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	<infoTable>
		<nameOfIssuer>3M CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<figi>BBG000BP52R2</figi>
		<value>23687013</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>3M CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<figi>BBG000BP52R2</figi>
		<value>66537125</value>
		<shrsOrPrnAmt>
			<sshPrnamt>458150</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>458150</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ACCELERANT HOLDINGS</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>G00894108</cusip>
		<figi>BBG01VVSRL26</figi>
		<value>661774</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49534</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ADVANCE AUTO PARTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00751Y106</cusip>
		<figi>BBG000F7RCJ1</figi>
		<value>2637500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ADVANCED DRAIN SYS INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00790R104</cusip>
		<figi>BBG000G7CDN9</figi>
		<value>53326429</value>
		<shrsOrPrnAmt>
			<sshPrnamt>388875</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>388875</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AFFIRM HLDGS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>00827B106</cusip>
		<figi>BBG00Y7BP8Y1</figi>
		<value>2391804</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AFFIRM HLDGS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>00827B106</cusip>
		<figi>BBG00Y7BP8Y1</figi>
		<value>5811626</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126836</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126836</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>020002101</cusip>
		<figi>BBG000BVMGF2</figi>
		<value>8666812</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>020002101</cusip>
		<figi>BBG000BVMGF2</figi>
		<value>18263544</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88085</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLY FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02005N100</cusip>
		<figi>BBG000BC2R71</figi>
		<value>16437135</value>
		<shrsOrPrnAmt>
			<sshPrnamt>418994</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>418994</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<figi>BBG000BVPV84</figi>
		<value>63040205</value>
		<shrsOrPrnAmt>
			<sshPrnamt>302685</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>302685</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<figi>BBG000BVPV84</figi>
		<value>31990272</value>
		<shrsOrPrnAmt>
			<sshPrnamt>153600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>153600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMER SPORTS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>G0260P102</cusip>
		<figi>BBG01KWR26Q5</figi>
		<value>26994071</value>
		<shrsOrPrnAmt>
			<sshPrnamt>819990</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>819990</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMER SPORTS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>G0260P102</cusip>
		<figi>BBG01KWR26Q5</figi>
		<value>5369252</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN AIRLINES GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02376R102</cusip>
		<figi>BBG005P7Q881</figi>
		<value>39840030</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3709500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3709500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025537101</cusip>
		<figi>BBG000BB9KF2</figi>
		<value>507280</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3870</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3870</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025816109</cusip>
		<figi>BBG000BCQZS4</figi>
		<value>11646992</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38505</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38505</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025816109</cusip>
		<figi>BBG000BCQZS4</figi>
		<value>3145792</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN INTEGRITY INS GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>026948109</cusip>
		<figi>BBG000BN06C9</figi>
		<value>2250034</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116703</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>026874784</cusip>
		<figi>BBG000BBDZG3</figi>
		<value>16926585</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224938</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224938</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERIPRISE FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03076C106</cusip>
		<figi>BBG000G3QLY3</figi>
		<value>7949872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17889</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17889</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANTERO RESOURCES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03674X106</cusip>
		<figi>BBG000PW5VX1</figi>
		<value>522946</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12322</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12322</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03743Q108</cusip>
		<figi>BBG00YTS96G2</figi>
		<value>424400</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03769M106</cusip>
		<figi>BBG00ZNLTFK3</figi>
		<value>4441424</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39862</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39862</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARRAY TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>04271T100</cusip>
		<figi>BBG001V4SF46</figi>
		<value>245791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33996</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33996</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASSOCIATED BANC-CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>045487105</cusip>
		<figi>BBG000BCFQC3</figi>
		<value>22604485</value>
		<shrsOrPrnAmt>
			<sshPrnamt>874110</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>874110</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATEGRITY SPECIALTY IN CO HO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04681Y103</cusip>
		<figi>BBG01T25HLT5</figi>
		<value>812567</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41101</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41101</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATLANTIC UN BANKSHARES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04911A107</cusip>
		<figi>BBG000BKS4S3</figi>
		<value>4035797</value>
		<shrsOrPrnAmt>
			<sshPrnamt>112921</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112921</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AUTOZONE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053332102</cusip>
		<figi>BBG000C7LMS8</figi>
		<value>9680717</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2866</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2866</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AXIS CAP HLDGS LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0692U109</cusip>
		<figi>BBG000FLF615</figi>
		<value>8951765</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88273</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88273</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANK AMERICA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>060505104</cusip>
		<figi>BBG000BCTLF6</figi>
		<value>3568500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<figi>BBG000BD8PN9</figi>
		<value>9265003</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<figi>BBG000BD8PN9</figi>
		<value>30349350</value>
		<shrsOrPrnAmt>
			<sshPrnamt>255832</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>255832</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANK OZK LITTLE ROCK ARK</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>06417N103</cusip>
		<figi>BBG000QFJJW0</figi>
		<value>3359148</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BATH &amp; BODY WORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>070830104</cusip>
		<figi>BBG000BNGTQ7</figi>
		<value>5074506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>271800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BATH &amp; BODY WORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>070830104</cusip>
		<figi>BBG000BNGTQ7</figi>
		<value>1014285</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54327</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54327</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BEACON FINANCIAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>084680107</cusip>
		<figi>BBG000BB00D7</figi>
		<value>4969200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>165640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165640</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
		<titleOfClass>CL B NEW</titleOfClass>
		<cusip>084670702</cusip>
		<figi>BBG000DWG505</figi>
		<value>8412356</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17555</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17555</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BLACKSTONE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09260D107</cusip>
		<figi>BBG000BH0106</figi>
		<value>2729403</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23736</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23736</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BLOCK INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>852234103</cusip>
		<figi>BBG0018SLC07</figi>
		<value>5385990</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89498</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89498</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BOOT BARN HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>099406100</cusip>
		<figi>BBG0077SYZV6</figi>
		<value>2545932</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17395</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17395</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<figi>BBG000BT4FC2</figi>
		<value>266396</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5668</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5668</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BRIGHTVIEW HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>10948C107</cusip>
		<figi>BBG00L1LT6D6</figi>
		<value>16193400</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1373486</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1373486</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BURLINGTON STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>122017106</cusip>
		<figi>BBG004S641N5</figi>
		<value>12626046</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38804</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38804</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>C H ROBINSON WORLDWIDE IN</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>12541W209</cusip>
		<figi>BBG000BTCH57</figi>
		<value>51709050</value>
		<shrsOrPrnAmt>
			<sshPrnamt>311369</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>311369</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAESARS ENTERTAINMENT INC NE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12769G100</cusip>
		<figi>BBG0074Q3NK6</figi>
		<value>9066970</value>
		<shrsOrPrnAmt>
			<sshPrnamt>343056</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>343056</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CALIFORNIA RES CORP</nameOfIssuer>
		<titleOfClass>COM STOCK</titleOfClass>
		<cusip>13057Q305</cusip>
		<figi>BBG00Y04KP80</figi>
		<value>228080</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3295</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3295</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CANADIAN NAT RES LTD MED TER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<figi>BBG000HW5GX3</figi>
		<value>224450</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4606</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4606</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14040H105</cusip>
		<figi>BBG000BGKTF9</figi>
		<value>2444562</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14040H105</cusip>
		<figi>BBG000BGKTF9</figi>
		<value>4053230</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22218</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22218</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPRI HOLDINGS LIMITED</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G1890L107</cusip>
		<figi>BBG0029SNR63</figi>
		<value>14814896</value>
		<shrsOrPrnAmt>
			<sshPrnamt>840800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>840800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPRI HOLDINGS LIMITED</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G1890L107</cusip>
		<figi>BBG0029SNR63</figi>
		<value>12228985</value>
		<shrsOrPrnAmt>
			<sshPrnamt>694040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>694040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>143658300</cusip>
		<figi>BBG000BF6LY3</figi>
		<value>13511948</value>
		<shrsOrPrnAmt>
			<sshPrnamt>522100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>522100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>143658300</cusip>
		<figi>BBG000BF6LY3</figi>
		<value>8022800</value>
		<shrsOrPrnAmt>
			<sshPrnamt>310000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>310000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARTERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>146229109</cusip>
		<figi>BBG000CTM4J9</figi>
		<value>23873805</value>
		<shrsOrPrnAmt>
			<sshPrnamt>667612</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>667612</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CASEYS GEN STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>147528103</cusip>
		<figi>BBG000BF0672</figi>
		<value>1978323</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2718</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2718</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CBOE GLOBAL MKTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12503M108</cusip>
		<figi>BBG000QH56C1</figi>
		<value>2923128</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CENTRAL BANCOMPANY</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>152413100</cusip>
		<figi>BBG000CQ0CD7</figi>
		<value>501944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20958</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20958</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHEVRON CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<figi>BBG000K4ND22</figi>
		<value>372834</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1802</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1802</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>169656105</cusip>
		<figi>BBG000QX74T1</figi>
		<value>6958974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>217400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>217400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>169656105</cusip>
		<figi>BBG000QX74T1</figi>
		<value>28441973</value>
		<shrsOrPrnAmt>
			<sshPrnamt>888534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>888534</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHURCHILL DOWNS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171484108</cusip>
		<figi>BBG000BGXMG9</figi>
		<value>15168424</value>
		<shrsOrPrnAmt>
			<sshPrnamt>168857</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>168857</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<figi>BBG000FY4S11</figi>
		<value>5920002</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<figi>BBG000FY4S11</figi>
		<value>10072056</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88811</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88811</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CME GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12572Q105</cusip>
		<figi>BBG000BHLYP4</figi>
		<value>3839550</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CME GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12572Q105</cusip>
		<figi>BBG000BHLYP4</figi>
		<value>8732023</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29565</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29565</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COINBASE GLOBAL INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>19260Q107</cusip>
		<figi>BBG00ZGF7771</figi>
		<value>1815944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COLUMBIA BKG SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>197236102</cusip>
		<figi>BBG000CTGXS2</figi>
		<value>9870987</value>
		<shrsOrPrnAmt>
			<sshPrnamt>359861</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>359861</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CORE &amp; MAIN INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>21874C102</cusip>
		<figi>BBG01163K2X0</figi>
		<value>76604234</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1550693</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1550693</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COREBRIDGE FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>21871X109</cusip>
		<figi>BBG016HJ8729</figi>
		<value>1997082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COREBRIDGE FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>21871X109</cusip>
		<figi>BBG016HJ8729</figi>
		<value>9976176</value>
		<shrsOrPrnAmt>
			<sshPrnamt>418113</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>418113</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COSTCO WHOLESALE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160K105</cusip>
		<figi>BBG000F6H8W8</figi>
		<value>2708297</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2718</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2718</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CRH PLC</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G25508105</cusip>
		<figi>BBG000D3JXM1</figi>
		<value>43547116</value>
		<shrsOrPrnAmt>
			<sshPrnamt>414261</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>414261</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DAVE INC</nameOfIssuer>
		<titleOfClass>CLASS A COM NEW</titleOfClass>
		<cusip>23834J201</cusip>
		<figi>BBG00Z483VQ0</figi>
		<value>1462356</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DAVE INC</nameOfIssuer>
		<titleOfClass>CLASS A COM NEW</titleOfClass>
		<cusip>23834J201</cusip>
		<figi>BBG00Z483VQ0</figi>
		<value>381605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2192</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>243537107</cusip>
		<figi>BBG000BKXYX5</figi>
		<value>4003600</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DELTA AIR LINES INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>247361702</cusip>
		<figi>BBG000R7Z112</figi>
		<value>56906415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>855993</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>855993</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DENISON MINES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>248356107</cusip>
		<figi>BBG000CX6DQ0</figi>
		<value>54524</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15446</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15446</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<figi>BBG000BBVJZ8</figi>
		<value>1042731</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20722</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20722</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<figi>BBG002PHSYX9</figi>
		<value>1159445</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5862</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5862</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>26701L100</cusip>
		<figi>BBG01282ZHB3</figi>
		<value>20654082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>407700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>407700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>26701L100</cusip>
		<figi>BBG01282ZHB3</figi>
		<value>16523164</value>
		<shrsOrPrnAmt>
			<sshPrnamt>326158</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>326158</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EAGLE BANCORPORATION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>268948106</cusip>
		<figi>BBG000C3HB24</figi>
		<value>3289928</value>
		<shrsOrPrnAmt>
			<sshPrnamt>132285</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>132285</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>27579R104</cusip>
		<figi>BBG000CR20B1</figi>
		<value>23673816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>221748</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>221748</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G29183103</cusip>
		<figi>BBG000BJ3PD2</figi>
		<value>55887011</value>
		<shrsOrPrnAmt>
			<sshPrnamt>156253</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>156253</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENPHASE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29355A107</cusip>
		<figi>BBG001R3MNY9</figi>
		<value>273858</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7243</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7243</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EQUINOR ASA</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>29446M102</cusip>
		<figi>BBG000NT0ZZ4</figi>
		<value>297257</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7044</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7044</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESAB CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29605J106</cusip>
		<figi>BBG0028ZMP45</figi>
		<value>55061209</value>
		<shrsOrPrnAmt>
			<sshPrnamt>569638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>569638</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESSENT GROUP LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3198U102</cusip>
		<figi>BBG0058YL7G9</figi>
		<value>4793307</value>
		<shrsOrPrnAmt>
			<sshPrnamt>82021</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>82021</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
		<titleOfClass>CLASS A</titleOfClass>
		<cusip>29977A105</cusip>
		<figi>BBG000BP30Y0</figi>
		<value>10959496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36714</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36714</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
		<titleOfClass>CLASS A</titleOfClass>
		<cusip>29977A105</cusip>
		<figi>BBG000BP30Y0</figi>
		<value>2507484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>165167735</cusip>
		<figi>BBG00Z6DX554</figi>
		<value>1152141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10495</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPRO GROUP HOLDINGS NV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N3144W105</cusip>
		<figi>BBG004K27P01</figi>
		<value>192816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11075</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11075</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FACTSET RESH SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>303075105</cusip>
		<figi>BBG000BDJL83</figi>
		<value>4513392</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FACTSET RESH SYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>303075105</cusip>
		<figi>BBG000BDJL83</figi>
		<value>4670059</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21522</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21522</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FEDERATED HERMES INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>314211103</cusip>
		<figi>BBG000BP0929</figi>
		<value>3699534</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65236</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65236</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FERRARI N V</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N3167Y103</cusip>
		<figi>BBG009PH3Q86</figi>
		<value>34442703</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101766</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101766</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST HORIZON CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>320517105</cusip>
		<figi>BBG000GHZSZ6</figi>
		<value>25125470</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1103931</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1103931</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIVE BELOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>33829M101</cusip>
		<figi>BBG001636CR2</figi>
		<value>22150679</value>
		<shrsOrPrnAmt>
			<sshPrnamt>96948</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>96948</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLAGSTAR BANK NATIONAL ASSOC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>649445400</cusip>
		<figi>BBG000BVXPZ8</figi>
		<value>14930078</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1133643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1133643</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLOOR &amp; DECOR HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>339750101</cusip>
		<figi>BBG007GJ2F81</figi>
		<value>2182673</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42966</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42966</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLYWIRE CORPORATION</nameOfIssuer>
		<titleOfClass>COM VTG</titleOfClass>
		<cusip>302492103</cusip>
		<figi>BBG002030NC4</figi>
		<value>4745581</value>
		<shrsOrPrnAmt>
			<sshPrnamt>407696</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>407696</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FORGENT POWER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM SHS CL A</titleOfClass>
		<cusip>34631F102</cusip>
		<figi>BBG01ZJ9DR98</figi>
		<value>8748422</value>
		<shrsOrPrnAmt>
			<sshPrnamt>298887</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>298887</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FULTON FINL CORP PA</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>360271100</cusip>
		<figi>BBG000BJZM26</figi>
		<value>9922096</value>
		<shrsOrPrnAmt>
			<sshPrnamt>487812</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>487812</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>363576109</cusip>
		<figi>BBG000BBHXQ3</figi>
		<value>8519391</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39336</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39336</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENUINE PARTS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>372460105</cusip>
		<figi>BBG000BKL348</figi>
		<value>40262409</value>
		<shrsOrPrnAmt>
			<sshPrnamt>380732</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>380732</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GFL ENVIRONMENTAL INC</nameOfIssuer>
		<titleOfClass>SUB VTG SHS</titleOfClass>
		<cusip>36168Q104</cusip>
		<figi>BBG00PQS00S3</figi>
		<value>45551106</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1091829</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1091829</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37940X102</cusip>
		<figi>BBG000CX0P89</figi>
		<value>2106490</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37940X102</cusip>
		<figi>BBG000CX0P89</figi>
		<value>4824804</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71691</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>71691</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GLOBE LIFE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37959E102</cusip>
		<figi>BBG000BVD6X4</figi>
		<value>21691593</value>
		<shrsOrPrnAmt>
			<sshPrnamt>155864</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>155864</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38141G104</cusip>
		<figi>BBG000C6CFJ5</figi>
		<value>3553158</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>406216101</cusip>
		<figi>BBG000BKTFN2</figi>
		<value>391187</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10033</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10033</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HANOVER INS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>410867105</cusip>
		<figi>BBG000FJH8W0</figi>
		<value>18898964</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109022</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>109022</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HERITAGE INSURANCE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42727J102</cusip>
		<figi>BBG006D4PF48</figi>
		<value>862496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32857</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32857</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>43300A203</cusip>
		<figi>BBG0058KMH30</figi>
		<value>12231922</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40226</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40226</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<figi>BBG000BKZB36</figi>
		<value>70257811</value>
		<shrsOrPrnAmt>
			<sshPrnamt>213621</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>213621</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HOULIHAN LOKEY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>441593100</cusip>
		<figi>BBG000CZTB66</figi>
		<value>24416549</value>
		<shrsOrPrnAmt>
			<sshPrnamt>170008</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>170008</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUNTINGTON BANCSHARES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446150104</cusip>
		<figi>BBG000BKWSR6</figi>
		<value>24802496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1584824</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1584824</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IDEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45167R104</cusip>
		<figi>BBG000C1HN22</figi>
		<value>44199648</value>
		<shrsOrPrnAmt>
			<sshPrnamt>233182</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>233182</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTERACTIVE BROKERS GROUP IN</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>45841N107</cusip>
		<figi>BBG000LV0836</figi>
		<value>2159654</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45866F104</cusip>
		<figi>BBG000C1FB75</figi>
		<value>11940383</value>
		<shrsOrPrnAmt>
			<sshPrnamt>75918</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75918</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45866F104</cusip>
		<figi>BBG000C1FB75</figi>
		<value>4105008</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INVESCO EXCH TRADED FD TR II</nameOfIssuer>
		<titleOfClass>KBW BK ETF</titleOfClass>
		<cusip>46138E628</cusip>
		<figi>BBG0027F1TD5</figi>
		<value>5854880</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INVESCO EXCHANGE TRADED FD T</nameOfIssuer>
		<titleOfClass>S&amp;P500 EQL WGT</titleOfClass>
		<cusip>46137V357</cusip>
		<figi>BBG00KJR2MY7</figi>
		<value>7888872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41105</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41105</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INVESCO QQQ TR</nameOfIssuer>
		<titleOfClass>UNIT SER 1</titleOfClass>
		<cusip>46090E103</cusip>
		<figi>BBG000BSWKH7</figi>
		<value>2421847</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4196</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4196</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES TR</nameOfIssuer>
		<titleOfClass>RUSSELL 2000 ETF</titleOfClass>
		<cusip>464287655</cusip>
		<figi>BBG000CGC9C4</figi>
		<value>252538400</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1018300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1018300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JOHNSON CONTROLS INTERNATION</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G51502105</cusip>
		<figi>BBG000BVWLJ6</figi>
		<value>26340854</value>
		<shrsOrPrnAmt>
			<sshPrnamt>201152</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>201152</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<figi>BBG000DMBXR2</figi>
		<value>22939479</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77983</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<figi>BBG000DMBXR2</figi>
		<value>11531072</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KB HOME</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48666K109</cusip>
		<figi>BBG000BMLWX8</figi>
		<value>8215727</value>
		<shrsOrPrnAmt>
			<sshPrnamt>158758</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158758</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KEYCORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>493267108</cusip>
		<figi>BBG000BMQPL1</figi>
		<value>5898088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>294169</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>294169</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KINETIK HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM NEW CL A</titleOfClass>
		<cusip>02215L209</cusip>
		<figi>BBG00GCLZ7B8</figi>
		<value>291670</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KKR &amp; CO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48251W104</cusip>
		<figi>BBG000BCQ6J8</figi>
		<value>4147423</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44837</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44837</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KONTOOR BRANDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50050N103</cusip>
		<figi>BBG00LPTHYD5</figi>
		<value>17560480</value>
		<shrsOrPrnAmt>
			<sshPrnamt>249829</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>249829</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KROGER CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>501044101</cusip>
		<figi>BBG000BMY992</figi>
		<value>12272256</value>
		<shrsOrPrnAmt>
			<sshPrnamt>169600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>169600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>518439104</cusip>
		<figi>BBG000FKJRC5</figi>
		<value>546170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7610</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7610</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LENDINGCLUB ISSUANCE TR SER</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>52603A208</cusip>
		<figi>BBG001YKDND6</figi>
		<value>4459090</value>
		<shrsOrPrnAmt>
			<sshPrnamt>311389</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>311389</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LIBERTY ENERGY INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>53115L104</cusip>
		<figi>BBG00GK831B6</figi>
		<value>257645</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8946</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8946</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LINCOLN ELEC HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>533900106</cusip>
		<figi>BBG000BB72K8</figi>
		<value>12964365</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52049</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52049</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>534187109</cusip>
		<figi>BBG000BNC3Y9</figi>
		<value>15926649</value>
		<shrsOrPrnAmt>
			<sshPrnamt>448638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>448638</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LPL FINL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50212V100</cusip>
		<figi>BBG000P2TYL8</figi>
		<value>12361406</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41091</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41091</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MADDEN STEVEN LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>556269108</cusip>
		<figi>BBG000BLV2Q3</figi>
		<value>295036</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8698</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8698</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<figi>BBG001DCCGR8</figi>
		<value>1049974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARINEMAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>567908108</cusip>
		<figi>BBG000C1SRH5</figi>
		<value>5720890</value>
		<shrsOrPrnAmt>
			<sshPrnamt>211415</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>211415</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57060D108</cusip>
		<figi>BBG000BJBZ23</figi>
		<value>4368340</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26478</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26478</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<figi>BBG000BGYMH7</figi>
		<value>55437173</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94172</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94172</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MASTEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576323109</cusip>
		<figi>BBG000DYXD23</figi>
		<value>703324</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2186</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2186</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MATTEL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>577081102</cusip>
		<figi>BBG000BNNYW1</figi>
		<value>17335191</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1193062</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1193062</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MGM RESORTS INTERNATIONAL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>552953101</cusip>
		<figi>BBG000C2BXK4</figi>
		<value>29172170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>788224</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>788224</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>617446448</cusip>
		<figi>BBG000BLZRJ2</figi>
		<value>6879026</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>617446448</cusip>
		<figi>BBG000BLZRJ2</figi>
		<value>14943285</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90802</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90802</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MURPHY USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626755102</cusip>
		<figi>BBG001Z0Q6T5</figi>
		<value>21316287</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43153</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43153</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NATIONAL ENERGY SERVICES REU</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6375R107</cusip>
		<figi>BBG00GNGGRJ6</figi>
		<value>226251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10538</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10538</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEPTUNE INS HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>64073B103</cusip>
		<figi>BBG01X1D5ZD9</figi>
		<value>2361138</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97608</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97608</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
		<figi>BBG000BJSBJ0</figi>
		<value>203500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2191</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2191</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEXTNAV INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>65345N106</cusip>
		<figi>BBG017XG00X4</figi>
		<value>6966730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>434877</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>434877</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<figi>BBG000BQ74K1</figi>
		<value>4424369</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<figi>BBG000BQ74K1</figi>
		<value>26613905</value>
		<shrsOrPrnAmt>
			<sshPrnamt>190685</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>190685</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NORWEGIAN CRUISE LINE HLDGS</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G66721104</cusip>
		<figi>BBG000BSRN78</figi>
		<value>16666955</value>
		<shrsOrPrnAmt>
			<sshPrnamt>891281</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>891281</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NU HLDGS LTD</nameOfIssuer>
		<titleOfClass>ORD SHS CL A</titleOfClass>
		<cusip>G6683N103</cusip>
		<figi>BBG0136WM1M4</figi>
		<value>3751015</value>
		<shrsOrPrnAmt>
			<sshPrnamt>261031</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>261031</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NVENT ELEC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6700G107</cusip>
		<figi>BBG00GNT7999</figi>
		<value>72095327</value>
		<shrsOrPrnAmt>
			<sshPrnamt>609531</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>609531</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
		<figi>BBG000BQQ2S6</figi>
		<value>650000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
		<figi>BBG000BQQ2S6</figi>
		<value>425230</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6542</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6542</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OLD DOMINION FREIGHT LINE IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>679580100</cusip>
		<figi>BBG000CHSS88</figi>
		<value>21183119</value>
		<shrsOrPrnAmt>
			<sshPrnamt>108409</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>108409</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OLD NATL BANCORP IND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>680033107</cusip>
		<figi>BBG000KFW1C2</figi>
		<value>13393175</value>
		<shrsOrPrnAmt>
			<sshPrnamt>606026</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>606026</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ON HLDG AG</nameOfIssuer>
		<titleOfClass>NAMEN AKT A</titleOfClass>
		<cusip>H5919C104</cusip>
		<figi>BBG00LQK89F6</figi>
		<value>5548662</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<figi>BBG000BGYWY6</figi>
		<value>38033843</value>
		<shrsOrPrnAmt>
			<sshPrnamt>412023</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>412023</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PAYCHEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
		<figi>BBG000BQSQ38</figi>
		<value>3214988</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>69318G106</cusip>
		<figi>BBG002832GV8</figi>
		<value>476200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PERFORMANCE FOOD GROUP CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>71377A103</cusip>
		<figi>BBG009XW2WB8</figi>
		<value>18215342</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212647</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212647</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PERMIAN RESOURCES CORP</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>71424F105</cusip>
		<figi>BBG00CNYBQ76</figi>
		<value>1104760</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51818</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>51818</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
		<figi>BBG00286S4N9</figi>
		<value>1254491</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6886</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6886</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PIPER SANDLER COMPANIES</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>724078209</cusip>
		<figi>BBG000FQXC75</figi>
		<value>2572080</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PIPER SANDLER COMPANIES</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>724078209</cusip>
		<figi>BBG000FQXC75</figi>
		<value>10716923</value>
		<shrsOrPrnAmt>
			<sshPrnamt>139999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139999</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PLANET FITNESS MASTER ISSUER</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>72703H101</cusip>
		<figi>BBG009H04M17</figi>
		<value>10054540</value>
		<shrsOrPrnAmt>
			<sshPrnamt>135178</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>135178</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693475105</cusip>
		<figi>BBG000BRD0D8</figi>
		<value>32210459</value>
		<shrsOrPrnAmt>
			<sshPrnamt>154791</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>154791</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PPG INDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693506107</cusip>
		<figi>BBG000BRJ809</figi>
		<value>28194944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>263800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>263800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRINCIPAL FINANCIAL GROUP IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74251V102</cusip>
		<figi>BBG000NSCNT7</figi>
		<value>7912379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>87808</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>87808</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>742718109</cusip>
		<figi>BBG000BR2TH3</figi>
		<value>41172044</value>
		<shrsOrPrnAmt>
			<sshPrnamt>285046</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>285046</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROG HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM NPV</titleOfClass>
		<cusip>74319R101</cusip>
		<figi>BBG00VSH86G4</figi>
		<value>4207819</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146665</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146665</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRUDENTIAL FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>744320102</cusip>
		<figi>BBG000HCJMF9</figi>
		<value>2693216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27569</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27569</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PVH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693656100</cusip>
		<figi>BBG000BRRG02</figi>
		<value>12361472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>177200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>177200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RADIAN GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>750236101</cusip>
		<figi>BBG000BMWV95</figi>
		<value>14703465</value>
		<shrsOrPrnAmt>
			<sshPrnamt>444482</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>444482</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>751212101</cusip>
		<figi>BBG000BS0ZF1</figi>
		<value>22065239</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64145</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64145</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>REINSURANCE GROUP AMER INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>759351604</cusip>
		<figi>BBG000BDLCQ0</figi>
		<value>9610628</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47074</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47074</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>REVOLVE GROUP INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>76156B107</cusip>
		<figi>BBG00M4RHBD0</figi>
		<value>2261000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROBINHOOD MKTS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>770700102</cusip>
		<figi>BBG008NMBXN8</figi>
		<value>1808730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROBINHOOD MKTS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>770700102</cusip>
		<figi>BBG008NMBXN8</figi>
		<value>1309701</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18899</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18899</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROSS STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>778296103</cusip>
		<figi>BBG000BSBZH7</figi>
		<value>53316326</value>
		<shrsOrPrnAmt>
			<sshPrnamt>246117</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>246117</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROYAL CARIBBEAN GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>V7780T103</cusip>
		<figi>BBG000BB5792</figi>
		<value>30638816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111341</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>111341</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RPM INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>749685103</cusip>
		<figi>BBG000DCNK80</figi>
		<value>46230841</value>
		<shrsOrPrnAmt>
			<sshPrnamt>465099</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>465099</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78409V104</cusip>
		<figi>BBG000BP1Q11</figi>
		<value>3190050</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78409V104</cusip>
		<figi>BBG000BP1Q11</figi>
		<value>5045383</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11862</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11862</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SAIA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78709Y105</cusip>
		<figi>BBG000P5LMQ0</figi>
		<value>9267820</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26383</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26383</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>808513105</cusip>
		<figi>BBG000BSLZY7</figi>
		<value>3928364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>808513105</cusip>
		<figi>BBG000BSLZY7</figi>
		<value>25878521</value>
		<shrsOrPrnAmt>
			<sshPrnamt>275362</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>275362</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SCOTTS MIRACLE-GRO CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>810186106</cusip>
		<figi>BBG000BT5PG5</figi>
		<value>46092581</value>
		<shrsOrPrnAmt>
			<sshPrnamt>757977</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>757977</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEI INVTS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>784117103</cusip>
		<figi>BBG000BSQLT9</figi>
		<value>10689733</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136227</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136227</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEI INVTS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>784117103</cusip>
		<figi>BBG000BSQLT9</figi>
		<value>2872002</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
		<titleOfClass>STATE STREET ENE</titleOfClass>
		<cusip>81369Y506</cusip>
		<figi>BBG000BJ20S2</figi>
		<value>263418</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
		<titleOfClass>STATE STREET FIN</titleOfClass>
		<cusip>81369Y605</cusip>
		<figi>BBG000BJ29X7</figi>
		<value>18158286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>367800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>367800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
		<titleOfClass>STATE STREET UTI</titleOfClass>
		<cusip>81369Y886</cusip>
		<figi>BBG000BJ7G75</figi>
		<value>432651</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9428</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9428</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHARKNINJA INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>G8068L108</cusip>
		<figi>BBG01HN2K357</figi>
		<value>3993383</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37709</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37709</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHOALS TECHNOLOGIES GROUP IN</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>82489W107</cusip>
		<figi>BBG00YQ82275</figi>
		<value>367414</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55838</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55838</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIMMONS FIRST NATL CORP</nameOfIssuer>
		<titleOfClass>CL A $1 PAR</titleOfClass>
		<cusip>828730200</cusip>
		<figi>BBG000BSTBM5</figi>
		<value>3156132</value>
		<shrsOrPrnAmt>
			<sshPrnamt>162269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>162269</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SITEONE LANDSCAPE SUPPLY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82982L103</cusip>
		<figi>BBG009T22D49</figi>
		<value>57535866</value>
		<shrsOrPrnAmt>
			<sshPrnamt>432243</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>432243</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SLB LIMITED</nameOfIssuer>
		<titleOfClass>COM STK</titleOfClass>
		<cusip>806857108</cusip>
		<figi>BBG000BT41Q8</figi>
		<value>234236</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4558</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4558</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SLIDE INS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>831349105</cusip>
		<figi>BBG013PZCC16</figi>
		<value>803070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44615</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44615</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SLM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78442P106</cusip>
		<figi>BBG000BBCQD7</figi>
		<value>3579217</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167175</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167175</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SM ENERGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78454L100</cusip>
		<figi>BBG000BFV115</figi>
		<value>219944</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7054</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7054</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SOFI TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83406F102</cusip>
		<figi>BBG00YB1ZD58</figi>
		<value>2731360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>172000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SOLARIS ENERGY INFRAS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>83418M103</cusip>
		<figi>BBG00G7D6C05</figi>
		<value>372231</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6587</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6587</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
		<titleOfClass>STATE STREET SPD</titleOfClass>
		<cusip>78464A698</cusip>
		<figi>BBG000D82H52</figi>
		<value>3498555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
		<titleOfClass>STATE STREET SPD</titleOfClass>
		<cusip>78464A698</cusip>
		<figi>BBG000D82H52</figi>
		<value>11222022</value>
		<shrsOrPrnAmt>
			<sshPrnamt>172249</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172249</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
		<titleOfClass>STATE STREET SPD</titleOfClass>
		<cusip>78468R556</cusip>
		<figi>BBG000BGB482</figi>
		<value>581856</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<figi>BBG000BDTBL9</figi>
		<value>232041312</value>
		<shrsOrPrnAmt>
			<sshPrnamt>356800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>356800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STIFEL FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>860630102</cusip>
		<figi>BBG000BSS5C0</figi>
		<value>2247981</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30411</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30411</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYSCO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>871829107</cusip>
		<figi>BBG000BTVJ25</figi>
		<value>75306790</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1055752</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1055752</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>874054109</cusip>
		<figi>BBG000BS1YV5</figi>
		<value>10744000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAPESTRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>876030107</cusip>
		<figi>BBG000BY29C7</figi>
		<value>24336395</value>
		<shrsOrPrnAmt>
			<sshPrnamt>172464</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172464</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TARGET CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612E106</cusip>
		<figi>BBG000H8TVT2</figi>
		<value>17890332</value>
		<shrsOrPrnAmt>
			<sshPrnamt>147610</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>147610</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAYLOR MORRISON HOME CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87724P106</cusip>
		<figi>BBG003PGJHP5</figi>
		<value>6761315</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116094</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116094</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE REALREAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88339P101</cusip>
		<figi>BBG004FPDNZ6</figi>
		<value>8335740</value>
		<shrsOrPrnAmt>
			<sshPrnamt>918033</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>918033</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRADEWEB MKTS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>892672106</cusip>
		<figi>BBG00NK8H8T2</figi>
		<value>7937226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>67459</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>67459</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRANSOCEAN LTD</nameOfIssuer>
		<titleOfClass>REGISTERED SHS</titleOfClass>
		<cusip>H8817H100</cusip>
		<figi>BBG000BH5LT6</figi>
		<value>188438</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28422</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28422</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRANSUNION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89400J107</cusip>
		<figi>BBG002Q7J5Z1</figi>
		<value>3073281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44418</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44418</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89417E109</cusip>
		<figi>BBG000BJ81C1</figi>
		<value>7642016</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89417E109</cusip>
		<figi>BBG000BJ81C1</figi>
		<value>24265443</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83192</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UMB FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902788108</cusip>
		<figi>BBG000DD8WX1</figi>
		<value>1697038</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15046</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15046</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED AIRLS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<figi>BBG000M65M61</figi>
		<value>6002964</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED AIRLS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<figi>BBG000M65M61</figi>
		<value>33960204</value>
		<shrsOrPrnAmt>
			<sshPrnamt>368852</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>368852</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90984P303</cusip>
		<figi>BBG000BL7GB5</figi>
		<value>9583194</value>
		<shrsOrPrnAmt>
			<sshPrnamt>304325</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>304325</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITY SOFTWARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91332U101</cusip>
		<figi>BBG0056JW5G6</figi>
		<value>7751402</value>
		<shrsOrPrnAmt>
			<sshPrnamt>353300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>353300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNUM GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91529Y106</cusip>
		<figi>BBG000BW2QX0</figi>
		<value>7770392</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNUM GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91529Y106</cusip>
		<figi>BBG000BW2QX0</figi>
		<value>22683118</value>
		<shrsOrPrnAmt>
			<sshPrnamt>310600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>310600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UPSTART HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91680M107</cusip>
		<figi>BBG00PKCBY53</figi>
		<value>825930</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>URBAN OUTFITTERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>917047102</cusip>
		<figi>BBG000BL79J3</figi>
		<value>34280776</value>
		<shrsOrPrnAmt>
			<sshPrnamt>541133</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>541133</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US BANCORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<figi>BBG000FFDM15</figi>
		<value>41371927</value>
		<shrsOrPrnAmt>
			<sshPrnamt>795461</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>795461</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US BANCORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<figi>BBG000FFDM15</figi>
		<value>5429844</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US FOODS HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>912008109</cusip>
		<figi>BBG00C6H6D40</figi>
		<value>5261134</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57056</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>57056</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UWM HOLDINGS CORPORATION</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>91823B109</cusip>
		<figi>BBG00R24YP60</figi>
		<value>359303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99255</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>99255</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VALVOLINE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92047W101</cusip>
		<figi>BBG003DNHV56</figi>
		<value>1830845</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54360</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54360</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VERISK ANALYTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92345Y106</cusip>
		<figi>BBG000BCZL41</figi>
		<value>1973400</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VIRTU FINL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>928254101</cusip>
		<figi>BBG0064N2T78</figi>
		<value>2295756</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VIRTU FINL INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>928254101</cusip>
		<figi>BBG0064N2T78</figi>
		<value>12550485</value>
		<shrsOrPrnAmt>
			<sshPrnamt>285368</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>285368</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<figi>BBG000PSKYX7</figi>
		<value>6316816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<figi>BBG000PSKYX7</figi>
		<value>12399396</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISTA ENERGY S.A.B. DE C.V.</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>92837L109</cusip>
		<figi>BBG00PMMBQS1</figi>
		<value>378180</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5011</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5011</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WALMART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931142103</cusip>
		<figi>BBG000BWXBC2</figi>
		<value>1037614</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8349</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8349</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WAYFAIR INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>94419L101</cusip>
		<figi>BBG001B17MV2</figi>
		<value>5879467</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78174</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78174</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WEATHERFORD INTL PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G48833118</cusip>
		<figi>BBG00R4SQJ13</figi>
		<value>401398</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4244</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4244</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WELLS FARGO &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<figi>BBG000BWQFY7</figi>
		<value>3327698</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WELLS FARGO &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<figi>BBG000BWQFY7</figi>
		<value>5847673</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73454</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73454</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WILLIS TOWERS WATSON PLC LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G96629103</cusip>
		<figi>BBG000DB3KT1</figi>
		<value>5250333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18061</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18061</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WISDOMTREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>97717P104</cusip>
		<figi>BBG000KLDTJ2</figi>
		<value>4481233</value>
		<shrsOrPrnAmt>
			<sshPrnamt>307777</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>307777</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WW GRAINGER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>384802104</cusip>
		<figi>BBG000BKR1D6</figi>
		<value>41360243</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37917</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37917</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WYNDHAM HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98311A105</cusip>
		<figi>BBG00HCY3Q67</figi>
		<value>739193</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<putCall>Call</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WYNDHAM HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98311A105</cusip>
		<figi>BBG00HCY3Q67</figi>
		<value>34883411</value>
		<shrsOrPrnAmt>
			<sshPrnamt>429440</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>429440</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<figi>BBG000BCTQ65</figi>
		<value>588889</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7413</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7413</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XPO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983793100</cusip>
		<figi>BBG000L5CJF3</figi>
		<value>25069129</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128857</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128857</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>YETI HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98585X104</cusip>
		<figi>BBG00D8JC882</figi>
		<value>238677</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6523</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6523</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZIONS BANCORPORATION NATL AS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>989701107</cusip>
		<figi>BBG000BX9WL1</figi>
		<value>13138628</value>
		<shrsOrPrnAmt>
			<sshPrnamt>228022</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>228022</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
