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
AKAMAI TECHNOLOGIES INC COM 00971T101 3,701 31,000 SH Call DFND 1 31,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 23,580 197,500 SH Put DFND 1 197,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,088 10,000 SH Call DFND 1 10,000 0 0
CARLISLE COS INC COM 142339100 2,749 11,179 SH   DFND 1 11,179 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,720 37,500 SH   DFND 1 37,500 0 0
CHART INDS INC COM 16115Q308 2,886 16,800 SH   DFND 1 16,800 0 0
COLFAX CORP COM 194014106 2,370 59,575 SH   DFND 1 59,575 0 0
COPART INC COM 217204106 3,243 25,844 SH   DFND 1 25,844 0 0
CSX CORP COM 126408103 3,713 99,140 SH   DFND 1 99,140 0 0
DOORDASH INC CL A 25809K105 586 5,000 SH Call DFND 1 5,000 0 0
DOVER CORP COM 260003108 3,883 24,751 SH   DFND 1 24,751 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,939 53,532 SH   DFND 1 53,532 0 0
DYCOM INDS INC COM 267475101 1,419 14,900 SH   DFND 1 14,900 0 0
EMCOR GROUP INC COM 29084Q100 2,771 24,600 SH   DFND 1 24,600 0 0
FLOWSERVE CORP COM 34354P105 2,456 68,401 SH   DFND 1 68,401 0 0
FORTIVE CORP COM 34959J108 2,437 40,000 SH   DFND 1 40,000 0 0
GENERAC HLDGS INC COM 368736104 1,701 5,723 SH   DFND 1 5,723 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 1,143 80,000 SH   DFND 1 80,000 0 0
GRAINGER W W INC COM 384802104 1,679 3,256 SH   DFND 1 3,256 0 0
HEXCEL CORP NEW COM 428291108 2,656 44,659 SH   DFND 1 44,659 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,780 23,808 SH   DFND 1 23,808 0 0
ILLINOIS TOOL WKS INC COM 452308109 5,423 25,900 SH   DFND 1 25,900 0 0
INGERSOLL RAND INC COM 45687V106 2,115 42,000 SH   DFND 1 42,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 5,474 15,100 SH Put DFND 1 15,100 0 0
KBR INC COM 48242W106 2,441 44,602 SH   DFND 1 44,602 0 0
LITHIA MTRS INC COM 536797103 3,181 10,600 SH   DFND 1 10,600 0 0
LKQ CORP COM 501889208 772 17,000 SH   DFND 1 17,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,966 15,500 SH   DFND 1 15,500 0 0
MASCO CORP COM 574599106 3,930 77,060 SH   DFND 1 77,060 0 0
MATCH GROUP INC NEW COM 57667L107 2,175 20,000 SH Call DFND 1 20,000 0 0
MATCH GROUP INC NEW COM 57667L107 6,764 62,200 SH Put DFND 1 62,200 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 1,847 46,800 SH   DFND 1 46,800 0 0
MIDDLEBY CORP COM 596278101 2,266 13,821 SH   DFND 1 13,821 0 0
NVENT ELECTRIC PLC SHS G6700G107 5,686 163,509 SH   DFND 1 163,509 0 0
PACCAR INC COM 693718108 3,540 40,200 SH   DFND 1 40,200 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,120 11,142 SH   DFND 1 11,142 0 0
RYDER SYS INC COM 783549108 1,468 18,500 SH   DFND 1 18,500 0 0
SAIA INC COM 78709Y105 2,511 10,297 SH   DFND 1 10,297 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,132 7,000 SH   DFND 1 7,000 0 0
SMITH A O CORP COM 831865209 2,683 42,000 SH   DFND 1 42,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,556 31,831 SH   DFND 1 31,831 0 0
TE CONNECTIVITY LTD SHS H84989104 2,935 22,413 SH   DFND 1 22,413 0 0
UNION PAC CORP COM 907818108 3,676 13,454 SH   DFND 1 13,454 0 0
UNITED AIRLS HLDGS INC COM 910047109 862 18,600 SH   DFND 1 18,600 0 0
UNITED RENTALS INC COM 911363109 1,812 5,100 SH   DFND 1 5,100 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 11,415 112,700 SH   SOLE   112,700 0 0
WASTE MGMT INC DEL COM 94106L109 3,974 25,075 SH   DFND 1 25,075 0 0
XPO LOGISTICS INC COM 983793100 2,046 28,100 SH   DFND 1 28,100 0 0