The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADOBE SYS INC | COM | 00724F101 | 10,443 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AECOM | COM | 00766T100 | 5,522 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AGCO CORP | COM | 001084102 | 16,967 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 26,381 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 61,891 | 104,000 | SH | Call | SOLE | 104,000 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 34,245 | 450,000 | SH | Put | SOLE | 450,000 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 76,634 | 614,500 | SH | SOLE | 614,500 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 77,931 | 1,871,540 | SH | SOLE | 1,871,540 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 32,479 | 780,000 | SH | Call | SOLE | 780,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 21,164 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 26,915 | 160,180 | SH | SOLE | 160,180 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 60,375 | 480,730 | SH | SOLE | 480,730 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 85,128 | 797,830 | SH | SOLE | 797,830 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 27,520 | 233,100 | SH | SOLE | 233,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 22,213 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 12,114 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| ISHARES TR | NA TEC SFTWR ETF | 464287515 | 32,909 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 74,090 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| LAMB WESTON HLDGS INC | COM | 513272104 | 25,609 | 546,140 | SH | SOLE | 546,140 | 0 | 0 | ||
| LEIDOS HLDGS INC | COM | 525327102 | 20,668 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 27,978 | 305,170 | SH | SOLE | 305,170 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 42,839 | 688,170 | SH | SOLE | 688,170 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 72,966 | 353,810 | SH | SOLE | 353,810 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 24,175 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 34,245 | 450,000 | SH | Call | SOLE | 450,000 | 0 | 0 | |
| SCHNEIDER NATIONAL INC | CL B | 80689H102 | 2,530 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 200,984 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
| TRINITY INDS INC | COM | 896522109 | 47,850 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 40,066 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 29,900 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 44,270 | 299,120 | SH | SOLE | 299,120 | 0 | 0 | ||