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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   51,095,000 500,000 SH   SOLE   500,000 0 0
AMAZON COM INC COM 023135106   62,806,250 325,000 SH   SOLE   325,000 0 0
AMAZON COM INC CALL 023135906   21,257,500 110,000 SH Call SOLE   110,000 0 0
AMETEK INC COM 031100100   37,509,750 225,000 SH   SOLE   225,000 0 0
AMPHENOL CORP NEW CL A 032095101   6,737,000 100,000 SH   SOLE   100,000 0 0
AUTONATION INC COM 05329W102   23,907,000 150,000 SH   SOLE   150,000 0 0
AUTOZONE INC COM 053332102   31,123,050 10,500 SH   SOLE   10,500 0 0
AVERY DENNISON CORP COM 053611109   42,636,750 195,000 SH   SOLE   195,000 0 0
CINEMARK HLDGS INC COM 17243V102   25,944,000 1,200,000 SH   SOLE   1,200,000 0 0
CRANE COMPANY COMMON STOCK 224408104   23,921,700 165,000 SH   SOLE   165,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   41,013,000 150,000 SH   SOLE   150,000 0 0
CYBERARK SOFTWARE LTD CALL M2682V908   9,569,700 35,000 SH Call SOLE   35,000 0 0
EATON CORP PLC SHS G29183103   39,193,750 125,000 SH   SOLE   125,000 0 0
F5 INC CALL 315616902   43,918,650 255,000 SH Call SOLE   255,000 0 0
FLUOR CORP NEW CALL 343412902   28,307,500 650,000 SH Call SOLE   650,000 0 0
FLUOR CORP NEW COM 343412102   51,171,250 1,175,000 SH   SOLE   1,175,000 0 0
FRONTDOOR INC COM 35905A109   21,963,500 650,000 SH   SOLE   650,000 0 0
FRONTDOOR INC CALL 35905A909   16,895,000 500,000 SH Call SOLE   500,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   5,609,500 650,000 SH   SOLE   650,000 0 0
GE AEROSPACE COM NEW 369604301   19,871,250 125,000 SH   SOLE   125,000 0 0
GE VERNOVA INC COM 36828A101   20,581,200 120,000 SH   SOLE   120,000 0 0
GOLAR LNG LTD SHS G9456A100   31,350,000 1,000,000 SH   SOLE   1,000,000 0 0
HOME DEPOT INC COM 437076102   43,030,000 125,000 SH   SOLE   125,000 0 0
HUBSPOT INC COM 443573100   61,927,950 105,000 SH   SOLE   105,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   40,800,000 255,000 SH   SOLE   255,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   35,933,250 75,000 SH   SOLE   75,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   40,879,050 615,000 SH   SOLE   615,000 0 0
KBR INC COM 48242W106   69,591,900 1,085,000 SH   SOLE   1,085,000 0 0
KBR INC CALL 48242W906   32,070,000 500,000 SH Call SOLE   500,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   43,680,000 875,000 SH   SOLE   875,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   33,687,000 150,000 SH   SOLE   150,000 0 0
LOCKHEED MARTIN CORP COM 539830109   21,019,500 45,000 SH   SOLE   45,000 0 0
PARKER-HANNIFIN CORP COM 701094104   48,051,950 95,000 SH   SOLE   95,000 0 0
SAIA INC COM 78709Y105   27,271,675 57,500 SH   SOLE   57,500 0 0
SELECT SECTOR SPDR TR PUT 81369Y954   320,676,531 2,631,300 SH Put SOLE   2,631,300 0 0
SENTINELONE INC CALL 81730H909   10,525,000 500,000 SH Call SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106   44,764,500 150,000 SH   SOLE   150,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   48,053,000 1,450,000 SH   SOLE   1,450,000 0 0
SIX FLAGS ENTMT CORP NEW CALL 83001A902   21,196,500 390,000 SH Call SOLE   390,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   680,275,000 1,250,000 SH Put SOLE   1,250,000 0 0
SPDR SER TR PUT 78464A954   37,490,000 500,000 SH Put SOLE   500,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR CALL 874054909   122,868,198 790,200 SH Call SOLE   790,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   55,976,400 360,000 SH   SOLE   360,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR CALL 874054909   46,647 300 SH Call SOLE   300 0 0
TRANSDIGM GROUP INC COM 893641100   42,799,935 33,500 SH   SOLE   33,500 0 0
UNITED AIRLS HLDGS INC COM 910047109   47,443,500 975,000 SH   SOLE   975,000 0 0
WASTE CONNECTIONS INC COM 94106B101   38,579,200 220,000 SH   SOLE   220,000 0 0