ALPHABET INC CAP STK CL A 02079K305 6497 6000 SH SOLE 6000 0 0 AMAZON COM INC COM 023135106 9468 5000 SH SOLE 5000 0 0 BEACON ROOFING SUPPLY INC COM 073685109 4254 115860 SH SOLE 115860 0 0 BRUNSWICK CORP COM 117043109 4589 100000 SH SOLE 100000 0 0 CARLISLE COS INC COM 142339100 28683 204280 SH SOLE 204280 0 0 CATERPILLAR INC DEL COM 149123101 16481 120926 SH SOLE 120926 0 0 COMPASS MINERALS INTL INC COM 20451N101 7495 136400 SH SOLE 136400 0 0 COTT CORP QUE COM 22163N106 2043 153008 SH SOLE 153008 0 0 D R HORTON INC COM 23331A109 3666 85000 SH SOLE 85000 0 0 FASTENAL CO COM 311900104 9777 300000 SH Put SOLE 300000 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 27819 486941 SH SOLE 486941 0 0 GENERAL ELECTRIC CO COM 369604103 9016 858630 SH SOLE 858630 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 16506 300000 SH Put SOLE 300000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 31100 200000 SH Call SOLE 200000 0 0 JACOBS ENGR GROUP INC COM 469814107 23336 276530 SH SOLE 276530 0 0 KIRBY CORP COM 497266106 13643 172690 SH SOLE 172690 0 0 LEAR CORP COM NEW 521865204 7938 57000 SH SOLE 57000 0 0 LENNAR CORP CL A 526057104 11963 246869 SH SOLE 246869 0 0 MANITOWOC CO INC COM NEW 563571405 6586 370000 SH SOLE 370000 0 0 MANITOWOC CO INC COM NEW 563571405 3560 200000 SH Call SOLE 200000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 9981 43374 SH SOLE 43374 0 0 NORDSON CORP COM 655663102 19783 140000 SH Put SOLE 140000 0 0 OSHKOSH CORP COM 688239201 11513 137891 SH SOLE 137891 0 0 OWENS CORNING NEW COM 690742101 18740 322000 SH Call SOLE 322000 0 0 OWENS CORNING NEW COM 690742101 11622 199695 SH SOLE 199695 0 0 SCHLUMBERGER LTD COM 806857108 3974 100000 SH SOLE 100000 0 0 SHERWIN WILLIAMS CO COM 824348106 4583 10000 SH SOLE 10000 0 0 SUMMIT MATLS INC CL A 86614U100 7248 376500 SH SOLE 376500 0 0 TEXTRON INC COM 883203101 13776 259730 SH SOLE 259730 0 0 THOR INDS INC COM 885160101 7014 120000 SH SOLE 120000 0 0 TOPBUILD CORP COM 89055F103 12000 145000 SH SOLE 145000 0 0 UNITED CONTL HLDGS INC COM 910047109 12334 140885 SH SOLE 140885 0 0 UNITED RENTALS INC COM 911363109 32309 243605 SH SOLE 243605 0 0 VULCAN MATLS CO COM 929160109 10388 75654 SH SOLE 75654 0 0