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 |
| AUTOZONE INC | COM | 053332102 | 19,424 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 3,810 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 4,476 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 19,059 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 13,802 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| COURSERA INC | COM | 22266M104 | 3,341 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 12,171 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,870 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 4,751 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 7,142 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,381 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 7,727 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 5,512 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 14,753 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 14,908 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 6,447 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 23,093 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,347 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MIDDLEBY CORP | COM | 596278101 | 4,099 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 12,122 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 330 | 2,221 | SH | Put | SOLE | 2,221 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 3,767 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 1,600 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 973 | 339,000 | SH | SOLE | 339,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 9,169 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 2,755 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 257 | 2,500 | SH | Put | SOLE | 2,500 | 0 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,496 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 14,507 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SPDR SER TR | S&P RETAIL ETF | 78464A714 | 227 | 3,000 | SH | Put | SOLE | 3,000 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 9,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 6,320 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 3,552 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 14,966 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 16,630 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||