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
EVERCORE INC CLASS A 29977A105 884 15,000 SH   SOLE   15,000 0 0
FIRSTCASH INC COM 33767D105 645 9,551 SH   SOLE   9,551 0 0
LOCKHEED MARTIN CORP COM 539830109 4,489 12,300 SH   SOLE   12,300 0 0
GATX CORP COM 361448103 825 13,524 SH   SOLE   13,524 0 0
IBERIABANK CORP COM 450828108 639 14,036 SH   SOLE   14,036 0 0
ASSURANT INC COM 04621X108 1,498 14,507 SH   SOLE   14,507 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,351 17,209 SH   SOLE   17,209 0 0
HOMESTREET INC COM 43785V102 576 23,399 SH   SOLE   23,399 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 867 24,254 SH   SOLE   24,254 0 0
CUMMINS INC COM 231021106 4,384 25,302 SH   SOLE   25,302 0 0
OSHKOSH CORP COM 688239201 1,934 27,000 SH   SOLE   27,000 0 0
ALLSTATE CORP COM 020002101 2,790 28,765 SH   SOLE   28,765 0 0
3M CO COM 88579Y101 5,463 35,023 SH   SOLE   35,023 0 0
AUTOZONE INC COM 053332102 39,524 35,035 SH   SOLE   35,035 0 0
RAYMOND JAMES FINL INC COM 754730109 2,990 43,437 SH   SOLE   43,437 0 0
ITT INC COM 45073V108 3,245 55,237 SH   SOLE   55,237 0 0
AMETEK INC COM 031100100 5,089 56,939 SH   SOLE   56,939 0 0
EAST WEST BANCORP INC COM 27579R104 2,082 57,456 SH   SOLE   57,456 0 0
CSX CORP COM 126408103 4,092 58,675 SH   SOLE   58,675 0 0
NETFLIX INC COM 64110L106 27,196 59,767 SH   SOLE   59,767 0 0
GLOBE LIFE INC COM 37959E102 4,600 61,969 SH   SOLE   61,969 0 0
REXNORD CORP COM 76169B102 1,879 64,469 SH   SOLE   64,469 0 0
JPMORGAN CHASE & CO COM 46625H100 6,396 68,000 SH   SOLE   68,000 0 0
DOVER CORP COM 260003108 7,000 72,490 SH   SOLE   72,490 0 0
ACTIVISION BLIZZARD INC COM 00507V109 6,409 84,434 SH   SOLE   84,434 0 0
ESSENT GROUP LTD COM G3198U102 3,251 89,641 SH   SOLE   89,641 0 0
AMERIS BANCORP COM 03076K108 2,139 90,682 SH   SOLE   90,682 0 0
HILLTOP HOLDINGS INC COM 432748101 1,794 97,217 SH   SOLE   97,217 0 0
PARKER HANNIFIN CORP COM 701094104 27,857 152,000 SH   SOLE   152,000 0 0
METLIFE INC COM 59156R108 6,864 187,965 SH   SOLE   187,965 0 0
AECOM COM 00766T100 8,162 217,183 SH   SOLE   217,183 0 0
FRANKLIN RESOURCES INC COM 354613101 6,039 287,961 SH   SOLE   287,961 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 8,473 290,765 SH   SOLE   290,765 0 0
KEYCORP COM 493267108 3,609 296,277 SH   SOLE   296,277 0 0
FORTIVE CORP COM 34959J108 38,733 572,471 SH   SOLE   572,471 0 0
DOLLAR TREE INC COM 256746108 59,601 643,080 SH   SOLE   643,080 0 0
L BRANDS INC COM 501797104 14,609 975,869 SH   SOLE   975,869 0 0
AECOM COM 00766T100 564 15,000 SH Call SOLE   15,000 0 0
DOLLAR TREE INC COM 256746108 9,268 100,000 SH Call SOLE   100,000 0 0
ELDORADO RESORTS INC COM 28470R102 10,624 265,200 SH Call SOLE   265,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,976 10,000 SH Call SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 7,525 80,000 SH Call SOLE   80,000 0 0
L BRANDS INC COM 501797104 1,135 75,800 SH Call SOLE   75,800 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 6,294 216,000 SH Call SOLE   216,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,299 18,000 SH Call SOLE   18,000 0 0
S&P GLOBAL INC COM 78409V104 1,977 6,000 SH Call SOLE   6,000 0 0
FASTENAL CO COM 311900104 2,917 50,000 SH Put SOLE   50,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,663 12,500 SH Put SOLE   12,500 0 0
POPULAR INC COM NEW 733174700 1,404 37,775 SH   SOLE   37,775 0 0
CITIGROUP INC COM NEW 172967424 5,775 113,007 SH   SOLE   113,007 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,766 115,937 SH   SOLE   115,937 0 0
CITIGROUP INC COM NEW 172967424 1,789 35,000 SH Put SOLE   35,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 1,420 35,000 SH   SOLE   35,000 0 0
D R HORTON INC COM 23331A109 260 4,692 SH   SOLE   4,692 0 0
AON PLC SHS CL A G0403H108 346 1,799 SH   SOLE   1,799 0 0
SHOPIFY INC CL A 82509L107 384 405 SH   SOLE   405 0 0
PLANET FITNESS INC CL A 72703H101 424 7,000 SH   SOLE   7,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 486 1,918 SH   SOLE   1,918 0 0
POLARIS INC COM 731068102 507 5,480 SH   SOLE   5,480 0 0
MIDDLEBY CORP COM 596278101 592 7,500 SH   SOLE   7,500 0 0
CULLEN FROST BANKERS INC COM 229899109 729 9,762 SH   SOLE   9,762 0 0
WORKDAY INC CL A 98138H101 749 4,000 SH   SOLE   4,000 0 0
FACEBOOK INC CL A 30303M102 809 3,562 SH   SOLE   3,562 0 0
HOME DEPOT INC COM 437076102 868 3,466 SH   SOLE   3,466 0 0
SERVICENOW INC COM 81762P102 1,025 2,531 SH   SOLE   2,531 0 0
ADOBE INC COM 00724F101 1,092 2,509 SH   SOLE   2,509 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,218 6,184 SH   SOLE   6,184 0 0
PAYPAL HLDGS INC COM 70450Y103 1,246 7,150 SH   SOLE   7,150 0 0
ALPHABET INC CAP STK CL C 02079K107 1,343 950 SH   SOLE   950 0 0
ALLEGHANY CORP DEL COM 017175100 1,467 3,000 SH   SOLE   3,000 0 0
VISA INC COM CL A 92826C839 1,506 7,798 SH   SOLE   7,798 0 0
TWILIO INC CL A 90138F102 1,523 6,942 SH   SOLE   6,942 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,540 1,463 SH   SOLE   1,463 0 0
GRAINGER W W INC COM 384802104 1,569 4,994 SH   SOLE   4,994 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,756 8,500 SH   SOLE   8,500 0 0
RINGCENTRAL INC CL A 76680R206 2,250 7,894 SH   SOLE   7,894 0 0
LAS VEGAS SANDS CORP COM 517834107 468 10,275 SH   SOLE   10,275 0 0
PIPER SANDLER COMPANIES COM 724078100 617 10,432 SH   SOLE   10,432 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,234 11,100 SH   SOLE   11,100 0 0
AMAZON COM INC COM 023135106 33,591 12,176 SH   SOLE   12,176 0 0
MORGAN STANLEY COM NEW 617446448 618 12,786 SH   SOLE   12,786 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,391 14,269 SH   SOLE   14,269 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,578 15,000 SH   SOLE   15,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 529 16,274 SH   SOLE   16,274 0 0
DATADOG INC CL A COM 23804L103 1,418 16,310 SH   SOLE   16,310 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,141 16,954 SH   SOLE   16,954 0 0
NIKE INC CL B 654106103 1,735 17,700 SH   SOLE   17,700 0 0
HANOVER INS GROUP INC COM 410867105 1,903 18,782 SH   SOLE   18,782 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,363 18,941 SH   SOLE   18,941 0 0
M & T BK CORP COM 55261F104 2,060 19,812 SH   SOLE   19,812 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,824 23,478 SH   SOLE   23,478 0 0
ONEMAIN HLDGS INC COM 68268W103 583 23,774 SH   SOLE   23,774 0 0
EAGLE MATERIALS INC COM 26969P108 1,756 25,000 SH   SOLE   25,000 0 0
EVEREST RE GROUP LTD COM G3223R108 5,250 25,462 SH   SOLE   25,462 0 0
SOUTHWEST AIRLS CO COM 844741108 883 25,827 SH   SOLE   25,827 0 0
EQUITABLE HLDGS INC COM 29452E101 518 26,862 SH   SOLE   26,862 0 0
ALLY FINL INC COM 02005N100 651 32,830 SH   SOLE   32,830 0 0
TJX COS INC NEW COM 872540109 1,686 33,356 SH   SOLE   33,356 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 14,357 34,049 SH   SOLE   34,049 0 0
NAVIENT CORPORATION COM 63938C108 243 34,609 SH   SOLE   34,609 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 3,451 37,000 SH   SOLE   37,000 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 3,065 39,077 SH   SOLE   39,077 0 0
TE CONNECTIVITY LTD REG SHS H84989104 3,670 45,000 SH   SOLE   45,000 0 0
PRUDENTIAL FINL INC COM 744320102 2,969 48,753 SH   SOLE   48,753 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,489 48,998 SH   SOLE   48,998 0 0
DOMINOS PIZZA INC COM 25754A201 19,593 53,033 SH   SOLE   53,033 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,351 55,686 SH   SOLE   55,686 0 0
ATHENE HLDG LTD CL A G0684D107 1,787 57,304 SH   SOLE   57,304 0 0
CIT GROUP INC COM NEW 125581801 1,222 58,933 SH   SOLE   58,933 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 6,618 61,899 SH   SOLE   61,899 0 0
WERNER ENTERPRISES INC COM 950755108 2,829 65,000 SH   SOLE   65,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,636 68,563 SH   SOLE   68,563 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 2,732 74,389 SH   SOLE   74,389 0 0
TIMKEN CO COM 887389104 3,412 75,000 SH   SOLE   75,000 0 0
DISCOVER FINL SVCS COM 254709108 3,902 77,909 SH   SOLE   77,909 0 0
TOPBUILD CORP COM 89055F103 8,974 78,876 SH   SOLE   78,876 0 0
STARWOOD PPTY TR INC COM 85571B105 1,185 79,205 SH   SOLE   79,205 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 2,468 83,881 SH   SOLE   83,881 0 0
VIRTU FINL INC CL A 928254101 2,027 85,875 SH   SOLE   85,875 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,391 85,962 SH   SOLE   85,962 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,623 86,338 SH   SOLE   86,338 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 990 89,816 SH   SOLE   89,816 0 0
BURLINGTON STORES INC COM 122017106 17,764 90,206 SH   SOLE   90,206 0 0
VICI PPTYS INC COM 925652109 1,912 94,702 SH   SOLE   94,702 0 0
STATE STR CORP COM 857477103 6,119 96,290 SH   SOLE   96,290 0 0
AGNC INVT CORP COM 00123Q104 1,278 99,053 SH   SOLE   99,053 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 14,236 99,935 SH   SOLE   99,935 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 2,555 101,245 SH   SOLE   101,245 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,253 102,391 SH   SOLE   102,391 0 0
XPO LOGISTICS INC COM 983793100 8,060 104,338 SH   SOLE   104,338 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1,776 108,700 SH   SOLE   108,700 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,270 109,764 SH   SOLE   109,764 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 785 113,732 SH   SOLE   113,732 0 0
DANA INCORPORATED COM 235825205 1,453 119,211 SH   SOLE   119,211 0 0
WISDOMTREE INVTS INC COM 97717P104 417 120,168 SH   SOLE   120,168 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,312 128,623 SH   SOLE   128,623 0 0
LENNOX INTL INC COM 526107107 32,743 140,534 SH   SOLE   140,534 0 0
WELLS FARGO CO NEW COM 949746101 3,832 149,671 SH   SOLE   149,671 0 0
JD.COM INC SPON ADR CL A 47215P106 9,362 155,574 SH   SOLE   155,574 0 0
CADENCE BANCORPORATION CL A 12739A100 1,412 159,366 SH   SOLE   159,366 0 0
RADIAN GROUP INC COM 750236101 2,607 168,103 SH   SOLE   168,103 0 0
FISERV INC COM 337738108 16,537 169,406 SH   SOLE   169,406 0 0
INVESTORS BANCORP INC NEW COM 46146L101 1,495 175,880 SH   SOLE   175,880 0 0
OLD REP INTL CORP COM 680223104 2,880 176,571 SH   SOLE   176,571 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,991 180,891 SH   SOLE   180,891 0 0
COWEN INC CL A NEW 223622606 2,944 181,644 SH   SOLE   181,644 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 4,161 183,002 SH   SOLE   183,002 0 0
STERLING BANCORP DEL COM 85917A100 2,367 201,973 SH   SOLE   201,973 0 0
MGIC INVT CORP WIS COM 552848103 1,794 218,988 SH   SOLE   218,988 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 3,559 225,705 SH   SOLE   225,705 0 0
TRUIST FINL CORP COM 89832Q109 8,543 227,515 SH   SOLE   227,515 0 0
SYNOVUS FINL CORP COM NEW 87161C501 5,146 250,679 SH   SOLE   250,679 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 3,364 270,000 SH   SOLE   270,000 0 0
FIVE BELOW INC COM 33829M101 39,285 367,457 SH   SOLE   367,457 0 0
GENERAL MTRS CO COM 37045V100 9,982 394,550 SH   SOLE   394,550 0 0
UNION PAC CORP COM 907818108 66,794 395,065 SH   SOLE   395,065 0 0
WALMART INC COM 931142103 48,670 406,325 SH   SOLE   406,325 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 17,778 426,237 SH   SOLE   426,237 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 5,901 530,689 SH   SOLE   530,689 0 0
OWENS CORNING NEW COM 690742101 32,072 575,181 SH   SOLE   575,181 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 5,194 643,659 SH   SOLE   643,659 0 0
FIRST HORIZON NATL CORP COM 320517105 7,889 792,091 SH   SOLE   792,091 0 0
BGC PARTNERS INC CL A 05541T101 2,190 799,345 SH   SOLE   799,345 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 9,423 864,512 SH   SOLE   864,512 0 0
PRIMO WATER CORPORATION COM 74167P108 32,350 2,352,702 SH   SOLE   2,352,702 0 0
AMERICAN EXPRESS CO COM 025816109 2,856 30,000 SH Call SOLE   30,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,697 61,000 SH Call SOLE   61,000 0 0
CATERPILLAR INC DEL COM 149123101 1,898 15,000 SH Call SOLE   15,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,257 190,000 SH Call SOLE   190,000 0 0
DEERE & CO COM 244199105 2,357 15,000 SH Call SOLE   15,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 11,681 142,100 SH Call SOLE   142,100 0 0
FEDEX CORP COM 31428X106 4,207 30,000 SH Call SOLE   30,000 0 0
GENERAL MTRS CO COM 37045V100 20,187 797,900 SH Call SOLE   797,900 0 0
JD.COM INC SPON ADR CL A 47215P106 4,562 75,800 SH Call SOLE   75,800 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,531 132,600 SH Call SOLE   132,600 0 0
SOUTHWEST AIRLS CO COM 844741108 8,203 240,000 SH Call SOLE   240,000 0 0
LAS VEGAS SANDS CORP COM 517834107 13,662 300,000 SH Call SOLE   300,000 0 0
MORGAN STANLEY COM NEW 617446448 3,864 80,000 SH Call SOLE   80,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,156 30,000 SH Call SOLE   30,000 0 0
PVH CORPORATION COM 693656100 1,963 30,000 SH Call SOLE   30,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,231 200,000 SH Call SOLE   200,000 0 0
SUMMIT MATLS INC CL A 86614U100 6,091 378,800 SH Call SOLE   378,800 0 0
TJX COS INC NEW COM 872540109 5,056 100,000 SH Call SOLE   100,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,335 30,000 SH Call SOLE   30,000 0 0
WELLS FARGO CO NEW COM 949746101 1,280 50,000 SH Call SOLE   50,000 0 0
WYNN RESORTS LTD COM 983134107 5,646 75,800 SH Call SOLE   75,800 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3,435 50,000 SH Call SOLE   50,000 0 0
AMERIPRISE FINL INC COM 03076C106 3,001 20,000 SH Put SOLE   20,000 0 0
BOEING CO COM 097023105 1,283 7,000 SH Put SOLE   7,000 0 0
BK OF AMERICA CORP COM 060505104 2,375 100,000 SH Put SOLE   100,000 0 0
BEST BUY INC COM 086516101 3,299 37,800 SH Put SOLE   37,800 0 0
CATERPILLAR INC DEL COM 149123101 13,498 106,700 SH Put SOLE   106,700 0 0
COMERICA INC COM 200340107 762 20,000 SH Put SOLE   20,000 0 0
DEERE & CO COM 244199105 29,198 185,800 SH Put SOLE   185,800 0 0
EMERSON ELEC CO COM 291011104 2,481 40,000 SH Put SOLE   40,000 0 0
EATON CORP PLC SHS G29183103 5,371 61,400 SH Put SOLE   61,400 0 0
FEDEX CORP COM 31428X106 15,803 112,700 SH Put SOLE   112,700 0 0
GENERAL MLS INC COM 370334104 4,673 75,800 SH Put SOLE   75,800 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 9,106 151,800 SH Put SOLE   151,800 0 0
HARLEY DAVIDSON INC COM 412822108 6,146 189,900 SH Put SOLE   189,900 0 0
ISHARES TR EXPANDED TECH 464287515 45,338 159,500 SH Put SOLE   159,500 0 0
IRON MTN INC NEW COM 46284V101 3,205 122,800 SH Put SOLE   122,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 32,788 229,000 SH Put SOLE   229,000 0 0
CARMAX INC COM 143130102 2,239 25,000 SH Put SOLE   25,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 4,799 125,000 SH Put SOLE   125,000 0 0
SHAKE SHACK INC CL A 819047101 4,016 75,800 SH Put SOLE   75,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 101,759 330,000 SH Put SOLE   330,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,091 15,000 SH Put SOLE   15,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,088 25,000 SH Put SOLE   25,000 0 0
TRACTOR SUPPLY CO COM 892356106 26,358 200,000 SH Put SOLE   200,000 0 0
ULTA BEAUTY INC COM 90384S303 17,250 84,800 SH Put SOLE   84,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,495 94,400 SH Put SOLE   94,400 0 0
UNITED RENTALS INC COM 911363109 27,051 181,500 SH Put SOLE   181,500 0 0
WHIRLPOOL CORP COM 963320106 11,930 92,100 SH Put SOLE   92,100 0 0
WILLIAMS SONOMA INC COM 969904101 9,316 113,600 SH Put SOLE   113,600 0 0