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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   32,430,000 600,000 SH   SOLE   600,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   8,107,500 150,000 SH Call SOLE   150,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   12,645,000 150,000 SH   SOLE   150,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   545,916 4,798 SH   SOLE   4,798 0 0
ADVANSIX INC COM 00773T101   8,400,237 240,144 SH   SOLE   240,144 0 0
ALPHABET INC CAP STK CL A 02079K305   17,955,000 150,000 SH Put SOLE   150,000 0 0
AMAZON COM INC COM 023135106   26,072,000 200,000 SH Call SOLE   200,000 0 0
AMAZON COM INC COM 023135106   71,698,000 550,000 SH   SOLE   550,000 0 0
AMETEK INC COM 031100100   44,785,559 276,659 SH   SOLE   276,659 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   14,180,000 250,000 SH   SOLE   250,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   14,180,000 250,000 SH Put SOLE   250,000 0 0
ARCBEST CORP COM 03937C105   32,110,000 325,000 SH Call SOLE   325,000 0 0
ARCBEST CORP COM 03937C105   15,808,000 160,000 SH   SOLE   160,000 0 0
ARCOSA INC COM 039653100   14,017,450 185,000 SH   SOLE   185,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   3,955,000 175,000 SH   SOLE   175,000 0 0
AUTOLIV INC COM 052800109   11,055,200 130,000 SH   SOLE   130,000 0 0
AVIENT CORPORATION COM 05368V106   9,243,400 226,000 SH   SOLE   226,000 0 0
AXALTA COATING SYS LTD COM G0750C108   18,589,588 566,583 SH   SOLE   566,583 0 0
BATH & BODY WORKS INC COM 070830104   15,000,000 400,000 SH   SOLE   400,000 0 0
BATH & BODY WORKS INC COM 070830104   7,500,000 200,000 SH Call SOLE   200,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   33,855,000 925,000 SH   SOLE   925,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   26,033,894 404,630 SH   SOLE   404,630 0 0
BEST BUY INC COM 086516101   4,097,500 50,000 SH Call SOLE   50,000 0 0
BOEING CO COM 097023105   10,558,000 50,000 SH Put SOLE   50,000 0 0
BOEING CO COM 097023105   36,057,048 170,757 SH   SOLE   170,757 0 0
BOOT BARN HLDGS INC COM 099406100   17,394,564 205,391 SH   SOLE   205,391 0 0
BRENNTAG SE COM 00B4YVF56   4,336,806 55,658 SH   SOLE   55,658 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   17,200,328 126,473 SH   SOLE   126,473 0 0
CANADIAN NATL RY CO COM 136375102   12,107,000 100,000 SH Call SOLE   100,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   10,096,250 125,000 SH   SOLE   125,000 0 0
CAPSTONE COPPER CORP COM 14071L108   19,848,834 4,375,000 SH   SOLE   4,375,000 0 0
CASEYS GEN STORES INC COM 147528103   4,877,600 20,000 SH   SOLE   20,000 0 0
CF INDS HLDGS INC COM 125269100   3,123,900 45,000 SH   SOLE   45,000 0 0
CHEMOURS CO COM 163851108   630,192 17,083 SH   SOLE   17,083 0 0
CHILDRENS PL INC NEW COM 168905107   3,481,500 150,000 SH Put SOLE   150,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   28,816,125 287,500 SH   SOLE   287,500 0 0
COLGATE PALMOLIVE CO COM 194162103   31,201,200 405,000 SH   SOLE   405,000 0 0
COMMERCIAL METALS CO COM 201723103   36,664,525 696,250 SH   SOLE   696,250 0 0
CONSOL ENERGY INC NEW COM 20854L108   8,476,250 125,000 SH   SOLE   125,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   68,916,400 280,000 SH   SOLE   280,000 0 0
CONSTELLIUM SE COM N22035104   19,432,526 1,129,798 SH   SOLE   1,129,798 0 0
CORTEVA INC COM 22052L104   3,266,100 57,000 SH   SOLE   57,000 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   11,649,181 265,781 SH   SOLE   265,781 0 0
CRANE COMPANY COMMON STOCK 224408104   19,160,800 215,000 SH   SOLE   215,000 0 0
CROCS INC COM 227046109   33,003,951 293,525 SH   SOLE   293,525 0 0
CROCS INC COM 227046109   8,433,000 75,000 SH Call SOLE   75,000 0 0
CROWN HLDGS INC COM 228368106   798,335 9,190 SH   SOLE   9,190 0 0
CULLEN FROST BANKERS INC COM 229899109   37,588,189 221,836 SH   SOLE   221,836 0 0
D R HORTON INC COM 23331A109   17,558,285 144,287 SH   SOLE   144,287 0 0
DECKERS OUTDOOR CORP COM 243537107   26,383,000 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102   43,292,225 327,500 SH   SOLE   327,500 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   54,468,500 2,050,000 SH   SOLE   2,050,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   14,609,480 204,500 SH   SOLE   204,500 0 0
EARTHSTONE ENERGY INC CL A 27032D304   8,216,750 575,000 SH   SOLE   575,000 0 0
EATON CORP PLC SHS G29183103   38,266,917 190,288 SH   SOLE   190,288 0 0
ECOVYST INC COM 27923Q109   16,370,610 1,428,500 SH   SOLE   1,428,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106   6,720,000 350,000 SH   SOLE   350,000 0 0
ENERSYS COM 29275Y102   4,340,800 40,000 SH   SOLE   40,000 0 0
ERO COPPER CORP COM 296006109   16,031,041 792,400 SH   SOLE   792,400 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   7,070,000 250,000 SH Put SOLE   250,000 0 0
FEDEX CORP COM 31428X106   49,580,000 200,000 SH Call SOLE   200,000 0 0
FIRST SOLAR INC COM 336433107   3,801,800 20,000 SH   SOLE   20,000 0 0
FORWARD AIR CORP COM 349853101   7,958,250 75,000 SH Put SOLE   75,000 0 0
FORWARD AIR CORP COM 349853101   7,909,121 74,537 SH   SOLE   74,537 0 0
FREYR BATTERY SA COM 00BMFBLD1   1,122,000 120,000 SH   SOLE   120,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   65,701,615 598,103 SH   SOLE   598,103 0 0
GENERAL MLS INC COM 370334104   23,010,000 300,000 SH Call SOLE   300,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   12,564,000 200,000 SH Put SOLE   200,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   12,599,870 200,571 SH   SOLE   200,571 0 0
HAYWARD HLDGS INC COM 421298100   2,570,000 200,000 SH Put SOLE   200,000 0 0
HAYWARD HLDGS INC COM 421298100   13,672,400 1,064,000 SH   SOLE   1,064,000 0 0
HEICO CORP NEW COM 422806109   26,634,955 150,531 SH   SOLE   150,531 0 0
HOME DEPOT INC COM 437076102   15,532,000 50,000 SH Put SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106   67,226,058 323,981 SH   SOLE   323,981 0 0
HOWMET AEROSPACE INC COM 443201108   22,272,264 449,400 SH   SOLE   449,400 0 0
IAC INC COM NEW 44891N208   17,270,000 275,000 SH   SOLE   275,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   12,508,000 50,000 SH Call SOLE   50,000 0 0
INGERSOLL RAND INC COM 45687V106   28,104,800 430,000 SH   SOLE   430,000 0 0
INGREDION INC COM 457187102   34,433,750 325,000 SH   SOLE   325,000 0 0
INTERFOR CORP COM 45868C109   7,071,280 374,993 SH   SOLE   374,993 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   10,560,000 75,000 SH Call SOLE   75,000 0 0
ITT INC COM 45073V108   8,052,505 86,391 SH   SOLE   86,391 0 0
JOHNSON CTLS INTL PLC SHS G51502105   40,202,600 590,000 SH   SOLE   590,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   10,221,000 150,000 SH Put SOLE   150,000 0 0
KENNAMETAL INC COM 489170100   5,678,000 200,000 SH Call SOLE   200,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   5,556,000 100,000 SH Call SOLE   100,000 0 0
LAMB WESTON HLDGS INC COM 513272104   32,760,750 285,000 SH   SOLE   285,000 0 0
LENNAR CORP CL A 526057104   3,759,300 30,000 SH Put SOLE   30,000 0 0
LENNAR CORP CL A 526057104   13,784,100 110,000 SH   SOLE   110,000 0 0
LENNOX INTL INC COM 526107107   17,281,710 53,000 SH   SOLE   53,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   53,391 3,700 SH   SOLE   3,700 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   4,041,240 102,000 SH   SOLE   102,000 0 0
LINDE PLC COM G5494J103   44,542,536 116,885 SH   SOLE   116,885 0 0
LULULEMON ATHLETICA INC COM 550021109   64,345,000 170,000 SH   SOLE   170,000 0 0
MARATHON OIL CORP COM 565849106   21,638,800 940,000 SH   SOLE   940,000 0 0
MASCO CORP COM 574599106   4,590,400 80,000 SH   SOLE   80,000 0 0
MASTEC INC COM 576323109   6,979,577 59,164 SH   SOLE   59,164 0 0
MATCH GROUP INC NEW COM 57667L107   6,277,500 150,000 SH Put SOLE   150,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206   30,530,500 350,000 SH Put SOLE   350,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206   36,418,525 417,500 SH   SOLE   417,500 0 0
META PLATFORMS INC CL A 30303M102   35,872,500 125,000 SH   SOLE   125,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   2,112,500 250,000 SH   SOLE   250,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   23,312,257 606,774 SH   SOLE   606,774 0 0
MONDELEZ INTL INC CL A 609207105   53,975,600 740,000 SH   SOLE   740,000 0 0
MURPHY USA INC COM 626755102   16,955,495 54,500 SH   SOLE   54,500 0 0
NORFOLK SOUTHN CORP COM 655844108   20,408,400 90,000 SH   SOLE   90,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,291,750 25,000 SH   SOLE   25,000 0 0
O-I GLASS INC COM 67098H104   29,532,345 1,384,545 SH   SOLE   1,384,545 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,730,016 15,497 SH   SOLE   15,497 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   18,487,500 50,000 SH Put SOLE   50,000 0 0
OSHKOSH CORP COM 688239201   8,659,000 100,000 SH Call SOLE   100,000 0 0
OVERSTOCK COM INC DEL COM 690370101   6,514,000 200,000 SH Call SOLE   200,000 0 0
OVERSTOCK COM INC DEL COM 690370101   14,563,252 447,137 SH   SOLE   447,137 0 0
P A M TRANSN SVCS INC COM 693149106   3,332,249 124,477 SH   SOLE   124,477 0 0
PACCAR INC COM 693718108   10,874,500 130,000 SH Call SOLE   130,000 0 0
PARKER-HANNIFIN CORP COM 701094104   53,490,866 137,142 SH   SOLE   137,142 0 0
PARKER-HANNIFIN CORP COM 701094104   19,502,000 50,000 SH Put SOLE   50,000 0 0
PENTAIR PLC SHS G7S00T104   14,212,000 220,000 SH   SOLE   220,000 0 0
PINTEREST INC CL A 72352L106   16,404,000 600,000 SH   SOLE   600,000 0 0
POOL CORP COM 73278L105   14,985,600 40,000 SH Put SOLE   40,000 0 0
POOL CORP COM 73278L105   24,726,240 66,000 SH   SOLE   66,000 0 0
PPG INDS INC COM 693506107   56,923,175 383,838 SH   SOLE   383,838 0 0
PROCTER AND GAMBLE CO COM 742718109   78,904,800 520,000 SH   SOLE   520,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   6,485,227 606,663 SH   SOLE   606,663 0 0
PVH CORPORATION COM 693656100   21,242,500 250,000 SH   SOLE   250,000 0 0
QUANTA SVCS INC COM 74762E102   54,622,923 278,050 SH   SOLE   278,050 0 0
QUANTA SVCS INC COM 74762E102   19,645,000 100,000 SH Put SOLE   100,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203   40,770 6,253 SH   SOLE   6,253 0 0
REGAL REXNORD CORPORATION COM 758750103   7,695,000 50,000 SH Call SOLE   50,000 0 0
REGAL REXNORD CORPORATION COM 758750103   15,390,000 100,000 SH   SOLE   100,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   51,224,047 188,608 SH   SOLE   188,608 0 0
REPUBLIC SVCS INC COM 760759100   18,380,400 120,000 SH   SOLE   120,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   13,178,000 40,000 SH   SOLE   40,000 0 0
ROSS STORES INC COM 778296103   46,591,921 415,517 SH   SOLE   415,517 0 0
SAIA INC COM 78709Y105   17,120,500 50,000 SH Put SOLE   50,000 0 0
SAIA INC COM 78709Y105   43,657,275 127,500 SH   SOLE   127,500 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   16,944,800 590,000 SH   SOLE   590,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   7,836,250 125,000 SH Call SOLE   125,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   32,196,000 300,000 SH Call SOLE   300,000 0 0
SHELL PLC SPON ADS 780259305   6,038,000 100,000 SH   SOLE   100,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   26,527,750 725,000 SH   SOLE   725,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   10,977,000 300,000 SH Put SOLE   300,000 0 0
SKECHERS U S A INC CL A 830566105   68,458,000 1,300,000 SH   SOLE   1,300,000 0 0
SLEEP NUMBER CORP COM 83125X103   10,912,000 400,000 SH Call SOLE   400,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   19,244,300 265,000 SH   SOLE   265,000 0 0
SOLVAY SA COM 004821100   3,349,200 30,000 SH   SOLE   30,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   25,366,250 325,000 SH Call SOLE   325,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   11,707,500 150,000 SH   SOLE   150,000 0 0
SPROTT PHYSICAL URANIUM TRUS COM 85210A104   10,373,796 821,900 SH   SOLE   821,900 0 0
STELCO HOLDINGS INC COM 858522105   14,577,411 446,800 SH   SOLE   446,800 0 0
TECK RESOURCES LTD CL B 878742204   14,735,000 350,000 SH   SOLE   350,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   15,108,293 36,750 SH   SOLE   36,750 0 0
TEMPUR SEALY INTL INC COM 88023U101   48,885,400 1,220,000 SH   SOLE   1,220,000 0 0
TEREX CORP NEW COM 880779103   7,947,877 132,841 SH   SOLE   132,841 0 0
TEREX CORP NEW COM 880779103   17,949,000 300,000 SH Call SOLE   300,000 0 0
TFI INTL INC COM 87241L109   17,094,000 150,000 SH Put SOLE   150,000 0 0
TFI INTL INC COM 87241L109   18,932,973 166,137 SH   SOLE   166,137 0 0
TIMKEN CO COM 887389104   18,306,000 200,000 SH Call SOLE   200,000 0 0
TIMKEN CO COM 887389104   9,511,706 103,919 SH   SOLE   103,919 0 0
TJX COS INC NEW COM 872540109   49,814,125 587,500 SH   SOLE   587,500 0 0
TOLL BROTHERS INC COM 889478103   9,488,400 120,000 SH   SOLE   120,000 0 0
TRANSDIGM GROUP INC COM 893641100   40,868,934 45,706 SH   SOLE   45,706 0 0
UNITED PARCEL SERVICE INC CL B 911312106   53,775,000 300,000 SH Put SOLE   300,000 0 0
UNITED RENTALS INC COM 911363109   17,814,800 40,000 SH Call SOLE   40,000 0 0
UNITED RENTALS INC COM 911363109   17,083,502 38,358 SH   SOLE   38,358 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   2,607,305 90,500 SH   SOLE   90,500 0 0
US BANCORP DEL COM NEW 902973304   6,608,000 200,000 SH   SOLE   200,000 0 0
VALE S A SPONSORED ADS 91912E105   4,697,000 350,000 SH   SOLE   350,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,477,000 100,000 SH   SOLE   100,000 0 0
VONTIER CORPORATION COM 928881101   16,075,914 499,097 SH   SOLE   499,097 0 0
WASTE CONNECTIONS INC COM 94106B101   46,452,250 325,000 SH   SOLE   325,000 0 0
WATSCO INC COM 942622200   13,732,920 36,000 SH   SOLE   36,000 0 0
WESCO INTL INC COM 95082P105   10,743,600 60,000 SH Call SOLE   60,000 0 0
WESCO INTL INC COM 95082P105   5,371,800 30,000 SH   SOLE   30,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   21,820,471 253,981 SH   SOLE   253,981 0 0
WHIRLPOOL CORP COM 963320106   2,975,800 20,000 SH Call SOLE   20,000 0 0
XPO INC COM 983793100   14,750,000 250,000 SH Put SOLE   250,000 0 0
XPO INC COM 983793100   13,275,000 225,000 SH   SOLE   225,000 0 0