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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   14,190,000 215,000 SH   SOLE   215,000 0 0
ACCENTURE PLC IRELAND PUT G1151C951   87,727,500 250,000 SH Put SOLE   250,000 0 0
AMAZON COM INC COM 023135106   41,783,500 275,000 SH   SOLE   275,000 0 0
AMPHENOL CORP NEW CL A 032095101   4,956,500 50,000 SH   SOLE   50,000 0 0
ATI INC COM 01741R102   19,779,450 435,000 SH   SOLE   435,000 0 0
AUTOZONE INC COM 053332102   34,905,735 13,500 SH   SOLE   13,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   30,049,200 180,000 SH   SOLE   180,000 0 0
CROWN HLDGS INC COM 228368106   33,612,850 365,000 SH   SOLE   365,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   7,992,039 36,485 SH   SOLE   36,485 0 0
DEERE & CO COM 244199105   23,992,200 60,000 SH   SOLE   60,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   22,126,500 550,000 SH   SOLE   550,000 0 0
EATON CORP PLC SHS G29183103   49,368,100 205,000 SH   SOLE   205,000 0 0
ENPHASE ENERGY INC COM 29355A107   3,303,500 25,000 SH   SOLE   25,000 0 0
FIRST SOLAR INC COM 336433107   16,366,600 95,000 SH   SOLE   95,000 0 0
FRONTDOOR INC COM 35905A109   26,415,000 750,000 SH   SOLE   750,000 0 0
HONEYWELL INTL INC COM 438516106   20,971,000 100,000 SH   SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   280,994,000 1,400,000 SH Put SOLE   1,400,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   34,584,000 600,000 SH   SOLE   600,000 0 0
KBR INC COM 48242W106   41,834,550 755,000 SH   SOLE   755,000 0 0
KBR INC COM 48242W106   65,106,750 1,175,000 SH Call SOLE   1,175,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   16,849,600 80,000 SH   SOLE   80,000 0 0
LANDSTAR SYS INC COM 515098101   23,238,000 120,000 SH   SOLE   120,000 0 0
LOWES COS INC COM 548661107   48,961,000 220,000 SH   SOLE   220,000 0 0
MICROSOFT CORP COM 594918104   33,843,600 90,000 SH   SOLE   90,000 0 0
NORFOLK SOUTHN CORP COM 655844108   22,456,100 95,000 SH   SOLE   95,000 0 0
PARKER-HANNIFIN CORP COM 701094104   54,132,250 117,500 SH   SOLE   117,500 0 0
PEPSICO INC COM 713448108   23,777,600 140,000 SH   SOLE   140,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   142,500 125,000 SH   SOLE   125,000 0 0
RH COM 74967X103   14,574,000 50,000 SH   SOLE   50,000 0 0
SHERWIN WILLIAMS CO COM 824348106   10,916,500 35,000 SH   SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   237,655,000 500,000 SH Put SOLE   500,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   61,161,000 380,000 SH   SOLE   380,000 0 0
TRANSDIGM GROUP INC COM 893641100   45,522,000 45,000 SH   SOLE   45,000 0 0
UNION PAC CORP COM 907818108   73,686,000 300,000 SH   SOLE   300,000 0 0
WASTE CONNECTIONS INC COM 94106B101   35,078,450 235,000 SH   SOLE   235,000 0 0
WATSCO INC COM 942622200   45,546,361 106,300 SH   SOLE   106,300 0 0
WESTERN DIGITAL CORP. COM 958102105   18,853,200 360,000 SH   SOLE   360,000 0 0