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
ADVANCE AUTO PARTS INC COM 00751Y106 12,444 71,896 SH   SOLE   71,896 0 0
AEA-BRIDGES IMPACT CORP SHS CL A G01046104 2,878 290,140 SH   SOLE   290,140 0 0
AECOM COM 00766T100 6,999 107,308 SH   SOLE   107,308 0 0
AMAZON COM INC COM 023135106 1,030 9,700 SH   SOLE   9,700 0 0
AMAZON COM INC COM 023135106 2,124 200 SH Call SOLE   200 0 0
AMPHENOL CORP NEW CL A 032095101 7,307 113,505 SH   SOLE   113,505 0 0
ANALOG DEVICES INC COM 032654105 4,416 30,226 SH   SOLE   30,226 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,506 24,400 SH   SOLE   24,400 0 0
AVANTOR INC COM 05352A100 6,150 197,765 SH   SOLE   197,765 0 0
AVIENT CORPORATION COM 05368V106 4,043 100,864 SH   SOLE   100,864 0 0
BELDEN INC COM 077454106 7,271 136,500 SH   SOLE   136,500 0 0
BLOOMIN BRANDS INC COM 094235108 5,061 304,497 SH   SOLE   304,497 0 0
CACI INTL INC CL A 127190304 8,818 31,293 SH   SOLE   31,293 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 1,583 38,600 SH   SOLE   38,600 0 0
CASELLA WASTE SYS INC CL A 147448104 2,253 31,000 SH   SOLE   31,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,231 15,098 SH   SOLE   15,098 0 0
CHURCHILL DOWNS INC COM 171484108 7,362 38,438 SH   SOLE   38,438 0 0
CONCENTRIX CORP COM 20602D101 1,356 100 SH Put SOLE   100 0 0
CONCENTRIX CORP COM 20602D101 2,967 21,876 SH   SOLE   21,876 0 0
COOPER COS INC COM NEW 216648402 4,518 14,430 SH   SOLE   14,430 0 0
CRANE HLDGS CO COM 224441105 7,425 84,800 SH   SOLE   84,800 0 0
CROWN HLDGS INC COM 228368106 7,618 82,649 SH   SOLE   82,649 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 10,226 83,094 SH   SOLE   83,094 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 2,461 200 SH Put SOLE   200 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 1,611 58,500 SH   SOLE   58,500 0 0
DROPBOX INC CL A 26210C104 2,099 1,000 SH Call SOLE   1,000 0 0
DROPBOX INC CL A 26210C104 2,662 126,800 SH   SOLE   126,800 0 0
ELECTRONIC ARTS INC COM 285512109 4,056 33,338 SH   SOLE   33,338 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 3,565 92,500 SH   SOLE   92,500 0 0
EQUINIX INC COM 29444U700 3,670 5,586 SH   SOLE   5,586 0 0
EVERI HLDGS INC COM 30034T103 3,952 242,290 SH   SOLE   242,290 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,746 19,046 SH   SOLE   19,046 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,125 450 SH Call SOLE   450 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 10,335 15,808 SH   SOLE   15,808 0 0
FISERV INC COM 337738108 12,660 142,300 SH   SOLE   142,300 0 0
FLEX LTD ORD Y2573F102 6,912 477,700 SH   SOLE   477,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109 10,337 63,400 SH   SOLE   63,400 0 0
GENPACT LIMITED SHS G3922B107 1,895 44,739 SH   SOLE   44,739 0 0
GLOBAL PMTS INC COM 37940X102 6,091 55,050 SH   SOLE   55,050 0 0
GOLDEN ENTMT INC COM 381013101 4,351 110,000 SH   SOLE   110,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,859 11,064 SH   SOLE   11,064 0 0
ICON PLC SHS G4705A100 8,658 39,955 SH   SOLE   39,955 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 50,808 3,000 SH Put SOLE   3,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 16,936 1,000 SH Put SOLE   1,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 42,340 2,500 SH Put SOLE   2,500 0 0
KKR & CO INC COM 48251W104 2,777 600 SH Call SOLE   600 0 0
LPL FINL HLDGS INC COM 50212V100 9,169 49,700 SH   SOLE   49,700 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,524 35,000 SH   SOLE   35,000 0 0
MASCO CORP COM 574599106 4,767 94,200 SH   SOLE   94,200 0 0
MAXLINEAR INC COM 57776J100 2,307 67,900 SH   SOLE   67,900 0 0
META PLATFORMS INC CL A 30303M102 3,225 200 SH Call SOLE   200 0 0
META PLATFORMS INC CL A 30303M102 3,225 200 SH Call SOLE   200 0 0
MODINE MFG CO COM 607828100 878 83,351 SH   SOLE   83,351 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 8,730 53,600 SH   SOLE   53,600 0 0
NICE LTD SPONSORED ADR 653656108 5,233 27,192 SH   SOLE   27,192 0 0
NVENT ELECTRIC PLC SHS G6700G107 4,430 141,400 SH   SOLE   141,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,407 63,545 SH   SOLE   63,545 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 16,235 25,698 SH   SOLE   25,698 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 4,422 70 SH Put SOLE   70 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,131 31,728 SH   SOLE   31,728 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,557 249,600 SH   SOLE   249,600 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 13,449 292,500 SH   SOLE   292,500 0 0
POOL CORP COM 73278L105 11,310 32,200 SH   SOLE   32,200 0 0
PTC INC COM 69370C100 1,993 18,742 SH   SOLE   18,742 0 0
REGAL REXNORD CORPORATION COM 758750103 6,754 59,500 SH   SOLE   59,500 0 0
SAIA INC COM 78709Y105 7,304 38,853 SH   SOLE   38,853 0 0
SALESFORCE INC COM 79466L302 5,314 32,200 SH   SOLE   32,200 0 0
SEAWORLD ENTMT INC COM 81282V100 11,929 270,000 SH   SOLE   270,000 0 0
SHERWIN WILLIAMS CO COM 824348106 4,728 21,114 SH   SOLE   21,114 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 165 3,480 SH   SOLE   3,480 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 37,725 1,000 SH Put SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 56,588 1,500 SH Put SOLE   1,500 0 0
SPDR SER TR S&P BIOTECH 78464A870 2,336 31,456 SH   SOLE   31,456 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 20,675 500 SH Put SOLE   500 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 16,540 400 SH Put SOLE   400 0 0
SPDR SER TR S&P REGL BKG 78464A698 4,816 82,900 SH   SOLE   82,900 0 0
SYNEOS HEALTH INC CL A 87166B102 7,140 99,616 SH   SOLE   99,616 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,102 40,000 SH   SOLE   40,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,625 23,238 SH   SOLE   23,238 0 0
TITAN MACHY INC COM 88830R101 654 29,200 SH   SOLE   29,200 0 0
TRACTOR SUPPLY CO COM 892356106 2,049 10,568 SH   SOLE   10,568 0 0
TREX CO INC COM 89531P105 494 9,072 SH   SOLE   9,072 0 0
VISTA OUTDOOR INC COM 928377100 1,359 48,700 SH   SOLE   48,700 0 0
WASTE CONNECTIONS INC COM 94106B101 5,366 43,288 SH   SOLE   43,288 0 0
WESCO INTL INC COM 95082P105 5,846 54,585 SH   SOLE   54,585 0 0
WILLIAMS SONOMA INC COM 969904101 2,074 18,693 SH   SOLE   18,693 0 0
WINTRUST FINL CORP COM 97650W108 5,859 73,100 SH   SOLE   73,100 0 0
YUM BRANDS INC COM 988498101 1,392 12,266 SH   SOLE   12,266 0 0
ZOETIS INC CL A 98978V103 3,564 20,735 SH   SOLE   20,735 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 3,593 131,890 SH   SOLE   131,890 0 0