The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ABB LTD | SPONSORED ADR | 000375204 | 1,745 | 65,300 | SH | DFND | 1 | 65,300 | 0 | 0 | |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 15,298 | 167,500 | SH | Put | DFND | 1 | 167,500 | 0 | 0 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 2,174 | 23,800 | SH | Call | DFND | 1 | 23,800 | 0 | 0 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 3,502 | 36,412 | SH | DFND | 1 | 36,412 | 0 | 0 | |
| AUTONATION INC | COM | 05329W102 | 5,622 | 50,300 | SH | DFND | 1 | 50,300 | 0 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 4,118 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 2,159 | 21,300 | SH | DFND | 1 | 21,300 | 0 | 0 | |
| CANADIAN NATL RY CO | COM | 136375102 | 2,362 | 21,000 | SH | DFND | 1 | 21,000 | 0 | 0 | |
| CARLISLE COS INC | COM | 142339100 | 6,905 | 28,940 | SH | DFND | 1 | 28,940 | 0 | 0 | |
| CHART INDS INC | COM | 16115Q308 | 2,151 | 12,849 | SH | DFND | 1 | 12,849 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 2,177 | 5,827 | SH | DFND | 1 | 5,827 | 0 | 0 | |
| COPART INC | COM | 217204106 | 2,086 | 19,200 | SH | DFND | 1 | 19,200 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 1,947 | 67,000 | SH | DFND | 1 | 67,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 1,632 | 7,200 | SH | DFND | 1 | 7,200 | 0 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | 22,585 | 204,000 | SH | DFND | 1 | 204,000 | 0 | 0 | |
| FLUOR CORP NEW | COM | 343412102 | 1,425 | 58,552 | SH | DFND | 1 | 58,552 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 3,877 | 71,300 | SH | DFND | 1 | 71,300 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 1,895 | 9,000 | SH | DFND | 1 | 9,000 | 0 | 0 | |
| GRAINGER W W INC | COM | 384802104 | 2,318 | 5,100 | SH | DFND | 1 | 5,100 | 0 | 0 | |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 4,924 | 29,000 | SH | DFND | 1 | 29,000 | 0 | 0 | |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 9,346 | 590,000 | SH | DFND | 1 | 590,000 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 4,681 | 29,725 | SH | DFND | 1 | 29,725 | 0 | 0 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 11,211 | 40,000 | SH | Call | DFND | 1 | 40,000 | 0 | 0 |
| ITT INC | COM | 45073V108 | 3,261 | 48,500 | SH | DFND | 1 | 48,500 | 0 | 0 | |
| KBR INC | COM | 48242W106 | 3,038 | 62,782 | SH | DFND | 1 | 62,782 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 8,976 | 71,300 | SH | DFND | 1 | 71,300 | 0 | 0 | |
| LENNOX INTL INC | COM | 526107107 | 6,736 | 32,606 | SH | DFND | 1 | 32,606 | 0 | 0 | |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 5,551 | 45,000 | SH | DFND | 1 | 45,000 | 0 | 0 | |
| LITHIA MTRS INC | COM | 536797103 | 1,815 | 6,604 | SH | DFND | 1 | 6,604 | 0 | 0 | |
| MANPOWERGROUP INC WIS | COM | 56418H100 | 1,879 | 24,587 | SH | DFND | 1 | 24,587 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,005 | 13,383 | SH | DFND | 1 | 13,383 | 0 | 0 | |
| MASCO CORP | COM | 574599106 | 2,312 | 45,700 | SH | DFND | 1 | 45,700 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 9,227 | 132,400 | SH | Put | DFND | 1 | 132,400 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 | 3,045 | 43,700 | SH | Call | DFND | 1 | 43,700 | 0 | 0 |
| MIDDLEBY CORP | COM | 596278101 | 7,644 | 60,980 | SH | DFND | 1 | 60,980 | 0 | 0 | |
| NVENT ELECTRIC PLC | SHS | G6700G107 | 1,903 | 60,744 | SH | DFND | 1 | 60,744 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,895 | 3,000 | SH | DFND | 1 | 3,000 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 2,579 | 36,500 | SH | DFND | 1 | 36,500 | 0 | 0 | |
| POOL CORP | COM | 73278L105 | 3,129 | 8,908 | SH | DFND | 1 | 8,908 | 0 | 0 | |
| REGAL REXNORD CORPORATION | COM | 758750103 | 5,108 | 45,000 | SH | DFND | 1 | 45,000 | 0 | 0 | |
| RH | COM | 74967X103 | 1,061 | 5,000 | SH | Call | DFND | 1 | 5,000 | 0 | 0 |
| RH | COM | 74967X103 | 1,146 | 5,400 | SH | Put | DFND | 1 | 5,400 | 0 | 0 |
| SAIA INC | COM | 78709Y105 | 9,663 | 51,400 | SH | DFND | 1 | 51,400 | 0 | 0 | |
| SUNCOR ENERGY INC NEW | COM | 867224107 | 12,275 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 4,876 | 13,000 | SH | DFND | 1 | 13,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 1,710 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| TFI INTL INC | COM | 87241L109 | 1,429 | 17,800 | SH | DFND | 1 | 17,800 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 21,284 | 87,620 | SH | DFND | 1 | 87,620 | 0 | 0 | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 9,618 | 112,700 | SH | SOLE | 112,700 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 2,406 | 104,649 | SH | DFND | 1 | 104,649 | 0 | 0 | |
| WABTEC | COM | 929740108 | 2,142 | 26,100 | SH | DFND | 1 | 26,100 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 3,012 | 24,300 | SH | DFND | 1 | 24,300 | 0 | 0 | |
| WATSCO INC | COM | 942622200 | 11,242 | 47,074 | SH | DFND | 1 | 47,074 | 0 | 0 | |
| WESCO INTL INC | COM | 95082P105 | 14,145 | 132,069 | SH | DFND | 1 | 132,069 | 0 | 0 | |
| ZURN WATER SOLUTIONS CORP | COM | 98983L108 | 2,427 | 89,093 | SH | DFND | 1 | 89,093 | 0 | 0 | |