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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 8,933 60,000 SH Call SOLE   60,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 13,790 350,000 SH Call SOLE   350,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 12,259 311,132 SH   SOLE   311,132 0 0
ACTIVISION BLIZZARD INC COM 00507V109 12,017 150,000 SH   SOLE   150,000 0 0
ADIENT PLC ORD SHS G0084W101 6,116 150,000 SH Call SOLE   150,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,941 50,000 SH Call SOLE   50,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,564 30,000 SH Put SOLE   30,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 13,058 109,904 SH   SOLE   109,904 0 0
ADVANSIX INC COM 00773T101 12,773 250,000 SH   SOLE   250,000 0 0
AECOM COM 00766T100 10,531 137,107 SH   SOLE   137,107 0 0
AERCAP HOLDINGS NV SHS N00985106 95 1,886 SH   SOLE   1,886 0 0
AERCAP HOLDINGS NV SHS N00985106 5,028 100,000 SH Call SOLE   100,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 9,280 107,204 SH   SOLE   107,204 0 0
ALCOA CORP COM 013872106 10,804 120,000 SH   SOLE   120,000 0 0
AMETEK INC COM 031100100 6,659 50,000 SH Call SOLE   50,000 0 0
AMETEK INC COM 031100100 22,062 165,656 SH   SOLE   165,656 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 15,205 475,000 SH   SOLE   475,000 0 0
ARCH RESOURCES INC CL A 03940R107 16,486 120,000 SH   SOLE   120,000 0 0
AVERY DENNISON CORP COM 053611109 18,660 107,262 SH   SOLE   107,262 0 0
AVIENT CORPORATION COM 05368V106 6,795 141,562 SH   SOLE   141,562 0 0
AZEK CO INC CL A 05478C105 21,023 846,327 SH   SOLE   846,327 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 9,521 412,500 SH   SOLE   412,500 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 5,770 250,000 SH Call SOLE   250,000 0 0
BEST BUY INC COM 086516101 13,635 150,000 SH Put SOLE   150,000 0 0
BEYOND MEAT INC COM 08862E109 4,831 100,000 SH Call SOLE   100,000 0 0
BEYOND MEAT INC COM 08862E109 6,039 125,000 SH Put SOLE   125,000 0 0
BIG LOTS INC COM 089302103 14,705 425,000 SH Put SOLE   425,000 0 0
BOEING CO COM 097023105 9,575 50,000 SH Call SOLE   50,000 0 0
BOEING CO COM 097023105 24,895 130,000 SH   SOLE   130,000 0 0
BOOKING HOLDINGS INC COM 09857L108 11,742 5,000 SH   SOLE   5,000 0 0
BOOT BARN HLDGS INC COM 099406100 20,854 220,000 SH   SOLE   220,000 0 0
BUNGE LIMITED COM G16962105 14,959 135,000 SH   SOLE   135,000 0 0
BURLINGTON STORES INC COM 122017106 20,494 112,500 SH Call SOLE   112,500 0 0
BURLINGTON STORES INC COM 122017106 9,109 50,000 SH Put SOLE   50,000 0 0
BURLINGTON STORES INC COM 122017106 15,940 87,500 SH   SOLE   87,500 0 0
CALLAWAY GOLF CO COM 131193104 8,197 350,000 SH Call SOLE   350,000 0 0
CALLAWAY GOLF CO COM 131193104 25,762 1,100,000 SH   SOLE   1,100,000 0 0
CAPRI HOLDINGS LTD COM G1890L107 3,854 75,000 SH   SOLE   75,000 0 0
CARGURUS INC COM CL A 141788109 12,738 300,000 SH   SOLE   300,000 0 0
CARGURUS INC COM CL A 141788109 8,492 200,000 SH Call SOLE   200,000 0 0
CARMAX INC COM 143130102 25,326 262,500 SH Put SOLE   262,500 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 4,587 100,000 SH Call SOLE   100,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,468 250,000 SH   SOLE   250,000 0 0
CARVANA CO CL A 146869102 5,965 50,000 SH Call SOLE   50,000 0 0
CARVANA CO CL A 146869102 11,929 100,000 SH Put SOLE   100,000 0 0
CELANESE CORP DEL COM 150870103 8,572 60,000 SH Call SOLE   60,000 0 0
CENTURY ALUM CO COM 156431108 10,524 400,000 SH   SOLE   400,000 0 0
CF INDS HLDGS INC COM 125269100 32,579 316,112 SH   SOLE   316,112 0 0
CF INDS HLDGS INC COM 125269100 10,306 100,000 SH Put SOLE   100,000 0 0
CHEESECAKE FACTORY INC COM 163072101 4,974 125,000 SH   SOLE   125,000 0 0
CHILDRENS PL INC NEW COM 168905107 5,300 107,500 SH   SOLE   107,500 0 0
CLEAN HARBORS INC COM 184496107 13,804 123,646 SH   SOLE   123,646 0 0
CLEAN HARBORS INC COM 184496107 13,955 125,000 SH Call SOLE   125,000 0 0
CLOROX CO DEL COM 189054109 13,271 95,457 SH   SOLE   95,457 0 0
COCA COLA CO COM 191216100 40,300 650,000 SH   SOLE   650,000 0 0
COCA COLA CO COM 191216100 8,525 137,500 SH Call SOLE   137,500 0 0
COCA-COLA EUROPACIFIC PARTNE CALL G25839904 4,861 100,000 SH Call SOLE   100,000 0 0
COCA-COLA EUROPACIFIC PARTNE COM G25839904 14,583 300,000 SH   SOLE   300,000 0 0
COLONNADE ACQUISITION CORP-A COM G2284B101 3,908 400,000 SH   SOLE   400,000 0 0
COMMERCIAL METALS CO COM 201723103 48,904 1,175,000 SH   SOLE   1,175,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 46,064 200,000 SH Put SOLE   200,000 0 0
CONSTELLIUM SE COM N22035104 20,962 1,164,554 SH   SOLE   1,164,554 0 0
CROWN HLDGS INC COM 228368106 17,012 136,000 SH   SOLE   136,000 0 0
CSX CORP COM 126408103 7,490 200,000 SH   SOLE   200,000 0 0
DANAHER CORPORATION COM 235851102 3,960 13,500 SH   SOLE   13,500 0 0
DANAHER CORPORATION COM 235851102 14,667 50,000 SH Call SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107 30,115 110,000 SH   SOLE   110,000 0 0
DEERE & CO COM 244199105 2,297 5,528 SH   SOLE   5,528 0 0
DHC ACQUISITION CORP A -CW27 CALL G2758T117 32 139,949 SH   SOLE   139,949 0 0
DHC ACQUISITION CORP-A COM G2758T109 4,900 500,000 SH   SOLE   500,000 0 0
DISCOVERY INC COM SER A 25470F104 1,869 75,000 SH   SOLE   75,000 0 0
DISCOVERY INC COM SER A 25470F104 19,936 800,000 SH Call SOLE   800,000 0 0
DOLLAR GEN CORP NEW COM 256677105 19,480 87,500 SH Call SOLE   87,500 0 0
DOLLAR GEN CORP NEW COM 256677105 11,132 50,000 SH Put SOLE   50,000 0 0
DOLLAR GEN CORP NEW COM 256677105 19,480 87,500 SH   SOLE   87,500 0 0
DOVER CORP COM 260003108 23,998 152,952 SH   SOLE   152,952 0 0
DOVER CORP COM 260003108 7,845 50,000 SH Call SOLE   50,000 0 0
DOVER CORP COM 260003108 4,707 30,000 SH Put SOLE   30,000 0 0
EATON CORP PLC SHS G29183103 7,588 50,000 SH   SOLE   50,000 0 0
ECOVYST INC COM 27923Q109 867 75,000 SH   SOLE   75,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 32,536 1,485,673 SH   SOLE   1,485,673 0 0
ELEMENT SOLUTIONS INC COM 28618M106 3,833 175,000 SH Call SOLE   175,000 0 0
EMERSON ELEC CO COM 291011104 9,805 100,000 SH Call SOLE   100,000 0 0
EMERSON ELEC CO COM 291011104 6,864 70,000 SH   SOLE   70,000 0 0
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4,945 500,000 SH   SOLE   500,000 0 0
EXELA TECHNOLOGIES INC-CW23 CALL 30162V110 5 199,405 SH   SOLE   199,405 0 0
FEDEX CORP COM 31428X106 42,229 182,500 SH   SOLE   182,500 0 0
FERRARI NV COM N3167J106 35,440 162,500 SH   SOLE   162,500 0 0
FIVE BELOW INC COM 33829M101 27,715 175,000 SH   SOLE   175,000 0 0
FIVE BELOW INC COM 33829M101 19,796 125,000 SH Call SOLE   125,000 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,676 270,000 SH   SOLE   270,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,575 100,000 SH Call SOLE   100,000 0 0
FREYR BATTERY SA COM L4135L100 2,203 179,726 SH   SOLE   179,726 0 0
GENERAC HLDGS INC COM 368736104 5,945 20,000 SH Call SOLE   20,000 0 0
GENERAL DYNAMICS CORP COM 369550108 17,357 71,967 SH   SOLE   71,967 0 0
GENERAL MLS INC COM 370334104 18,623 275,000 SH Put SOLE   275,000 0 0
GORES HOLDINGS VII INC COM CL A 38286T101 979 100,000 SH   SOLE   100,000 0 0
HALLIBURTON CO COM 406216101 4,370 115,399 SH   SOLE   115,399 0 0
HOST HOTELS & RESORTS INC COM 44107P104 19,430 1,000,000 SH   SOLE   1,000,000 0 0
HOWMET AEROSPACE INC COM 443201108 3,594 100,000 SH Put SOLE   100,000 0 0
HOWMET AEROSPACE INC COM 443201108 23,174 644,800 SH   SOLE   644,800 0 0
HUB GROUP INC CL A 443320106 35,764 463,204 SH   SOLE   463,204 0 0
HUNT J B TRANS SVCS INC COM 445658107 87,442 435,492 SH   SOLE   435,492 0 0
HUNT J B TRANS SVCS INC COM 445658107 20,079 100,000 SH Put SOLE   100,000 0 0
INGERSOLL RAND INC COM 45687V106 5,035 100,000 SH Call SOLE   100,000 0 0
INTERFOR CORP COM 45868C109 21,512 773,677 SH   SOLE   773,677 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 25,378 70,000 SH Call SOLE   70,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 43,505 120,000 SH Put SOLE   120,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 148,821 725,000 SH Put SOLE   725,000 0 0
JACOBS ENGR GROUP INC COM 469814107 13,781 100,000 SH Call SOLE   100,000 0 0
JACOBS ENGR GROUP INC COM 469814107 14,823 107,564 SH   SOLE   107,564 0 0
KELLOGG CO COM 487836108 3,225 50,000 SH Put SOLE   50,000 0 0
KIMBERLY-CLARK CORP COM 494368103 31,552 256,190 SH   SOLE   256,190 0 0
KIRBY CORP COM 497266106 1,805 25,000 SH   SOLE   25,000 0 0
KLOECKNER & CO SE COM 00B170DQ6 11,804 870,000 SH   SOLE   870,000 0 0
KROGER CO COM 501044101 22,948 400,000 SH Put SOLE   400,000 0 0
LAUDER ESTEE COS INC CL A 518439104 47,435 174,188 SH   SOLE   174,188 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 3,349 120,000 SH   SOLE   120,000 0 0
LINDE PLC SHS G5494J103 43,252 135,405 SH   SOLE   135,405 0 0
LOCKHEED MARTIN CORP COM 539830109 5,026 11,387 SH   SOLE   11,387 0 0
LOUISIANA PAC CORP COM 546347105 45,805 737,356 SH   SOLE   737,356 0 0
LOWES COS INC COM 548661107 26,790 132,500 SH Put SOLE   132,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,141 50,000 SH Put SOLE   50,000 0 0
MASCO CORP COM 574599106 3,060 60,000 SH Call SOLE   60,000 0 0
MASTEC INC COM 576323109 8,710 100,000 SH Call SOLE   100,000 0 0
MASTEC INC COM 576323109 4,355 50,000 SH   SOLE   50,000 0 0
MATCH GROUP INC NEW COM 57667L107 23,107 212,500 SH   SOLE   212,500 0 0
MATCH GROUP INC NEW COM 57667L107 29,904 275,000 SH Call SOLE   275,000 0 0
MATCH GROUP INC NEW COM 57667L107 8,156 75,000 SH Put SOLE   75,000 0 0
META PLATFORMS INC CL A 30303M102 30,575 137,500 SH Call SOLE   137,500 0 0
META PLATFORMS INC CL A 30303M102 13,898 62,500 SH   SOLE   62,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,970 500,000 SH Put SOLE   500,000 0 0
MIDDLEBY CORP COM 596278101 4,918 30,000 SH   SOLE   30,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 47,940 600,000 SH   SOLE   600,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 15,980 200,000 SH Call SOLE   200,000 0 0
MOSAIC CO NEW COM 61945C103 6,650 100,000 SH Put SOLE   100,000 0 0
MOSAIC CO NEW COM 61945C103 27,729 416,981 SH   SOLE   416,981 0 0
NIKE INC CL B 654106103 30,276 225,000 SH   SOLE   225,000 0 0
NORSK HYDRO ASA COM 00B11HK39 10,391 1,061,066 SH   SOLE   1,061,066 0 0
NUTRIEN LTD COM 67077M108 65,512 629,981 SH   SOLE   629,981 0 0
NUTRIEN LTD COM 67077M108 5,200 50,000 SH Put SOLE   50,000 0 0
NXP Semiconductors NV CALL N6596X109 9,254 50,000 SH Call SOLE   50,000 0 0
OLAPLEX HLDGS INC COM 679369108 13,481 862,500 SH   SOLE   862,500 0 0
OLIN CORP COM PAR $1 680665205 25,283 483,615 SH   SOLE   483,615 0 0
PARKER-HANNIFIN CORP COM 701094104 21,228 74,808 SH   SOLE   74,808 0 0
PARKER-HANNIFIN CORP COM 701094104 17,026 60,000 SH Call SOLE   60,000 0 0
PATHFINDER ACQUISITION -CL A COM G04119106 930 95,000 SH   SOLE   95,000 0 0
PAYPAL HLDGS INC COM 70450Y103 12,722 110,000 SH   SOLE   110,000 0 0
PENTAIR PLC SHS G7S00T104 3,253 60,000 SH Call SOLE   60,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,091 100,000 SH   SOLE   100,000 0 0
PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 13 17,890 SH   SOLE   17,890 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,586 350,000 SH   SOLE   350,000 0 0
PILGRIMS PRIDE CORP COM 72147K108 7,530 300,000 SH Call SOLE   300,000 0 0
PLANET FITNESS INC CL A 72703H101 67,584 800,000 SH   SOLE   800,000 0 0
POLARIS INC COM 731068102 7,899 75,000 SH Call SOLE   75,000 0 0
POLARIS INC COM 731068102 3,950 37,500 SH Put SOLE   37,500 0 0
PONTEM CORP-CLASS A COM G71707106 6,867 700,000 SH   SOLE   700,000 0 0
PROCTER AND GAMBLE CO COM 742718109 11,460 75,000 SH   SOLE   75,000 0 0
PROLOGIS INC. COM 74340W103 8,881 55,000 SH   SOLE   55,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347Y854 1,905 114,942 SH   SOLE   114,942 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 4,087 510,903 SH   SOLE   510,903 0 0
PVH CORPORATION COM 693656100 39,837 520,000 SH   SOLE   520,000 0 0
PVH CORPORATION COM 693656100 43,093 562,500 SH Call SOLE   562,500 0 0
QUANTA SVCS INC COM 74762E102 6,581 50,000 SH Call SOLE   50,000 0 0
QUANTA SVCS INC COM 74762E102 13,202 100,312 SH   SOLE   100,312 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 45 7,357 SH   SOLE   7,357 0 0
RALPH LAUREN CORP CL A 751212101 6,239 55,000 SH   SOLE   55,000 0 0
RALPH LAUREN CORP CL A 751212101 34,032 300,000 SH Call SOLE   300,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 13,134 132,575 SH   SOLE   132,575 0 0
REGAL REXNORD CORPORATION COM 758750103 18,692 125,633 SH   SOLE   125,633 0 0
REGAL REXNORD CORPORATION COM 758750103 8,927 60,000 SH Call SOLE   60,000 0 0
REGAL REXNORD CORPORATION COM 758750103 4,463 30,000 SH Put SOLE   30,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 9,168 50,000 SH Put SOLE   50,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 65,207 355,640 SH   SOLE   355,640 0 0
RENEW ENERGY GLOBAL -CW26 CALL G7500M120 178 100,310 SH   SOLE   100,310 0 0
RENEW ENERGY GLOBAL PLC-A COM G7500M104 6,782 825,000 SH   SOLE   825,000 0 0
RUSH ENTERPRISES INC CL A 781846209 28,606 561,900 SH   SOLE   561,900 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 11,596 125,000 SH   SOLE   125,000 0 0
SAMSONITE INTERNATIONAL SA COM 00B4Q1532 18,862 8,337,500 SH   SOLE   8,337,500 0 0
SCHNITZER STEEL INDS INC CL A 806882106 6,916 133,145 SH   SOLE   133,145 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20,596 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 17,630 200,000 SH Put SOLE   200,000 0 0
SHERWIN WILLIAMS CO COM 824348106 12,481 50,000 SH Put SOLE   50,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 50,284 1,325,000 SH   SOLE   1,325,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 32,625 750,000 SH   SOLE   750,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,875 250,000 SH Call SOLE   250,000 0 0
SKECHERS U S A INC CL A 830566105 8,152 200,000 SH Call SOLE   200,000 0 0
SKECHERS U S A INC CL A 830566105 16,304 400,000 SH   SOLE   400,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 10,700 125,000 SH Put SOLE   125,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 43,769 511,325 SH   SOLE   511,325 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,291 25,000 SH Put SOLE   25,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 12,258 200,000 SH Put SOLE   200,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 8,872 100,000 SH Call SOLE   100,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 35,488 400,000 SH   SOLE   400,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,889 100,000 SH Call SOLE   100,000 0 0
SPORTSTEK ACQUISITION CORP *W EXP 02/16/202 849196118 19 100,000 SH   SOLE   100,000 0 0
SPORTSTEK ACQUISITION CORP COM CL A 849196100 1,954 200,000 SH   SOLE   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,990 50,000 SH Call SOLE   50,000 0 0
STELCO HOLDINGS INC PUT 858522105 2,079 50,000 SH Put SOLE   50,000 0 0
STELCO HOLDINGS INC COM 858522105 23,968 576,498 SH   SOLE   576,498 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,531 75,000 SH Call SOLE   75,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 63,418 412,500 SH   SOLE   412,500 0 0
TAPESTRY INC COM 876030107 5 133 SH   SOLE   133 0 0
TARGET CORP COM 87612E106 42,398 199,784 SH   SOLE   199,784 0 0
TARGET CORP COM 87612E106 26,528 125,000 SH Call SOLE   125,000 0 0
TE CONNECTIVITY LTD SHS H84989104 6,549 50,000 SH Call SOLE   50,000 0 0
TECK RESOURCES LTD CL B 878742204 16,156 400,000 SH   SOLE   400,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 11,138 23,567 SH   SOLE   23,567 0 0
TEXAS ROADHOUSE INC COM 882681109 10,466 125,000 SH Call SOLE   125,000 0 0
TEXAS ROADHOUSE INC COM 882681109 36,632 437,500 SH   SOLE   437,500 0 0
TEXTRON INC COM 883203101 14,992 201,559 SH   SOLE   201,559 0 0
TEXTRON INC COM 883203101 7,438 100,000 SH Call SOLE   100,000 0 0
THOR INDS INC COM 885160101 9,838 125,000 SH Call SOLE   125,000 0 0
THOR INDS INC COM 885160101 5,903 75,000 SH Put SOLE   75,000 0 0
TIMKEN CO COM 887389104 6,070 100,000 SH Call SOLE   100,000 0 0
TIMKENSTEEL CORPORATION COM 887399103 5,530 252,756 SH   SOLE   252,756 0 0
TJX COS INC NEW COM 872540109 3,029 50,000 SH Call SOLE   50,000 0 0
TJX COS INC NEW COM 872540109 37,863 625,000 SH   SOLE   625,000 0 0
TRANSDIGM GROUP INC COM 893641100 12,106 18,580 SH   SOLE   18,580 0 0
ULTA BEAUTY INC COM 90384S303 56,746 142,500 SH   SOLE   142,500 0 0
UNDER ARMOUR INC CL A 904311107 8,510 500,000 SH   SOLE   500,000 0 0
UNION PAC CORP COM 907818108 68,303 250,000 SH Put SOLE   250,000 0 0
UNION PAC CORP COM 907818108 54,072 197,915 SH   SOLE   197,915 0 0
UNITED RENTALS INC COM 911363109 15,209 42,816 SH   SOLE   42,816 0 0
UNITED RENTALS INC COM 911363109 14,208 40,000 SH Call SOLE   40,000 0 0
UNITED RENTALS INC COM 911363109 3,552 10,000 SH Put SOLE   10,000 0 0
UNITED STATES STL CORP NEW COM 912909108 3,774 100,000 SH Put SOLE   100,000 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 3,043 151,000 SH   SOLE   151,000 0 0
URBAN OUTFITTERS INC COM 917047102 2,511 100,000 SH   SOLE   100,000 0 0
VALVOLINE INC COM 92047W101 13,279 420,759 SH   SOLE   420,759 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 3,108 11,000 SH   SOLE   11,000 0 0
VECTOIQ ACQUISITION CORP II COM CL A 92244F109 2,458 250,000 SH   SOLE   250,000 0 0
VISA INC COM CL A 92826C839 27,721 125,000 SH   SOLE   125,000 0 0
WABASH NATL CORP COM 929566107 4,571 308,000 SH   SOLE   308,000 0 0
WABTEC COM 929740108 3,847 40,000 SH   SOLE   40,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 15,140 400,000 SH   SOLE   400,000 0 0
WASTE CONNECTIONS INC COM 94106B101 5,588 40,000 SH   SOLE   40,000 0 0
WATSCO INC COM 942622200 914 3,000 SH   SOLE   3,000 0 0
WESCO INTL INC COM 95082P105 10,358 79,592 SH   SOLE   79,592 0 0
WEST FRASER TIMBER CO LTD COM 952845105 56,971 692,612 SH   SOLE   692,612 0 0
WESTLAKE CORPORATION COM 960413102 2,468 20,000 SH Put SOLE   20,000 0 0
WESTLAKE CORPORATION COM 960413102 27,981 226,750 SH   SOLE   226,750 0 0
WESTROCK CO COM 96145D105 9,406 200,000 SH   SOLE   200,000 0 0
WINNEBAGO INDS INC COM 974637100 4,728 87,500 SH   SOLE   87,500 0 0
WOODWARD INC COM 980745103 12,491 100,000 SH Call SOLE   100,000 0 0
XPO LOGISTICS INC COM 983793100 14,560 200,000 SH Call SOLE   200,000 0 0
XPO LOGISTICS INC COM 983793100 5,460 75,000 SH   SOLE   75,000 0 0
YUM BRANDS INC COM 988498101 17,780 150,000 SH   SOLE   150,000 0 0