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
ARCADIAN ASSET MANAGEMENT INC COM 10948W103   930,477 26,404 SH   SOLE   26,404 0 0
AECOM COM 00766T100   7,811,266 69,212 SH   SOLE   69,212 0 0
ALASKA AIR GROUP INC COM 011659109   1,465,449 29,617 SH   SOLE   29,617 0 0
ALPHABET INC CAP STK CL C 02079K107   4,723,718 26,629 SH   SOLE   26,629 0 0
AMAZON COM INC COM 023135106   10,424,096 47,514 SH   SOLE   47,514 0 0
AMPHENOL CORP NEW CL A 032095101   17,269,795 174,884 SH   SOLE   174,884 0 0
AMRIZE LTD SHS H2927K103   2,229,750 45,000 SH   SOLE   45,000 0 0
ANALOG DEVICES INC COM 032654105   1,189,900 50 SH Call SOLE   50 0 0
ANALOG DEVICES INC COM 032654105   3,543,046 14,888 SH   SOLE   14,888 0 0
API GROUP CORP COM STK 00187Y100   1,002,418 19,636 SH   SOLE   19,636 0 0
ARAMARK COM 03852U106   418,700 10,000 SH   SOLE   10,000 0 0
AZZ INC COM 002474104   1,889,600 200 SH Call SOLE   200 0 0
BAR HBR BANKSHARES COM 066849100   949,732 31,700 SH   SOLE   31,700 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,704,900 55,000 SH   SOLE   55,000 0 0
BRINKS CO COM 109696104   2,073,492 23,222 SH   SOLE   23,222 0 0
BROWN & BROWN INC COM 115236101   3,326,100 30,000 SH   SOLE   30,000 0 0
CACI INTL INC CL A 127190304   1,749,012 3,669 SH   SOLE   3,669 0 0
CASELLA WASTE SYS INC CL A 147448104   3,124,490 27,080 SH   SOLE   27,080 0 0
CELESTICA SUB VTG SHS 15101Q207   5,049,846 32,348 SH   SOLE   32,348 0 0
CHEMED COM 16359R103   2,434,650 5,000 SH   SOLE   5,000 0 0
CHEWEY INC CL A 16679L109   2,345,720 55,038 SH   SOLE   55,038 0 0
CHURCHILL DOWNS INC COM 171484108   2,520,253 24,953 SH   SOLE   24,953 0 0
CLEAN HARBORS INC COM 184496107   5,086,191 22,001 SH   SOLE   22,001 0 0
COHERENT CORP COM 19247G107   6,512,330 73,000 SH   SOLE   73,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   3,951,065 37,176 SH   SOLE   37,176 0 0
COOPER COS INC COM NEW 216648402   5,643,984 79,314 SH   SOLE   79,314 0 0
CRANE COMPANY COMMON STOCK 224408104   6,173,134 32,509 SH   SOLE   32,509 0 0
CRH PLC ORD G25508105   5,706,196 62,159 SH   SOLE   62,159 0 0
DIEBOLD NIXDORF INC COM SHS 253651202   5,249,316 94,753 SH   SOLE   94,753 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500   2,124,008 93,363 SH   SOLE   93,363 0 0
DNOW INC COM 67011P100   741,500 50,000 SH   SOLE   50,000 0 0
EQUINIX INC COM 29444U700   795,470 10 SH Put SOLE   10 0 0
EQUINIX INC COM 29444U700   3,977,350 50 SH Put SOLE   50 0 0
EQUINIX INC COM 29444U700   4,298,720 5,404 SH   SOLE   5,404 0 0
FISERV INC COM 337738108   2,430,981 141 SH Put SOLE   141 0 0
FISERV INC COM 337738108   7,758,450 450 SH Put SOLE   450 0 0
FISERV INC COM 337738108   11,003,379 63,821 SH   SOLE   63,821 0 0
FLEX LTD ORD Y2573F102   11,357,848 227,521 SH   SOLE   227,521 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,600,600 50 SH Put SOLE   50 0 0
GALLAGHER ARTHUR J & CO COM 363576109   11,227,249 35,072 SH   SOLE   35,072 0 0
GLOBAL PMTS INC COM 37940X102   1,781,850 22,262 SH   SOLE   22,262 0 0
GLOBUS MED INC CL A 379577208   590,200 10,000 SH   SOLE   10,000 0 0
GLOBUS MED INC CL A 379577208   123,942 21 SH Call SOLE   21 0 0
GLOBUS MED INC CL A 379577208   2,951,000 500 SH Call SOLE   500 0 0
GODADDY INC CL A 380237107   6,401,313 35,551 SH   SOLE   35,551 0 0
GUARDIAN PHARMACY SVCS INC CL A 40145W101   1,496,175 70,210 SH   SOLE   70,210 0 0
HCA HEALTHCARE INC COM 40412C101   6,122,321 15,981 SH   SOLE   15,981 0 0
HCA HEALTHCARE INC COM 40412C101   1,915,500 50 SH Put SOLE   50 0 0
HINGE HEALTH INC CL A 433313103   2,846,250 55,000 SH   SOLE   55,000 0 0
HOME DEPOT COM 437076102   2,383,160 6,500 SH   SOLE   6,500 0 0
ICON PLC SHS G4705A100   1,018,150 7,000 SH   SOLE   7,000 0 0
IDEXX LABS INC COM 45168D104   6,047,770 11,276 SH   SOLE   11,276 0 0
IES HOLDINGS INC COM 44951W106   355,476 1,200 SH   SOLE   1,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   25,894,800 1,200 SH Call SOLE   1,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,315,800 200 SH Call SOLE   200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,631,600 400 SH Call SOLE   400 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,631,600 400 SH Call SOLE   400 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,315,800 200 SH Call SOLE   200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   37,763,250 1,750 SH Put SOLE   1,750 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,789,500 500 SH Put SOLE   500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   43,158,000 2,000 SH Put SOLE   2,000 0 0
JFROG ORD SHS M6191J100   5,046,200 115,000 SH   SOLE   115,000 0 0
JFROG ORD SHS M6191J100   2,194,000 500 SH Put SOLE   500 0 0
KINSALE CAP GROUP INC COM 49714P108   4,303,323 8,893 SH   SOLE   8,893 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   3,588,323 43,953 SH   SOLE   43,953 0 0
LPL FINL HLDGS INC COM 50212V100   9,042,402 24,115 SH   SOLE   24,115 0 0
MASCO CORP COM 574599106   5,188,703 80,620 SH   SOLE   80,620 0 0
META PLATFORMS INC CL A 30303M102   11,977,725 16,228 SH   SOLE   16,228 0 0
MODINE MFG CO COM 607828100   4,925,000 50,000 SH   SOLE   50,000 0 0
NCINO INC COM 63947X101   3,357,600 120,000 SH   SOLE   120,000 0 0
NICE LTD SPONSORED ADR 653656108   2,188,736 12,958 SH   SOLE   12,958 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,333,983 59,167 SH   SOLE   59,167 0 0
NXP SEMICONDUCTORS NV COM N6596X109   5,858,809 26,815 SH   SOLE   26,815 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   3,047,583 18,774 SH   SOLE   18,774 0 0
ON SEMICONDUCTOR CORP COM 682189105   4,139,971 78,992 SH   SOLE   78,992 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   13,476,238 149,520 SH   SOLE   149,520 0 0
OSI SYSTEMS INC COM 671044105   1,348,560 6,000 SH   SOLE   6,000 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106   775,000 54,007 SH   SOLE   54,007 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   11,124,784 127,184 SH   SOLE   127,184 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106   2,182,521 85,455 SH   SOLE   85,455 0 0
POOL CORP COM 73278L105   1,425,629 4,891 SH   SOLE   4,891 0 0
PRIMERICA INC COM 74164M108   2,557,993 9,347 SH   SOLE   9,347 0 0
PTC INC COM 69370C100   4,619,401 26,804 SH   SOLE   26,804 0 0
REGAL REXNORD CORPORATION COM 758750103   4,040,905 27,876 SH   SOLE   27,876 0 0
SAIA INC COM 78709Y105   4,185,745 15,277 SH   SOLE   15,277 0 0
SERVICE CORP INTL COM 817565104   2,604,800 32,000 SH   SOLE   32,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,824,800 20,000 SH   SOLE   20,000 0 0
SHERWIN WILLIAMS CO COM 824348106   6,735,350 19,616 SH   SOLE   19,616 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   2,161,595 71,035 SH   SOLE   71,035 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102   1,716,479 29,702 SH   SOLE   29,702 0 0
SOUTHSTATE CORPORATION COM 840441109   3,937,504 42,785 SH   SOLE   42,785 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   55,606,500 900 SH Call SOLE   900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   74,142,000 1,200 SH Call SOLE   1,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   37,071,000 600 SH Call SOLE   600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   24,714,000 400 SH Put SOLE   400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   98,856,000 1,600 SH Put SOLE   1,600 0 0
SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870   3,420,199 41,242 SH   SOLE   41,242 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   11,329,600 200 SH Put SOLE   200 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   33,988,800 600 SH Put SOLE   600 0 0
SPDR S&P REGIONAL BANKING S&P REGL BKG 78464A698   4,835,118 81,413 SH   SOLE   81,413 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,469,427 29,824 SH   SOLE   29,824 0 0
STANDARDAERO INC COM 85423L103   4,485,691 141,728 SH   SOLE   141,728 0 0
TAPESTRY INC COM 876030107   862,031 9,817 SH   SOLE   9,817 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   11,003,344 62,519 SH   SOLE   62,519 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   3,520,000 200 SH Put SOLE   200 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   1,760,000 100 SH Put SOLE   100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,228,946 17,829 SH   SOLE   17,829 0 0
TRACTOR SUPPLY CO COM 892356106   3,663,479 69,463 SH   SOLE   69,463 0 0
TREX CO INC COM 89531P105   2,448,188 45,020 SH   SOLE   45,020 0 0
TTM TECHNOLOGIES INC COM 87305R109   6,542,956 160,288 SH   SOLE   160,288 0 0
UBER TECHNOLOGIES INC COM 90353T100   933,000 10,000 SH   SOLE   10,000 0 0
UMB FINL CORP COM 902788108   6,210,119 59,054 SH   SOLE   59,054 0 0
UNITED PARKS & RESORTS INC COM 81282V100   2,108,029 44,709 SH   SOLE   44,709 0 0
UNUM GROUP COM 91529Y106   7,224,224 89,453 SH   SOLE   89,453 0 0
US FOODS HLDG CORP COM 912008109   10,588,721 137,498 SH   SOLE   137,498 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,290,107 41,197 SH   SOLE   41,197 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   193,719 10,460 SH   SOLE   10,460 0 0
VONTEIR CORPORATION COM 928881101   5,545,184 150,276 SH   SOLE   150,276 0 0
VSE CORP COM 918284100   4,789,939 36,570 SH   SOLE   36,570 0 0
VSE CORP COM 918284100   2,619,600 200 SH Put SOLE   200 0 0
WASTE CONNECTIONS INC COM 94106B101   6,459,765 34,596 SH   SOLE   34,596 0 0
WESBANCO INC COM 950810101   13,284,600 420,000 SH   SOLE   420,000 0 0
WESCO INTL INC COM 95082P105   3,556,396 19,203 SH   SOLE   19,203 0 0
WESTERN ALLIANCE BANCORP COM 957638109   2,605,234 33,409 SH   SOLE   33,409 0 0
YUM BRANDS INC COM 988498101   2,826,385 19,074 SH   SOLE   19,074 0 0
ZOETIS INC CL A 98978V103   4,405,276 28,248 SH   SOLE   28,248 0 0