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
AAR CORP COM 000361105   896,700 10,000 SH   SOLE   10,000 0 0
AAR CORP COM 000361105   3,586,800 40,000 SH Call SOLE   40,000 0 0
ACADIAN ASSET MANAGEMENT INC COM 10948W103   2,889,600 60,000 SH   SOLE   60,000 0 0
AECOM COM 00766T100   7,568,826 58,102 SH   SOLE   58,102 0 0
ALASKA AIR GROUP INC COM 011659109   3,733,500 75,000 SH   SOLE   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,944,800 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL C 02079K107   6,485,493 26,629 SH   SOLE   26,629 0 0
AMAZON COM INC COM 023135106   11,122,318 50,655 SH   SOLE   50,655 0 0
AMPHENOL CORP NEW CL A 032095101   20,235,353 163,518 SH   SOLE   163,518 0 0
AMPHENOL CORP NEW CL A 032095101   2,178,000 17,600 SH Put SOLE   17,600 0 0
AMPHENOL CORP NEW CL A 032095101   1,237,500 10,000 SH Put SOLE   10,000 0 0
AMPHENOL CORP NEW CL A 032095101   3,712,500 30,000 SH Put SOLE   30,000 0 0
AMPHENOL CORP NEW CL A 032095101   1,534,500 12,400 SH Put SOLE   12,400 0 0
ANALOG DEVICES INC COM 032654105   3,656,791 14,888 SH   SOLE   14,888 0 0
API GROUP CORP COM STK 00187Y100   1,012,300 29,453 SH   SOLE   29,453 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   4,525,000 100,000 SH   SOLE   100,000 0 0
BRINKS CO COM 109696104   2,746,444 23,502 SH   SOLE   23,502 0 0
BROWN & BROWN INC COM 115236101   1,313,060 14,000 SH   SOLE   14,000 0 0
CACI INTL INC CL A 127190304   1,241,962 2,490 SH   SOLE   2,490 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   2,602,724 10,600 SH Call SOLE   10,600 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   1,841,550 7,500 SH Call SOLE   7,500 0 0
CASELLA WASTE SYS INC CL A 147448104   2,569,350 27,080 SH   SOLE   27,080 0 0
CELESTICA INC COM 15101Q207   6,746,870 27,384 SH   SOLE   27,384 0 0
CELESTICA INC COM 15101Q207   1,231,900 5,000 SH Put SOLE   5,000 0 0
CHURCHILL DOWNS INC COM 171484108   873,090 9,000 SH   SOLE   9,000 0 0
CLEAN HARBORS INC COM 184496107   5,160,857 22,224 SH   SOLE   22,224 0 0
COHERENT CORP COM 19247G107   4,308,800 40,000 SH   SOLE   40,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   4,467,352 35,176 SH   SOLE   35,176 0 0
COOPER COS INC COM NEW 216648402   5,353,028 78,078 SH   SOLE   78,078 0 0
CORNING INC COM 219350105   5,982,776 72,934 SH   SOLE   72,934 0 0
CRANE COMPANY COMMON STOCK 224408104   5,497,316 29,854 SH   SOLE   29,854 0 0
CRH PLC ORD G25508105   6,345,228 52,921 SH   SOLE   52,921 0 0
CROWN CASTLE INC COM 22822V101   964,900 10,000 SH   SOLE   10,000 0 0
DIEBOLD NIXDORF INC COM SHS 253651202   4,572,665 80,180 SH   SOLE   80,180 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500   2,295,796 93,363 SH   SOLE   93,363 0 0
EQUINIX INC COM 29444U700   5,014,140 6,404 SH   SOLE   6,404 0 0
FISERV INC COM 337738108   7,436,553 57,679 SH   SOLE   57,679 0 0
FLEX LTD ORD Y2573F102   12,899,542 222,521 SH   SOLE   222,521 0 0
FLEX LTD ORD Y2573F102   4,637,600 80,000 SH Put SOLE   800 0 0
FRONTDOOR INC COM 35905A109   3,028,050 45,000 SH   SOLE   45,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   10,863,201 35,072 SH   SOLE   35,072 0 0
GLOBAL PMTS INC COM 37940X102   1,849,527 22,262 SH   SOLE   22,262 0 0
GLOBE LIFE INC COM 37959E102   500,395 3,500 SH   SOLE   3,500 0 0
HCA HEALTHCARE INC COM 40412C101   6,811,102 15,981 SH   SOLE   15,981 0 0
HCA HEALTHCARE INC COM 40412C101   2,557,200 6,000 SH Put SOLE   6,000 0 0
HINGE HEALTH INC CL A 433313103   1,963,200 40,000 SH   SOLE   40,000 0 0
HINGE HEALTH INC CL A 433313103   981,600 20,000 SH Call SOLE   20,000 0 0
HINGE HEALTH INC CL A 433313103   1,472,400 30,000 SH Put SOLE   30,000 0 0
HOME DEPOT COM 437076102   3,241,520 8,000 SH   SOLE   8,000 0 0
ICON PLC SHS G4705A100   1,750,000 10,000 SH   SOLE   10,000 0 0
IDEXX LABS INC COM 45168D104   6,313,899 9,884 SH   SOLE   9,884 0 0
IDEXX LABS INC COM 45168D104   4,535,480 7,100 SH Put SOLE   7,100 0 0
IES HOLDINGS INC COM 44951W106   651,351 1,638 SH   SOLE   1,638 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   9,385,000 50,000 SH Put SOLE   50,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   5,631,000 30,000 SH Put SOLE   30,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   14,517,600 60,000 SH Call SOLE   60,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   24,196,000 100,000 SH Call SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   24,196,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   29,035,200 120,000 SH Put SOLE   120,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   12,098,000 50,000 SH Put SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   24,196,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   24,196,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR US HOME CONS ETF 464288752   3,217,500 30,000 SH   SOLE   30,000 0 0
JFROG ORD SHS M6191J100   4,023,050 85,000 SH   SOLE   85,000 0 0
KINSALE CAP GROUP INC COM 49714P108   2,293,427 5,393 SH   SOLE   5,393 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   3,378,667 43,953 SH   SOLE   43,953 0 0
KNOWLES CORP COM 49926D109   699,300 30,000 SH   SOLE   30,000 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109   1,527,050 5,000 SH   SOLE   5,000 0 0
LITTLEFUSE INC COM 537008104   5,439,210 21,000 SH   SOLE   21,000 0 0
LPL FINL HLDGS INC COM 50212V100   8,089,357 24,315 SH   SOLE   24,315 0 0
MASCO CORP COM 574599106   5,707,010 81,077 SH   SOLE   81,077 0 0
META PLATFORMS INC CL A 30303M102   11,917,519 16,228 SH   SOLE   16,228 0 0
META PLATFORMS INC CL A 30303M102   3,671,900 5,000 SH Put SOLE   5,000 0 0
MODINE MFG CO COM 607828100   1,421,600 10,000 SH Put SOLE   10,000 0 0
MODINE MFG CO COM 607828100   1,421,600 10,000 SH Put SOLE   10,000 0 0
MODINE MFG CO COM 607828100   6,943,379 48,842 SH   SOLE   48,842 0 0
NCINO INC COM 63947X101   2,169,600 80,000 SH   SOLE   80,000 0 0
NICE LTD SPONSORED ADR 653656108   1,876,059 12,958 SH   SOLE   12,958 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,356,633 44,167 SH   SOLE   44,167 0 0
NXP SEMICONDUCTORS NV COM N6596X109   6,247,959 27,431 SH   SOLE   27,431 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,643,004 18,774 SH   SOLE   18,774 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,895,096 78,992 SH   SOLE   78,992 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   15,392,034 142,770 SH   SOLE   142,770 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,390,500 50,000 SH Put SOLE   50,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   900,000 100,000 SH Call SOLE   100,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   13,232,223 127,184 SH   SOLE   127,184 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   3,121,200 30,000 SH Put SOLE   30,000 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106   2,023,000 50,000 SH   SOLE   50,000 0 0
POOL CORP COM 73278L105   2,308,781 7,446 SH   SOLE   7,446 0 0
PRIMERICA INC COM 74164M108   4,074,188 14,677 SH   SOLE   14,677 0 0
PTC INC COM 69370C100   5,137,218 25,304 SH   SOLE   25,304 0 0
RBC BEARINGS INC COM 75524B104   6,634,930 17,000 SH   SOLE   17,000 0 0
REGAL REXNORD CORPORATION COM 758750103   3,872,880 27,000 SH   SOLE   27,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   2,374,900 55,000 SH   SOLE   55,000 0 0
RUBRIK INC. CL A 781154109   1,645,000 20,000 SH Call SOLE   20,000 0 0
SAIA INC COM 78709Y105   4,624,214 15,447 SH   SOLE   15,447 0 0
SCHOLASTIC CORP COM 807066105   109,520 4,000 SH Call SOLE   4,000 0 0
SCHOLASTIC CORP COM 807066105   34,992 1,278 SH   SOLE   1,278 0 0
SCHWAB CHARLES CORP COM 808513105   3,341,450 35,000 SH   SOLE   35,000 0 0
SHERWIN WILLIAMS CO COM 824348106   6,792,236 19,616 SH   SOLE   19,616 0 0
CHAMPION HOMES INC COM 830830105   1,909,250 25,000 SH   SOLE   25,000 0 0
SOUTHSTATE BK CORP COM 84472E102   4,881,410 49,372 SH   SOLE   49,372 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   39,970,800 60,000 SH Call SOLE   60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   33,309,000 50,000 SH Call SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,323,600 20,000 SH Call SOLE   20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   66,618,000 100,000 SH Put SOLE   100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   33,309,000 50,000 SH Put SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   26,647,200 40,000 SH Put SOLE   40,000 0 0
SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870   4,132,448 41,242 SH   SOLE   41,242 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   17,880,900 30,000 SH Put SOLE   30,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   17,880,900 30,000 SH Put SOLE   30,000 0 0
SPDR S&P REGIONAL BANKING S&P REGL BKG 78464A698   4,520,443 71,413 SH   SOLE   71,413 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,647,178 29,824 SH   SOLE   29,824 0 0
STANDARDAERO INC COM 85423L103   2,450,096 89,780 SH   SOLE   89,780 0 0
TAPESTRY INC COM 876030107   1,111,481 9,817 SH   SOLE   9,817 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   10,444,175 51,439 SH   SOLE   51,439 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,030,400 10,000 SH Put SOLE   10,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   4,060,800 20,000 SH Put SOLE   20,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,030,400 10,000 SH Put SOLE   10,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,677,382 15,829 SH   SOLE   15,829 0 0
TRACTOR SUPPLY CO COM 892356106   3,948,972 69,463 SH   SOLE   69,463 0 0
TREX CO INC COM 89531P105   1,292,783 25,020 SH   SOLE   25,020 0 0
TRIMBLE INC COM 896239100   4,490,750 55,000 SH   SOLE   55,000 0 0
TRUPANION INC COM 898202106   1,163,020 26,872 SH   SOLE   26,872 0 0
TTM TECHNOLOGIES INC COM 87305R109   5,472,000 95,000 SH   SOLE   95,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,175,640 12,000 SH   SOLE   12,000 0 0
UMB FINL CORP COM 902788108   6,397,291 54,054 SH   SOLE   54,054 0 0
UNITED PARKS & RESORTS INC COM 81282V100   1,034,000 20,000 SH   SOLE   20,000 0 0
US FOODS HLDG CORP COM 912008109   10,584,287 138,140 SH   SOLE   138,140 0 0
US FOODS HLDG CORP COM 912008109   475,044 6,200 SH Put SOLE   6,200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,355,530 35,500 SH   SOLE   35,500 0 0
VONTEIR CORPORATION COM 928881101   2,098,500 50,000 SH   SOLE   50,000 0 0
VSE CORP COM 918284100   5,848,157 35,179 SH   SOLE   35,179 0 0
WASTE CONNECTIONS INC COM 94106B101   6,081,977 34,596 SH   SOLE   34,596 0 0
WELLTOWER INC COM 95040Q104   1,781,400 10,000 SH   SOLE   10,000 0 0
WESBANCO INC COM 950810101   9,390,453 294,095 SH   SOLE   294,095 0 0
WESCO INTL INC COM 95082P105   3,426,935 16,203 SH   SOLE   16,203 0 0
WESTERN ALLIANCE BANCORP COM 957638109   2,438,913 28,124 SH   SOLE   28,124 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   1,598,000 20,000 SH   SOLE   20,000 0 0
XPO INC COM 983793100   646,350 5,000 SH   SOLE   5,000 0 0
YUM BRANDS INC COM 988498101   2,903,200 19,100 SH   SOLE   19,100 0 0
ZOETIS INC CL A 98978V103   2,435,935 16,648 SH   SOLE   16,648 0 0