The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106 17,731 117,250 SH   OTR 2 117,250 0 0
AIR PRODS & CHEMS INC COM 009158106 46,878 310,000 SH   SOLE 1 310,000 0 0
AIR PRODS & CHEMS INC COM 009158106 2,463 16,287 SH   SOLE   16,287 0 0
ALBEMARLE CORP COM 012653101 25,217 185,000 SH   SOLE 1 185,000 0 0
ALBEMARLE CORP COM 012653101 1,316 9,652 SH   SOLE   9,652 0 0
AMBARELLA INC SHS G037AX101 69,658 1,421,300 SH Call SOLE 1 1,421,300 0 0
AMBARELLA INC SHS G037AX101 3,857 78,700 SH Call SOLE   78,700 0 0
AMBARELLA INC SHS G037AX101 43,714 891,950 SH   SOLE 1 891,950 0 0
AMBARELLA INC SHS G037AX101 2,329 47,515 SH   SOLE   47,515 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 23,745 500,000 SH   SOLE 1 500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,311 27,597 SH   SOLE   27,597 0 0
ANADARKO PETE CORP COM 032511107 29,310 600,000 SH   SOLE 1 600,000 0 0
ANADARKO PETE CORP COM 032511107 1,618 33,116 SH   SOLE   33,116 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 20,608 800,000 SH   SOLE 1 800,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,137 44,155 SH   SOLE   44,155 0 0
BOYD GAMING CORP COM 103304101 21,050 808,079 SH   SOLE 1 808,079 0 0
BOYD GAMING CORP COM 103304101 1,154 44,282 SH   SOLE   44,282 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 17,990 1,000,000 SH   SOLE 1 1,000,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 993 55,194 SH   SOLE   55,194 0 0
CF INDS HLDGS INC COM 125269100 28,128 800,000 SH   SOLE 1 800,000 0 0
CF INDS HLDGS INC COM 125269100 724 20,600 SH   SOLE   20,600 0 0
COHERENT INC COM 192479103 47,015 199,920 SH   SOLE 1 199,920 0 0
COHERENT INC COM 192479103 2,598 11,048 SH   SOLE   11,048 0 0
DEERE & CO COM 244199105 43,957 350,000 SH   SOLE 1 350,000 0 0
DEERE & CO COM 244199105 2,426 19,316 SH   SOLE   19,316 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 49,200 500,000 SH   SOLE 1 500,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 2,667 27,102 SH   SOLE   27,102 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,110 500,000 SH Call SOLE 1 500,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,326 27,500 SH Call SOLE   27,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 53,042 1,100,000 SH   SOLE 1 1,100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,928 60,713 SH   SOLE   60,713 0 0
FEDEX CORP COM 31428X106 22,558 100,000 SH   SOLE 1 100,000 0 0
FEDEX CORP COM 31428X106 1,245 5,519 SH   SOLE   5,519 0 0
GENERAL DYNAMICS CORP COM 369550108 75,628 367,876 SH   SOLE 1 367,876 0 0
GENERAL DYNAMICS CORP COM 369550108 4,102 19,954 SH   SOLE   19,954 0 0
GENERAL MTRS CO COM 37045V100 20,190 500,000 SH   SOLE 1 500,000 0 0
GENERAL MTRS CO COM 37045V100 1,114 27,597 SH   SOLE   27,597 0 0
HONEYWELL INTL INC COM 438516106 70,870 500,000 SH   SOLE 1 500,000 0 0
HONEYWELL INTL INC COM 438516106 3,911 27,594 SH   SOLE   27,594 0 0
HYATT HOTELS CORP COM CL A 448579102 10,813 175,000 SH   SOLE 1 175,000 0 0
HYATT HOTELS CORP COM CL A 448579102 598 9,672 SH   SOLE   9,672 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 31,407 753,881 SH   SOLE 1 753,881 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,723 41,350 SH   SOLE   41,350 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 43,240 800,000 SH   SOLE 1 800,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,321 42,937 SH   SOLE   42,937 0 0
PARKER HANNIFIN CORP COM 701094104 56,006 320,000 SH   SOLE 1 320,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,048 17,417 SH   SOLE   17,417 0 0
PRAXAIR INC COM 74005P104 17,468 125,000 SH   SOLE 1 125,000 0 0
PRAXAIR INC COM 74005P104 964 6,898 SH   SOLE   6,898 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,741 36,897 SH   SOLE 1 36,897 0 0
RIO TINTO PLC SPONSORED ADR 767204100 96 2,039 SH   SOLE   2,039 0 0
RSP PERMIAN INC COM 74978Q105 22,484 650,000 SH   SOLE 1 650,000 0 0
RSP PERMIAN INC COM 74978Q105 1,241 35,873 SH   SOLE   35,873 0 0
SCHLUMBERGER LTD Equity 806857108 27,904 400,000 SH   SOLE 1 400,000 0 0
SCHLUMBERGER LTD Equity 806857108 1,540 22,076 SH   SOLE   22,076 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 16,454 270,000 SH   SOLE 1 270,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 883 14,486 SH   SOLE   14,486 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 58,443 1,050,000 SH   SOLE 1 1,050,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,091 55,535 SH   SOLE   55,535 0 0
SOUTHWEST AIRLS CO COM 844741108 44,784 800,000 SH   SOLE 1 800,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,472 44,156 SH   SOLE   44,156 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 376,845 1,500,000 SH Put SOLE 1 1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,672 38,500 SH Put SOLE   38,500 0 0
TESLA INC COM 88160R101 51,165 150,000 SH Put SOLE 1 150,000 0 0
TESLA INC Listed Option 88160R101 2,797 8,200 SH Put SOLE   8,200 0 0
TESLA INC COM 88160R101 81,864 240,000 SH   SOLE 1 240,000 0 0
TESLA INC COM 88160R101 4,519 13,249 SH   SOLE   13,249 0 0
TEXTRON INC COM 883203101 19,503 361,967 SH   OTR 2 361,967 0 0
TEXTRON INC COM 883203101 37,716 700,000 SH   SOLE 1 700,000 0 0
TEXTRON INC COM 883203101 1,977 36,699 SH   SOLE   36,699 0 0
TRONOX LTD SHS CL A Q9235V101 32,705 1,550,000 SH   SOLE 1 1,550,000 0 0
TRONOX LTD SHS CL A Q9235V101 1,805 85,546 SH   SOLE   85,546 0 0
UNIVAR INC COM 91336L107 39,004 1,348,230 SH   SOLE 1 1,348,230 0 0
UNIVAR INC COM 91336L107 2,113 73,055 SH   SOLE   73,055 0 0
VAIL RESORTS INC COM 91879Q109 20,531 90,000 SH   SOLE 1 90,000 0 0
VAIL RESORTS INC COM 91879Q109 1,139 4,992 SH   SOLE   4,992 0 0
VENATOR MATLS PLC SHS G9329Z100 14,690 650,000 SH   SOLE 1 650,000 0 0
VENATOR MATLS PLC SHS G9329Z100 812 35,945 SH   SOLE   35,945 0 0
VULCAN MATLS CO COM 929160109 16,245 135,824 SH   OTR 2 135,824 0 0
VULCAN MATLS CO COM 929160109 53,820 450,000 SH   SOLE 1 450,000 0 0
VULCAN MATLS CO COM 929160109 2,840 23,743 SH   SOLE   23,743 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 11,450 2,500,000 SH   SOLE 1 2,500,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 632 137,988 SH   SOLE   137,988 0 0
WESTLAKE CHEM CORP COM 960413102 18,695 225,000 SH   SOLE 1 225,000 0 0
WESTLAKE CHEM CORP COM 960413102 994 11,960 SH   SOLE   11,960 0 0