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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,566 30,000 SH   SOLE   30,000 0 0
APTIV PLC SHS G6095L109 15,119 165,000 SH   SOLE   165,000 0 0
BALL CORP COM 058498106 44,082 1,240,000 SH   SOLE   1,240,000 0 0
BALL CORP COM 058498106 10,665 300,000 SH Call SOLE   300,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 33,464 400,000 SH Put SOLE   400,000 0 0
CATERPILLAR INC DEL COM 149123101 13,092 96,500 SH   SOLE   96,500 0 0
DEERE & CO COM 244199105 28,589 204,500 SH   SOLE   204,500 0 0
DEERE & CO COM 244199105 41,940 300,000 SH Call SOLE   300,000 0 0
DOVER CORP COM 260003108 17,348 237,000 SH   SOLE   237,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 42,952 800,000 SH   SOLE   800,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 34,899 650,000 SH Call SOLE   650,000 0 0
GENUINE PARTS CO COM 372460105 9,179 100,000 SH Put SOLE   100,000 0 0
HALLIBURTON CO COM 406216101 11,265 250,000 SH Call SOLE   250,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 71,900 500,000 SH Put SOLE   500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 180,147 1,100,000 SH Put SOLE   1,100,000 0 0
KIRBY CORP COM 497266106 26,125 312,500 SH   SOLE   312,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 32,955 300,000 SH Call SOLE   300,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18,675 170,000 SH   SOLE   170,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 56,907 254,810 SH   SOLE   254,810 0 0
MARTIN MARIETTA MATLS INC COM 573284106 66,999 300,000 SH Call SOLE   300,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 11,573 20,000 SH Put SOLE   20,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 38,463 125,000 SH   SOLE   125,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 7,819 100,000 SH Put SOLE   100,000 0 0
OSHKOSH CORP COM 688239201 37,291 530,300 SH   SOLE   530,300 0 0
PRAXAIR INC COM 74005P104 11,915 75,338 SH   SOLE   75,338 0 0
PTC INC COM 69370C100 9,381 100,000 SH Put SOLE   100,000 0 0
RAYTHEON CO COM NEW 755111507 19,318 100,000 SH   SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 103,920 2,000,000 SH Put SOLE   2,000,000 0 0
SHERWIN WILLIAMS CO COM 824348106 50,946 125,000 SH   SOLE   125,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 81,384 300,000 SH Put SOLE   300,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,162 145,000 SH   SOLE   145,000 0 0
TEXTRON INC COM 883203101 33,199 503,700 SH Put SOLE   503,700 0 0
ULTA BEAUTY INC COM 90384S303 4,669 20,000 SH   SOLE   20,000 0 0
UNITED CONTL HLDGS INC COM 910047109 6,973 100,000 SH   SOLE   100,000 0 0
VULCAN MATLS CO COM 929160109 37,427 290,000 SH   SOLE   290,000 0 0
VULCAN MATLS CO COM 929160109 51,624 400,000 SH Call SOLE   400,000 0 0
WABCO HLDGS INC COM 92927K102 15,987 136,620 SH   SOLE   136,620 0 0