 SH   SOLE   51,209 0 0
UNITED RENTALS INC COM 911363909 9,570 30,000 SH Call SOLE   30,000 0 0
UNITED RENTALS INC COM 911363959 2,552 8,000 SH Put SOLE   8,000 0 0
US FOODS HLDG CORP COM 912008109 57,540 1,500,000 SH   SOLE   1,500,000 0 0
UTZ BRANDS INC COM CL A 918090101 21,790 1,000,000 SH   SOLE   1,000,000 0 0
VAIL RESORTS INC COM 91879Q109 51,435 162,500 SH   SOLE   162,500 0 0
VALE S A SPONSORED ADS 91912E105 21,949 962,250 SH   SOLE   962,250 0 0
VALE S A SPONSORED ADS 91912E955 4,562 200,000 SH Put SOLE   200,000 0 0
VALVOLINE INC COM 92047W901 1,623 50,000 SH Call SOLE   50,000 0 0
VALVOLINE INC COM 92047W951 4,548 140,100 SH Put SOLE   140,100 0 0
VALVOLINE INC COM 92047W101 26,687 822,164 SH   SOLE   822,164 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 1,363 6,225 SH   SOLE   6,225 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H907 5,473 25,000 SH Call SOLE   25,000 0 0
VECTOIQ ACQUISITION CORP II UNIT 99/99/9999 92244F208 2,568 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,302 120,944 SH   SOLE   120,944 0 0
VESTAS WIND SYSTEMS A/S COM DK0061539 2,921 74,840 SH   SOLE   74,840 0 0
VIMEO INC COMMON STOCK 92719V100 49,000 1,000,000 SH   SOLE   1,000,000 0 0
VINTAGE WINE ESTATES INC COM 92747V106 14,100 1,175,000 SH   SOLE   1,175,000 0 0
VONTIER CORPORATION COM 928881101 3,584 110,000 SH   SOLE   110,000 0 0
WABASH NATL CORP COM 929566107 727 45,430 SH   SOLE   45,430 0 0
WASTE CONNECTIONS INC COM 94106B101 5,972 50,000 SH   SOLE   50,000 0 0
WASTE MGMT INC DEL COM 94106L109 7,006 50,000 SH   SOLE   50,000 0 0
WESCO INTL INC COM 95082P105 9,910 96,380 SH   SOLE   96,380 0 0
WESCO INTL INC COM 95082P905 5,141 50,000 SH Call SOLE   50,000 0 0
WESCO INTL INC COM 95082P955 2,571 25,000 SH Put SOLE   25,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 74,297 1,035,100 SH   SOLE   1,035,100 0 0
WEST FRASER TIMBER CO LTD COM 952845955 8,243 115,000 SH Put SOLE   115,000 0 0
WESTLAKE CHEM CORP COM 960413102 12,162 135,000 SH   SOLE   135,000 0 0
WESTLAKE CHEM CORP COM 960413952 4,505 50,000 SH Put SOLE   50,000 0 0
WINNEBAGO INDS INC COM 974637900 5,097 75,000 SH Call SOLE   75,000 0 0
WOODWARD INC COM 980745103 4,792 39,000 SH   SOLE   39,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 61,447 850,000 SH   SOLE   850,000 0 0
XOMETRY INC CLASS A COM 98423F109 568 6,500 SH   SOLE   6,500 0 0
YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 178 225,000 SH   SOLE   225,000 0 0
YELLOWSTONE ACQUISITION CO COM CL A 98566K105 2,462 245,000 SH   SOLE   245,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 7,413 14,000 SH   SOLE   14,000 0 0