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 2,507 70,542 SH   SOLE   70,542 0 0
ACTIVISION BLIZZARD INC COM 00507V109 11,679 150,000 SH   SOLE   150,000 0 0
ADIENT PLC ORD SHS G0084W101 1,778 60,000 SH   SOLE   60,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 754 8,371 SH   SOLE   8,371 0 0
ADVANSIX INC COM 00773T101 14,551 435,144 SH   SOLE   435,144 0 0
AECOM COM 00766T100 3,529 54,107 SH   SOLE   54,107 0 0
AECOM COM 00766T100 6,522 100,000 SH Call SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,357 117,500 SH   SOLE   117,500 0 0
AMAZON COM INC COM 023135106 8,181 77,025 SH   SOLE   77,025 0 0
AMETEK INC COM 031100100 2,270 20,656 SH   SOLE   20,656 0 0
APTIV PLC SHS G6095L109 2,227 25,000 SH   SOLE   25,000 0 0
ARCH RESOURCES INC CL A 03940R107 7,155 50,000 SH Put SOLE   50,000 0 0
ARCH RESOURCES INC CL A 03940R107 22,036 154,000 SH   SOLE   154,000 0 0
AUTOLIV INC COM 052800109 1,431 20,000 SH   SOLE   20,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 21,157 850,000 SH   SOLE   850,000 0 0
BOOT BARN HLDGS INC COM 099406100 2,839 41,203 SH   SOLE   41,203 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,343 25,000 SH   SOLE   25,000 0 0
BUNGE LIMITED COM G16962105 5,441 60,000 SH   SOLE   60,000 0 0
BURLINGTON STORES INC COM 122017106 1,469 10,785 SH   SOLE   10,785 0 0
CALLAWAY GOLF CO COM 131193104 3,570 175,000 SH   SOLE   175,000 0 0
CALLAWAY GOLF CO COM 131193104 10,200 500,000 SH Call SOLE   500,000 0 0
CANADIAN NATL RY CO COM 136375102 5,624 50,000 SH   SOLE   50,000 0 0
CANADIAN PAC RY LTD COM 13645T100 6,984 100,000 SH   SOLE   100,000 0 0
CARMAX INC COM 143130102 7,917 87,500 SH Put SOLE   87,500 0 0
CATERPILLAR INC COM 149123101 8,938 50,000 SH Call SOLE   50,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 6,526 100,000 SH Call SOLE   100,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 28,714 440,000 SH   SOLE   440,000 0 0
CF INDS HLDGS INC COM 125269100 27,862 325,000 SH Call SOLE   325,000 0 0
CF INDS HLDGS INC COM 125269100 26,795 312,556 SH   SOLE   312,556 0 0
CHURCH & DWIGHT CO INC COM 171340102 4,633 50,000 SH Put SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107 8,767 100,000 SH Call SOLE   100,000 0 0
CLEAN HARBORS INC COM 184496107 1,463 16,687 SH   SOLE   16,687 0 0
CLOROX CO DEL COM 189054109 10,574 75,000 SH Put SOLE   75,000 0 0
COLGATE PALMOLIVE CO COM 194162103 48,084 600,000 SH   SOLE   600,000 0 0
COLONNADE ACQUISITION CORP-A COM 00BMF4XD4 3,916 400,000 SH   SOLE   400,000 0 0
COMMERCIAL METALS CO COM 201723103 8,275 250,000 SH Put SOLE   250,000 0 0
COMMERCIAL METALS CO COM 201723103 49,691 1,501,250 SH   SOLE   1,501,250 0 0
CONAGRA BRANDS INC COM 205887102 11,984 350,000 SH Put SOLE   350,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 14,814 300,000 SH Put SOLE   300,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 27,900 565,000 SH   SOLE   565,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 18,645 80,000 SH Call SOLE   80,000 0 0
CONSTELLIUM SE COM N22035104 23,948 1,812,854 SH   SOLE   1,812,854 0 0
CROWN HLDGS INC COM 228368106 12,830 139,200 SH   SOLE   139,200 0 0
DEERE & CO COM 244199105 1,743 5,820 SH   SOLE   5,820 0 0
DEERE & CO COM 244199105 8,984 30,000 SH Call SOLE   30,000 0 0
DHC ACQUISITION CORP-A COM 00BM8FHV0 4,900 500,000 SH   SOLE   500,000 0 0
DICKS SPORTING GOODS INC COM 253393102 2,125 28,198 SH   SOLE   28,198 0 0
DOLLAR TREE INC COM 256746108 21,594 138,556 SH   SOLE   138,556 0 0
DOLLAR TREE INC COM 256746108 15,585 100,000 SH Put SOLE   100,000 0 0
DOMINOS PIZZA INC COM 25754A201 33,125 85,000 SH   SOLE   85,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 17,113 961,389 SH   SOLE   961,389 0 0
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4,968 500,000 SH   SOLE   500,000 0 0
EXELA TECHNOLOGIES INC-CW23 CALL 30162V110 2 199,405 SH   SOLE   199,405 0 0
FEDEX CORP COM 31428X106 9,017 39,772 SH   SOLE   39,772 0 0
FIVE BELOW INC COM 33829M101 1,744 15,377 SH   SOLE   15,377 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 6,296 100,000 SH Put SOLE   100,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,649 270,000 SH   SOLE   270,000 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 17 135,000 SH   SOLE   135,000 0 0
FREYR Battery US COM 00BMFBLD1 1,368 200,000 SH Call SOLE   200,000 0 0
GATX CORP COM 361448103 4,352 46,217 SH   SOLE   46,217 0 0
GENERAL DYNAMICS CORP COM 369550108 3,319 15,000 SH   SOLE   15,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 6,367 100,000 SH Call SOLE   100,000 0 0
GENERAL MLS INC COM 370334104 21,730 288,000 SH Call SOLE   288,000 0 0
GORES HOLDINGS VII INC COM CL A 38286T101 979 100,000 SH   SOLE   100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,970 340,000 SH   SOLE   340,000 0 0
HALLIBURTON CO COM 406216101 1,581 50,399 SH   SOLE   50,399 0 0
HEICO CORP NEW COM 422806109 5,245 40,000 SH Call SOLE   40,000 0 0
HONEYWELL INTL INC COM 438516106 2,173 12,500 SH   SOLE   12,500 0 0
HOWMET AEROSPACE INC COM 443201108 16,889 536,996 SH   SOLE   536,996 0 0
HUB GROUP INC CL A 443320106 46,360 653,516 SH   SOLE   653,516 0 0
INTERFOR CORP COM 45868C109 17,833 884,993 SH   SOLE   884,993 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 14,014 50,000 SH Call SOLE   50,000 0 0
ITT INC COM 45073V108 6,724 100,000 SH Call SOLE   100,000 0 0
ITT INC COM 45073V108 2,017 30,000 SH   SOLE   30,000 0 0
JD.COM INC SPON ADR CL A 47215P106 16,055 250,000 SH   SOLE   250,000 0 0
KLOECKNER & CO SE COM 00B170DQ6 6,299 826,500 SH   SOLE   826,500 0 0
LAMB WESTON HLDGS INC COM 513272104 2,680 37,500 SH   SOLE   37,500 0 0
LAS VEGAS SANDS CORP COM 517834107 13,436 400,000 SH   SOLE   400,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,398 250,000 SH Call SOLE   250,000 0 0
LAUDER ESTEE COS INC CL A 518439104 6,367 25,000 SH Put SOLE   25,000 0 0
LAUDER ESTEE COS INC CL A 518439104 16,426 64,500 SH   SOLE   64,500 0 0
LEGGETT & PLATT INC COM 524660107 6,916 200,000 SH Put SOLE   200,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 2,448 102,000 SH   SOLE   102,000 0 0
LINDE PLC SHS G5494J103 21,316 74,135 SH   SOLE   74,135 0 0
LOCKHEED MARTIN CORP COM 539830109 19,558 45,487 SH   SOLE   45,487 0 0
LOUISIANA PAC CORP COM 546347105 22,627 431,738 SH   SOLE   431,738 0 0
MATCH GROUP INC NEW COM 57667L107 14,809 212,500 SH   SOLE   212,500 0 0
MATTEL INC COM 577081102 30,547 1,368,000 SH   SOLE   1,368,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 67,903 732,500 SH   SOLE   732,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,794 62,500 SH Call SOLE   62,500 0 0
NIKE INC CL B 654106103 15,330 150,000 SH Call SOLE   150,000 0 0
NIKE INC CL B 654106103 2,354 23,036 SH   SOLE   23,036 0 0
NORTHROP GRUMMAN CORP COM 666807102 6,424 13,424 SH   SOLE   13,424 0 0
NUTRIEN LTD COM 67077M108 20,559 257,982 SH   SOLE   257,982 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,630 52,024 SH   SOLE   52,024 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 133 210 SH   SOLE   210 0 0
OVERSTOCK COM INC DEL COM 690370101 1,523 60,881 SH   SOLE   60,881 0 0
PARKER-HANNIFIN CORP COM 701094104 7,382 30,000 SH Call SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094104 2,413 9,808 SH   SOLE   9,808 0 0
PATHFINDER ACQUISITION -CL A COM 00BM9JB75 932 95,000 SH   SOLE   95,000 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,582 350,000 SH   SOLE   350,000 0 0
POLARIS INC COM 731068102 9,928 100,000 SH   SOLE   100,000 0 0
PONTEM CORP-CLASS A COM 00BNNF187 6,895 700,000 SH   SOLE   700,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 3,601 485,358 SH   SOLE   485,358 0 0
PVH CORPORATION COM 693656100 3,120 54,831 SH   SOLE   54,831 0 0
QUANTA SVCS INC COM 74762E102 3,486 27,812 SH   SOLE   27,812 0 0
QUANTA SVCS INC COM 74762E102 6,267 50,000 SH Call SOLE   50,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 26 6,253 SH   SOLE   6,253 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,806 50,000 SH Call SOLE   50,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 8,897 92,575 SH   SOLE   92,575 0 0
REGAL REXNORD CORPORATION COM 758750103 5,676 50,000 SH Call SOLE   50,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 16,986 100,000 SH Put SOLE   100,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 59,894 352,608 SH   SOLE   352,608 0 0
SAIA INC COM 78709Y105 28,200 150,000 SH Put SOLE   150,000 0 0
SCHLUMBERGER LTD COM STK 806857108 1,806 50,500 SH   SOLE   50,500 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 3,357 42,500 SH   SOLE   42,500 0 0
SEALED AIR CORP NEW COM 81211K100 5,772 100,000 SH   SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 34,936 400,000 SH Call SOLE   400,000 0 0
SILGAN HOLDINGS INC COM 827048109 2,688 65,000 SH   SOLE   65,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 32,097 849,800 SH   SOLE   849,800 0 0
SKECHERS U S A INC CL A 830566105 12,453 350,000 SH Call SOLE   350,000 0 0
SKECHERS U S A INC CL A 830566105 2,669 75,000 SH   SOLE   75,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 8,479 101,509 SH   SOLE   101,509 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 47,156 125,000 SH Call SOLE   125,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 1,368 25,000 SH Call SOLE   25,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 12,303 150,000 SH Call SOLE   150,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 34,202 417,000 SH   SOLE   417,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,395 150,000 SH Call SOLE   150,000 0 0
SPORTSTEK ACQUISITION CORP COM CL A 849196100 1,956 200,000 SH   SOLE   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 3,146 30,000 SH Call SOLE   30,000 0 0
STELCO HOLDINGS INC COM 858522105 12,910 516,423 SH   SOLE   516,423 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27,569 225,000 SH   SOLE   225,000 0 0
TECK RESOURCES LTD CL B 878742204 18,801 615,000 SH   SOLE   615,000 0 0
TECK RESOURCES LTD CL B 878742204 18,342 600,000 SH Call SOLE   600,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,089 13,567 SH   SOLE   13,567 0 0
TEXTRON INC COM 883203101 6,107 100,000 SH Call SOLE   100,000 0 0
THOR INDS INC COM 885160101 7,473 100,000 SH Put SOLE   100,000 0 0
TIMKENSTEEL CORPORATION COM 887399103 25,685 1,372,791 SH   SOLE   1,372,791 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96 5,195 40,000 SH   SOLE   40,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,917 5,436 SH   SOLE   5,436 0 0
UNITED PARCEL SERVICE INC CL B 911312106 45,635 250,000 SH Put SOLE   250,000 0 0
UNITED RENTALS INC COM 911363109 9,716 40,000 SH Call SOLE   40,000 0 0
UNITED RENTALS INC COM 911363109 1,899 7,816 SH   SOLE   7,816 0 0
VALE S A SPONSORED ADS 91912E105 4,389 300,000 SH Call SOLE   300,000 0 0
VALVOLINE INC COM 92047W101 262 9,100 SH Call SOLE   9,100 0 0
VALVOLINE INC COM 92047W101 5,766 200,000 SH   SOLE   200,000 0 0
VECTOIQ ACQUISITION CORP II COM CL A 92244F109 2,455 250,000 SH   SOLE   250,000 0 0
VISA INC COM CL A 92826C839 19,689 100,000 SH   SOLE   100,000 0 0
WASTE CONNECTIONS INC COM 94106B101 7,991 64,466 SH   SOLE   64,466 0 0
WESCO INTL INC COM 95082P105 1,520 14,192 SH   SOLE   14,192 0 0
WESCO INTL INC COM 95082P105 5,355 50,000 SH Call SOLE   50,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 51,252 667,981 SH   SOLE   667,981 0 0
WESTLAKE CORPORATION COM 960413102 16,173 164,997 SH   SOLE   164,997 0 0
WINGSTOP INC COM 974155103 14,356 192,000 SH   SOLE   192,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 3,814 140,000 SH   SOLE   140,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 2,724 100,000 SH Call SOLE   100,000 0 0