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 |
| APTIV PLC | SHS | G6095L109 | 32,289 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 7,535 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| BALL CORP | COM | 058498106 | 79,420 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 28,541 | 885,000 | SH | SOLE | 885,000 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 8,063 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 23,065 | 156,500 | SH | SOLE | 156,500 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 29,899 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 13,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 29,338 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 27,225 | 580,000 | SH | Call | SOLE | 580,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 32,319 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 82,881 | 399,810 | SH | SOLE | 399,810 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 20,730 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 11,501 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 27,936 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 7,371 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 5,748 | 235,000 | SH | Put | SOLE | 235,000 | 0 | 0 | |
| OSHKOSH CORP | COM | 688239201 | 60,835 | 787,300 | SH | SOLE | 787,300 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 46,898 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 7,801 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| SMITH A O | COM | 831865209 | 6,359 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 1,331 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |
| THOR INDS INC | COM | 885160101 | 8,638 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 33,644 | 412,500 | SH | SOLE | 412,500 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 18,273 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 27,558 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 32,998 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 17,368 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 20,809 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 66,219 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 61,462 | 459,120 | SH | SOLE | 459,120 | 0 | 0 | ||