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
ALASKA AIR GROUP INC COM 011659109 12,078 200,000 SH   SOLE 1 12,078 0 0
ALASKA AIR GROUP INC COM 011659109 536 8,878 SH   SOLE   536 0 0
AMBARELLA INC SHS G037AX101 15,558 402,962 SH   SOLE 1 15,558 0 0
AMBARELLA INC SHS G037AX101 693 17,941 SH   SOLE   693 0 0
APTIV PLC SHS G6095L109 23,386 255,222 SH   SOLE 1 23,386 0 0
APTIV PLC SHS G6095L109 1,042 11,371 SH   SOLE   1,042 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 10,171 353,417 SH   SOLE 1 10,171 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 452 15,710 SH   SOLE   452 0 0
AUTONATION INC COM 05329W102 2,973 61,200 SH Put SOLE 1 2,973 0 0
AUTONATION INC COM 05329W102 63 1,300 SH Put SOLE   63 0 0
BOYD GAMING CORP COM 103304101 21,004 606,013 SH   SOLE 1 21,004 0 0
BOYD GAMING CORP COM 103304101 936 26,991 SH   SOLE   936 0 0
CAESARS ENTMT CORP COM 127686103 11,290 1,055,099 SH   SOLE 1 11,290 0 0
CAESARS ENTMT CORP COM 127686103 502 46,926 SH   SOLE   502 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 8,905 493,064 SH   SOLE 1 8,905 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 397 21,971 SH   SOLE   397 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 47,167 109,342 SH   SOLE 1 47,167 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,096 4,860 SH   SOLE   2,096 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,862 150,000 SH   SOLE 1 11,862 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 527 6,659 SH   SOLE   527 0 0
EASTMAN CHEM CO COM 277432100 27,379 273,897 SH   SOLE 1 27,379 0 0
EASTMAN CHEM CO COM 277432100 1,219 12,193 SH   SOLE   1,219 0 0
EMERSON ELEC CO COM 291011104 25,192 364,366 SH   SOLE 1 25,192 0 0
EMERSON ELEC CO COM 291011104 1,123 16,238 SH   SOLE   1,123 0 0
FLUOR CORP NEW COM 343412102 30,794 631,290 SH   SOLE 1 30,794 0 0
FLUOR CORP NEW COM 343412102 1,372 28,128 SH   SOLE   1,372 0 0
FLUOR CORP NEW COM 343412102 24,390 500,000 SH Call SOLE 1 24,390 0 0
FLUOR CORP NEW COM 343412102 1,083 22,200 SH Call SOLE   1,083 0 0
F M C CORP COM NEW 302491303 26,763 300,000 SH   SOLE 1 26,763 0 0
F M C CORP COM NEW 302491303 1,192 13,364 SH   SOLE   1,192 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,904 400,000 SH   SOLE 1 6,904 0 0
FREEPORT-MCMORAN INC CL B 35671D857 307 17,792 SH   SOLE   307 0 0
GENERAL DYNAMICS CORP COM 369550108 31,032 166,471 SH   SOLE 1 31,032 0 0
GENERAL DYNAMICS CORP COM 369550108 1,379 7,399 SH   SOLE   1,379 0 0
GENERAL MTRS CO COM 37045V100 7,880 200,000 SH   SOLE 1 7,880 0 0
GENERAL MTRS CO COM 37045V100 350 8,878 SH   SOLE   350 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 13,571 1,327,729 SH   SOLE 1 13,571 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 603 58,953 SH   SOLE   603 0 0
HYATT HOTELS CORP COM CL A 448579102 14,067 182,335 SH   SOLE 1 14,067 0 0
HYATT HOTELS CORP COM CL A 448579102 627 8,124 SH   SOLE   627 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 46,030 725,000 SH   SOLE 1 46,030 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 2,050 32,291 SH   SOLE   2,050 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 18,095 285,000 SH   OTR 2 18,095 0 0
LEAR CORP COM NEW 521865204 6,503 35,000 SH   SOLE 1 6,503 0 0
LEAR CORP COM NEW 521865204 289 1,553 SH   SOLE   289 0 0
MARRIOTT INTL INC NEW CL A 571903202 12,660 100,000 SH   SOLE 1 12,660 0 0
MARRIOTT INTL INC NEW CL A 571903202 563 4,446 SH   SOLE   563 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,980 300,000 SH   SOLE 1 19,980 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 887 13,315 SH   SOLE   887 0 0
MOSAIC CO NEW COM 61945C103 27,011 962,943 SH   SOLE 1 27,011 0 0
MOSAIC CO NEW COM 61945C103 1,203 42,884 SH   SOLE   1,203 0 0
NUTRIEN LTD COM 67077M108 16,205 297,989 SH   SOLE 1 16,205 0 0
NUTRIEN LTD COM 67077M108 721 13,259 SH   SOLE   721 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 42,058 502,600 SH   SOLE 1 42,058 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,871 22,363 SH   SOLE   1,871 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 20,063 239,753 SH   OTR 2 20,063 0 0
PENN NATL GAMING INC COM 707569109 16,881 502,547 SH   SOLE 1 16,881 0 0
PENN NATL GAMING INC COM 707569109 751 22,352 SH   SOLE   751 0 0
PRAXAIR INC COM 74005P104 14,116 89,260 SH   SOLE 1 14,116 0 0
PRAXAIR INC COM 74005P104 628 3,972 SH   SOLE   628 0 0
PRAXAIR INC COM 74005P104 36,042 227,900 SH Call SOLE 1 36,042 0 0
PRAXAIR INC COM 74005P104 1,597 10,100 SH Call SOLE   1,597 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 8,754 100,000 SH   SOLE 1 8,754 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 390 4,455 SH   SOLE   390 0 0
RIO TINTO PLC SPONSORED ADR 767204100 14,227 256,426 SH   SOLE 1 14,227 0 0
RIO TINTO PLC SPONSORED ADR 767204100 633 11,402 SH   SOLE   633 0 0
SEAWORLD ENTMT INC COM 81282V100 4,364 200,000 SH   SOLE 1 4,364 0 0
SEAWORLD ENTMT INC COM 81282V100 194 8,899 SH   SOLE   194 0 0
SEMPRA ENERGY COM 816851109 8,708 75,000 SH   SOLE 1 8,708 0 0
SEMPRA ENERGY COM 816851109 387 3,330 SH   SOLE   387 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 18,019 375,000 SH   SOLE 1 18,019 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 803 16,713 SH   SOLE   803 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 16,818 350,000 SH   OTR 2 16,818 0 0
SOUTHWEST AIRLS CO COM 844741108 35,616 700,000 SH   SOLE 1 35,616 0 0
SOUTHWEST AIRLS CO COM 844741108 1,581 31,073 SH   SOLE   1,581 0 0
STARS GROUP INC COM 85570W100 17,279 476,611 SH   SOLE 1 17,279 0 0
STARS GROUP INC COM 85570W100 768 21,173 SH   SOLE   768 0 0
TEREX CORP NEW COM 880779103 12,494 296,148 SH   SOLE 1 12,494 0 0
TEREX CORP NEW COM 880779103 556 13,176 SH   SOLE   556 0 0
TEXTRON INC COM 883203101 32,531 493,568 SH   SOLE 1 32,531 0 0
TEXTRON INC COM 883203101 1,449 21,980 SH   SOLE   1,449 0 0