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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   21,864,000 200,000 SH Call SOLE   200,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   6,600,000 100,000 SH Call SOLE   100,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   64,350,000 975,000 SH   SOLE   975,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   12,657,600 90,000 SH Call SOLE   90,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   10,085,435 71,711 SH   SOLE   71,711 0 0
AERCAP HOLDINGS NV SHS N00985106   14,120,800 190,000 SH   SOLE   190,000 0 0
AGCO CORP COM 001084102   12,141,000 100,000 SH Call SOLE   100,000 0 0
AIR FP CALL 004012250   15,456,872 100,000 SH Call SOLE   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106   19,166,000 70,000 SH Put SOLE   70,000 0 0
ALIMENTATION COUCHE-TARD INC COM 01626P148   16,242,714 275,000 SH   SOLE   275,000 0 0
ALIMENTATION COUCHE-TARD INC PUT 00BL56KN2   8,859,662 150,000 SH Put SOLE   150,000 0 0
AMAZON COM INC COM 023135106   75,970,000 500,000 SH   SOLE   500,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   12,696,000 600,000 SH   SOLE   600,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   6,348,000 300,000 SH Call SOLE   300,000 0 0
AMETEK INC COM 031100100   23,084,600 140,000 SH Call SOLE   140,000 0 0
AMETEK INC COM 031100100   3,297,800 20,000 SH Put SOLE   20,000 0 0
AMETEK INC COM 031100100   19,565,683 118,659 SH   SOLE   118,659 0 0
AMPHENOL CORP NEW CL A 032095101   10,805,170 109,000 SH   SOLE   109,000 0 0
AMPHENOL CORP NEW CL A 032095101   9,913,000 100,000 SH Call SOLE   100,000 0 0
APTIV PLC SHS G6095L109   8,972,000 100,000 SH Call SOLE   100,000 0 0
ARCH RESOURCES INC CL A 03940R107   10,786,100 65,000 SH   SOLE   65,000 0 0
ARHAUS INC COM CL A 04035M102   23,812,575 2,009,500 SH   SOLE   2,009,500 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   7,995,160 202,000 SH   SOLE   202,000 0 0
AXALTA COATING SYS LTD COM G0750C108   12,738,750 375,000 SH   SOLE   375,000 0 0
BATH & BODY WORKS INC COM 070830104   63,661,000 1,475,000 SH   SOLE   1,475,000 0 0
BATH & BODY WORKS INC COM 070830104   4,316,000 100,000 SH Call SOLE   100,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   17,460,450 315,000 SH   SOLE   315,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108   20,493,000 300,000 SH Put SOLE   300,000 0 0
BOEING CO COM 097023105   26,066,000 100,000 SH Call SOLE   100,000 0 0
BOEING CO COM 097023105   26,066,000 100,000 SH Put SOLE   100,000 0 0
BOEING CO COM 097023105   62,558,400 240,000 SH   SOLE   240,000 0 0
BURLINGTON STORES INC COM 122017106   53,482,000 275,000 SH   SOLE   275,000 0 0
CAPSTONE COPPER CORP COM 14071L108   21,970,328 4,500,000 SH   SOLE   4,500,000 0 0
CAPSTONE COPPER CORP CALL 14071L108   1,464,689 300,000 SH Call SOLE   300,000 0 0
CARLISLE COS INC COM 142339100   6,248,600 20,000 SH Call SOLE   20,000 0 0
CASEYS GEN STORES INC COM 147528103   8,104,006 29,497 SH   SOLE   29,497 0 0
CATERPILLAR INC COM 149123101   2,956,700 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC COM 149123101   8,870,100 30,000 SH Call SOLE   30,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   5,673,600 60,000 SH   SOLE   60,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   6,126,000 300,000 SH   SOLE   300,000 0 0
CLOROX CO DEL COM 189054109   18,536,700 130,000 SH   SOLE   130,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   55,602,500 230,000 SH   SOLE   230,000 0 0
CONSTELLIUM SE COM N22035104   34,686,648 1,737,808 SH   SOLE   1,737,808 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   18,077,284 392,643 SH   SOLE   392,643 0 0
CRANE COMPANY COMMON STOCK 224408104   3,544,200 30,000 SH Put SOLE   30,000 0 0
CRANE COMPANY COMMON STOCK 224408104   38,559,360 326,387 SH   SOLE   326,387 0 0
CRH PLC COM 12626K203   28,355,600 410,000 SH   SOLE   410,000 0 0
CROCS INC COM 227046109   6,326,192 67,725 SH   SOLE   67,725 0 0
CROWN HLDGS INC COM 228368106   14,061,498 152,693 SH   SOLE   152,693 0 0
CUMMINS INC COM 231021106   7,187,100 30,000 SH Call SOLE   30,000 0 0
D R HORTON INC COM 23331A109   15,198,000 100,000 SH Call SOLE   100,000 0 0
D R HORTON INC COM 23331A109   15,089,638 99,287 SH   SOLE   99,287 0 0
DEERE & CO COM 244199105   11,996,100 30,000 SH Call SOLE   30,000 0 0
DENISON MINES CORP COM 248356107   4,741,503 2,700,000 SH   SOLE   2,700,000 0 0
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207   8,464,000 100,000 SH Call SOLE   100,000 0 0
DOORDASH INC CL A 25809K105   37,083,750 375,000 SH   SOLE   375,000 0 0
DOVER CORP COM 260003108   10,766,700 70,000 SH Call SOLE   70,000 0 0
DOVER CORP COM 260003108   10,766,700 70,000 SH   SOLE   70,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   17,625,000 500,000 SH Put SOLE   500,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   42,300,000 1,200,000 SH   SOLE   1,200,000 0 0
DSV A/S COM 00B1WT5G2   13,615,093 77,424 SH   SOLE   77,424 0 0
EATON CORP PLC SHS G29183103   45,299,687 188,106 SH   SOLE   188,106 0 0
EATON CORP PLC SHS G29183103   30,102,500 125,000 SH Call SOLE   125,000 0 0
EATON CORP PLC SHS G29183103   12,041,000 50,000 SH Put SOLE   50,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   27,073,800 1,170,000 SH   SOLE   1,170,000 0 0
EMERSON ELEC CO COM 291011104   17,324,740 178,000 SH   SOLE   178,000 0 0
EMERSON ELEC CO COM 291011104   19,466,000 200,000 SH Call SOLE   200,000 0 0
ENPRO INC COM 29355X107   3,918,500 25,000 SH   SOLE   25,000 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   239,400 7,500 SH   SOLE   7,500 0 0
FASTENAL CO COM 311900104   9,715,500 150,000 SH Call SOLE   150,000 0 0
FERRARI NV COM N3167J106   11,506,620 34,000 SH   SOLE   34,000 0 0
FORTIVE CORP COM 34959J108   7,363,000 100,000 SH Call SOLE   100,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,771,000 300,000 SH Put SOLE   300,000 0 0
GENERAL DYNAMICS CORP COM 369550108   8,694,531 33,483 SH   SOLE   33,483 0 0
GENERAL ELECTRIC CO COM NEW 369604301   72,688,348 569,524 SH   SOLE   569,524 0 0
GENERAL ELECTRIC CO COM NEW 369604301   51,052,000 400,000 SH Call SOLE   400,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   12,763,000 100,000 SH Put SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100   7,184,000 200,000 SH Call SOLE   200,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   2,588,250 75,000 SH   SOLE   75,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   2,769,000 100,000 SH   SOLE   100,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   34,240,609 559,853 SH   SOLE   559,853 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   30,580,000 500,000 SH Put SOLE   500,000 0 0
HALLIBURTON CO COM 406216101   7,230,000 200,000 SH Call SOLE   200,000 0 0
HAYWARD HLDGS INC COM 421298100   2,720,000 200,000 SH Call SOLE   200,000 0 0
HAYWARD HLDGS INC COM 421298100   1,816,362 133,556 SH   SOLE   133,556 0 0
HEICO CORP NEW COM 422806109   8,943,500 50,000 SH Call SOLE   50,000 0 0
HOME DEPOT INC COM 437076102   27,724,000 80,000 SH   SOLE   80,000 0 0
HONEYWELL INTL INC COM 438516106   10,485,500 50,000 SH Call SOLE   50,000 0 0
HOWMET AEROSPACE INC COM 443201108   10,250,328 189,400 SH   SOLE   189,400 0 0
HUDBAY MINERALS INC COM 443628102   9,946,257 1,800,000 SH   SOLE   1,800,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   19,974,000 100,000 SH Put SOLE   100,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   13,097,000 50,000 SH Call SOLE   50,000 0 0
INGERSOLL RAND INC COM 45687V106   21,268,500 275,000 SH Call SOLE   275,000 0 0
INGERSOLL RAND INC COM 45687V106   3,867,000 50,000 SH Put SOLE   50,000 0 0
INGERSOLL RAND INC COM 45687V106   11,601,000 150,000 SH   SOLE   150,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   102,380,000 250,000 SH Put SOLE   250,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   30,106,500 150,000 SH Call SOLE   150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   40,142,000 200,000 SH Put SOLE   200,000 0 0
ISHARES TR US TRSPRTION 464287192   39,364,500 150,000 SH Put SOLE   150,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   50,782,760 619,000 SH   SOLE   619,000 0 0
ITT INC COM 45073V108   27,012,974 226,391 SH   SOLE   226,391 0 0
ITT INC COM 45073V108   8,352,400 70,000 SH Call SOLE   70,000 0 0
ITT INC COM 45073V108   4,772,800 40,000 SH Put SOLE   40,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   6,490,000 50,000 SH Call SOLE   50,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   20,768,000 160,000 SH   SOLE   160,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   14,410,000 250,000 SH Call SOLE   250,000 0 0
KELLANOVA COM 487836108   24,320,850 435,000 SH   SOLE   435,000 0 0
KENNAMETAL INC COM 489170100   5,158,000 200,000 SH Call SOLE   200,000 0 0
KEURIG DR PEPPER INC COM 49271V100   30,821,000 925,000 SH   SOLE   925,000 0 0
KIRBY CORP COM 497266106   13,714,066 174,746 SH   SOLE   174,746 0 0
KIRKLANDS INC COM 497498105   75,500 25,000 SH   SOLE   25,000 0 0
KRAFT HEINZ CO COM 500754106   45,485,400 1,230,000 SH   SOLE   1,230,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   16,007,120 76,000 SH   SOLE   76,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,531,000 50,000 SH Call SOLE   50,000 0 0
LA Z BOY INC COM 505336107   23,444,200 635,000 SH   SOLE   635,000 0 0
LAMB WESTON HLDGS INC COM 513272104   49,180,950 455,000 SH   SOLE   455,000 0 0
LAUDER ESTEE COS INC CL A 518439104   11,700,000 80,000 SH   SOLE   80,000 0 0
LEAR CORP COM NEW 521865204   7,060,500 50,000 SH Call SOLE   50,000 0 0
LEGGETT & PLATT INC COM 524660107   915,950 35,000 SH   SOLE   35,000 0 0
LENNAR CORP CL A 526057104   11,178,000 75,000 SH   SOLE   75,000 0 0
LENNAR CORP CL A 526057104   22,356,000 150,000 SH Call SOLE   150,000 0 0
LENNOX INTL INC COM 526107107   46,989,600 105,000 SH Call SOLE   105,000 0 0
LENNOX INTL INC COM 526107107   17,900,800 40,000 SH Put SOLE   40,000 0 0
LENNOX INTL INC COM 526107107   17,016,500 38,024 SH   SOLE   38,024 0 0
LINDE PLC COM G5494J103   25,724,821 62,635 SH   SOLE   62,635 0 0
LOUISIANA PAC CORP COM 546347105   16,090,947 227,177 SH   SOLE   227,177 0 0
MAGNA INTL INC COM 559222401   3,544,800 60,000 SH Call SOLE   60,000 0 0
MARATHON OIL CORP COM 565849106   7,248,000 300,000 SH   SOLE   300,000 0 0
MARTEN TRANS LTD COM 573075108   1,049,000 50,000 SH   SOLE   50,000 0 0
MASCO CORP COM 574599106   23,026,987 343,789 SH   SOLE   343,789 0 0
MASCO CORP COM 574599106   10,047,000 150,000 SH Call SOLE   150,000 0 0
MASCO CORP COM 574599106   6,698,000 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109   15,144,000 200,000 SH Call SOLE   200,000 0 0
META PLATFORMS INC CL A 30303M102   70,792,000 200,000 SH   SOLE   200,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   9,174,050 211,774 SH   SOLE   211,774 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,332,000 100,000 SH Call SOLE   100,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   43,783,600 760,000 SH   SOLE   760,000 0 0
MP MATERIALS CORP COM CL A 553368101   3,970,000 200,000 SH Put SOLE   200,000 0 0
MSC INDL DIRECT INC CL A 553530106   5,063,000 50,000 SH Call SOLE   50,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,513,750 75,000 SH   SOLE   75,000 0 0
NORDSTROM INC COM 655664100   5,535,000 300,000 SH Call SOLE   300,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,909,000 100,000 SH Call SOLE   100,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   14,181,600 240,000 SH   SOLE   240,000 0 0
OSHKOSH CORP COM 688239201   10,841,000 100,000 SH Call SOLE   100,000 0 0
OWENS CORNING NEW COM 690742101   6,284,952 42,400 SH   SOLE   42,400 0 0
PARKER-HANNIFIN CORP COM 701094104   41,966,084 91,092 SH   SOLE   91,092 0 0
PARKER-HANNIFIN CORP COM 701094104   34,552,500 75,000 SH Call SOLE   75,000 0 0
PARKER-HANNIFIN CORP COM 701094104   13,821,000 30,000 SH Put SOLE   30,000 0 0
PENTAIR PLC SHS G7S00T104   16,359,750 225,000 SH Call SOLE   225,000 0 0
PENTAIR PLC SHS G7S00T104   20,213,380 278,000 SH   SOLE   278,000 0 0
POOL CORP COM 73278L105   4,186,455 10,500 SH   SOLE   10,500 0 0
POOL CORP COM 73278L105   19,935,500 50,000 SH Call SOLE   50,000 0 0
PPG INDS INC COM 693506107   28,414,500 190,000 SH   SOLE   190,000 0 0
PROCTER AND GAMBLE CO COM 742718109   21,981,000 150,000 SH   SOLE   150,000 0 0
PROG HOLDINGS INC COM NPV 74319R101   6,954,750 225,000 SH   SOLE   225,000 0 0
PVH CORPORATION COM 693656100   70,219,000 575,000 SH   SOLE   575,000 0 0
QUANTA SVCS INC COM 74762E102   35,401,990 164,050 SH   SOLE   164,050 0 0
QUANTA SVCS INC COM 74762E102   48,555,000 225,000 SH Call SOLE   225,000 0 0
QUANTA SVCS INC COM 74762E102   10,790,000 50,000 SH Put SOLE   50,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203   45,834 6,253 SH   SOLE   6,253 0 0
RADIANT LOGISTICS INC COM 75025X100   132,800 20,000 SH   SOLE   20,000 0 0
REGAL REXNORD CORPORATION COM 758750103   22,203,000 150,000 SH Call SOLE   150,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   15,382,400 55,000 SH   SOLE   55,000 0 0
REPUBLIC SVCS INC COM 760759100   7,420,950 45,000 SH   SOLE   45,000 0 0
REPUBLIC SVCS INC COM 760759100   12,368,250 75,000 SH Call SOLE   75,000 0 0
RH COM 74967X103   2,186,100 7,500 SH   SOLE   7,500 0 0
RYDER SYS INC COM 783549108   17,259,000 150,000 SH Put SOLE   150,000 0 0
SCHLUMBERGER LTD COM STK 806857108   10,408,000 200,000 SH Call SOLE   200,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   6,362,500 250,000 SH Put SOLE   250,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   637,500 10,000 SH   SOLE   10,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   12,576,000 150,000 SH Call SOLE   150,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   102,591,000 900,000 SH Put SOLE   900,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   14,264,000 100,000 SH   SOLE   100,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   12,474,000 315,000 SH   SOLE   315,000 0 0
SKECHERS U S A INC CL A 830566105   46,755,000 750,000 SH   SOLE   750,000 0 0
SOLVAY SA COM 004821100   766,596 25,000 SH   SOLE   25,000 0 0
SPDR SER TR S&P METALS MNG 78464A755   8,974,500 150,000 SH Put SOLE   150,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   6,356,000 200,000 SH Call SOLE   200,000 0 0
SPROTT PHYSICAL URANIUM TRUS COM 85210A104   23,192,409 1,084,200 SH   SOLE   1,084,200 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,938,323 40,146 SH   SOLE   40,146 0 0
STANLEY BLACK & DECKER INC COM 854502101   9,810,000 100,000 SH Call SOLE   100,000 0 0
STEEL DYNAMICS INC COM 858119100   5,905,000 50,000 SH Put SOLE   50,000 0 0
STELCO HOLDINGS INC COM 858522105   1,709,598 45,000 SH   SOLE   45,000 0 0
SYENSQO SA COM 00BPSLYH4   2,605,818 25,000 SH   SOLE   25,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   4,749,770 92,534 SH   SOLE   92,534 0 0
TAPESTRY INC COM 876030107   3,681,000 100,000 SH Call SOLE   100,000 0 0
TAPESTRY INC COM 876030107   25,582,950 695,000 SH   SOLE   695,000 0 0
TECK RESOURCES LTD CL B 878742204   8,454,000 200,000 SH   SOLE   200,000 0 0
TECK RESOURCES LTD CL B 878742204   4,227,000 100,000 SH Call SOLE   100,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   4,462,900 10,000 SH   SOLE   10,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   57,392,220 1,126,000 SH   SOLE   1,126,000 0 0
TEREX CORP NEW COM 880779103   8,619,000 150,000 SH Call SOLE   150,000 0 0
TEXTRON INC COM 883203101   10,454,600 130,000 SH Call SOLE   130,000 0 0
TEXTRON INC COM 883203101   9,650,400 120,000 SH   SOLE   120,000 0 0
TFI INTL INC COM 87241L109   13,598,000 100,000 SH Call SOLE   100,000 0 0
TIMKEN CO COM 887389104   7,213,500 90,000 SH Call SOLE   90,000 0 0
TOLL BROTHERS INC COM 889478103   2,055,800 20,000 SH   SOLE   20,000 0 0
TRANSDIGM GROUP INC COM 893641100   28,027,390 27,706 SH   SOLE   27,706 0 0
TRANSDIGM GROUP INC COM 893641100   20,232,000 20,000 SH Call SOLE   20,000 0 0
TRANSDIGM GROUP INC COM 893641100   20,232,000 20,000 SH Put SOLE   20,000 0 0
UNION PAC CORP COM 907818108   40,240,661 163,833 SH   SOLE   163,833 0 0
UNITED RENTALS INC COM 911363109   22,936,800 40,000 SH Call SOLE   40,000 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   2,675,910 95,500 SH   SOLE   95,500 0 0
VALE S A SPONSORED ADS 91912E105   10,309,000 650,000 SH   SOLE   650,000 0 0
VALE S A SPONSORED ADS 91912E105   1,586,000 100,000 SH Put SOLE   100,000 0 0
VALMONT INDS INC COM 920253101   36,661 157 SH   SOLE   157 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   20,415,500 350,000 SH   SOLE   350,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   7,492,680 156,000 SH   SOLE   156,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   14,409,000 300,000 SH Call SOLE   300,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   5,308,000 200,000 SH Call SOLE   200,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   8,994,671 338,910 SH   SOLE   338,910 0 0
VONTIER CORPORATION COM 928881101   5,182,500 150,000 SH Call SOLE   150,000 0 0
WASTE CONNECTIONS INC COM 94106B101   7,463,500 50,000 SH Call SOLE   50,000 0 0
WASTE CONNECTIONS INC COM 94106B101   5,970,800 40,000 SH   SOLE   40,000 0 0
WATSCO INC COM 942622200   20,352,325 47,500 SH   SOLE   47,500 0 0
WATSCO INC COM 942622200   55,701,100 130,000 SH Call SOLE   130,000 0 0
WATSCO INC COM 942622200   8,569,400 20,000 SH Put SOLE   20,000 0 0
WAYFAIR INC CL A 94419L101   617,000 10,000 SH   SOLE   10,000 0 0
WESCO INTL INC COM 95082P105   3,129,840 18,000 SH   SOLE   18,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   4,975,192 57,981 SH   SOLE   57,981 0 0
XPO INC COM 983793100   19,751,633 225,501 SH   SOLE   225,501 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   8,389,700 145,000 SH   SOLE   145,000 0 0