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
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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
AGCO CORP COM 001084102 18,852 400,000 SH   SOLE 400,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 8,390 150,000 SH   SOLE 150,000 0 0
APPLE INC COM 037833100 20,076 210,000 SH   SOLE 210,000 0 0
BALL CORP COM 058498106 45,933 635,400 SH   SOLE 635,400 0 0
BOYD GAMING CORP COM 103304101 17,112 930,000 SH   SOLE 930,000 0 0
DBX ETF TR DBXTR HAR CS 300 233051879 47,520 2,000,000 SH Call SOLE 2,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,208 390,000 SH   SOLE 390,000 0 0
EAGLE MATERIALS INC COM 26969P108 43,189 559,800 SH   SOLE 559,800 0 0
EMERSON ELEC CO COM 291011104 19,299 370,000 SH   SOLE 370,000 0 0
EMERSON ELEC CO COM 291011104 31,296 600,000 SH Call SOLE 600,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 17,540 165,000 SH   SOLE 165,000 0 0
FACEBOOK INC CL A 30303M102 23,256 203,500 SH   SOLE 203,500 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 25,140 2,000,000 SH Put SOLE 2,000,000 0 0
GENERAL DYNAMICS CORP COM 369550108 37,553 269,700 SH   SOLE 269,700 0 0
GENERAL DYNAMICS CORP COM 369550108 111,392 800,000 SH Call SOLE 800,000 0 0
GENERAL MTRS CO COM 37045V100 21,225 750,000 SH Put SOLE 750,000 0 0
JD COM INC SPON ADR CL A 47215P106 11,252 530,000 SH   SOLE 530,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 18,906 320,000 SH   SOLE 320,000 0 0
LOWES COS INC COM 548661107 13,673 172,700 SH   SOLE 172,700 0 0
MARTIN MARIETTA MATLS INC COM 573284106 15,744 82,000 SH   SOLE 82,000 0 0
NETFLIX INC COM 64110L106 12,350 135,000 SH   SOLE 135,000 0 0
NVR INC COM 62944T105 29,333 16,476 SH   SOLE 16,476 0 0
PTC INC COM 69370C100 5,637 150,000 SH Call SOLE 150,000 0 0
PTC INC COM 69370C100 32,319 860,000 SH   SOLE 860,000 0 0
REALOGY HLDGS CORP COM 75605Y106 25,718 886,200 SH   SOLE 886,200 0 0
SEALED AIR CORP NEW COM 81211K100 20,457 445,000 SH   SOLE 445,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 82,725 1,500,000 SH Put SOLE 1,500,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 131,175 2,500,000 SH Put SOLE 2,500,000 0 0
SUMMIT MATLS INC CL A 86614U100 19,738 964,694 SH   SOLE 964,694 0 0
TRIMBLE NAVIGATION LTD COM 896239100 27,770 1,140,000 SH   SOLE 1,140,000 0 0
UNITED RENTALS INC COM 911363109 28,819 429,500 SH   SOLE 429,500 0 0
WABCO HLDGS INC COM 92927K102 35,712 390,000 SH   SOLE 390,000 0 0
WESTROCK CO COM 96145D105 17,103 440,000 SH   SOLE 440,000 0 0