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   8,379,710 61,300 SH   SOLE   61,300 0 0
AERCAP HOLDINGS NV SHS N00985106   6,786,877 71,652 SH   SOLE   71,652 0 0
AUTODESK INC COM 052769106   7,575,700 27,500 SH   SOLE   27,500 0 0
BELDEN INC COM 077454106   5,939,779 50,711 SH   SOLE   50,711 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   8,765,768 45,217 SH   SOLE   45,217 0 0
CATERPILLAR INC COM 149123101   5,475,680 14,000 SH Put SOLE   14,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   6,397,448 35,573 SH   SOLE   35,573 0 0
CLEAN HARBORS INC COM 184496107   6,044,684 25,008 SH   SOLE   25,008 0 0
CRH PLC ORD G25508105   7,201,168 77,649 SH   SOLE   77,649 0 0
CSX CORP COM 126408103   7,989,206 231,370 SH   SOLE   231,370 0 0
CURTISS WRIGHT CORP COM 231561101   6,409,455 19,500 SH   SOLE   19,500 0 0
DOW INC COM 260557103   3,004,650 55,000 SH Put SOLE   55,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,782,200 20,000 SH Put SOLE   20,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   84,196 3,100 SH Call SOLE   3,100 0 0
ELEMENT SOLUTIONS INC COM 28618M106   9,623,195 354,315 SH   SOLE   354,315 0 0
GE AEROSPACE COM NEW 369604301   3,771,600 20,000 SH Put SOLE   20,000 0 0
GE AEROSPACE COM NEW 369604301   4,531,955 24,032 SH   SOLE   24,032 0 0
GE VERNOVA INC COM 36828A101   4,755,887 18,652 SH   SOLE   18,652 0 0
GULFPORT ENERGY OPERATING CO COMMON SHARES 402635502   5,434,222 35,905 SH   SOLE   35,905 0 0
INGERSOLL RAND INC COM 45687V106   2,944,800 30,000 SH Put SOLE   30,000 0 0
NVIDIA CORPORATION COM 67066G104   4,468,992 36,800 SH   SOLE   36,800 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,986,400 10,000 SH Put SOLE   10,000 0 0
POWELL INDS INC COM 739128106   3,568,045 16,073 SH   SOLE   16,073 0 0
PTC INC COM 69370C100   7,953,918 44,027 SH   SOLE   44,027 0 0
QORVO INC COM 74736K101   1,033,000 10,000 SH Put SOLE   10,000 0 0
QUANTA SVCS INC COM 74762E102   4,949,290 16,600 SH   SOLE   16,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,157,999 29,700 SH   SOLE   29,700 0 0
TALEN ENERGY CORP COM 87422Q109   5,311,552 29,800 SH   SOLE   29,800 0 0
TEXAS INSTRS INC COM 882508104   1,445,990 7,000 SH Put SOLE   7,000 0 0
TFI INTL INC COM 87241L109   4,739,132 34,620 SH   SOLE   34,620 0 0
TRANSDIGM GROUP INC COM 893641100   2,140,695 1,500 SH Put SOLE   1,500 0 0
TRANSDIGM GROUP INC COM 893641100   4,448,364 3,117 SH   SOLE   3,117 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,146,246 41,675 SH   SOLE   41,675 0 0
VISTRA CORP COM 92840M102   7,147,962 60,300 SH   SOLE   60,300 0 0
WABTEC COM 929740108   7,637,430 42,017 SH   SOLE   42,017 0 0