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
ACTIVISION BLIZZARD INC COM 00507V109 29,737 823,500 SH   SOLE 823,500 0 0
BALL CORP COM 058498106 13,505 179,900 SH   SOLE 179,900 0 0
BIO RAD LABS INC CL A 090572207 28,162 154,500 SH   SOLE 154,500 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 21,245 290,000 SH Put SOLE 290,000 0 0
COLFAX CORP COM 194014106 28,852 803,000 SH   SOLE 803,000 0 0
DILLARDS INC CL A 254067101 33,414 533,000 SH   SOLE 533,000 0 0
DILLARDS INC CL A 254067101 33,539 535,000 SH Call SOLE 535,000 0 0
EAGLE MATERIALS INC COM 26969P108 37,914 384,800 SH   SOLE 384,800 0 0
HEXCEL CORP NEW COM 428291108 34,979 680,000 SH Put SOLE 680,000 0 0
IHS MARKIT LTD SHS G47567105 50,459 1,425,000 SH   SOLE 1,425,000 0 0
IHS MARKIT LTD SHS G47567105 18,944 535,000 SH Call SOLE 535,000 0 0
LAMB WESTON HLDGS INC COM 513272104 7,740 204,500 SH   SOLE 204,500 0 0
LAMB WESTON HLDGS INC COM 513272104 6,775 179,000 SH Call SOLE 179,000 0 0
LENNAR CORP CL A 526057104 11,484 267,500 SH   SOLE 267,500 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 17,834 583,000 SH   SOLE 583,000 0 0
LOWES COS INC COM 548661107 48,575 683,000 SH   SOLE 683,000 0 0
MACYS INC COM 55616P104 21,414 598,000 SH   SOLE 598,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 60,899 274,900 SH   SOLE 274,900 0 0
NVR INC COM 62944T105 64,383 38,576 SH   SOLE 38,576 0 0
PTC INC COM 69370C100 31,394 678,500 SH   SOLE 678,500 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 35,276 443,500 SH   SOLE 443,500 0 0
STERIS PLC SHS USD G84720104 7,581 112,500 SH   SOLE 112,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,199 247,500 SH   SOLE 247,500 0 0
TOLL BROTHERS INC COM 889478103 9,006 290,500 SH   SOLE 290,500 0 0
TRIMBLE INC COM 896239100 22,688 752,500 SH   SOLE 752,500 0 0
U S SILICA HLDGS INC COM 90346E103 19,725 348,000 SH   SOLE 348,000 0 0
URBAN OUTFITTERS INC COM 917047102 6,351 223,000 SH   SOLE 223,000 0 0
VERSUM MATLS INC COM 92532W103 9,488 338,000 SH   SOLE 338,000 0 0
WABCO HLDGS INC COM 92927K102 41,929 395,000 SH   SOLE 395,000 0 0
WORTHINGTON INDS INC COM 981811102 18,383 387,500 SH Put SOLE 387,500 0 0