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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V1094,657100,000SH SOLE 100,00000
ACTIVISION BLIZZARD INCCOM00507V10946,5701,000,000SHCallSOLE 1,000,00000
ADIENT PLCORD SHSG0084W1011,506100,000SHCallSOLE 100,00000
AIR PRODS & CHEMS INCCOM00915810615,90099,343SH SOLE 99,34300
AMETEK INC NEWCOM03110010014,830219,061SH SOLE 219,06100
AMETEK INC NEWCOM0311001006,770100,000SHCallSOLE 100,00000
APTIV PLCSHSG6095L1096,157100,000SHCallSOLE 100,00000
APTIV PLCSHSG6095L1091,94431,568SH SOLE 31,56800
AT HOME GROUP INCCOM04650Y1009,330500,000SHCallSOLE 500,00000
BERRY GLOBAL GROUP INCCOM08579W10315,403324,071SH SOLE 324,07100
BOEING COCOM09702310512,25037,984SH SOLE 37,98400
BOEING COCOM0970231058,06325,000SHCallSOLE 25,00000
BOMBARDIER INC-BCOM0977512003,2892,209,663SH SOLE 2,209,66300
BOMBARDIER INC-BCALL0977512005,3593,600,000SHCallSOLE 3,600,00000
BOMBARDIER INC-BPUT0977512001,8611,250,000SHPutSOLE 1,250,00000
BOOT BARN HLDGS INCCOM0994061008,515500,000SHCallSOLE 500,00000
BOYD GAMING CORPCOM10330410120,7801,000,000SHCallSOLE 1,000,00000
BURLINGTON STORES INCCOM12201710630,680188,601SH SOLE 188,60100
CATERPILLAR INC DELCOM1491231014,44735,000SH SOLE 35,00000
CATERPILLAR INC DELCOM1491231016,35450,000SHCallSOLE 50,00000
CHURCHILL DOWNS INCCOM17148410814,05757,626SH SOLE 57,62600
DANAHER CORP DELCOM23585110210,312100,000SHCallSOLE 100,00000
DARDEN RESTAURANTS INCCOM2371941059,30893,215SH SOLE 93,21500
DEERE & COCOM24419910511,38076,288SH SOLE 76,28800
DEERE & COCOM24419910522,376150,000SHCallSOLE 150,00000
DOVER CORPCOM26000310810,643150,000SHCallSOLE 150,00000
DOVER CORPCOM26000310813,739193,641SH SOLE 193,64100
EATON CORP PLCSHSG291831037,989116,360SH SOLE 116,36000
EATON CORP PLCSHSG291831033,43350,000SHCallSOLE 50,00000
ELDORADO RESORTS INCCOM28470R10210,863300,000SHCallSOLE 300,00000
ELDORADO RESORTS INCCOM28470R10214,484400,000SH SOLE 400,00000
EMERSON ELEC COCOM2910111045,975100,000SHCallSOLE 100,00000
FEDEX CORPCOM31428X10616,133100,000SH SOLE 100,00000
FERRO CORPCOM31540510027,8551,776,479SH SOLE 1,776,47900
FLUOR CORP NEWCOM3434121023,220100,000SHCallSOLE 100,00000
FORTIVE CORPCOM34959J1086,766100,000SHCallSOLE 100,00000
G-III APPAREL GROUP LTDCOM36237H1014,119147,703SH SOLE 147,70300
GENERAL ELECTRIC COCOM3696041032,271300,000SHCallSOLE 300,00000
GRACE W R & CO DEL NEWCOM38388F1087,266111,935SH SOLE 111,93500
GS ACQUISITION HLDGS CORPUNIT 06/12/202336255F20110,2501,000,000SH SOLE 1,000,00000
HILTON GRAND VACATIONS INCCOM43283X10513,195500,000SHCallSOLE 500,00000
HONEYWELL INTL INCCOM43851610619,735149,368SH SOLE 149,36800
IAC INTERACTIVECORPCOM44919P50844,710244,265SH SOLE 244,26500
ILLINOIS TOOL WKS INCCOM4523081096,33550,000SHCallSOLE 50,00000
ILLINOIS TOOL WKS INCCOM45230810917,788140,404SH SOLE 140,40400
INGERSOLL-RAND PLCSHSG477911019,263101,531SH SOLE 101,53100
INVESCO QQQ TRUNIT SER 146090E1031,99512,930SH SOLE 12,93000
ITT INCCOM45073V10818,781389,092SH SOLE 389,09200
ITT INCCOM45073V1084,827100,000SHCallSOLE 100,00000
ITT INCCOM45073V10812,068250,000SHPutSOLE 250,00000
JACOBS ENGR GROUP INC DELCOM4698141075,846100,000SHCallSOLE 100,00000
JACOBS ENGR GROUP INC DELCOM4698141078,769150,000SHPutSOLE 150,00000
JACOBS ENGR GROUP INC DELCOM46981410713,470230,408SH SOLE 230,40800
JASON INDS INC*W EXP 06/30/20147117211461,498,645SH SOLE 1,498,64500
KNIGHT SWIFT TRANSN HLDGS INCL A49904910415,563620,763SH SOLE 620,76300
LINDE PLCCOMG5494J10337,387239,596SH SOLE 239,59600
LITHIA MTRS INCCL A53679710315,475202,733SH SOLE 202,73300
LITHIA MTRS INCCL A53679710311,450150,000SHCallSOLE 150,00000
MASTEC INCCOM5763231093,51586,660SH SOLE 86,66000
MERITOR INCCOM59001K1003,382200,000SHCallSOLE 200,00000
MGM RESORTS INTERNATIONALCOM55295310112,130500,000SHCallSOLE 500,00000
NEXEO SOLUTIONS INC*W EXP 06/09/20265342H11066164,759SH SOLE 164,75900
NORFOLK SOUTHERN CORPCOM6558441087,47750,000SH SOLE 50,00000
NORWEGIAN CRUISE LINE HLDG LSHSG6672110412,324290,726SH SOLE 290,72600
NUTRIEN LTDCOM67077M10814,100300,000SHCallSOLE 300,00000
NUTRIEN LTDCOM67077M1087,807166,116SH SOLE 166,11600
NVENT ELECTRIC PLCSHSG6700G1072,06191,742SH SOLE 91,74200
OLD DOMINION FGHT LINES INCCOM67958010011,73295,000SH SOLE 95,00000
PACCAR INCCOM69371810811,428200,000SHCallSOLE 200,00000
PARKER HANNIFIN CORPCOM7010941047,47450,111SH SOLE 50,11100
PAYPAL HLDGS INCCOM70450Y10356,490671,780SH SOLE 671,78000
PENN NATL GAMING INCCOM70756910918,8301,000,000SHCallSOLE 1,000,00000
PLANET FITNESS INCCL A72703H10123,518438,601SH SOLE 438,60100
PLATFORM SPECIALTY PRODS CORCOM72766Q1057,921766,768SH SOLE 766,76800
PPG INDS INCCOM6935061079,28590,827SH SOLE 90,82700
PVH CORPCOM69365610013,237142,408SH SOLE 142,40800
QUEST RESOURCE HLDG CORPCOM NEW74836W203107,357SH SOLE 7,35700
RELIANCE STEEL & ALUMINUM COCOM7595091022,48734,950SH SOLE 34,95000
REPUBLIC SVCS INCCOM7607591001,92826,744SH SOLE 26,74400
REPUBLIC SVCS INCCOM76075910014,418200,000SHCallSOLE 200,00000
RLJ LODGING TRCOM74965L1016,672406,858SH SOLE 406,85800
ROSS STORES INCCOM77829610325,946311,846SH SOLE 311,84600
ROSS STORES INCCOM77829610320,800250,000SHCallSOLE 250,00000
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10324,448250,000SHCallSOLE 250,00000
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10323,301238,273SH SOLE 238,27300
SCIENTIFIC GAMES CORPCOM80874P1093,576200,000SHCallSOLE 200,00000
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30821,835430,000SHCallSOLE 430,00000
SELECT SECTOR SPDR TRSBI INT-INDS81369Y70416,103250,000SHCallSOLE 250,00000
SELECT SECTOR SPDR TRSBI INT-INDS81369Y70457,969900,000SHPutSOLE 900,00000
STANLEY BLACK & DECKER INCCOM8545021019,63280,438SH SOLE 80,43800
SYNTHETIC BIOLOGICS INCCOM NEW87164U201126225,000SHCallSOLE 225,00000
TAPESTRY INCCOM87603010716,875500,000SHCallSOLE 500,00000
TAPESTRY INCCOM87603010710,257303,919SH SOLE 303,91900
TELEDYNE TECHNOLOGIES INCCOM8793601054,70422,717SH SOLE 22,71700
TEMPUR SEALY INTL INCCOM88023U10110,350250,000SHCallSOLE 250,00000
TEMPUR SEALY INTL INCCOM88023U10120,991507,018SH SOLE 507,01800
TJX COS INC NEWCOM8725401094,474100,000SH SOLE 100,00000
TJX COS INC NEWCOM87254010922,370500,000SHCallSOLE 500,00000
TWENTY FIRST CENTY FOX INCCL A90130A10148,1201,000,000SHCallSOLE 1,000,00000
TWENTY FIRST CENTY FOX INCCL A90130A10133,684700,000SHPutSOLE 700,00000
UNITED RENTALS INCCOM9113631093,07630,000SHCallSOLE 30,00000
UNITED RENTALS INCCOM9113631094,81146,925SH SOLE 46,92500
US XPRESS ENTERPRISES INCCOM CL A90338N2025,065902,838SH SOLE 902,83800
VISA INCCOM CL A92826C83943,089326,579SH SOLE 326,57900
VISA INCCOM CL A92826C83979,164600,000SHCallSOLE 600,00000
VISTEON CORPCOM NEW92839U2063,01450,000SHCallSOLE 50,00000
WABCO HLDGS INCCOM92927K1021201,114SH SOLE 1,11400
WASTE CONNECTIONS INCCOM94106B10117,299232,988SH SOLE 232,98800
WASTE MGMT INC DELCOM94106L10915,086169,528SH SOLE 169,52800
WORLD WRESTLING ENTMT INCCL A98156Q10815,640209,309SH SOLE 209,30900
WYNN RESORTS LTDCOM98313410729,673300,000SHCallSOLE 300,00000