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 42,021 1,050,000 SH   SOLE   1,050,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 10,005 250,000 SH Call SOLE   250,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 19,348 250,000 SH Put SOLE   250,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 65,278 312,500 SH   SOLE   312,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,816 26,032 SH   SOLE   26,032 0 0
AECOM COM 00766T100 11,752 186,100 SH   SOLE   186,100 0 0
AECOM COM 00766T100 2,526 40,000 SH Put SOLE   40,000 0 0
AERCAP HOLDINGS NV COM 00B1HHKD3 8,923 154,355 SH   SOLE   154,355 0 0
AERCAP HOLDINGS NV COM 00B1HHKD3 1,734 30,000 SH Put SOLE   30,000 0 0
AES CORP COM 00130H105 3,425 150,000 SH   SOLE   150,000 0 0
AGCO CORP COM 001084102 1,225 10,000 SH Put SOLE   10,000 0 0
AGCO CORP COM 001084102 3,713 30,303 SH   SOLE   30,303 0 0
AIR CANADA COM 008911877 1,820 99,750 SH   SOLE   99,750 0 0
AIR PRODS & CHEMS INC COM 009158106 12,806 50,000 SH Call SOLE   50,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 12,793 117,057 SH   SOLE   117,057 0 0
ALCOA CORP COM 013872106 19,576 400,000 SH Put SOLE   400,000 0 0
ALCOA CORP COM 013872106 46,018 940,300 SH   SOLE   940,300 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 252 7,894 SH   SOLE   7,894 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,104 200,000 SH Call SOLE   200,000 0 0
AMETEK INC COM 031100100 6,201 50,000 SH Put SOLE   50,000 0 0
AMETEK INC COM 031100100 31,898 257,222 SH   SOLE   257,222 0 0
AMPHENOL CORP NEW CL A 032095101 2,197 30,000 SH Put SOLE   30,000 0 0
AMPHENOL CORP NEW CL A 032095101 9,781 133,570 SH   SOLE   133,570 0 0
APPLE INC COM 037833100 10,613 75,000 SH Call SOLE   75,000 0 0
APTIV PLC SHS G6095L109 10,428 70,000 SH Call SOLE   70,000 0 0
APTIV PLC SHS G6095L109 1,868 12,540 SH   SOLE   12,540 0 0
ARCBEST CORP COM 03937C105 38,780 474,255 SH   SOLE   474,255 0 0
ARCELORMITTAL COM 00BYPBS67 4,596 150,000 SH   SOLE   150,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,524 150,000 SH Put SOLE   150,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 21,414 710,000 SH   SOLE   710,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 3,676 45,000 SH   SOLE   45,000 0 0
AVERY DENNISON CORP COM 053611109 37,924 183,022 SH   SOLE   183,022 0 0
AVIENT CORPORATION COM 05368V106 5,028 108,486 SH   SOLE   108,486 0 0
AXALTA COATING SYS LTD COM G0750C108 10,654 365,000 SH   SOLE   365,000 0 0
AZEK CO INC CL A 05478C105 28,189 771,660 SH   SOLE   771,660 0 0
AZEK CO INC CL A 05478C105 5,480 150,000 SH Put SOLE   150,000 0 0
BATH & BODY WORKS INC COM 070830104 9,455 150,000 SH Call SOLE   150,000 0 0
BATH & BODY WORKS INC COM 070830104 119,757 1,900,000 SH   SOLE   1,900,000 0 0
BEST BUY INC COM 086516101 18,499 175,000 SH Call SOLE   175,000 0 0
BIG LOTS INC COM 089302103 4,336 100,000 SH Put SOLE   100,000 0 0
BLOOMIN BRANDS INC COM 094235108 3,750 150,000 SH Call SOLE   150,000 0 0
BLOOMIN BRANDS INC COM 094235108 61,260 2,450,400 SH   SOLE   2,450,400 0 0
BOEING CO COM 097023105 21,994 100,000 SH Call SOLE   100,000 0 0
BRENNTAG SE COM 00B4YVF56 16,330 175,000 SH   SOLE   175,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,920 133,750 SH   SOLE   133,750 0 0
BURLINGTON STORES INC COM 122017106 42,536 150,000 SH   SOLE   150,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 22,456 200,000 SH   SOLE   200,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 11,228 100,000 SH Call SOLE   100,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 11,228 100,000 SH Put SOLE   100,000 0 0
CANADIAN NATIONAL RAILWAY COM 136375102 2,891 25,000 SH   SOLE   25,000 0 0
CAPRI HOLDINGS LTD COM 00BJ1N1M9 33,887 700,000 SH   SOLE   700,000 0 0
CAPRI HOLDINGS LTD CALL 00BJ1N1M9 12,103 250,000 SH Call SOLE   250,000 0 0
CAPRI HOLDINGS LTD CALL 00BJ1N1M9 18,154 375,000 SH Call SOLE   375,000 0 0
CARGURUS INC COM CL A 141788109 45,859 1,460,000 SH   SOLE   1,460,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,004 400,000 SH Call SOLE   400,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 20,008 800,000 SH   SOLE   800,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,588 50,000 SH Put SOLE   50,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,108 214,606 SH   SOLE   214,606 0 0
CARVANA CO COM 146869102 11,307 37,500 SH   SOLE   37,500 0 0
CARVANA CO CL A 146869102 25,631 85,000 SH Call SOLE   85,000 0 0
CF INDS HLDGS INC COM 125269100 40,344 722,750 SH   SOLE   722,750 0 0
CINEMARK HLDGS INC COM 17243V102 1,921 100,000 SH   SOLE   100,000 0 0
CINEMARK HLDGS INC COM 17243V102 14,408 750,000 SH Call SOLE   750,000 0 0
CLEAN HARBORS INC COM 184496107 4,155 40,000 SH Put SOLE   40,000 0 0
CLEAN HARBORS INC COM 184496107 15,221 146,543 SH   SOLE   146,543 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 3,170 160,000 SH   SOLE   160,000 0 0
CLOROX CO DEL COM 189054109 38,537 232,700 SH   SOLE   232,700 0 0
CNH INDL N V SHS N20944109 6,644 400,000 SH   SOLE   400,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839904 12,440 225,000 SH   SOLE   225,000 0 0
COLONNADE ACQUISITION CORP I COM G2284B101 3,880 400,000 SH   SOLE   400,000 0 0
CONSTELLIUM SE COM N22035104 28,870 1,537,287 SH   SOLE   1,537,287 0 0
CONSTELLIUM SE PUT N22035104 3,471 184,800 SH Put SOLE   184,800 0 0
CONYERS PARK III ACQSITN COR UNIT 07/30/2026 21289P201 12,625 1,250,000 SH   SOLE   1,250,000 0 0
CROWN HLDGS INC COM 228368106 35,777 355,000 SH   SOLE   355,000 0 0
CYXTERA TECHNOLOGIES INC *W EXP 09/10/202 23284C110 172 83,333 SH   SOLE   83,333 0 0
D R HORTON INC COM 23331A109 342 4,068 SH   SOLE   4,068 0 0
DANAHER CORPORATION COM 235851102 30,850 101,335 SH   SOLE   101,335 0 0
DANAHER CORPORATION COM 235851102 6,089 20,000 SH Put SOLE   20,000 0 0
DECKERS OUTDOOR CORP COM 243537107 9,005 25,000 SH Call SOLE   25,000 0 0
DECKERS OUTDOOR CORP COM 243537107 27,015 75,000 SH   SOLE   75,000 0 0
DEERE & CO COM 244199105 12,870 38,410 SH   SOLE   38,410 0 0
DEERE & CO COM 244199105 2,681 8,000 SH Put SOLE   8,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,261 100,000 SH Call SOLE   100,000 0 0
DESCARTES SYS GROUP INC COM 249906108 2,844 35,000 SH   SOLE   35,000 0 0
DHC ACQUISITION CORP COM G2758T125 4,960 500,000 SH   SOLE   500,000 0 0
DOVER CORP COM 260003108 6,220 40,000 SH Put SOLE   40,000 0 0
DOVER CORP COM 260003108 29,004 186,523 SH   SOLE   186,523 0 0
DOW INC COM 260557103 2,878 50,000 SH Put SOLE   50,000 0 0
DRAFTKINGS INC COM CL A 26142R104 14,448 300,000 SH Put SOLE   300,000 0 0
EATON CORP PLC SHS G29183103 4,479 30,000 SH Put SOLE   30,000 0 0
EATON CORP PLC SHS G29183103 16,375 109,672 SH   SOLE   109,672 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 9,475 198,588 SH   SOLE   198,588 0 0
ECP ENVIRONMENTAL GW OPT COR UNIT 03/01/2026 26829T209 2,259 225,000 SH   SOLE   225,000 0 0
EDP RENOVAVEIS SA COM 00B39GNW2 3,101 125,000 SH   SOLE   125,000 0 0
ELECTRONIC ARTS INC COM 285512109 113,800 800,000 SH   SOLE   800,000 0 0
ELECTRONIC ARTS INC COM 285512109 74,681 525,000 SH Call SOLE   525,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 23,166 1,068,554 SH   SOLE   1,068,554 0 0
EMERSON ELEC CO COM 291011104 6,545 69,475 SH   SOLE   69,475 0 0
EMERSON ELEC CO COM 291011104 1,413 15,000 SH Put SOLE   15,000 0 0
EQUITY DISTR ACQUISITION COR *W EXP 09/09/202 29465E114 150 166,666 SH   SOLE   166,666 0 0
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4,910 500,000 SH   SOLE   500,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 1,200 200,000 SH   SOLE   200,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN *W EXP 03/10/202 30049H110 215 150,000 SH   SOLE   150,000 0 0
EXELA TECHNOLOGIES INC-CW23 CALL 30162V110 19 209,900 SH   SOLE   209,900 0 0
EXPEDIA GROUP INC COM NEW 30212P303 53,268 325,000 SH   SOLE   325,000 0 0
FACEBOOK INC CL A 30303M102 33,939 100,000 SH Put SOLE   100,000 0 0
FEDEX CORP COM 31428X106 21,929 100,000 SH Call SOLE   100,000 0 0
FIVE BELOW INC COM 33829M101 28,732 162,500 SH   SOLE   162,500 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,716 270,000 SH   SOLE   270,000 0 0
FORTIVE CORP COM 34959J108 23,350 330,875 SH   SOLE   330,875 0 0
FORTIVE CORP COM 34959J108 4,234 60,000 SH Put SOLE   60,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,538 100,000 SH Put SOLE   100,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 8,184 322,471 SH   SOLE   322,471 0 0
FORWARD AIR CORP COM 349853101 22,181 267,177 SH   SOLE   267,177 0 0
FOX CORP CL A COM 35137L105 26,072 650,000 SH   SOLE   650,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,253 100,000 SH Put SOLE   100,000 0 0
FREYR BATTERY SA COM L4135L100 3,562 360,931 SH   SOLE   360,931 0 0
GENERAC HLDGS INC COM 368736104 5,837 14,283 SH   SOLE   14,283 0 0
GENERAL DYNAMICS CORP COM 369550108 12,105 61,750 SH   SOLE   61,750 0 0
GENERAL DYNAMICS CORP COM 369550108 2,940 15,000 SH Put SOLE   15,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 10,303 100,000 SH Call SOLE   100,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,121 40,000 SH   SOLE   40,000 0 0
GENERAL MTRS CO COM 37045V100 2,337 44,330 SH   SOLE   44,330 0 0
GENERAL MTRS CO COM 37045V100 15,813 300,000 SH Call SOLE   300,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 4,868 275,000 SH   SOLE   275,000 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 987 100,000 SH   SOLE   100,000 0 0
GRAYSCALE BITCOIN TRUST BTC COM 389637109 4,116 121,603 SH   SOLE   121,603 0 0
GS ACQUISITION HLDGS CORP II *W EXP 06/30/202 36258Q113 214 100,000 SH   SOLE   100,000 0 0
HARLEY DAVIDSON INC COM 412822108 8,237 225,000 SH   SOLE   225,000 0 0
HARLEY DAVIDSON INC COM 412822108 32,034 875,000 SH Call SOLE   875,000 0 0
HASBRO INC COM 418056107 69,146 775,000 SH   SOLE   775,000 0 0
HAYWARD HLDGS INC COM 421298100 2,224 100,000 SH Put SOLE   100,000 0 0
HAYWARD HLDGS INC COM 421298100 3,782 170,071 SH   SOLE   170,071 0 0
HEICO CORP NEW COM 422806109 5,703 43,250 SH   SOLE   43,250 0 0
HONEYWELL INTL INC COM 438516106 6,368 30,000 SH Put SOLE   30,000 0 0
HONEYWELL INTL INC COM 438516106 28,276 133,200 SH   SOLE   133,200 0 0
HOSTESS BRANDS INC CL A 44109J106 26,055 1,500,000 SH   SOLE   1,500,000 0 0
HOWMET AEROSPACE INC COM 443201108 15,694 503,000 SH   SOLE   503,000 0 0
HUB GROUP INC CL A 443320106 20,776 302,203 SH   SOLE   302,203 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 5,678 150,000 SH Call SOLE   150,000 0 0
IAA INC COM 449253103 1,910 35,000 SH Put SOLE   35,000 0 0
IAA INC COM 449253103 3,862 70,766 SH   SOLE   70,766 0 0
INGERSOLL RAND INC COM 45687V106 13,877 275,290 SH   SOLE   275,290 0 0
INGERSOLL RAND INC COM 45687V106 3,781 75,000 SH Put SOLE   75,000 0 0
INTERFOR CORP COM 45868C109 25,959 1,052,292 SH   SOLE   1,052,292 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 17,898 50,000 SH Call SOLE   50,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 35,796 100,000 SH Put SOLE   100,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 72,160 500,000 SH Put SOLE   500,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 47,861 950,000 SH Put SOLE   950,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 21,923 80,000 SH Put SOLE   80,000 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 23,477 150,000 SH Call SOLE   150,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 30,827 105,000 SH Put SOLE   105,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 28,841 180,000 SH Call SOLE   180,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,938 50,000 SH Call SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 71,094 325,000 SH Put SOLE   325,000 0 0
ITT INC COM 45073V108 8,839 102,972 SH   SOLE   102,972 0 0
IVANHOE CAPITAL CL A -CW27 COM G4R87P114 338 233,332 SH   SOLE   233,332 0 0
JACK IN THE BOX INC COM 466367109 58,398 600,000 SH   SOLE   600,000 0 0
JACOBS ENGR GROUP INC COM 469814107 6,627 50,000 SH Put SOLE   50,000 0 0
JACOBS ENGR GROUP INC COM 469814107 30,856 232,822 SH   SOLE   232,822 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 2,938 240,000 SH   SOLE   240,000 0 0
JANUS INTERNATIONAL GROUP IN *W EXP 06/07/202 47103N114 1,483 425,000 SH   SOLE   425,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,702 25,000 SH Put SOLE   25,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,178 90,750 SH   SOLE   90,750 0 0
KIMBERLY-CLARK CORP COM 494368103 39,070 295,000 SH   SOLE   295,000 0 0
KINS TECHNOLOGY GROUP INC *W EXP 10/14/202 49714K117 146 225,000 SH   SOLE   225,000 0 0
KINS TECHNOLOGY GROUP INC COM CL A 49714K109 3,479 350,000 SH   SOLE   350,000 0 0
KOHLS CORP COM 500255104 11,773 250,000 SH Put SOLE   250,000 0 0
LANDSTAR SYS INC COM 515098101 67,863 430,000 SH   SOLE   430,000 0 0
LENNAR CORP CL A 526057104 4,421 47,194 SH   SOLE   47,194 0 0
LENNAR CORP CL A 526057104 1,405 15,000 SH Put SOLE   15,000 0 0
LESLIES INC COM 527064109 1,335 65,000 SH Put SOLE   65,000 0 0
LESLIES INC COM 527064109 4,057 197,518 SH   SOLE   197,518 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 3,170 120,000 SH   SOLE   120,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,040 46,900 SH   SOLE   46,900 0 0
LINCOLN ELEC HLDGS INC COM 533900106 1,932 15,000 SH Put SOLE   15,000 0 0
LINDE PLC SHS G5494J103 35,176 119,900 SH   SOLE   119,900 0 0
LOUISIANA PAC CORP COM 546347105 7,671 125,000 SH Put SOLE   125,000 0 0
LOUISIANA PAC CORP COM 546347105 58,534 953,796 SH   SOLE   953,796 0 0
LOWES COS INC COM 548661107 45,644 225,000 SH   SOLE   225,000 0 0
MACYS INC COM 55616P104 6,780 300,000 SH Call SOLE   300,000 0 0
MADDEN STEVEN LTD COM 556269108 40,160 1,000,000 SH   SOLE   1,000,000 0 0
MAGNA INTL INC COM 559222401 2,332 31,000 SH   SOLE   31,000 0 0
MAGNA INTL INC COM 559222401 9,405 125,000 SH Call SOLE   125,000 0 0
MARTEN TRANS LTD COM 573075108 958 61,050 SH   SOLE   61,050 0 0
MASCO CORP COM 574599106 8,083 145,507 SH   SOLE   145,507 0 0
MASCO CORP COM 574599106 1,944 35,000 SH Put SOLE   35,000 0 0
MASTEC INC COM 576323109 1,122 13,000 SH Put SOLE   13,000 0 0
MASTEC INC COM 576323109 8,065 93,473 SH   SOLE   93,473 0 0
MATCH GROUP INC NEW COM 57667L107 39,248 250,000 SH Call SOLE   250,000 0 0
MATTEL INC COM 577081102 11,600 625,000 SH Call SOLE   625,000 0 0
MATTEL INC COM 577081102 7,888 425,000 SH   SOLE   425,000 0 0
MCDONALDS CORP COM 580135101 81,375 337,500 SH   SOLE   337,500 0 0
MONDELEZ INTL INC CL A 609207105 20,363 350,000 SH Call SOLE   350,000 0 0
MONDELEZ INTL INC CL A 609207105 20,363 350,000 SH   SOLE   350,000 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 3,704 60,000 SH   SOLE   60,000 0 0
MOSAIC CO NEW COM 61945C103 17,860 500,000 SH Put SOLE   500,000 0 0
MOSAIC CO NEW COM 61945C103 38,755 1,084,980 SH   SOLE   1,084,980 0 0
NETFLIX INC COM 64110L106 91,551 150,000 SH   SOLE   150,000 0 0
NEWS CORP NEW CL A 65249B109 6,471 275,000 SH   SOLE   275,000 0 0
NEWS CORP NEW CL A 65249B109 17,648 750,000 SH Call SOLE   750,000 0 0
NORSK HYDRO ASA COM 00B11HK39 24,526 3,274,819 SH   SOLE   3,274,819 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,486 43,000 SH   SOLE   43,000 0 0
NUTRIEN LTD COM 67077M108 35,979 554,980 SH   SOLE   554,980 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,233 100,000 SH   SOLE   100,000 0 0
OCA ACQUISITION CORP UNIT 01/14/2026 670865203 2,939 290,000 SH   SOLE   290,000 0 0
OLAPLEX HLDGS INC COM 679369108 1,962 80,100 SH   SOLE   80,100 0 0
OLIN CORP COM PAR $1 680665205 18,658 386,700 SH   SOLE   386,700 0 0
OLIN CORP COM PAR $1 680665205 3,619 75,000 SH Put SOLE   75,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,831 40,000 SH Put SOLE   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,203 26,292 SH   SOLE   26,292 0 0
OSHKOSH CORP COM 688239201 10,237 100,000 SH Call SOLE   100,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,880 35,000 SH Put SOLE   35,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 12,779 155,308 SH   SOLE   155,308 0 0
OUSTER INC *W EXP 03/11/202 68989M111 115 72,937 SH   SOLE   72,937 0 0
P A M TRANSN SVCS INC COM 693149106 953 21,191 SH   SOLE   21,191 0 0
PACCAR INC COM 693718108 9,865 125,000 SH   SOLE   125,000 0 0
PARKER-HANNIFIN CORP COM 701094104 34,384 122,967 SH   SOLE   122,967 0 0
PARKER-HANNIFIN CORP COM 701094104 6,991 25,000 SH Put SOLE   25,000 0 0
PATHFINDER ACQUISITION CORP COM G04119106 952 95,000 SH   SOLE   95,000 0 0
PEPSICO INC COM 713448108 48,883 325,000 SH Call SOLE   325,000 0 0
PEPSICO INC COM 713448108 67,685 450,000 SH   SOLE   450,000 0 0
PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 133 87,500 SH   SOLE   87,500 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,521 350,000 SH   SOLE   350,000 0 0
PLANET FITNESS INC CL A 72703H101 61,559 783,692 SH   SOLE   783,692 0 0
POLARIS INC COM 731068102 8,975 75,000 SH Put SOLE   75,000 0 0
PONTEM CORP COM G71707106 6,965 700,000 SH   SOLE   700,000 0 0
POOL CORP COM 73278L105 3,522 8,107 SH   SOLE   8,107 0 0
POST HOLDINGS PARTNERING COR COM SER A 737465104 12,050 1,250,000 SH   SOLE   1,250,000 0 0
POST HOLDINGS PARTNERING COR *W EXP 04/12/202 737465112 375 416,666 SH   SOLE   416,666 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 4,119 310,161 SH   SOLE   310,161 0 0
PVH CORPORATION COM 693656100 33,407 325,000 SH Call SOLE   325,000 0 0
PVH CORPORATION COM 693656100 97,651 950,000 SH   SOLE   950,000 0 0
QUANTA SVCS INC COM 74762E102 21,822 191,725 SH   SOLE   191,725 0 0
QUANTA SVCS INC COM 74762E102 5,691 50,000 SH Put SOLE   50,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 45 7,357 SH   SOLE   7,357 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 27,570 320,730 SH   SOLE   320,730 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,017 70,000 SH Put SOLE   70,000 0 0
RBC BEARINGS INC COM 75524B104 8,912 42,000 SH   SOLE   42,000 0 0
REGAL BELOIT CORP COM 758750103 4,510 30,000 SH Put SOLE   30,000 0 0
REGAL BELOIT CORP COM 758750103 23,297 154,964 SH   SOLE   154,964 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 55,003 386,200 SH   SOLE   386,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 10,682 75,000 SH Put SOLE   75,000 0 0
RENEW ENERGY GLOBAL -CW26 COM G7500M904 192 105,590 SH   SOLE   105,590 0 0
RENEW ENERGY GLOBAL PLC-A COM G7500M904 15,300 1,500,000 SH   SOLE   1,500,000 0 0
REPUBLIC SVCS INC COM 760759100 11,514 95,900 SH   SOLE   95,900 0 0
REXNORD CORP COM 76169B102 20,577 320,060 SH   SOLE   320,060 0 0
REXNORD CORP COM 76169B102 4,500 70,000 SH Put SOLE   70,000 0 0
RH COM 74967X103 91,700 137,500 SH   SOLE   137,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,461 10,000 SH   SOLE   10,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 31,133 350,000 SH Put SOLE   350,000 0 0
RUSH ENTERPRISES INC CL A 781846209 18,032 399,290 SH   SOLE   399,290 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 13,979 675,000 SH   SOLE   675,000 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 4,142 200,000 SH Call SOLE   200,000 0 0
RYDER SYS INC COM 783549108 4,287 51,826 SH   SOLE   51,826 0 0
SAMSONITE INTERNATIONAL SA COM 00B4Q1532 34,177 15,839,900 SH   SOLE   15,839,900 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 12,962 570,000 SH   SOLE   570,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 14,636 100,000 SH Put SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 48,920 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 58,704 600,000 SH Put SOLE   600,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 15,822 200,000 SH Put SOLE   200,000 0 0
SHERWIN WILLIAMS CO COM 824348106 6,993 25,000 SH Put SOLE   25,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 53,460 1,550,000 SH   SOLE   1,550,000 0 0
SKECHERS U S A INC CL A 830566105 18,954 450,000 SH Call SOLE   450,000 0 0
SLAM CORP-A -CW27 COM G8210l105 29 32,500 SH   SOLE   32,500 0 0
SNAP ONE HOLDINGS CORP COM 83303Y105 4,168 250,000 SH   SOLE   250,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,029 75,000 SH Put SOLE   75,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 43,970 818,500 SH   SOLE   818,500 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 2,497 245,000 SH   SOLE   245,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,927 30,000 SH   SOLE   30,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 97,557 225,000 SH Put SOLE   425,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 4,174 100,000 SH Call SOLE   100,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 16,696 400,000 SH Put SOLE   400,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 16,442 170,000 SH Call SOLE   170,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 16,938 250,000 SH Call SOLE   250,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 23,918 250,000 SH Put SOLE   250,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 143,505 1,500,000 SH   SOLE   1,500,000 0 0
SPORTSTEK ACQUISITION CORP UNIT 02/16/2028 849196209 1,978 200,000 SH   SOLE   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,850 27,666 SH   SOLE   27,666 0 0
STARBUCKS CORP COM 855244109 33,093 300,000 SH Put SOLE   300,000 0 0
STELCO HOLDINGS INC COM 858522105 39,071 1,334,645 SH   SOLE   1,334,645 0 0
STELCO HOLDINGS INC PUT 858522105 6,733 230,000 SH Put SOLE   230,000 0 0
STEM INC COM 85859N102 5,316 222,500 SH   SOLE   22,500 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,962 58,500 SH   SOLE   58,500 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 1,647 50,000 SH   SOLE   50,000 0 0
TAPESTRY INC COM 876030107 7,404 200,000 SH Put SOLE   200,000 0 0
TARGET CORP COM 87612E106 40,035 175,000 SH Put SOLE   175,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 3,431 25,000 SH Put SOLE   25,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 15,576 113,512 SH   SOLE   113,512 0 0
TECK RESOURCES LTD CL B 878742204 24,910 1,000,000 SH   SOLE   1,000,000 0 0
TECK RESOURCES LTD CL B 878742204 6,228 250,000 SH Put SOLE   250,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,155 12,000 SH Put SOLE   12,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 27,857 64,846 SH   SOLE   64,846 0 0
TEMPUR SEALY INTL INC COM 88023U101 48,731 1,050,000 SH   SOLE   1,050,000 0 0
TEREX CORP NEW COM 880779103 4,210 100,000 SH Call SOLE   100,000 0 0
TEXTRON INC COM 883203101 11,868 170,000 SH   SOLE   170,000 0 0
TFI INTL INC COM 87241L109 10,729 105,000 SH   SOLE   105,000 0 0
TIMKEN CO COM 887389104 9,813 150,000 SH Call SOLE   150,000 0 0
TJX COS INC NEW COM 872540109 23,093 350,000 SH Call SOLE   350,000 0 0
TOLL BROTHERS INC COM 889478103 829 15,000 SH Put SOLE   15,000 0 0
TOLL BROTHERS INC COM 889478103 2,261 40,900 SH   SOLE   40,900 0 0
TRANSDIGM GROUP INC COM 893641100 15,080 24,145 SH   SOLE   24,145 0 0
TRANSDIGM GROUP INC COM 893641100 2,498 4,000 SH Put SOLE   4,000 0 0
TRINSEO S A SHS L9340P101 6,478 120,000 SH   SOLE   120,000 0 0
TRONOX HOLDINGS PLC- A COM Q9235V101 5,546 225,000 SH   SOLE   225,000 0 0
UNDER ARMOUR INC CL A 904311107 63,063 3,125,000 SH   SOLE   3,125,000 0 0
UNDER ARMOUR INC CL A 904311107 27,243 1,350,000 SH Call SOLE   1,350,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 4,757 100,000 SH Call SOLE   100,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,553 25,000 SH   SOLE   25,000 0 0
UNITED RENTALS INC COM 911363109 17,357 49,459 SH   SOLE   49,459 0 0
UNITED RENTALS INC COM 911363109 5,264 15,000 SH Put SOLE   15,000 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 2,028 101,000 SH   SOLE   101,000 0 0
UTZ BRANDS INC COM CL A 918090101 15,417 900,000 SH   SOLE   900,000 0 0
VAIL RESORTS INC COM 91879Q109 25,054 75,000 SH Call SOLE   75,000 0 0
VAIL RESORTS INC COM 91879Q109 16,703 50,000 SH   SOLE   50,000 0 0
VALE S A SPONSORED ADS 91912E105 5,580 400,000 SH Call SOLE   400,000 0 0
VALE S A SPONSORED ADS 91912E105 3,310 237,250 SH   SOLE   237,250 0 0
VALVOLINE INC COM 92047W101 24,856 797,164 SH   SOLE   797,164 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 13,122 200,000 SH Put SOLE   200,000 0 0
VECTOIQ ACQUISITION CORP II UNIT 99/99/9999 92244F208 2,483 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,661 110,444 SH   SOLE   110,444 0 0
VESTAS WIND SYSTEMS A/S COM 00BN4MYF5 2,199 54,840 SH   SOLE   54,840 0 0
VINTAGE WINE ESTATES INC COM 92747V106 9,700 950,000 SH   SOLE   950,000 0 0
VONTIER CORPORATION COM 928881101 5,746 171,000 SH   SOLE   171,000 0 0
VONTIER CORPORATION COM 928881101 1,344 40,000 SH Put SOLE   40,000 0 0
WALMART INC COM 931142103 41,814 300,000 SH Call SOLE   300,000 0 0
WASTE CONNECTIONS INC COM 94106B101 10,074 80,000 SH   SOLE   80,000 0 0
WASTE MGMT INC DEL COM 94106L109 9,096 60,900 SH   SOLE   60,900 0 0
WAYFAIR INC CL A 94419L101 20,441 80,000 SH Put SOLE   80,000 0 0
WESCO INTL INC COM 95082P105 3,460 30,000 SH Put SOLE   30,000 0 0
WESCO INTL INC COM 95082P105 13,179 114,280 SH   SOLE   114,280 0 0
WEST FRASER TIMBER CO LTD COM 952845105 6,317 75,000 SH Put SOLE   75,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 76,898 914,013 SH   SOLE   914,013 0 0
WESTLAKE CHEM CORP COM 960413102 20,962 230,000 SH   SOLE   230,000 0 0
WILLIAMS SONOMA INC COM 969904101 26,600 150,000 SH Put SOLE   150,000 0 0
WOODWARD INC COM 980745103 4,415 39,000 SH   SOLE   39,000 0 0
XOMETRY INC CLASS A COM 98423F109 1,452 25,185 SH   SOLE   25,185 0 0
XPO LOGISTICS INC COM 983793100 12,919 162,344 SH   SOLE   162,344 0 0
XPO LOGISTICS INC COM 983793100 7,958 100,000 SH Call SOLE   100,000 0 0
YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 212 225,000 SH   SOLE   225,000 0 0
YELLOWSTONE ACQUISITION CO COM CL A 98566K105 2,487 245,000 SH   SOLE   245,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,062 4,000 SH   SOLE   4,000 0 0