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
AECOM COM 00766T100   7,634,718 82,600 SH   SOLE   82,600 0 0
ALAMO GROUP INC COM 011311107   7,506,305 35,712 SH   SOLE   35,712 0 0
AMAZON COM INC COM 023135106   7,556,128 49,731 SH   SOLE   49,731 0 0
AMPHENOL CORP NEW CL A 032095101   9,339,632 94,216 SH   SOLE   94,216 0 0
ANALOG DEVICES INC COM 032654105   1,567,433 7,894 SH   SOLE   7,894 0 0
API GROUP CORP COM STK 00187Y100   5,105,161 147,548 SH   SOLE   147,548 0 0
GALLAGHER ARTHUR J & CO COM 363576109   12,059,415 53,626 SH   SOLE   53,626 0 0
GALLAGHER ARTHUR J & CO COM 363576109   4,497,600 200 SH Call SOLE   200 0 0
BEACON ROOFING SUPPLY INC COM 073685109   4,351,000 500 SH Call SOLE   500 0 0
BRINKS CO COM 109696104   1,759,000 200 SH Put SOLE   200 0 0
BRINKS CO COM 109696104   8,747,859 99,464 SH   SOLE   99,464 0 0
CACI INTL INC CL A 127190304   2,684,476 8,289 SH   SOLE   8,289 0 0
CASELLA WASTE SYS INC CL A 147448104   2,505,687 29,320 SH   SOLE   29,320 0 0
CASEYS GEN STORES INC COM 147528103   2,719,926 99 SH Call SOLE   99 0 0
CELESTICA INC SUB VTG SHS 15101Q108   3,220,800 110,000 SH   SOLE   110,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,821,670 11,936 SH   SOLE   11,936 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,364,000 100 SH Put SOLE   100 0 0
CHURCHILL DOWNS INC COM 171484108   3,513,442 26,039 SH   SOLE   26,039 0 0
CLEAN HARBORS INC COM 184496107   3,646,910 20,898 SH   SOLE   20,898 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   186,303 221 SH Call SOLE   221 0 0
COOPER COS INC COM NEW 216648402   10,720,070 28,327 SH   SOLE   28,327 0 0
COOPER COS INC COM NEW 216648402   3,784,400 100 SH Put SOLE   100 0 0
CRANE COMPANY COMMON STOCK 224408104   4,102,057 34,722 SH   SOLE   34,722 0 0
CROWN HLDGS INC COM 228368106   3,611,033 39,212 SH   SOLE   39,212 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   2,692,500 500 SH Put SOLE   500 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   7,155,316 218,817 SH   SOLE   218,817 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   490,500 150 SH Put SOLE   150 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   1,798,500 550 SH Put SOLE   550 0 0
ELECTRONIC ARTS INC COM 285512109   1,790,706 13,089 SH   SOLE   13,089 0 0
EQUINIX INC COM 29444U700   4,912,074 6,099 SH   SOLE   6,099 0 0
FISERV INC COM 337738108   14,343,532 107,976 SH   SOLE   107,976 0 0
FIVE9 INC COM 338307101   2,163,975 27,500 SH   SOLE   27,500 0 0
FLEX LTD ORD Y2573F102   7,932,393 260,420 SH   SOLE   260,420 0 0
FLEX LTD ORD Y2573F102   1,523,000 500 SH Call SOLE   500 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,613,839 59,672 SH   SOLE   59,762 0 0
GODADDY INC CL A 380237107   2,123,200 20,000 SH   SOLE   20,000 0 0
GODADDY INC CL A 380237107   3,184,800 300 SH Call SOLE   300 0 0
GODADDY INC CL A 380237107   2,123,200 200 SH Call SOLE   200 0 0
GODADDY INC CL A 380237107   1,061,600 100 SH Call SOLE   100 0 0
GLOBAL PMTS INC COM 37940X102   13,890,117 109,371 SH   SOLE   109,371 0 0
GLOBAL PMTS INC COM 37940X102   3,810,000 300 SH Put SOLE   300 0 0
HASBRO INC COM 418056107   1,021,200 200 SH Call SOLE   200 0 0
HCA HEALTHCARE INC COM 40412C101   8,071,407 29,819 SH   SOLE   29,819 0 0
ICON PLC SHS G4705A100   12,433,284 43,923 SH   SOLE   43,923 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   20,071,000 1,000 SH Call SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   80,284,000 4,000 SH Call SOLE   4,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   20,071,000 1,000 SH Call SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   20,071,000 1,000 SH Put SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   10,035,500 500 SH Put SOLE   500 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   40,142,000 2,000 SH Put SOLE   2,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   30,106,500 1,500 SH Put SOLE   1,500 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   20,071,000 1,000 SH Put SOLE   1,000 0 0
JABIL INC COM 466313103   2,548,000 200 SH Call SOLE   200 0 0
JABIL INC COM 466313103   6,370,000 500 SH Call SOLE   500 0 0
KINSALE CAP GROUP INC COM 49714P108   6,995,265 20,887 SH   SOLE   20,887 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   7,240,621 109,408 SH   SOLE   109,408 0 0
LPL FINL HLDGS INC COM 50212V100   8,934,995 39,254 SH   SOLE   39,254 0 0
MASCO CORP COM 574599106   5,716,475 85,346 SH   SOLE   85,346 0 0
MEDPACE HLDGS INC COM 58506Q109   4,597,950 150 SH Call SOLE   150 0 0
MEDPACE HLDGS INC COM 58506Q109   613,060 20 SH Call SOLE   20 0 0
META PLATFORMS INC CL A 30303M102   3,468,808 9,800 SH   SOLE   9,800 0 0
MODINE MFG CO COM 607828100   6,079,729 101,838 SH   SOLE   101,838 0 0
MICROSOFT CORP COM 594918104   3,760,400 100 SH Call SOLE   100 0 0
NICE LTD SPONSORED ADR 653656108   5,985,300 30,000 SH   SOLE   30,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,272,069 89,221 SH   SOLE   89,221 0 0
NXP SEMICONDUCTORS NV COM N6596X109   7,788,678 33,911 SH   SOLE   33,911 0 0
NXP SEMICONDUCTORS NV COM N6596X109   2,296,800 100 SH Put SOLE   100 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   7,685,462 18,961 SH   SOLE   18,961 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,026,650 50 SH Put SOLE   50 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   4,053,300 100 SH Put SOLE   100 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   3,039,975 75 SH Put SOLE   75 0 0
ON SEMICONDUCTOR CORP COM 682189105   10,439,997 124,985 SH   SOLE   124,985 0 0
ON SEMICONDUCTOR CORP COM 682189105   5,011,800 600 SH Put SOLE   600 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   13,597,545 14,312 SH   SOLE   14,312 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,710,144 18 SH Put SOLE   18 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   12,718,483 183,926 SH   SOLE   183,926 0 0
PETIQ INC COM CL A 71639T106   589,301 29,838 SH   SOLE   29,838 0 0
POOL CORP COM 73278L105   3,523,002 8,836 SH   SOLE   8,836 0 0
POOL CORP COM 73278L105   1,196,130 30 SH Put SOLE   30 0 0
PTC INC COM 69370C100   9,384,854 53,640 SH   SOLE   53,640 0 0
PVH CORPORATION COM 693656100   1,221,200 10,000 SH   SOLE   10,000 0 0
PVH CORPORATION COM 693656100   3,663,600 300 SH Call SOLE   300 0 0
REGAL REXNORD CORPORATION COM 758750103   7,585,877 51,249 SH   SOLE   51,249 0 0
REGAL REXNORD CORPORATION COM 758750103   2,960,400 200 SH Put SOLE   200 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   4,503,335 57,639 SH   SOLE   57,639 0 0
REV GROUP INC COM 749527107   181,700 10,000 SH   SOLE   10,000 0 0
SAIA INC COM 78709Y105   13,081,305 29,851 SH   SOLE   29,851 0 0
SALESFORCE INC COM 79466L302   2,631,400 100 SH Call SOLE   100 0 0
SEAWORLD ENTMT INC COM 81282V100   5,320,721 100,714 SH   SOLE   100,714 0 0
SHERWIN WILLIAMS CO COM 824348106   6,441,359 20,652 SH   SOLE   20,652 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   47,531,000 1,000 SH Call SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   71,296,500 1,500 SH Call SOLE   1,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   23,765,500 500 SH Call SOLE   500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   23,765,500 500 SH Call SOLE   500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   23,765,500 500 SH Put SOLE   500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   95,062,000 2,000 SH Put SOLE   2,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   47,531,000 1,000 SH Put SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   47,531,000 1,000 SH Put SOLE   1,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,540,967 17,258 SH   SOLE   17,258 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   30,442,800 600 SH Put SOLE   600 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   45,664,200 900 SH Put SOLE   900 0 0
SPDR SER TR S&P REGL BKG 78464A698   4,079,106 77,801 SH   SOLE   77,801 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   8,268,114 109,410 SH   SOLE   109,410 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,267,100 300 SH Put SOLE   300 0 0
TERADATA CORP DEL COM 88076W103   3,045,700 70,000 SH   SOLE   70,000 0 0
TERADATA CORP DEL COM 88076W103   870,200 200 SH Put SOLE   200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,918,325 14,918 SH   SOLE   14,918 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,307,900 100 SH Put SOLE   100 0 0
THERMON GROUP HLDGS INC COM 88362T103   6,478,010 198,895 SH   SOLE   198,895 0 0
THE TRADE DESK INC COM CL A 88339J105   5,037,200 700 SH Call SOLE   700 0 0
TRACTOR SUPPLY CO COM 892356106   2,929,139 13,622 SH   SOLE   13,622 0 0
US FOODS HLDG CORP COM 912008109   6,886,290 151,647 SH   SOLE   151,647 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,683,901 76,700 SH   SOLE   76,700 0 0
VONTIER CORPORATION COM 928881101   6,737,250 195,000 SH   SOLE   195,000 0 0
VSE CORP COM 918284100   3,876,600 60,000 SH   SOLE   60,000 0 0
WASTE CONNECTIONS INC COM 94106B101   5,369,540 35,972 SH   SOLE   35,972 0 0
WESCO INTL INC COM 95082P105   6,787,754 39,037 SH   SOLE   39,037 0 0
WESCO INTL INC COM 95082P105   3,477,600 200 SH Put SOLE   200 0 0
WESCO INTL INC COM 95082P105   3,477,600 200 SH Put SOLE   200 0 0
WESTERN ALLIANCE BANCORP COM 957638109   7,197,821 109,406 SH   SOLE   109,406 0 0
WESTERN ALLIANCE BANCORP COM 957638109   2,631,600 400 SH Put SOLE   400 0 0
WINGSTOP INC COM 974155103   256,580 1,000 SH   SOLE   1,000 0 0
YUM BRANDS INC COM 988498101   5,317,339 40,696 SH   SOLE   40,696 0 0
ZOETIS INC CL A 98978V103   8,246,119 41,780 SH   SOLE   41,780 0 0
ZOETIS INC CL A 98978V103   3,947,400 200 SH Put SOLE   200 0 0
ZOETIS INC CL A 98978V103   3,947,400 200 SH Call SOLE   200 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   924,500 500 SH Call SOLE   500 0 0