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 6,786 195,171 SH   SOLE   195,171 0 0
ALBEMARLE CORP COM 012653101 5,568 37,744 SH   SOLE   37,744 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 8,713 117,582 SH   SOLE   117,582 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 3,011 208,546 SH   SOLE   208,546 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 7,715 584,696 SH   SOLE   584,696 0 0
AVAYA HLDGS CORP COM 05351X101 7,345 383,556 SH   SOLE   383,556 0 0
BIO-TECHNE CORP COM 09073M104 3,805 11,981 SH   SOLE   11,981 0 0
BMC STK HLDGS INC COM 05591B109 3,808 70,940 SH   SOLE   70,940 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 11,380 278,858 SH   SOLE   278,858 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 4,812 122,312 SH   SOLE   122,312 0 0
CENOVUS ENERGY INC COM 15135U109 3,696 611,999 SH   SOLE   611,999 0 0
CHENIERE ENERGY INC COM NEW 16411R208 18,606 309,950 SH   SOLE   309,950 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 1,166 706,424 SH   SOLE   706,424 0 0
COHERENT INC COM 192479103 12,016 80,099 SH   SOLE   80,099 0 0
CONSTELLIUM SE CL A SHS F21107101 17,587 1,257,111 SH   SOLE   1,257,111 0 0
CROWN HLDGS INC COM 228368106 17,520 174,854 SH   SOLE   174,854 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,892 96,345 SH   SOLE   96,345 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 4,641 47,786 SH   SOLE   47,786 0 0
EQUITABLE HLDGS INC COM 29452E101 7,148 279,341 SH   SOLE   279,341 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,967 52,619 SH   SOLE   52,619 0 0
FEDEX CORP COM 31428X106 5,930 22,840 SH   SOLE   22,840 0 0
GENERAL MTRS CO COM 37045V100 4,647 111,600 SH Call SOLE   111,600 0 0
GENERAL MTRS CO COM 37045V100 7,049 169,291 SH   SOLE   169,291 0 0
HAEMONETICS CORP COM 405024100 16,981 142,994 SH   SOLE   142,994 0 0
INTEGER HLDGS CORP COM 45826H109 13,690 168,620 SH   SOLE   168,620 0 0
ISHARES TR 20 YR TR BD ETF 464287432 14,527 92,100 SH Put SOLE   92,100 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 2,009 29,600 SH Put SOLE   29,600 0 0
JELD-WEN HLDG INC COM 47580P103 19,569 771,662 SH   SOLE   771,662 0 0
MASONITE INTL CORP COM 575385109 17,477 177,719 SH   SOLE   177,719 0 0
MICHAELS COS INC COM 59408Q106 2,298 176,612 SH   SOLE   176,612 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,033 33,373 SH   SOLE   33,373 0 0
OKTA INC CL A 679295105 2,136 8,400 SH Put SOLE   8,400 0 0
OUTFRONT MEDIA INC COM 69007J106 1,321 67,547 SH   SOLE   67,547 0 0
PINTEREST INC CL A 72352L106 2,065 31,334 SH   SOLE   31,334 0 0
QUANTA SVCS INC COM 74762E102 5,197 72,165 SH   SOLE   72,165 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 30,613 1,439,939 SH   SOLE   1,439,939 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,044 49,100 SH Call SOLE   49,100 0 0
SABRE CORP COM 78573M104 9,267 770,941 SH   SOLE   770,941 0 0
SHIFT4 PMTS INC CL A 82452J109 4,523 59,981 SH   SOLE   59,981 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,677 33,712 SH   SOLE   33,712 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,758 147,735 SH   SOLE   147,735 0 0
WEX INC COM 96208T104 4,016 19,730 SH   SOLE   19,730 0 0
WPX ENERGY INC COM 98212B103 458 56,156 SH   SOLE   56,156 0 0