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   25,567,938 250,200 SH   SOLE   250,200 0 0
3M CO COM 88579Y101   20,438,000 200,000 SH Call SOLE   200,000 0 0
3M CO COM 88579Y101   7,664,250 75,000 SH Put SOLE   75,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   49,825,788 280,172 SH   SOLE   280,172 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   5,807,882 36,211 SH   SOLE   36,211 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   32,078,000 200,000 SH Call SOLE   200,000 0 0
AERCAP HOLDINGS NV SHS N00985106   6,990,000 75,000 SH Put SOLE   75,000 0 0
AERCAP HOLDINGS NV SHS N00985106   24,232,000 260,000 SH   SOLE   260,000 0 0
ALCOA CORP COM 013872106   7,956,000 200,000 SH Put SOLE   200,000 0 0
AMAZON COM INC COM 023135106   126,578,750 655,000 SH   SOLE   655,000 0 0
AMETEK INC COM 031100100   1,943,672 11,659 SH   SOLE   11,659 0 0
AMPHENOL CORP NEW CL A 032095101   18,324,640 272,000 SH   SOLE   272,000 0 0
AMPHENOL CORP NEW CL A 032095101   13,474,000 200,000 SH Call SOLE   200,000 0 0
AMPHENOL CORP NEW CL A 032095101   4,715,900 70,000 SH Put SOLE   70,000 0 0
ARHAUS INC COM CL A 04035M102   15,669,500 925,000 SH   SOLE   925,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   7,966,880 202,000 SH   SOLE   202,000 0 0
AZEK CO INC CL A 05478C105   17,694,600 420,000 SH   SOLE   420,000 0 0
AZEK CO INC CL A 05478C105   8,426,000 200,000 SH Put SOLE   200,000 0 0
BATH & BODY WORKS INC COM 070830104   11,715,000 300,000 SH Call SOLE   300,000 0 0
BATH & BODY WORKS INC COM 070830104   56,232,000 1,440,000 SH   SOLE   1,440,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   53,568,750 937,500 SH   SOLE   937,500 0 0
BIRKENSTOCK HOLDING PLC COM 00BS44BN3   78,894,500 1,450,000 SH   SOLE   1,450,000 0 0
BURLINGTON STORES INC COM 122017106   67,200,000 280,000 SH   SOLE   280,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   49,347,200 560,000 SH   SOLE   560,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   44,060,000 500,000 SH Call SOLE   500,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   22,030,000 250,000 SH Put SOLE   250,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   58,260,279 740,001 SH   SOLE   740,001 0 0
CAPSTONE COPPER CORP COM 14071L108   22,686,742 3,200,000 SH   SOLE   3,200,000 0 0
CAPSTONE COPPER CORP COM 14071L108   1,417,921 200,000 SH Put SOLE   200,000 0 0
CARLISLE COS INC COM 142339100   4,497,831 11,100 SH   SOLE   11,100 0 0
CARLISLE COS INC COM 142339100   16,208,400 40,000 SH Call SOLE   40,000 0 0
CASEYS GEN STORES INC COM 147528103   7,631,200 20,000 SH Put SOLE   20,000 0 0
CASEYS GEN STORES INC COM 147528103   21,273,496 55,754 SH   SOLE   55,754 0 0
CLEAN HARBORS INC COM 184496107   10,448,130 46,200 SH   SOLE   46,200 0 0
CLEAN HARBORS INC COM 184496107   16,961,250 75,000 SH Call SOLE   75,000 0 0
COCA COLA CO COM 191216100   76,380,000 1,200,000 SH   SOLE   1,200,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   20,406,000 200,000 SH   SOLE   200,000 0 0
CONSTELLIUM SE COM N22035104   30,952,718 1,642,054 SH   SOLE   1,642,054 0 0
CONSTELLIUM SE COM N22035104   12,252,500 650,000 SH Put SOLE   650,000 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   25,602,902 519,434 SH   SOLE   519,434 0 0
CRANE COMPANY COMMON STOCK 224408104   25,645,077 176,887 SH   SOLE   176,887 0 0
CRANE COMPANY COMMON STOCK 224408104   7,249,000 50,000 SH Call SOLE   50,000 0 0
CRANE COMPANY COMMON STOCK 224408104   7,249,000 50,000 SH Put SOLE   50,000 0 0
CRH PLC COM 12626K203   53,867,806 718,429 SH   SOLE   718,429 0 0
CRH PLC PUT 12626K203   7,498,000 100,000 SH Put SOLE   100,000 0 0
CROCS INC COM 227046109   4,378,200 30,000 SH Call SOLE   30,000 0 0
CROCS INC COM 227046109   71,875,450 492,500 SH   SOLE   492,500 0 0
D R HORTON INC COM 23331A109   3,241,390 23,000 SH   SOLE   23,000 0 0
D R HORTON INC COM 23331A109   7,046,500 50,000 SH Call SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107   2,903,850 3,000 SH Call SOLE   3,000 0 0
DECKERS OUTDOOR CORP COM 243537107   87,115,500 90,000 SH   SOLE   90,000 0 0
DENISON MINES CORP COM 248356107   11,815,524 5,900,000 SH   SOLE   5,900,000 0 0
DOORDASH INC CL A 25809K105   86,208,150 792,500 SH   SOLE   792,500 0 0
DOVER CORP COM 260003108   15,545,768 86,150 SH   SOLE   86,150 0 0
DOVER CORP COM 260003108   18,045,000 100,000 SH Call SOLE   100,000 0 0
DOVER CORP COM 260003108   5,413,500 30,000 SH Put SOLE   30,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   15,268,000 400,000 SH Call SOLE   400,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   79,500,476 2,082,800 SH   SOLE   2,082,800 0 0
E L F BEAUTY INC COM 26856L103   28,447,200 135,000 SH   SOLE   135,000 0 0
EATON CORP PLC SHS G29183103   116,013,500 370,000 SH Call SOLE   370,000 0 0
EATON CORP PLC SHS G29183103   9,406,500 30,000 SH Put SOLE   30,000 0 0
EATON CORP PLC SHS G29183103   19,504,691 62,206 SH   SOLE   62,206 0 0
ELEMENT SOLUTIONS INC COM 28618M106   47,265,739 1,742,837 SH   SOLE   1,742,837 0 0
EMERSON ELEC CO COM 291011104   8,570,448 77,800 SH   SOLE   77,800 0 0
EMERSON ELEC CO COM 291011104   11,016,000 100,000 SH Call SOLE   100,000 0 0
EMERSON ELEC CO COM 291011104   4,406,400 40,000 SH Put SOLE   40,000 0 0
ENERSYS COM 29275Y102   15,528,000 150,000 SH Put SOLE   150,000 0 0
EXPEDITORS INTL WASH INC COM 302130109   31,197,500 250,000 SH Put SOLE   250,000 0 0
EXPEDITORS INTL WASH INC COM 302130109   62,973,651 504,637 SH   SOLE   504,637 0 0
FASTENAL CO COM 311900104   6,284,000 100,000 SH Put SOLE   100,000 0 0
FERRARI NV COM N3167J106   13,067,840 32,000 SH   SOLE   32,000 0 0
FERRARI NV COM N3167J106   16,334,800 40,000 SH Call SOLE   40,000 0 0
FLUTTER ENTERTAINMENT PLC-DI COM G3643J108   43,766,400 240,000 SH   SOLE   240,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,720,000 200,000 SH Call SOLE   200,000 0 0
FTAI AVIATION LTD COM 34960P101   12,387,600 120,000 SH   SOLE   120,000 0 0
FTAI AVIATION LTD COM 34960P101   10,323,000 100,000 SH Call SOLE   100,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   1,812,300 210,000 SH   SOLE   210,000 0 0
GE AEROSPACE COM NEW 369604301   47,691,000 300,000 SH Call SOLE   300,000 0 0
GE AEROSPACE COM NEW 369604301   6,358,800 40,000 SH Put SOLE   40,000 0 0
GE AEROSPACE COM NEW 369604301   25,677,470 161,524 SH   SOLE   161,524 0 0
GE VERNOVA INC COM 36828A101   29,156,700 170,000 SH Call SOLE   170,000 0 0
GE VERNOVA INC COM 36828A101   6,860,400 40,000 SH Put SOLE   40,000 0 0
GE VERNOVA INC COM 36828A101   14,857,740 86,629 SH   SOLE   86,629 0 0
GENERAL DYNAMICS CORP COM 369550108   14,507,000 50,000 SH Call SOLE   50,000 0 0
GENERAL DYNAMICS CORP COM 369550108   12,687,242 43,728 SH   SOLE   43,728 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   10,648,000 200,000 SH   SOLE   200,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   23,492,600 465,200 SH   SOLE   465,200 0 0
HALLIBURTON CO COM 406216101   1,013,400 30,000 SH   SOLE   30,000 0 0
HEICO CORP NEW COM 422806109   7,826,350 35,000 SH   SOLE   35,000 0 0
HEIDELBERG MATERIALS AG COM 5120679DE   14,518,546 140,000 SH   SOLE   140,000 0 0
HEXCEL CORP NEW COM 428291108   18,735,000 300,000 SH Call SOLE   300,000 0 0
HOLCIM LTD COM 007110753   26,498,642 299,000 SH   SOLE   299,000 0 0
HOWMET AEROSPACE INC COM 443201108   4,611,222 59,400 SH   SOLE   59,400 0 0
HUB GROUP INC CL A 443320106   11,611,016 269,710 SH   SOLE   269,710 0 0
HUBBELL INC COM 443510607   5,189,816 14,200 SH   SOLE   14,200 0 0
HUBBELL INC COM 443510607   32,893,200 90,000 SH Call SOLE   90,000 0 0
INGERSOLL RAND INC COM 45687V106   18,168,000 200,000 SH Call SOLE   200,000 0 0
INGERSOLL RAND INC COM 45687V106   2,725,200 30,000 SH Put SOLE   30,000 0 0
INGERSOLL RAND INC COM 45687V106   9,501,864 104,600 SH   SOLE   104,600 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   50,541,350 619,000 SH   SOLE   619,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   30,433,500 150,000 SH Put SOLE   150,000 0 0
ITT INC COM 45073V108   38,754,000 300,000 SH Call SOLE   300,000 0 0
ITT INC COM 45073V108   6,459,000 50,000 SH Put SOLE   50,000 0 0
ITT INC COM 45073V108   21,042,259 162,891 SH   SOLE   162,891 0 0
JACOBS SOLUTIONS INC COM 46982L108   41,913,000 300,000 SH Call SOLE   300,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   950,028 6,800 SH   SOLE   6,800 0 0
JOHNSON CTLS INTL PLC SHS G51502105   16,617,500 250,000 SH Call SOLE   250,000 0 0
KIMBERLY-CLARK CORP COM 494368103   49,752,000 360,000 SH   SOLE   360,000 0 0
KOHLS CORP COM 500255104   11,495,000 500,000 SH Call SOLE   500,000 0 0
KUEHNE PLUS NAGEL INTL AG-REG COM 482377108   46,307,213 161,000 SH   SOLE   161,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   12,576,480 56,000 SH   SOLE   56,000 0 0
LAMB WESTON HLDGS INC COM 513272104   69,155,800 822,500 SH   SOLE   822,500 0 0
LANDSTAR SYS INC COM 515098101   22,137,600 120,000 SH Put SOLE   120,000 0 0
LANDSTAR SYS INC COM 515098101   81,396,266 441,220 SH   SOLE   441,220 0 0
LAUDER ESTEE COS INC CL A 518439104   20,216,000 190,000 SH   SOLE   190,000 0 0
LENNAR CORP CL A 526057104   674,415 4,500 SH   SOLE   4,500 0 0
LENNAR CORP CL A 526057104   14,987,000 100,000 SH Call SOLE   100,000 0 0
LENNOX INTL INC COM 526107107   26,749,000 50,000 SH Call SOLE   50,000 0 0
LENNOX INTL INC COM 526107107   10,712,440 20,024 SH   SOLE   20,024 0 0
LINDE PLC COM G5494J103   15,285,946 34,835 SH   SOLE   34,835 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,869,350 35,000 SH   SOLE   35,000 0 0
MARTEN TRANS LTD COM 573075108   15,141,694 820,688 SH   SOLE   820,688 0 0
MASCO CORP COM 574599106   9,119,723 136,789 SH   SOLE   136,789 0 0
MASCO CORP COM 574599106   6,667,000 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109   32,097,000 300,000 SH Call SOLE   300,000 0 0
MASTEC INC COM 576323109   6,419,400 60,000 SH Put SOLE   60,000 0 0
MASTEC INC COM 576323109   10,971,183 102,544 SH   SOLE   102,544 0 0
MATSON INC COM 57686G105   35,117,510 268,134 SH   SOLE   268,134 0 0
MATSON INC COM 57686G105   32,663,918 249,400 SH Put SOLE   249,400 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,808,500 100,000 SH Call SOLE   100,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,341,733 47,774 SH   SOLE   47,774 0 0
MODINE MFG CO COM 607828100   2,775,063 27,698 SH   SOLE   27,698 0 0
MODINE MFG CO COM 607828100   27,051,300 270,000 SH Call SOLE   270,000 0 0
MODINE MFG CO COM 607828100   2,003,800 20,000 SH Put SOLE   20,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   7,492,500 150,000 SH   SOLE   150,000 0 0
MURPHY USA INC COM 626755102   9,389,200 20,000 SH Put SOLE   20,000 0 0
MURPHY USA INC COM 626755102   38,460,041 81,924 SH   SOLE   81,924 0 0
NEXGEN ENERGY LTD COM 65340P106   21,244,336 3,050,000 SH   SOLE   3,050,000 0 0
NEXGEN ENERGY LTD COM 65340P106   8,358,427 1,200,000 SH Put SOLE   1,200,000 0 0
NORDSTROM INC COM 655664100   2,334,200 110,000 SH   SOLE   110,000 0 0
NORFOLK SOUTHN CORP COM 655844108   12,762,462 59,446 SH   SOLE   59,446 0 0
NORFOLK SOUTHN CORP COM 655844108   21,469,000 100,000 SH Put SOLE   100,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   15,322,000 200,000 SH Call SOLE   200,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   14,326,070 187,000 SH   SOLE   187,000 0 0
OKLO INC COM CL A 02156V109   3,176,250 375,000 SH   SOLE   375,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   8,830,000 50,000 SH Call SOLE   50,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   23,249,116 1,492,000 SH   SOLE   1,492,000 0 0
P A M TRANSN SVCS INC COM 693149106   2,376,563 136,820 SH   SOLE   136,820 0 0
PACCAR INC COM 693718108   10,294,000 100,000 SH Call SOLE   100,000 0 0
PAN AMERN SILVER CORP COM 697900108   10,934,000 550,000 SH   SOLE   550,000 0 0
PARKER-HANNIFIN CORP COM 701094104   55,639,100 110,000 SH Call SOLE   110,000 0 0
PARKER-HANNIFIN CORP COM 701094104   15,174,300 30,000 SH Put SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094104   19,199,030 37,957 SH   SOLE   37,957 0 0
PENTAIR PLC SHS G7S00T104   11,837,848 154,400 SH   SOLE   154,400 0 0
PENTAIR PLC SHS G7S00T104   23,001,000 300,000 SH Call SOLE   300,000 0 0
PENTAIR PLC SHS G7S00T104   3,066,800 40,000 SH Put SOLE   40,000 0 0
PEPSICO INC COM 713448108   65,559,675 397,500 SH   SOLE   397,500 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104   10,601,688 660,130 SH   SOLE   660,130 0 0
PROG HOLDINGS INC COM NPV 74319R101   23,929,200 690,000 SH   SOLE   690,000 0 0
PVH CORPORATION COM 693656100   65,354,716 617,311 SH   SOLE   617,311 0 0
QUAKER HOUGHTON COM 747316107   7,636,500 45,000 SH   SOLE   45,000 0 0
QUANTA SVCS INC COM 74762E102   23,141,501 91,076 SH   SOLE   91,076 0 0
QUANTA SVCS INC COM 74762E102   43,195,300 170,000 SH Call SOLE   170,000 0 0
QUANTA SVCS INC COM 74762E102   10,163,600 40,000 SH Put SOLE   40,000 0 0
RADIANT LOGISTICS INC COM 75025X100   532,015 93,500 SH   SOLE   93,500 0 0
REGAL REXNORD CORPORATION COM 758750103   2,271,696 16,800 SH   SOLE   16,800 0 0
REGAL REXNORD CORPORATION COM 758750103   8,113,200 60,000 SH Call SOLE   60,000 0 0
REPUBLIC SVCS INC COM 760759100   9,717,000 50,000 SH Call SOLE   50,000 0 0
REPUBLIC SVCS INC COM 760759100   19,045,320 98,000 SH   SOLE   98,000 0 0
RH COM 74967X103   53,776,800 220,000 SH   SOLE   220,000 0 0
RTX CORPORATION COM 75513E101   20,078,000 200,000 SH Call SOLE   200,000 0 0
RTX CORPORATION COM 75513E101   3,577,699 35,638 SH   SOLE   35,638 0 0
SAFRAN SA COM 00B058T26   21,143,514 100,000 SH Call SOLE   100,000 0 0
SAIA INC COM 78709Y105   47,429,000 100,000 SH Put SOLE   100,000 0 0
SAIA INC COM 78709Y105   65,055,039 137,163 SH   SOLE   137,163 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   2,071,510 31,840 SH   SOLE   31,840 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   9,115,000 100,000 SH Put SOLE   100,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   12,144,000 80,000 SH   SOLE   80,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   54,422,000 100,000 SH Put SOLE   100,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   40,004,250 275,000 SH Put SOLE   275,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,689,500 50,000 SH Call SOLE   50,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   87,861,200 280,000 SH   SOLE   280,000 0 0
SPROTT PHYSICAL URANIUM TR COM 85210A104   23,827,131 1,285,500 SH   SOLE   1,285,500 0 0
STELCO HOLDINGS INC COM 858522105   3,993,561 147,000 SH   SOLE   147,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   3,780,895 107,534 SH   SOLE   107,534 0 0
TEMPUR SEALY INTL INC COM 88023U101   76,690,800 1,620,000 SH   SOLE   1,620,000 0 0
TIDEWATER INC NEW COM 88642R109   14,281,500 150,000 SH Put SOLE   150,000 0 0
TIDEWATER INC NEW COM 88642R109   34,275,600 360,000 SH   SOLE   360,000 0 0
TOLL BROTHERS INC COM 889478103   5,759,000 50,000 SH Call SOLE   50,000 0 0
TOLL BROTHERS INC COM 889478103   403,130 3,500 SH   SOLE   3,500 0 0
TRANE TECHNOLOGIES PLC COM G8994E103   11,709,908 35,600 SH   SOLE   35,600 0 0
TRANE TECHNOLOGIES PLC COM G8994E103   19,735,800 60,000 SH Call SOLE   60,000 0 0
TRANSDIGM GROUP INC COM 893641100   41,618,146 32,575 SH   SOLE   32,575 0 0
TRANSDIGM GROUP INC COM 893641100   89,432,700 70,000 SH Call SOLE   70,000 0 0
TRANSDIGM GROUP INC COM 893641100   12,776,100 10,000 SH Put SOLE   10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   78,131,000 1,075,000 SH   SOLE   1,075,000 0 0
UNION PAC CORP COM 907818108   33,939,000 150,000 SH Call SOLE   150,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   18,474,750 135,000 SH   SOLE   135,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   27,370,000 200,000 SH Put SOLE   200,000 0 0
UNITED RENTALS INC COM 911363109   19,401,900 30,000 SH Call SOLE   30,000 0 0
UNITED RENTALS INC COM 911363109   323,365 500 SH   SOLE   500 0 0
VALE S A SPONSORED ADS 91912E105   5,585,000 500,000 SH   SOLE   500,000 0 0
VALE S A SPONSORED ADS 91912E105   22,340,000 2,000,000 SH Call SOLE   2,000,000 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   30,299,775 522,500 SH   SOLE   522,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   15,149,750 175,000 SH Call SOLE   175,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,164,250 25,000 SH   SOLE   25,000 0 0
VIKING HOLDINGS LTD COM G93A5A101   11,030,500 325,000 SH   SOLE   325,000 0 0
VISTEON CORP COM NEW 92839U206   2,134,000 20,000 SH   SOLE   20,000 0 0
WASTE CONNECTIONS INC COM 94106B101   12,976,640 74,000 SH   SOLE   74,000 0 0
WASTE CONNECTIONS INC COM 94106B101   8,768,000 50,000 SH Call SOLE   50,000 0 0
WEATHERFORD INTERNATIONAL PL COM 00BLNN369   11,632,750 95,000 SH   SOLE   95,000 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,602,932 70,989 SH   SOLE   70,989 0 0
WESTLAKE CORPORATION COM 960413102   27,045,859 186,755 SH   SOLE   186,755 0 0
WOODWARD INC COM 980745103   1,743,800 10,000 SH   SOLE   10,000 0 0
XYLEM INC COM 98419M100   13,969,890 103,000 SH   SOLE   103,000 0 0
XYLEM INC COM 98419M100   13,563,000 100,000 SH Call SOLE   100,000 0 0
XYLEM INC COM 98419M100   4,068,900 30,000 SH Put SOLE   30,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   5,476,154 118,046 SH   SOLE   118,046 0 0