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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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
AECOM COM 00766T100   3,884,019 45,732 SH   SOLE   45,732 0 0
ASHLAND INC COM 044186104   540,338 5,025 SH   SOLE   5,025 0 0
BROADCOM INC COM 11135F101   2,823,607 5,050 SH   SOLE   5,050 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,397,040 104,000 SH Call SOLE   104,000 0 0
FLEX LTD ORD Y2573F102   2,010,308 93,677 SH   SOLE   93,677 0 0
FMC CORP COM NEW 302491303   1,964,102 15,738 SH   SOLE   15,738 0 0
GENERAL MTRS CO COM 37045V100   6,728,000 200,000 SH Put SOLE   200,000 0 0
INTERNATIONAL PAPER CO COM 460146103   9,720,641 280,700 SH Put SOLE   280,700 0 0
INTERNATIONAL PAPER CO COM 460146103   10,492,890 303,000 SH Call SOLE   303,000 0 0
INTUIT COM 461202103   603,680 1,551 SH   SOLE   1,551 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   1,985,657 52,392 SH   SOLE   52,392 0 0
ISHARES TR US HOME CONS ETF 464288752   1,793,544 29,594 SH   SOLE   29,594 0 0
KBR INC COM 48242W106   5,131,738 97,192 SH   SOLE   97,192 0 0
LAMB WESTON HLDGS INC COM 513272104   2,788,211 31,202 SH   SOLE   31,202 0 0
LAS VEGAS SANDS CORP COM 517834107   1,528,914 31,806 SH   SOLE   31,806 0 0
LULULEMON ATHLETICA INC COM 550021109   510,365 1,593 SH   SOLE   1,593 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,062,023 4,121 SH   SOLE   4,121 0 0
NORTHROP GRUMMAN CORP COM 666807102   2,962,117 5,429 SH   SOLE   5,429 0 0
NVIDIA CORPORATION COM 67066G104   14,614,000 100,000 SH Call SOLE   100,000 0 0
PALO ALTO NETWORKS INC COM 697435105   414,713 2,972 SH   SOLE   2,972 0 0
RANGE RES CORP COM 75281A109   475,655 19,011 SH   SOLE   19,011 0 0
SCHLUMBERGER LTD COM STK 806857108   6,682,500 125,000 SH Call SOLE   125,000 0 0
SCHLUMBERGER LTD COM STK 806857108   6,682,500 125,000 SH Put SOLE   125,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   399,038 4,562 SH   SOLE   4,562 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   10,933,750 125,000 SH Call SOLE   125,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   399,671 2,942 SH   SOLE   2,942 0 0
STANTEC INC COM 85472N109   475,469 9,918 SH   SOLE   9,918 0 0
T-MOBILE US INC COM 872590104   3,143,840 22,456 SH   SOLE   22,456 0 0
TJX COS INC NEW COM 872540109   1,320,882 16,594 SH   SOLE   16,594 0 0
TRANSDIGM GROUP INC COM 893641100   4,559,925 7,242 SH   SOLE   7,242 0 0
UNITED STATES STL CORP NEW COM 912909108   2,372,235 94,700 SH Put SOLE   94,700 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,518,755 87,884 SH   SOLE   87,884 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   18,021,072 88,800 SH Call SOLE   88,800 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   18,021,072 88,800 SH Put SOLE   88,800 0 0
WALMART INC COM 931142103   496,549 3,502 SH   SOLE   3,502 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   1,625,804 35,993 SH   SOLE   35,993 0 0