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
3M CO COM 88579Y101   41,693,500 305,000 SH   SOLE   305,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,612,000 100,000 SH   SOLE   100,000 0 0
AMAZON COM INC COM 023135106   29,812,800 160,000 SH   SOLE   160,000 0 0
AMPHENOL CORP NEW CL A 032095101   80,146,800 1,230,000 SH   SOLE   1,230,000 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   20,023,756 533,540 SH   SOLE   533,540 0 0
BAKER HUGHES COMPANY CL A 05722G100   58,743,750 1,625,000 SH   SOLE   1,625,000 0 0
BEST BUY INC COM 086516101   13,429,000 130,000 SH   SOLE   130,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   22,293,900 115,000 SH   SOLE   115,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   5,435,000 50,000 SH   SOLE   50,000 0 0
CINEMARK HLDGS INC COM 17243V102   27,700,800 995,000 SH   SOLE   995,000 0 0
CRANE COMPANY COMMON STOCK 224408104   49,066,800 310,000 SH   SOLE   310,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   26,973,925 92,500 SH   SOLE   92,500 0 0
FLUOR CORP NEW CALL 343412902   38,168,000 800,000 SH Call SOLE   800,000 0 0
FLUOR CORP NEW COM 343412102   60,353,150 1,265,000 SH   SOLE   1,265,000 0 0
HOME DEPOT INC COM 437076102   20,260,000 50,000 SH   SOLE   50,000 0 0
HUBBELL INC COM 443510607   60,825,700 142,000 SH   SOLE   142,000 0 0
INGERSOLL RAND INC COM 45687V106   58,896,000 600,000 SH   SOLE   600,000 0 0
INVESCO EXCH TRADED FD TR II PUT 46138E954   125,527,500 1,750,000 SH Put SOLE   1,750,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   64,028,250 825,000 SH   SOLE   825,000 0 0
KBR INC COM 48242W106   27,680,250 425,000 SH   SOLE   425,000 0 0
KBR INC CALL 48242W906   32,565,000 500,000 SH Call SOLE   500,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   21,580,000 400,000 SH   SOLE   400,000 0 0
LENNAR CORP CL A 526057104   32,809,000 175,000 SH   SOLE   175,000 0 0
LITHIA MTRS INC COM 536797103   28,587,600 90,000 SH   SOLE   90,000 0 0
LITTELFUSE INC COM 537008104   24,535,625 92,500 SH   SOLE   92,500 0 0
MICRON TECHNOLOGY INC COM 595112103   30,594,450 295,000 SH   SOLE   295,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   34,846,325 77,500 SH   SOLE   77,500 0 0
PACKAGING CORP AMER COM 695156109   20,463,000 95,000 SH   SOLE   95,000 0 0
PARKER-HANNIFIN CORP COM 701094104   67,920,650 107,500 SH   SOLE   107,500 0 0
PAYCHEX INC PUT 704326957   41,598,900 310,000 SH Put SOLE   310,000 0 0
SELECT SECTOR SPDR TR PUT 81369Y954   270,880,000 2,000,000 SH Put SOLE   2,000,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   21,162,750 525,000 SH   SOLE   525,000 0 0
SIX FLAGS ENTERTAINMENT CORP CALL 83001C908   56,434,000 1,400,000 SH Call SOLE   1,400,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   344,256,000 600,000 SH Put SOLE   600,000 0 0
SPDR SER TR PUT 78464A954   75,382,607 970,300 SH Put SOLE   970,300 0 0
SPDR SER TR PUT 78464A957   44,956,500 850,000 SH Put SOLE   850,000 0 0
STARBUCKS CORP COM 855244109   26,322,300 270,000 SH   SOLE   270,000 0 0
STEEL DYNAMICS INC COM 858119100   35,932,800 285,000 SH   SOLE   285,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR CALL 874054909   146,024,500 950,000 SH Call SOLE   950,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   53,798,500 350,000 SH   SOLE   350,000 0 0
TOLL BROTHERS INC COM 889478103   33,215,350 215,000 SH   SOLE   215,000 0 0
TRANSDIGM GROUP INC COM 893641100   23,547,645 16,500 SH   SOLE   16,500 0 0
UNITED RENTALS INC COM 911363109   40,486,500 50,000 SH   SOLE   50,000 0 0
VANECK ETF TRUST PUT 92189F956   73,635,000 300,000 SH Put SOLE   300,000 0 0
WESTERN DIGITAL CORP. CALL 958102905   46,624,500 650,000 SH Call SOLE   650,000 0 0
WESTERN DIGITAL CORP. COM 958102105   85,362,500 1,250,000 SH   SOLE   1,250,000 0 0