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
ADIENT PLC ORD SHS G0084W101 914 100,800 SH   SOLE   100,800 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,212 18,500 SH Put SOLE   18,500 0 0
ANTHEM INC COM 036752103 7,356 32,400 SH   SOLE   32,400 0 0
ARAMARK COM 03852U106 2,265 113,400 SH   SOLE   113,400 0 0
AVANTOR INC COM 05352A100 5,384 431,099 SH   SOLE   431,099 0 0
AVAYA HLDGS CORP COM 05351X101 8,505 1,051,327 SH   SOLE   1,051,327 0 0
AVAYA HLDGS CORP COM 05351X101 1,403 173,400 SH Call SOLE   173,400 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 22,109 1,807,738 SH   SOLE   1,807,738 0 0
CAREDX INC COM 14167L103 3,020 138,332 SH   SOLE   138,332 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,722 51,400 SH   SOLE   51,400 0 0
COHERENT INC COM 192479103 23,062 216,724 SH   SOLE   216,724 0 0
CONSTELLIUM SE CL A SHS F21107101 9,338 1,792,291 SH   SOLE   1,792,291 0 0
CONSTELLIUM SE CL A SHS F21107101 1,136 218,000 SH Call SOLE   218,000 0 0
CROWN HLDGS INC COM 228368106 32,720 563,754 SH   SOLE   563,754 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 31,228 576,053 SH   SOLE   576,053 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,398 131,472 SH   SOLE   131,472 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 10,203 368,200 SH   SOLE   368,200 0 0
GENERAC HLDGS INC COM 368736104 6,927 74,352 SH   SOLE   74,352 0 0
HAEMONETICS CORP COM 405024100 22,285 223,613 SH   SOLE   223,613 0 0
ISHARES TR 20 YR TR BD ETF 464287432 48,452 293,700 SH Put SOLE   293,700 0 0
JELD-WEN HLDG INC COM 47580P103 9,138 939,130 SH   SOLE   939,130 0 0
JELD-WEN HLDG INC COM 47580P103 3,086 317,200 SH Call SOLE   317,200 0 0
MASONITE INTL CORP NEW COM 575385109 1,552 32,700 SH Call SOLE   32,700 0 0
MASONITE INTL CORP NEW COM 575385109 11,908 250,951 SH   SOLE   250,951 0 0
MICRON TECHNOLOGY INC COM 595112103 2,934 69,768 SH   SOLE   69,768 0 0
MKS INSTRS INC COM 55306N104 6,181 75,888 SH   SOLE   75,888 0 0
MOSAIC CO NEW COM 61945C103 1,464 135,300 SH   SOLE   135,300 0 0
OLIN CORP COM PAR $1 680665205 3,063 262,494 SH   SOLE   262,494 0 0
OLIN CORP COM PAR $1 680665205 4,729 405,200 SH Call SOLE   405,200 0 0
PAPA JOHNS INTL INC COM 698813102 4,371 81,900 SH Call SOLE   81,900 0 0
PENN NATL GAMING INC COM 707569109 729 57,608 SH   SOLE   57,608 0 0
PINTEREST INC CL A 72352L106 15,867 1,027,660 SH   SOLE   1,027,660 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 4,172 861,898 SH   SOLE   861,898 0 0
SEA LTD SPONSORED ADS 81141R100 8,113 183,098 SH   SOLE   183,098 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,050 37,000 SH Put SOLE   37,000 0 0
STARS GROUP INC COM 85570W100 41,755 2,044,786 SH   SOLE   2,044,786 0 0
TEMPUR SEALY INTL INC COM 88023U101 2,439 55,795 SH   SOLE   55,795 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,281 24,900 SH   SOLE   24,900 0 0
US FOODS HLDG CORP COM 912008109 1,635 92,300 SH   SOLE   92,300 0 0