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   85,730,605 664,115 SH   SOLE   664,115 0 0
AMPHENOL CORP NEW CL A 032095101   64,910,817 934,641 SH   SOLE   934,641 0 0
APPLE INC PUT 037833950   86,319,774 344,700 SH Put SOLE   344,700 0 0
APTIV PLC COM SHS G3265R107   26,776,310 442,730 SH   SOLE   442,730 0 0
ARK ETF TR PUT 00214Q954   41,970,061 739,300 SH Put SOLE   739,300 0 0
ATI INC COM 01741R102   24,368,740 442,746 SH   SOLE   442,746 0 0
AUTONATION INC COM 05329W102   56,831,181 334,616 SH   SOLE   334,616 0 0
AUTOZONE INC COM 053332102   65,573,758 20,479 SH   SOLE   20,479 0 0
BURLINGTON STORES INC COM 122017106   39,301,792 137,872 SH   SOLE   137,872 0 0
CRANE COMPANY COMMON STOCK 224408104   60,471,920 398,497 SH   SOLE   398,497 0 0
CSX CORP COM 126408103   88,894,330 2,754,705 SH   SOLE   2,754,705 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   73,753,746 221,383 SH   SOLE   221,383 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   49,403,090 816,580 SH   SOLE   816,580 0 0
DICKS SPORTING GOODS INC COM 253393102   27,030,581 118,120 SH   SOLE   118,120 0 0
HERC HLDGS INC COM 42704L104   20,493,647 108,243 SH   SOLE   108,243 0 0
INGERSOLL RAND INC COM 45687V106   26,698,003 295,136 SH   SOLE   295,136 0 0
INVESCO EXCH TRADED FD TR II PUT 46138E954   120,708,000 1,724,400 SH Put SOLE   1,724,400 0 0
JOHNSON CTLS INTL PLC SHS G51502105   34,948,389 442,777 SH   SOLE   442,777 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   41,746,246 787,071 SH   SOLE   787,071 0 0
MASTEC INC COM 576323109   23,441,947 172,190 SH   SOLE   172,190 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   54,580,118 118,080 SH   SOLE   118,080 0 0
NORFOLK SOUTHN CORP COM 655844108   21,938,348 93,474 SH   SOLE   93,474 0 0
PACKAGING CORP AMER COM 695156109   55,383,556 246,007 SH   SOLE   246,007 0 0
PARKER-HANNIFIN CORP COM 701094104   97,002,843 152,513 SH   SOLE   152,513 0 0
REGAL REXNORD CORPORATION COM 758750103   55,900,165 360,344 SH   SOLE   360,344 0 0
SENSATA TECHNOLOGIES HLDG PL CALL G8060N902   15,371,400 561,000 SH Call SOLE   561,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   276,160,896 471,200 SH Put SOLE   471,200 0 0
STEEL DYNAMICS INC COM 858119100   47,141,937 413,272 SH   SOLE   413,272 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   58,864,550 319,777 SH   SOLE   319,777 0 0
TALEN ENERGY CORP COM 87422Q109   7,931,269 39,367 SH   SOLE   39,367 0 0
TOLL BROTHERS INC COM 889478103   18,589,464 147,594 SH   SOLE   147,594 0 0
UNITED RENTALS INC COM 911363109   58,927,110 83,651 SH   SOLE   83,651 0 0
WESTERN DIGITAL CORP CALL 958102905   176,278,206 2,956,200 SH Call SOLE   2,956,200 0 0
WESTERN DIGITAL CORP COM 958102105   67,465,740 1,131,406 SH   SOLE   1,131,406 0 0