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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 4,657 100,000 SH   SOLE   100,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 46,570 1,000,000 SH Call SOLE   1,000,000 0 0
ADIENT PLC ORD SHS G0084W101 1,506 100,000 SH Call SOLE   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106 15,900 99,343 SH   SOLE   99,343 0 0
AMETEK INC NEW COM 031100100 14,830 219,061 SH   SOLE   219,061 0 0
AMETEK INC NEW COM 031100100 6,770 100,000 SH Call SOLE   100,000 0 0
APTIV PLC SHS G6095L109 6,157 100,000 SH Call SOLE   100,000 0 0
APTIV PLC SHS G6095L109 1,944 31,568 SH   SOLE   31,568 0 0
AT HOME GROUP INC COM 04650Y100 9,330 500,000 SH Call SOLE   500,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 15,403 324,071 SH   SOLE   324,071 0 0
BOEING CO COM 097023105 12,250 37,984 SH   SOLE   37,984 0 0
BOEING CO COM 097023105 8,063 25,000 SH Call SOLE   25,000 0 0
BOMBARDIER INC-B COM 097751200 3,289 2,209,663 SH   SOLE   2,209,663 0 0
BOMBARDIER INC-B CALL 097751200 5,359 3,600,000 SH Call SOLE   3,600,000 0 0
BOMBARDIER INC-B PUT 097751200 1,861 1,250,000 SH Put SOLE   1,250,000 0 0
BOOT BARN HLDGS INC COM 099406100 8,515 500,000 SH Call SOLE   500,000 0 0
BOYD GAMING CORP COM 103304101 20,780 1,000,000 SH Call SOLE   1,000,000 0 0
BURLINGTON STORES INC COM 122017106 30,680 188,601 SH   SOLE   188,601 0 0
CATERPILLAR INC DEL COM 149123101 4,447 35,000 SH   SOLE   35,000 0 0
CATERPILLAR INC DEL COM 149123101 6,354 50,000 SH Call SOLE   50,000 0 0
CHURCHILL DOWNS INC COM 171484108 14,057 57,626 SH   SOLE   57,626 0 0
DANAHER CORP DEL COM 235851102 10,312 100,000 SH Call SOLE   100,000 0 0
DARDEN RESTAURANTS INC COM 237194105 9,308 93,215 SH   SOLE   93,215 0 0
DEERE & CO COM 244199105 11,380 76,288 SH   SOLE   76,288 0 0
DEERE & CO COM 244199105 22,376 150,000 SH Call SOLE   150,000 0 0
DOVER CORP COM 260003108 10,643 150,000 SH Call SOLE   150,000 0 0
DOVER CORP COM 260003108 13,739 193,641 SH   SOLE   193,641 0 0
EATON CORP PLC SHS G29183103 7,989 116,360 SH   SOLE   116,360 0 0
EATON CORP PLC SHS G29183103 3,433 50,000 SH Call SOLE   50,000 0 0
ELDORADO RESORTS INC COM 28470R102 10,863 300,000 SH Call SOLE   300,000 0 0
ELDORADO RESORTS INC COM 28470R102 14,484 400,000 SH   SOLE   400,000 0 0
EMERSON ELEC CO COM 291011104 5,975 100,000 SH Call SOLE   100,000 0 0
FEDEX CORP COM 31428X106 16,133 100,000 SH   SOLE   100,000 0 0
FERRO CORP COM 315405100 27,855 1,776,479 SH   SOLE   1,776,479 0 0
FLUOR CORP NEW COM 343412102 3,220 100,000 SH Call SOLE   100,000 0 0
FORTIVE CORP COM 34959J108 6,766 100,000 SH Call SOLE   100,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 4,119 147,703 SH   SOLE   147,703 0 0
GENERAL ELECTRIC CO COM 369604103 2,271 300,000 SH Call SOLE   300,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,266 111,935 SH   SOLE   111,935 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,250 1,000,000 SH   SOLE   1,000,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 13,195 500,000 SH Call SOLE   500,000 0 0
HONEYWELL INTL INC COM 438516106 19,735 149,368 SH   SOLE   149,368 0 0
IAC INTERACTIVECORP COM 44919P508 44,710 244,265 SH   SOLE   244,265 0 0
ILLINOIS TOOL WKS INC COM 452308109 6,335 50,000 SH Call SOLE   50,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 17,788 140,404 SH   SOLE   140,404 0 0
INGERSOLL-RAND PLC SHS G47791101 9,263 101,531 SH   SOLE   101,531 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,995 12,930 SH   SOLE   12,930 0 0
ITT INC COM 45073V108 18,781 389,092 SH   SOLE   389,092 0 0
ITT INC COM 45073V108 4,827 100,000 SH Call SOLE   100,000 0 0
ITT INC COM 45073V108 12,068 250,000 SH Put SOLE   250,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 5,846 100,000 SH Call SOLE   100,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 8,769 150,000 SH Put SOLE   150,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 13,470 230,408 SH   SOLE   230,408 0 0
JASON INDS INC *W EXP 06/30/201 471172114 6 1,498,645 SH   SOLE   1,498,645 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 15,563 620,763 SH   SOLE   620,763 0 0
LINDE PLC COM G5494J103 37,387 239,596 SH   SOLE   239,596 0 0
LITHIA MTRS INC CL A 536797103 15,475 202,733 SH   SOLE   202,733 0 0
LITHIA MTRS INC CL A 536797103 11,450 150,000 SH Call SOLE   150,000 0 0
MASTEC INC COM 576323109 3,515 86,660 SH   SOLE   86,660 0 0
MERITOR INC COM 59001K100 3,382 200,000 SH Call SOLE   200,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12,130 500,000 SH Call SOLE   500,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 66 164,759 SH   SOLE   164,759 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,477 50,000 SH   SOLE   50,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12,324 290,726 SH   SOLE   290,726 0 0
NUTRIEN LTD COM 67077M108 14,100 300,000 SH Call SOLE   300,000 0 0
NUTRIEN LTD COM 67077M108 7,807 166,116 SH   SOLE   166,116 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,061 91,742 SH   SOLE   91,742 0 0
OLD DOMINION FGHT LINES INC COM 679580100 11,732 95,000 SH   SOLE   95,000 0 0
PACCAR INC COM 693718108 11,428 200,000 SH Call SOLE   200,000 0 0
PARKER HANNIFIN CORP COM 701094104 7,474 50,111 SH   SOLE   50,111 0 0
PAYPAL HLDGS INC COM 70450Y103 56,490 671,780 SH   SOLE   671,780 0 0
PENN NATL GAMING INC COM 707569109 18,830 1,000,000 SH Call SOLE   1,000,000 0 0
PLANET FITNESS INC CL A 72703H101 23,518 438,601 SH   SOLE   438,601 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 7,921 766,768 SH   SOLE   766,768 0 0
PPG INDS INC COM 693506107 9,285 90,827 SH   SOLE   90,827 0 0
PVH CORP COM 693656100 13,237 142,408 SH   SOLE   142,408 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 10 7,357 SH   SOLE   7,357 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,487 34,950 SH   SOLE   34,950 0 0
REPUBLIC SVCS INC COM 760759100 1,928 26,744 SH   SOLE   26,744 0 0
REPUBLIC SVCS INC COM 760759100 14,418 200,000 SH Call SOLE   200,000 0 0
RLJ LODGING TR COM 74965L101 6,672 406,858 SH   SOLE   406,858 0 0
ROSS STORES INC COM 778296103 25,946 311,846 SH   SOLE   311,846 0 0
ROSS STORES INC COM 778296103 20,800 250,000 SH Call SOLE   250,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24,448 250,000 SH Call SOLE   250,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 23,301 238,273 SH   SOLE   238,273 0 0
SCIENTIFIC GAMES CORP COM 80874P109 3,576 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 21,835 430,000 SH Call SOLE   430,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16,103 250,000 SH Call SOLE   250,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 57,969 900,000 SH Put SOLE   900,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,632 80,438 SH   SOLE   80,438 0 0
SYNTHETIC BIOLOGICS INC COM NEW 87164U201 126 225,000 SH Call SOLE   225,000 0 0
TAPESTRY INC COM 876030107 16,875 500,000 SH Call SOLE   500,000 0 0
TAPESTRY INC COM 876030107 10,257 303,919 SH   SOLE   303,919 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 4,704 22,717 SH   SOLE   22,717 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,350 250,000 SH Call SOLE   250,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 20,991 507,018 SH   SOLE   507,018 0 0
TJX COS INC NEW COM 872540109 4,474 100,000 SH   SOLE   100,000 0 0
TJX COS INC NEW COM 872540109 22,370 500,000 SH Call SOLE   500,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 48,120 1,000,000 SH Call SOLE   1,000,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 33,684 700,000 SH Put SOLE   700,000 0 0
UNITED RENTALS INC COM 911363109 3,076 30,000 SH Call SOLE   30,000 0 0
UNITED RENTALS INC COM 911363109 4,811 46,925 SH   SOLE   46,925 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 5,065 902,838 SH   SOLE   902,838 0 0
VISA INC COM CL A 92826C839 43,089 326,579 SH   SOLE   326,579 0 0
VISA INC COM CL A 92826C839 79,164 600,000 SH Call SOLE   600,000 0 0
VISTEON CORP COM NEW 92839U206 3,014 50,000 SH Call SOLE   50,000 0 0
WABCO HLDGS INC COM 92927K102 120 1,114 SH   SOLE   1,114 0 0
WASTE CONNECTIONS INC COM 94106B101 17,299 232,988 SH   SOLE   232,988 0 0
WASTE MGMT INC DEL COM 94106L109 15,086 169,528 SH   SOLE   169,528 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 15,640 209,309 SH   SOLE   209,309 0 0
WYNN RESORTS LTD COM 983134107 29,673 300,000 SH Call SOLE   300,000 0 0