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 11,151 150,000 SH   SOLE   150,000 0 0
ADVANSIX INC COM 00773T101 16,055 500,144 SH   SOLE   500,144 0 0
AECOM COM 00766T100 1,709 25,000 SH Put SOLE   25,000 0 0
AECOM COM 00766T100 16,348 239,107 SH   SOLE   239,107 0 0
AIRBUS SE PUT 094987B10 3,485 40,000 SH Put SOLE   40,000 0 0
AMAZON COM INC COM 023135106 11,300 100,000 SH Put SOLE   100,000 0 0
AMETEK INC COM 031100100 6,805 60,000 SH Put SOLE   60,000 0 0
AMETEK INC COM 031100100 33,530 295,656 SH   SOLE   295,656 0 0
ANTERO RESOURCES CORP COM 03674X106 10,380 340,000 SH   SOLE   340,000 0 0
APTIV PLC SHS G6095L109 2,346 30,000 SH Put SOLE   30,000 0 0
APTIV PLC SHS G6095L109 5,506 70,400 SH   SOLE   70,400 0 0
ARCH RESOURCES INC CL A 03940R107 14,113 119,000 SH   SOLE   119,000 0 0
AVERY DENNISON CORP COM 053611109 8,764 53,868 SH   SOLE   53,868 0 0
BEACON ROOFING SUPPLY INC COM 073685109 5,472 100,000 SH Call SOLE   100,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 20,610 1,000,000 SH   SOLE   1,000,000 0 0
BEST BUY INC COM 086516101 9,501 150,000 SH Call SOLE   150,000 0 0
BOEING CO COM 097023105 1,816 15,000 SH Put SOLE   15,000 0 0
BOEING CO COM 097023105 3,951 32,635 SH   SOLE   32,635 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 11,784 200,000 SH   SOLE   200,000 0 0
BUNGE LIMITED COM G16962105 12,386 150,000 SH   SOLE   150,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 24,078 250,000 SH Call SOLE   250,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 21,130 834,517 SH   SOLE   834,517 0 0
CANADIAN NATL RY CO COM 136375102 26,998 250,000 SH Call SOLE   250,000 0 0
CANADIAN NATL RY CO COM 136375102 16,199 150,000 SH Put SOLE   150,000 0 0
CANADIAN NATL RY CO COM 136375102 12,886 119,329 SH   SOLE   119,329 0 0
CF INDS HLDGS INC COM 125269100 60,654 630,174 SH   SOLE   630,174 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,148 25,000 SH   SOLE   25,000 0 0
COCA COLA CO COM 191216100 6,722 120,000 SH Put SOLE   120,000 0 0
COLGATE PALMOLIVE CO COM 194162103 9,659 137,500 SH Call SOLE   137,500 0 0
COLGATE PALMOLIVE CO COM 194162103 14,050 200,000 SH Put SOLE   200,000 0 0
COLGATE PALMOLIVE CO COM 194162103 45,663 650,000 SH   SOLE   650,000 0 0
COLONNADE ACQUISITION CORP-A COM 00BMF4XD4 3,968 400,000 SH   SOLE   400,000 0 0
COMMERCIAL METALS CO COM 201723103 47,942 1,351,250 SH   SOLE   1,351,250 0 0
CONSOL ENERGY INC NEW COM 20854L108 41,808 650,000 SH   SOLE   650,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,355 62,500 SH Call SOLE   62,500 0 0
CONSTELLIUM SE COM N22035104 16,861 1,662,854 SH   SOLE   1,662,854 0 0
CONSTELLIUM SE CALL N22035104 1,014 100,000 SH Call SOLE   100,000 0 0
CROCS INC COM 227046109 6,008 87,500 SH Call SOLE   87,500 0 0
CROCS INC COM 227046109 25,748 375,000 SH   SOLE   375,000 0 0
CULLEN FROST BANKERS INC COM 229899109 31,045 325,000 SH   SOLE   325,000 0 0
DANAHER CORPORATION COM 235851102 11,623 45,000 SH   SOLE   45,000 0 0
DECKERS OUTDOOR CORP COM 243537107 32,824 105,000 SH   SOLE   105,000 0 0
DEERE & CO COM 244199105 15,633 46,820 SH   SOLE   46,820 0 0
DEERE & CO COM 244199105 20,033 60,000 SH Call SOLE   60,000 0 0
DEERE & CO COM 244199105 8,347 25,000 SH Put SOLE   25,000 0 0
DHC ACQUISITION CORP-A COM 00BM8FHV0 4,945 500,000 SH   SOLE   500,000 0 0
DICKS SPORTING GOODS INC COM 253393102 7,848 75,000 SH   SOLE   75,000 0 0
DISNEY WALT CO COM 254687106 11,754 124,600 SH   SOLE   124,600 0 0
DOMINOS PIZZA INC COM 25754A201 19,388 62,500 SH   SOLE   62,500 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 9,084 600,000 SH Put SOLE   600,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 11,355 750,000 SH   SOLE   750,000 0 0
EATON CORP PLC SHS G29183103 6,668 50,000 SH Call SOLE   50,000 0 0
EATON CORP PLC SHS G29183103 3,334 25,000 SH Put SOLE   25,000 0 0
EATON CORP PLC SHS G29183103 24,672 185,000 SH   SOLE   185,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 6,693 411,389 SH   SOLE   411,389 0 0
ETSY INC COM 29786A106 10,013 100,000 SH   SOLE   100,000 0 0
FIVE BELOW INC COM 33829M101 13,767 100,000 SH Put SOLE   100,000 0 0
FIVE BELOW INC COM 33829M101 32,697 237,500 SH   SOLE   237,500 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,959 70,575 SH   SOLE   70,575 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,670 270,000 SH   SOLE   270,000 0 0
FORTIVE CORP COM 34959J108 2,624 45,000 SH   SOLE   45,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,685 50,000 SH Call SOLE   50,000 0 0
FORWARD AIR CORP COM 349853101 8,575 95,000 SH Call SOLE   95,000 0 0
FREYR BATTERY SA COM L4135L100 3,418 240,000 SH   SOLE   240,000 0 0
GATX CORP COM 361448103 11,022 129,444 SH   SOLE   129,444 0 0
GENERAL DYNAMICS CORP COM 369550108 3,183 15,000 SH Put SOLE   15,000 0 0
GENERAL DYNAMICS CORP COM 369550108 4,243 20,000 SH   SOLE   20,000 0 0
GORES HOLDINGS VII INC COM CL A 38286T101 986 100,000 SH   SOLE   100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 20,727 1,050,000 SH   SOLE   1,050,000 0 0
HALLIBURTON CO COM 406216101 1,610 65,399 SH   SOLE   65,399 0 0
HARLEY DAVIDSON INC COM 412822108 8,720 250,000 SH   SOLE   250,000 0 0
HARLEY DAVIDSON INC COM 412822108 8,720 250,000 SH Put SOLE   250,000 0 0
HEICO CORP NEW COM 422806109 4,884 33,918 SH   SOLE   33,918 0 0
HIBBETT INC COM 428567101 6,226 125,000 SH Call SOLE   125,000 0 0
HIBBETT INC COM 428567101 13,698 275,000 SH   SOLE   275,000 0 0
HOME DEPOT INC COM 437076102 20,696 75,000 SH   SOLE   75,000 0 0
HOME DEPOT INC COM 437076102 13,797 50,000 SH Call SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106 3,890 23,300 SH   SOLE   23,300 0 0
HOWMET AEROSPACE INC COM 443201108 5,165 166,996 SH   SOLE   166,996 0 0
HUB GROUP INC CL A 443320106 19,919 288,766 SH   SOLE   288,766 0 0
HUBBELL INC COM 443510607 12,265 55,000 SH   SOLE   55,000 0 0
HUBBELL INC COM 443510607 5,575 25,000 SH Put SOLE   25,000 0 0
IMAX CORP COM 45245E109 17,650 1,250,000 SH Call SOLE   1,250,000 0 0
INTERFOR CORP COM 45868C109 15,124 864,993 SH   SOLE   864,993 0 0
INTERFOR CORP CALL 45868C109 3,497 200,000 SH Call SOLE   200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 133,630 500,000 SH Put SOLE   500,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 23,051 225,000 SH Call SOLE   225,000 0 0
KLOECKNER & CO SE COM 00B170DQ6 6,380 826,500 SH   SOLE   826,500 0 0
KROGER CO COM 501044101 6,563 150,000 SH Put SOLE   150,000 0 0
LAMB WESTON HLDGS INC COM 513272104 42,559 550,000 SH   SOLE   550,000 0 0
LANDSTAR SYS INC COM 515098101 21,656 150,000 SH Call SOLE   150,000 0 0
LAS VEGAS SANDS CORP COM 517834107 14,070 375,000 SH Call SOLE   375,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 2,805 102,000 SH   SOLE   102,000 0 0
LINDE PLC SHS G5494J103 32,118 119,135 SH   SOLE   119,135 0 0
LIVENT CORP COM 53814L108 5,977 195,000 SH   SOLE   195,000 0 0
LOUISIANA PAC CORP COM 546347105 14,678 286,738 SH   SOLE   286,738 0 0
MCDONALDS CORP COM 580135101 23,074 100,000 SH Put SOLE   100,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 15,218 175,000 SH Call SOLE   175,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 40,219 462,500 SH   SOLE   462,500 0 0
NETFLIX INC COM 64110L106 8,511 36,151 SH   SOLE   36,151 0 0
NORTHROP GRUMMAN CORP COM 666807102 31,241 66,424 SH   SOLE   66,424 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,406 20,000 SH Put SOLE   20,000 0 0
NUTRIEN LTD COM 67077M108 34,018 407,982 SH   SOLE   407,982 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,909 92,024 SH   SOLE   92,024 0 0
O-I GLASS INC COM 67098H104 4,209 325,000 SH   SOLE   325,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 37,316 150,000 SH Call SOLE   150,000 0 0
OXFORD INDS INC COM 691497309 8,978 100,000 SH Put SOLE   100,000 0 0
PARKER-HANNIFIN CORP COM 701094104 26,654 110,000 SH Call SOLE   110,000 0 0
PARKER-HANNIFIN CORP COM 701094104 7,269 30,000 SH Put SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094104 12,069 49,808 SH   SOLE   49,808 0 0
PATHFINDER ACQUISITION -CL A COM 00BM9JB75 944 95,000 SH   SOLE   95,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 7,382 75,000 SH Put SOLE   75,000 0 0
PEPSICO INC COM 713448108 28,571 175,000 SH   SOLE   175,000 0 0
PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8,659 350,000 SH   SOLE   350,000 0 0
PINTEREST INC CL A 72352L106 11,650 500,000 SH   SOLE   500,000 0 0
PONTEM CORP-CLASS A COM 00BNNF187 6,958 700,000 SH   SOLE   700,000 0 0
PROCTER AND GAMBLE CO COM 742718109 11,047 87,500 SH Put SOLE   87,500 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 3,513 435,358 SH   SOLE   435,358 0 0
QUANTA SVCS INC COM 74762E102 8,917 70,000 SH Call SOLE   70,000 0 0
QUANTA SVCS INC COM 74762E102 3,822 30,000 SH Put SOLE   30,000 0 0
QUANTA SVCS INC COM 74762E102 16,282 127,812 SH   SOLE   127,812 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 53 6,253 SH   SOLE   6,253 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 63,242 362,608 SH   SOLE   362,608 0 0
REPUBLIC SVCS INC COM 760759100 7,482 55,000 SH   SOLE   55,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 75,782 1,425,000 SH   SOLE   1,425,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 5,318 100,000 SH Call SOLE   100,000 0 0
ROSS STORES INC COM 778296103 43,188 512,500 SH   SOLE   512,500 0 0
RUSH ENTERPRISES INC CL A 781846209 7,684 175,195 SH   SOLE   175,195 0 0
SCHLUMBERGER LTD COM STK 806857108 3,069 85,500 SH   SOLE   85,500 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 33,136 400,000 SH Call SOLE   400,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16,568 200,000 SH Put SOLE   200,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 2,399 75,000 SH   SOLE   75,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,859 50,000 SH Call SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 89,295 250,000 SH Put SOLE   250,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 4,249 100,000 SH Call SOLE   100,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3,903 100,000 SH Call SOLE   100,000 0 0
SPORTSTEK ACQUISITION CORP COM CL A 849196100 1,969 200,000 SH   SOLE   200,000 0 0
STELCO HOLDINGS INC COM 858522105 15,089 606,423 SH   SOLE   606,423 0 0
SWEETGREEN INC COM CL A 87043Q108 13,413 725,000 SH   SOLE   725,000 0 0
TAPESTRY INC COM 876030107 24,166 850,000 SH   SOLE   850,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 21,789 64,567 SH   SOLE   64,567 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 6,749 20,000 SH Call SOLE   20,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,062 15,000 SH Put SOLE   15,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 25,951 1,075,000 SH   SOLE   1,075,000 0 0
TENARIS S A SPONSORED ADS 88031M109 15,633 605,000 SH   SOLE   605,000 0 0
TENARIS S A SPONSORED ADS 88031M109 10,336 400,000 SH Call SOLE   400,000 0 0
TEXAS ROADHOUSE INC COM 882681109 8,726 100,000 SH Call SOLE   100,000 0 0
TEXAS ROADHOUSE INC COM 882681109 10,908 125,000 SH   SOLE   125,000 0 0
TEXTRON INC COM 883203101 11,652 200,000 SH Call SOLE   200,000 0 0
THOR INDS INC COM 885160101 8,748 125,000 SH Put SOLE   125,000 0 0
TIMKENSTEEL CORPORATION COM 887399103 24,401 1,627,791 SH   SOLE   1,627,791 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96 3,190 22,030 SH   SOLE   22,030 0 0
TRANSDIGM GROUP INC COM 893641100 4,199 8,000 SH Put SOLE   8,000 0 0
TRANSDIGM GROUP INC COM 893641100 13,349 25,436 SH   SOLE   25,436 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,600 400,000 SH   SOLE   400,000 0 0
UNDER ARMOUR INC CL A 904311107 3,325 500,000 SH Put SOLE   500,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 24,231 150,000 SH Put SOLE   150,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 28,270 175,000 SH   SOLE   175,000 0 0
UNITED RENTALS INC COM 911363109 5,186 19,200 SH   SOLE   19,200 0 0
UNITED RENTALS INC COM 911363109 27,012 100,000 SH Call SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109 5,402 20,000 SH Put SOLE   20,000 0 0
UTZ BRANDS INC COM CL A 918090101 2,265 150,000 SH Call SOLE   150,000 0 0
UTZ BRANDS INC COM CL A 918090101 15,101 1,000,090 SH   SOLE   1,000,090 0 0
V F CORP COM 918204108 7,478 250,000 SH Put SOLE   250,000 0 0
VECTOIQ ACQUISITION CORP II COM CL A 92244F109 2,465 250,000 SH   SOLE   250,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 6,552 225,000 SH Call SOLE   225,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 14,560 500,000 SH   SOLE   500,000 0 0
VISTEON CORP COM NEW 92839U206 3,182 30,000 SH   SOLE   30,000 0 0
WABTEC COM 929740108 14,058 172,810 SH   SOLE   172,810 0 0
WACKER CHEMIE AG COM 00B11Y568 2,601 25,000 SH   SOLE   25,000 0 0
WALMART INC COM 931142103 51,906 400,200 SH   SOLE   400,200 0 0
WASTE CONNECTIONS INC COM 94106B101 13,463 99,630 SH   SOLE   99,630 0 0
WASTE CONNECTIONS INC COM 94106B101 4,054 30,000 SH Put SOLE   30,000 0 0
WATSCO INC COM 942622200 1,287 5,000 SH   SOLE   5,000 0 0
WESCO INTL INC COM 95082P105 2,985 25,000 SH Put SOLE   25,000 0 0
WESCO INTL INC COM 95082P105 6,469 54,192 SH   SOLE   54,192 0 0
WEST FRASER TIMBER CO LTD COM 952845105 38,875 537,981 SH   SOLE   537,981 0 0
WILLIAMS SONOMA INC COM 969904101 17,678 150,000 SH Put SOLE   150,000 0 0