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
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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   91,344,000 600,000 SH   SOLE   600,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   55,926,000 2,600,000 SH   SOLE   2,600,000 0 0
ARK ETF TR PUT 00214Q954   105,435,000 1,500,000 SH Put SOLE   1,500,000 0 0
ATI INC PUT 01741R952   105,783,768 1,225,200 SH Put SOLE   1,225,200 0 0
BRINKER INTL INC PUT 109641950   100,858,569 559,300 SH Put SOLE   559,300 0 0
CATERPILLAR INC COM 149123101   93,170,400 240,000 SH   SOLE   240,000 0 0
CBRE GROUP INC CL A 12504L109   9,107,800 65,000 SH   SOLE   65,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   56,150,000 1,000,000 SH   SOLE   1,000,000 0 0
CINEMARK HLDGS INC COM 17243V102   38,479,500 1,275,000 SH   SOLE   1,275,000 0 0
CORNING INC COM 219350105   89,403,000 1,700,000 SH   SOLE   1,700,000 0 0
CRANE COMPANY COMMON STOCK 224408104   92,096,650 485,000 SH   SOLE   485,000 0 0
CSX CORP COM 126408103   65,260,000 2,000,000 SH   SOLE   2,000,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   130,201,600 320,000 SH   SOLE   320,000 0 0
DATADOG INC CL A COM 23804L103   90,001,100 670,000 SH   SOLE   670,000 0 0
DICKS SPORTING GOODS INC COM 253393102   31,649,600 160,000 SH   SOLE   160,000 0 0
DOVER CORP CALL 260003908   73,292,000 400,000 SH Call SOLE   400,000 0 0
DOVER CORP COM 260003108   68,711,250 375,000 SH   SOLE   375,000 0 0
FLEX LTD ORD Y2573F102   34,944,000 700,000 SH   SOLE   700,000 0 0
GENERAC HLDGS INC COM 368736104   28,140,765 196,500 SH   SOLE   196,500 0 0
GOLAR LNG LTD SHS G9456A100   70,023,000 1,700,000 SH   SOLE   1,700,000 0 0
GRANITE CONSTR INC COM 387328107   46,755,000 500,000 SH   SOLE   500,000 0 0
HOME DEPOT INC COM 437076102   38,497,200 105,000 SH   SOLE   105,000 0 0
HUBBELL INC COM 443510607   67,387,650 165,000 SH   SOLE   165,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   33,863,400 135,000 SH   SOLE   135,000 0 0
LAUDER ESTEE COS INC CL A 518439104   24,240,000 300,000 SH   SOLE   300,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106   8,292,800 40,000 SH   SOLE   40,000 0 0
MASTEC INC COM 576323109   51,129,000 300,000 SH   SOLE   300,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   15,833,250 225,000 SH   SOLE   225,000 0 0
MICROSOFT CORP COM 594918104   34,818,700 70,000 SH   SOLE   70,000 0 0
PARKER-HANNIFIN CORP COM 701094104   54,131,425 77,500 SH   SOLE   77,500 0 0
POLARIS INC CALL 731068902   40,650,000 1,000,000 SH Call SOLE   1,000,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   62,946,250 925,000 SH   SOLE   925,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   617,850,000 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR SERIES TRUST PUT 78464A954   154,120,000 2,000,000 SH Put SOLE   2,000,000 0 0
TAPESTRY INC COM 876030107   29,855,400 340,000 SH   SOLE   340,000 0 0
UNITED RENTALS INC COM 911363109   88,524,500 117,500 SH   SOLE   117,500 0 0
VISTEON CORP COM NEW 92839U206   14,928,000 160,000 SH   SOLE   160,000 0 0
XPO INC COM 983793100   15,786,250 125,000 SH   SOLE   125,000 0 0