The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 9,980 150,000 SH   SOLE   150,000 0 0
ADIENT PLC COM G0084W101 3,562 74,400 SH   SOLE   74,400 0 0
ADIENT PLC CALL G0084W101 4,788 100,000 SH Call SOLE   100,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 26,987 112,500 SH   SOLE   112,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,132 74,430 SH   SOLE   74,430 0 0
AECOM COM 00766T100 4,641 60,000 SH Put SOLE   60,000 0 0
AECOM COM 00766T100 22,379 289,323 SH   SOLE   289,323 0 0
AERCAP HOLDINGS NV SHS N00985106 1,963 30,000 SH Put SOLE   30,000 0 0
AGCO CORP COM 001084102 5,801 50,000 SH Call SOLE   50,000 0 0
AIRBUS SE PUT 004012250 5,110 40,000 SH Put SOLE   40,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 10,117 92,204 SH   SOLE   92,204 0 0
ALTUS POWER INC COM CL A 02217A102 6,256 598,690 SH   SOLE   598,690 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 10,880 400,000 SH Put SOLE   400,000 0 0
AMETEK INC COM 031100100 7,352 50,000 SH Put SOLE   50,000 0 0
AMETEK INC COM 031100100 36,542 248,516 SH   SOLE   248,516 0 0
AMPHENOL CORP NEW CL A 032095101 13,304 152,120 SH   SOLE   152,120 0 0
AMPHENOL CORP NEW CL A 032095101 2,624 30,000 SH Put SOLE   30,000 0 0
APTIV PLC SHS G6095L109 9,897 60,000 SH Call SOLE   60,000 0 0
APTIV PLC SHS G6095L109 9,594 58,162 SH   SOLE   58,162 0 0
ARCBEST CORP COM 03937C105 11,985 100,000 SH Put SOLE   100,000 0 0
ARCBEST CORP COM 03937C105 11,985 100,000 SH   SOLE   100,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 17,371 545,750 SH   SOLE   545,750 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 14,118 150,000 SH Call SOLE   150,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 23,034 244,729 SH   SOLE   244,729 0 0
AVERY DENNISON CORP COM 053611109 40,958 189,121 SH   SOLE   189,121 0 0
AVIENT CORPORATION COM 05368V106 10,998 196,562 SH   SOLE   196,562 0 0
AXALTA COATING SYS LTD COM G0750C108 14,548 439,250 SH   SOLE   439,250 0 0
AZEK CO INC CL A 05478C105 41,446 896,327 SH   SOLE   896,327 0 0
BATH & BODY WORKS INC COM 070830104 106,430 1,525,000 SH   SOLE   1,525,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 12,266 166,250 SH   SOLE   166,250 0 0
BIG LOTS INC COM 089302103 11,263 250,000 SH Put SOLE   250,000 0 0
BOEING CO COM 097023105 20,132 100,000 SH Call SOLE   100,000 0 0
BOYD GAMING CORP COM 103304101 6,557 100,000 SH Call SOLE   100,000 0 0
BOYD GAMING CORP COM 103304101 14,753 225,000 SH   SOLE   225,000 0 0
BURLINGTON STORES INC COM 122017106 36,438 125,000 SH   SOLE   125,000 0 0
CALLAWAY GOLF CO COM 131193104 18,522 675,000 SH   SOLE   675,000 0 0
CALLAWAY GOLF CO COM 131193104 10,976 400,000 SH Call SOLE   400,000 0 0
CAPRI HOLDINGS LTD COM 00BJ1N1M9 63,287 975,000 SH   SOLE   975,000 0 0
CARGURUS INC COM CL A 141788109 44,573 1,325,000 SH   SOLE   1,325,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 18,463 340,386 SH   SOLE   340,386 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,424 100,000 SH Call SOLE   100,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,797 70,000 SH Put SOLE   70,000 0 0
CATERPILLAR INC COM 149123101 20,674 100,000 SH Call SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100 7,078 100,000 SH Put SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100 43,608 616,112 SH   SOLE   616,112 0 0
CHILDRENS PL INC NEW COM 168905107 3,965 50,000 SH Put SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107 2,993 30,000 SH Call SOLE   30,000 0 0
CLEAN HARBORS INC COM 184496107 2,993 30,000 SH Put SOLE   30,000 0 0
CLEAN HARBORS INC COM 184496107 6,075 60,890 SH   SOLE   60,890 0 0
CNH INDL N V SHS N20944109 7,772 400,000 SH Call SOLE   400,000 0 0
CNH INDL N V SHS N20944109 2,915 150,000 SH Put SOLE   150,000 0 0
CNH INDL N V SHS N20944109 11,185 575,670 SH   SOLE   575,670 0 0
COCA COLA CO COM 191216100 44,408 750,000 SH   SOLE   750,000 0 0
COLONNADE ACQUISITION CORP I COM 00BMZ4JX6 3,952 400,000 SH   SOLE   400,000 0 0
COMMERCIAL METALS CO COM 201723103 9,617 265,000 SH   SOLE   265,000 0 0
CONAGRA BRANDS INC COM 205887102 15,368 450,000 SH Put SOLE   450,000 0 0
CONSTELLIUM SE COM N22035104 18,529 1,034,554 SH   SOLE   1,034,554 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 1,876 70,987 SH   SOLE   70,987 0 0
CROWN HLDGS INC COM 228368106 37,168 336,000 SH   SOLE   336,000 0 0
CSX CORP COM 126408103 3,760 100,000 SH   SOLE   100,000 0 0
CYXTERA TECHNOLOGIES INC *W EXP 09/10/202 23284C110 278 83,333 SH   SOLE   83,333 0 0
D R HORTON INC COM 23331A109 10,845 100,000 SH Call SOLE   100,000 0 0
D R HORTON INC COM 23331A109 4,445 40,983 SH   SOLE   40,983 0 0
DANAHER CORPORATION COM 235851102 25,499 77,502 SH   SOLE   77,502 0 0
DANAHER CORPORATION COM 235851102 3,290 10,000 SH Put SOLE   10,000 0 0
DEERE & CO COM 244199105 2,743 8,000 SH Put SOLE   8,000 0 0
DEERE & CO COM 244199105 11,687 34,084 SH   SOLE   34,084 0 0
DHC ACQUISITION CORP COM 00BM8FHV0 4,890 500,000 SH   SOLE   500,000 0 0
DOVER CORP COM 260003108 9,080 50,000 SH Call SOLE   50,000 0 0
DOVER CORP COM 260003108 7,264 40,000 SH Put SOLE   40,000 0 0
DOVER CORP COM 260003108 30,319 166,956 SH   SOLE   166,956 0 0
EATON CORP PLC SHS G29183103 31,171 180,365 SH   SOLE   180,365 0 0
ECOVYST INC COM 27923Q109 3,891 380,000 SH   SOLE   380,000 0 0
ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 40 56,250 SH   SOLE   56,250 0 0
ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 2,219 225,000 SH   SOLE   225,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 34,250 1,410,626 SH   SOLE   1,410,626 0 0
EMERSON ELEC CO COM 291011104 9,297 100,000 SH Call SOLE   100,000 0 0
ENTAIN PLC COM 00B5VQMV6 46,050 2,022,000 SH   SOLE   2,022,000 0 0
EQUITY DISTR ACQUISITION COR *W EXP 09/09/202 29465E114 123 166,666 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 *W EXP 03/10/202 30049H110 116 150,000 SH   SOLE   150,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 890 200,000 SH   SOLE   200,000 0 0
EXELA TECHNOLOGIES INC-CW23 CALL 30162V110 6 199,405 SH   SOLE   199,405 0 0
EXPEDIA GROUP INC COM NEW 30212P303 24,849 137,500 SH   SOLE   137,500 0 0
FERRARI NV COM N3167J106 11,000 42,500 SH   SOLE   42,500 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,703 270,000 SH   SOLE   270,000 0 0
FORTIVE CORP COM 34959J108 17,339 227,274 SH   SOLE   227,274 0 0
FREYR BATTERY SA COM 00BMFBLD1 3,753 335,666 SH   SOLE   335,666 0 0
GENERAL DYNAMICS CORP COM 369550108 3,127 15,000 SH Put SOLE   15,000 0 0
GENERAL DYNAMICS CORP COM 369550108 21,472 102,998 SH   SOLE   102,998 0 0
GENERAL ELECTRIC CO COM NEW 369604301 9,447 100,000 SH Call SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 11,726 200,000 SH Call SOLE   200,000 0 0
GENERAL MTRS CO COM 37045V100 7,987 136,227 SH   SOLE   136,227 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 994 100,000 SH   SOLE   100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,850 300,000 SH   SOLE   300,000 0 0
GRAYSCALE BITCOIN TRUST BTC COM 389637109 1,368 39,933 SH   SOLE   39,933 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 18,166 200,000 SH   SOLE   200,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 13,625 150,000 SH Call SOLE   150,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 12,783 300,000 SH Call SOLE   300,000 0 0
HARLEY DAVIDSON INC COM 412822108 9,423 250,000 SH   SOLE   250,000 0 0
HASBRO INC COM 418056107 86,513 850,000 SH   SOLE   850,000 0 0
HASBRO INC COM 418056107 7,634 75,000 SH Put SOLE   75,000 0 0
HEICO CORP NEW COM 422806109 6,660 46,180 SH   SOLE   46,180 0 0
HOME DEPOT INC COM 437076102 22,826 55,000 SH   SOLE   55,000 0 0
HONEYWELL INTL INC COM 438516106 3,646 17,484 SH   SOLE   17,484 0 0
HONEYWELL INTL INC COM 438516106 8,340 40,000 SH Call SOLE   40,000 0 0
HOSTESS BRANDS INC CL A 44109J106 28,588 1,400,000 SH   SOLE   1,400,000 0 0
HOWMET AEROSPACE INC COM 443201108 26,890 844,800 SH   SOLE   844,800 0 0
HOWMET AEROSPACE INC COM 443201108 3,183 100,000 SH Put SOLE   100,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 10,220 50,000 SH Put SOLE   50,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 48,588 237,709 SH   SOLE   237,709 0 0
INGERSOLL RAND INC COM 45687V106 9,281 150,000 SH Call SOLE   150,000 0 0
INGERSOLL RAND INC COM 45687V106 4,331 70,000 SH Put SOLE   70,000 0 0
INGERSOLL RAND INC COM 45687V106 21,594 349,020 SH   SOLE   349,020 0 0
INTERFOR CORP COM 45868C109 26,565 828,677 SH   SOLE   828,677 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 15,914 40,000 SH Call SOLE   40,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 37,048 250,000 SH Put SOLE   250,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 16,605 100,000 SH Call SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,245 100,000 SH Call SOLE   100,000 0 0
ISHARES TR US HOME CONS ETF 464288752 33,168 400,000 SH   SOLE   400,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,245 100,000 SH Put SOLE   100,000 0 0
ISHARES TR US TRSPRTION 464287192 55,295 200,000 SH Put SOLE   200,000 0 0
ITT INC COM 45073V108 10,219 100,000 SH Call SOLE   100,000 0 0
ITT INC COM 45073V108 10,261 100,414 SH   SOLE   100,414 0 0
JACK IN THE BOX INC COM 466367109 129 1,470 SH   SOLE   1,470 0 0
JACOBS ENGR GROUP INC COM 469814107 13,923 100,000 SH Call SOLE   100,000 0 0
JACOBS ENGR GROUP INC COM 469814107 5,569 40,000 SH Put SOLE   40,000 0 0
JACOBS ENGR GROUP INC COM 469814107 22,064 158,470 SH   SOLE   158,470 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 2,313 184,743 SH   SOLE   184,743 0 0
JOHNSON CTLS INTL PLC SHS G51502105 18,999 233,662 SH   SOLE   233,662 0 0
JOHNSON CTLS INTL PLC SHS G51502105 4,879 60,000 SH Put SOLE   60,000 0 0
KIMBERLY-CLARK CORP COM 494368103 43,591 305,000 SH   SOLE   305,000 0 0
KINS TECHNOLOGY GROUP INC *W EXP 10/14/202 49714K117 105 225,000 SH   SOLE   225,000 0 0
KINS TECHNOLOGY GROUP INC COM CL A 49714K109 3,497 350,000 SH   SOLE   350,000 0 0
KROGER CO COM 501044101 9,052 200,000 SH Put SOLE   200,000 0 0
LAMB WESTON HLDGS INC COM 513272104 15,845 250,000 SH Call SOLE   250,000 0 0
LAMB WESTON HLDGS INC COM 513272104 1,585 25,000 SH   SOLE   25,000 0 0
LENNAR CORP CL A 526057104 5,808 50,000 SH Call SOLE   50,000 0 0
LENNAR CORP CL A 526057104 4,677 40,263 SH   SOLE   40,263 0 0
LESLIES INC COM 527064109 495 20,942 SH   SOLE   20,942 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 3,372 120,000 SH   SOLE   120,000 0 0
LINDE PLC SHS G5494J103 27,855 80,405 SH   SOLE   80,405 0 0
LOUISIANA PAC CORP COM 546347105 63,256 807,356 SH   SOLE   807,356 0 0
MACYS INC COM 55616P104 19,635 750,000 SH Call SOLE   750,000 0 0
MAGNA INTL INC COM 559222401 4,047 50,000 SH Call SOLE   50,000 0 0
MAGNA INTL INC COM 559222401 6,474 79,980 SH   SOLE   79,980 0 0
MASCO CORP COM 574599106 15,257 217,272 SH   SOLE   217,272 0 0
MASCO CORP COM 574599106 7,022 100,000 SH Call SOLE   100,000 0 0
MASCO CORP COM 574599106 2,809 40,000 SH Put SOLE   40,000 0 0
MASTEC INC COM 576323109 2,768 30,000 SH Put SOLE   30,000 0 0
MASTEC INC COM 576323109 9,155 99,206 SH   SOLE   99,206 0 0
MATTEL INC COM 577081102 28,028 1,300,000 SH   SOLE   1,300,000 0 0
MIRION TECHNOLOGIES INC *W EXP 06/30/202 60471A119 250 100,000 SH   SOLE   100,000 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 6,413 90,954 SH   SOLE   90,954 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,410 20,000 SH Put SOLE   20,000 0 0
MOSAIC CO NEW COM 61945C103 35,832 911,981 SH   SOLE   911,981 0 0
NORSK HYDRO ASA COM 00B11HK39 3,264 413,997 SH   SOLE   413,997 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,599 32,550 SH   SOLE   32,550 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2 80 SH   SOLE   80 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 15,037 725,000 SH Call SOLE   725,000 0 0
NUTRIEN LTD COM 67077M108 27,447 364,981 SH   SOLE   364,981 0 0
NVENT ELECTRIC PLC SHS G6700G107 5,301 139,500 SH   SOLE   139,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,800 100,000 SH Call SOLE   100,000 0 0
OCA ACQUISITION CORP UNIT 01/14/2026 670865203 2,938 290,000 SH   SOLE   290,000 0 0
OLIN CORP COM PAR $1 680665205 28,680 498,615 SH   SOLE   498,615 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 8,318 162,500 SH Put SOLE   162,500 0 0
OSHKOSH CORP COM 688239201 8,453 75,000 SH Call SOLE   75,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,047 35,000 SH Put SOLE   35,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 13,183 151,411 SH   SOLE   151,411 0 0
OUSTER INC *W EXP 03/11/202 68989M111 77 72,937 SH   SOLE   72,937 0 0
P A M TRANSN SVCS INC COM 693149106 5,808 81,790 SH   SOLE   81,790 0 0
PARKER-HANNIFIN CORP COM 701094104 31,518 99,077 SH   SOLE   99,077 0 0
PARKER-HANNIFIN CORP COM 701094104 12,725 40,000 SH Call SOLE   40,000 0 0
PARKER-HANNIFIN CORP COM 701094104 9,544 30,000 SH Put SOLE   30,000 0 0
PATHFINDER ACQ CL A -CW27 CALL 00BM9JB75 11 19,000 SH Call SOLE   19,000 0 0
PATHFINDER ACQUISITION -CL A COM 00BM9JB75 922 95,000 SH   SOLE   95,000 0 0
PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 143 87,500 SH   SOLE   87,500 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,530 350,000 SH   SOLE   350,000 0 0
PLANET FITNESS INC CL A 72703H101 90,580 1,000,000 SH   SOLE   1,000,000 0 0
PLBY GROUP INC COM 72814P109 6,660 250,000 SH Call SOLE   250,000 0 0
PONTEM CORP COM 00BMBKL43 7,056 700,000 SH   SOLE   700,000 0 0
POOL CORP COM 73278L105 3,741 6,610 SH   SOLE   6,610 0 0
PORTILLOS INC COM CL A 73642K106 2,816 75,000 SH Put SOLE   75,000 0 0
PROCTER AND GAMBLE CO COM 742718109 32,716 200,000 SH   SOLE   200,000 0 0
PROLOGIS INC. COM 74340W103 21,887 130,000 SH   SOLE   130,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 2,393 250,000 SH Call SOLE   250,000 0 0
PVH CORPORATION COM 693656100 13,065 122,500 SH Call SOLE   122,500 0 0
PVH CORPORATION COM 693656100 72,255 677,500 SH   SOLE   677,500 0 0
QUANTA SVCS INC COM 74762E102 22,630 197,369 SH   SOLE   197,369 0 0
QUANTA SVCS INC COM 74762E102 4,586 40,000 SH Call SOLE   40,000 0 0
QUANTA SVCS INC COM 74762E102 5,733 50,000 SH Put SOLE   50,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 51 7,357 SH   SOLE   7,357 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,107 129,063 SH   SOLE   129,063 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 8,606 100,000 SH Call SOLE   100,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,582 30,000 SH Put SOLE   30,000 0 0
REGAL REXNORD CORPORATION COM 758750103 17,018 100,000 SH Call SOLE   100,000 0 0
REGAL REXNORD CORPORATION COM 758750103 4,255 25,000 SH Put SOLE   25,000 0 0
REGAL REXNORD CORPORATION COM 758750103 19,233 113,015 SH   SOLE   113,015 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 63,370 390,640 SH   SOLE   390,640 0 0
RENEW ENERGY GLOBAL -CW26 CALL 00BNQMPP0 158 100,310 SH   SOLE   100,310 0 0
RENEW ENERGY GLOBAL PLC-A COM 00BNQMPN8 11,087 1,425,000 SH   SOLE   1,425,000 0 0
REPUBLIC SVCS INC COM 760759100 19,729 141,474 SH   SOLE   141,474 0 0
REPUBLIC SVCS INC COM 760759100 4,184 30,000 SH Put SOLE   30,000 0 0
RH COM 74967X103 21,438 40,000 SH Call SOLE   40,000 0 0
RH COM 74967X103 33,496 62,500 SH   SOLE   62,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 11,893 24,180 SH   SOLE   24,180 0 0
RUSH ENTERPRISES INC CL A 781846209 10,888 195,692 SH   SOLE   195,692 0 0
SAIA INC COM 78709Y105 43,486 129,026 SH   SOLE   129,026 0 0
SAIA INC COM 78709Y105 25,277 75,000 SH Put SOLE   75,000 0 0
SAMSONITE INTERNATIONAL SA COM 00B4Q1532 40,946 20,154,200 SH   SOLE   20,154,200 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 42,411 550,000 SH Put SOLE   550,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 63,486 600,000 SH   SOLE   600,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 63,486 600,000 SH Put SOLE   600,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 48,845 1,175,000 SH   SOLE   1,175,000 0 0
SLAM CORP-A -CW27 CALL 00BMXDBW8 20 32,500 SH   SOLE   32,500 0 0
SNAP ONE HOLDINGS CORP COM 83303Y105 1,529 72,518 SH   SOLE   72,518 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 26,038 516,325 SH   SOLE   516,325 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 6,556 130,000 SH Put SOLE   130,000 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 2,501 245,000 SH   SOLE   245,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 23,748 50,000 SH Call SOLE   50,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 9,587 100,000 SH Call SOLE   100,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 24,830 275,000 SH Put SOLE   275,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 110,621 1,087,500 SH   SOLE   1,087,500 0 0
SPORTSTEK ACQUISITION CORP UNIT 02/16/2028 849196209 1,994 200,000 SH   SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,776 37,500 SH   SOLE   37,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 23,403 100,000 SH Call SOLE   100,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,149 37,900 SH   SOLE   37,900 0 0
STEEL DYNAMICS INC COM 858119100 7,759 125,000 SH Put SOLE   125,000 0 0
STELCO HOLDINGS INC PUT 858522105 2,446 75,000 SH Put SOLE   75,000 0 0
STELCO HOLDINGS INC COM 858522105 39,853 1,221,798 SH   SOLE   1,221,798 0 0
STEM INC COM 85859N102 3,604 190,000 SH   SOLE   190,000 0 0
TE CONNECTIVITY LTD SHS H84989104 19,958 123,701 SH   SOLE   123,701 0 0
TE CONNECTIVITY LTD SHS H84989104 4,840 30,000 SH Put SOLE   30,000 0 0
TECK RESOURCES LTD CL B 878742204 10,808 375,000 SH   SOLE   375,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 34,338 78,597 SH   SOLE   78,597 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,738 20,000 SH Call SOLE   20,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 6,553 15,000 SH Put SOLE   15,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 78,775 1,675,000 SH   SOLE   1,675,000 0 0
TEXTRON INC COM 883203101 16,370 212,050 SH   SOLE   212,050 0 0
TEXTRON INC COM 883203101 15,440 200,000 SH Call SOLE   200,000 0 0
TEXTRON INC COM 883203101 3,860 50,000 SH Put SOLE   50,000 0 0
THOR INDS INC COM 885160101 18,160 175,000 SH Put SOLE   175,000 0 0
TOLL BROTHERS INC COM 889478103 5,067 70,000 SH Call SOLE   70,000 0 0
TOLL BROTHERS INC COM 889478103 3,312 45,756 SH   SOLE   45,756 0 0
TRANSDIGM GROUP INC COM 893641100 4,287 6,738 SH   SOLE   6,738 0 0
TRANSDIGM GROUP INC COM 893641100 6,363 10,000 SH Call SOLE   10,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,181 5,000 SH Put SOLE   5,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,386 200,000 SH Call SOLE   200,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,075 1,075,000 SH   SOLE   1,075,000 0 0
UNDER ARMOUR INC CL A 904311107 90,058 4,250,000 SH   SOLE   4,250,000 0 0
UNION PAC CORP COM 907818108 10,077 40,000 SH   SOLE   40,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 87,194 406,800 SH   SOLE   406,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 42,868 200,000 SH Call SOLE   200,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 32,151 150,000 SH Put SOLE   150,000 0 0
UNITED RENTALS INC COM 911363109 6,646 20,000 SH Call SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109 3,323 10,000 SH Put SOLE   10,000 0 0
UNITED RENTALS INC COM 911363109 9,813 29,532 SH   SOLE   29,532 0 0
UNITED STATES STL CORP NEW COM 912909108 8,334 350,000 SH Put SOLE   350,000 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 4,429 234,862 SH   SOLE   234,862 0 0
V F CORP COM 918204108 21,966 300,000 SH Put SOLE   300,000 0 0
VAIL RESORTS INC COM 91879Q109 24,593 75,000 SH   SOLE   75,000 0 0
VALVOLINE INC COM 92047W101 29,487 790,759 SH   SOLE   790,759 0 0
VECTOIQ ACQUISITION CORP II UNIT 99/99/9999 92244F208 2,481 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 10,613 425,037 SH   SOLE   425,037 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,748 70,000 SH Put SOLE   70,000 0 0
VONTIER CORPORATION COM 928881101 2,383 77,562 SH   SOLE   77,562 0 0
WABASH NATL CORP COM 929566107 9,553 489,383 SH   SOLE   489,383 0 0
WASTE CONNECTIONS INC COM 94106B101 24,231 177,816 SH   SOLE   177,816 0 0
WASTE CONNECTIONS INC COM 94106B101 4,088 30,000 SH Put SOLE   30,000 0 0
WASTE MGMT INC DEL COM 94106L109 4,173 25,000 SH Put SOLE   25,000 0 0
WASTE MGMT INC DEL COM 94106L109 20,318 121,737 SH   SOLE   121,737 0 0
WESCO INTL INC COM 95082P105 17,167 130,460 SH   SOLE   130,460 0 0
WESCO INTL INC COM 95082P105 6,580 50,000 SH Call SOLE   50,000 0 0
WESCO INTL INC COM 95082P105 3,948 30,000 SH Put SOLE   30,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 73,849 773,312 SH   SOLE   773,312 0 0
WESTLAKE CHEM CORP COM 960413102 23,481 241,750 SH   SOLE   241,750 0 0
WILLIAMS SONOMA INC COM 969904101 8,457 50,000 SH Call SOLE   50,000 0 0
XPO LOGISTICS INC COM 983793100 36,534 471,839 SH   SOLE   471,839 0 0
YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 185 225,000 SH   SOLE   225,000 0 0
YELLOWSTONE ACQUISITION CO COM CL A 98566K105 2,492 245,000 SH   SOLE   245,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 11,374 19,109 SH   SOLE   19,109 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,976 5,000 SH Put SOLE   5,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 3,640 100,000 SH Call SOLE   100,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 3,640 100,000 SH Put SOLE   100,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 14,940 410,430 SH   SOLE   410,430 0 0