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   41,010,000 300,000 SH Call SOLE   300,000 0 0
3M CO COM 88579Y101   13,670,000 100,000 SH Put SOLE   100,000 0 0
3M CO COM 88579Y101   42,116,860 308,097 SH   SOLE   308,097 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   8,754,000 150,000 SH Call SOLE   150,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   35,045,180 600,500 SH   SOLE   600,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   15,716,000 100,000 SH Call SOLE   100,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   3,143,200 20,000 SH Put SOLE   20,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   6,861,920 43,662 SH   SOLE   43,662 0 0
AERCAP HOLDINGS NV SHS N00985106   18,944,000 200,000 SH Call SOLE   200,000 0 0
AERCAP HOLDINGS NV SHS N00985106   5,683,200 60,000 SH Put SOLE   60,000 0 0
AERCAP HOLDINGS NV SHS N00985106   12,754,048 134,650 SH   SOLE   134,650 0 0
AIR PRODS & CHEMS INC COM 009158106   29,774,000 100,000 SH Call SOLE   100,000 0 0
ALIMENTATION COUCHE-TARD COM 00BL56KN2   16,584,843 300,000 SH Put SOLE   300,000 0 0
AMAZON COM INC COM 023135106   27,949,500 150,000 SH Call SOLE   150,000 0 0
AMAZON COM INC COM 023135106   95,028,300 510,000 SH   SOLE   510,000 0 0
AMENTUM HOLDINGS INC COM 023939101   1,202,345 37,282 SH   SOLE   37,282 0 0
AMPHENOL CORP NEW CL A 032095101   9,774,000 150,000 SH Call SOLE   150,000 0 0
AMPHENOL CORP NEW CL A 032095101   4,561,200 70,000 SH Put SOLE   70,000 0 0
AMPHENOL CORP NEW CL A 032095101   14,235,570 218,471 SH   SOLE   218,471 0 0
ARCBEST CORP COM 03937C105   23,560,220 217,245 SH   SOLE   217,245 0 0
ARCBEST CORP COM 03937C105   10,845,000 100,000 SH Call SOLE   100,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   8,039,600 202,000 SH   SOLE   202,000 0 0
AXALTA COATING SYS LTD COM G0750C108   9,952,250 275,000 SH   SOLE   275,000 0 0
AZEK CO INC CL A 05478C105   25,084,800 536,000 SH   SOLE   536,000 0 0
AZEK CO INC CL A 05478C105   9,360,000 200,000 SH Put SOLE   200,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   64,363,200 1,060,000 SH   SOLE   1,060,000 0 0
BEST BUY INC COM 086516101   25,825,000 250,000 SH Call SOLE   250,000 0 0
BIRKENSTOCK HOLDING PLC COM 00BS44BN3   57,915,750 1,175,000 SH   SOLE   1,175,000 0 0
BIRKENSTOCK HOLDING PLC COM 00BS44BN3   9,858,000 200,000 SH Call SOLE   200,000 0 0
BUNGE GLOBAL COM G16962105   28,992,000 300,000 SH Put SOLE   300,000 0 0
BURLINGTON STORES INC COM 122017106   90,900,600 345,000 SH   SOLE   345,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   55,185,000 500,000 SH Call SOLE   500,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   27,592,500 250,000 SH   SOLE   250,000 0 0
CAMECO CORP COM 13321L108   3,582,000 75,000 SH   SOLE   75,000 0 0
CAPSTONE COPPER CORP COM 14071L108   41,615,711 5,325,000 SH   SOLE   5,325,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   11,675,235 145,052 SH   SOLE   145,052 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   12,073,500 150,000 SH Call SOLE   150,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   8,049,000 100,000 SH Put SOLE   100,000 0 0
CARVANA COM 146869102   37,433,650 215,000 SH   SOLE   215,000 0 0
CASEYS GEN STORES INC COM 147528103   20,008,060 53,254 SH   SOLE   53,254 0 0
CATERPILLAR INC COM 149123101   11,733,600 30,000 SH Call SOLE   30,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   12,588,800 70,000 SH   SOLE   70,000 0 0
CLEAN HARBORS INC COM 184496107   11,060,166 45,758 SH   SOLE   45,758 0 0
CLEAN HARBORS INC COM 184496107   4,834,200 20,000 SH Put SOLE   20,000 0 0
CLOROX CO DEL COM 189054109   40,727,500 250,000 SH   SOLE   250,000 0 0
CNH INDUSTRIAL COM N20935206   3,330,000 300,000 SH Put SOLE   300,000 0 0
COCA COLA CO COM 191216100   39,882,300 555,000 SH   SOLE   555,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   23,546,250 225,000 SH Put SOLE   225,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   37,302,388 356,449 SH   SOLE   356,449 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,800,600 30,000 SH   SOLE   30,000 0 0
CONSTELLIUM SE COM N22035104   11,252,798 692,054 SH   SOLE   692,054 0 0
CONSTELLIUM SE COM N22035104   8,130,000 500,000 SH Put SOLE   500,000 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105   27,446,893 519,434 SH   SOLE   519,434 0 0
CRANE COMPANY COMMON STOCK 224408104   7,914,000 50,000 SH Call SOLE   50,000 0 0
CRANE COMPANY COMMON STOCK 224408104   6,331,200 40,000 SH Put SOLE   40,000 0 0
CRANE COMPANY COMMON STOCK 224408104   14,468,850 91,413 SH   SOLE   91,413 0 0
CRH PLC COM 12626K203   77,292,205 833,429 SH   SOLE   833,429 0 0
CROCS INC COM 227046109   57,924,000 400,000 SH Call SOLE   400,000 0 0
CROCS INC COM 227046109   34,681,995 239,500 SH   SOLE   239,500 0 0
CUMMINS INC COM 231021106   3,237,900 10,000 SH   SOLE   10,000 0 0
CUMMINS INC COM 231021106   9,713,700 30,000 SH Call SOLE   30,000 0 0
CURTISS WRIGHT CORP COM 231561101   6,738,145 20,500 SH Call SOLE   20,500 0 0
D R HORTON INC COM 23331A109   2,167,529 11,362 SH   SOLE   11,362 0 0
D R HORTON INC COM 23331A109   13,353,900 70,000 SH Call SOLE   70,000 0 0
DECKERS OUTDOOR CORP COM 243537107   19,134,000 120,000 SH Call SOLE   120,000 0 0
DECKERS OUTDOOR CORP COM 243537107   100,453,500 630,000 SH   SOLE   630,000 0 0
DENISON MINES CORP COM 248356107   10,913,124 6,000,000 SH   SOLE   6,000,000 0 0
DOVER CORP COM 260003108   23,554,876 122,848 SH   SOLE   122,848 0 0
DOVER CORP COM 260003108   9,587,000 50,000 SH Call SOLE   50,000 0 0
DOVER CORP COM 260003108   7,669,600 40,000 SH Put SOLE   40,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   57,820,000 1,475,000 SH   SOLE   1,475,000 0 0
E L F BEAUTY INC COM 26856L103   5,953,474 54,604 SH   SOLE   54,604 0 0
EATON CORP PLC SHS G29183103   43,087,200 130,000 SH Call SOLE   130,000 0 0
EATON CORP PLC SHS G29183103   9,943,200 30,000 SH Put SOLE   30,000 0 0
EATON CORP PLC SHS G29183103   20,801,506 62,761 SH   SOLE   62,761 0 0
ECOLAB INC COM 278865100   5,106,600 20,000 SH Put SOLE   20,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   21,728,000 800,000 SH Put SOLE   800,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   55,076,053 2,027,837 SH   SOLE   2,027,837 0 0
EMERSON ELEC CO COM 291011104   12,190,818 111,464 SH   SOLE   111,464 0 0
EMERSON ELEC CO COM 291011104   16,405,500 150,000 SH Call SOLE   150,000 0 0
EMERSON ELEC CO COM 291011104   4,374,800 40,000 SH Put SOLE   40,000 0 0
ERO COPPER CORP COM 296006109   7,272,038 326,650 SH   SOLE   326,650 0 0
EXPEDITORS INTL WASH INC COM 302130109   26,280,000 200,000 SH Call SOLE   200,000 0 0
FEDEX CORP COM 31428X106   54,736,000 200,000 SH Call SOLE   200,000 0 0
FEDEX CORP COM 31428X106   53,485,009 195,429 SH   SOLE   195,429 0 0
FERRARI NV COM N3167J106   10,066,936 21,414 SH   SOLE   21,414 0 0
FERRARI NV COM N3167J106   4,701,100 10,000 SH Call SOLE   10,000 0 0
FERRARI NV COM N3167J106   4,701,100 10,000 SH Put SOLE   10,000 0 0
FIVE BELOW INC COM 33829M101   8,835,000 100,000 SH Call SOLE   100,000 0 0
FIVE BELOW INC COM 33829M101   47,474,166 537,342 SH   SOLE   537,342 0 0
FLOWSERVE CORP COM 34354P105   1,033,800 20,000 SH   SOLE   20,000 0 0
FLOWSERVE CORP COM 34354P105   5,169,000 100,000 SH Call SOLE   100,000 0 0
FORTIVE CORP COM 34959J108   7,893,000 100,000 SH Call SOLE   100,000 0 0
FORWARD AIR CORP COM 349853101   26,550,000 750,000 SH Put SOLE   750,000 0 0
FORWARD AIR CORP COM 349853101   46,037,523 1,300,495 SH   SOLE   1,300,495 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,488,000 150,000 SH Put SOLE   150,000 0 0
FRESHPET INC COM 358039105   46,980,495 343,500 SH   SOLE   343,500 0 0
FTAI AVIATION LTD COM 34960P101   6,151,409 46,286 SH   SOLE   46,286 0 0
FTAI AVIATION LTD COM 34960P101   10,632,000 80,000 SH Call SOLE   80,000 0 0
FTAI AVIATION LTD COM 34960P101   2,658,000 20,000 SH Put SOLE   20,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   1,654,165 176,727 SH   SOLE   176,727 0 0
GE AEROSPACE COM NEW 369604301   33,128,226 175,672 SH   SOLE   175,672 0 0
GE AEROSPACE COM NEW 369604301   39,601,800 210,000 SH Call SOLE   210,000 0 0
GE AEROSPACE COM NEW 369604301   11,314,800 60,000 SH Put SOLE   60,000 0 0
GE VERNOVA INC COM 36828A101   22,948,200 90,000 SH Call SOLE   90,000 0 0
GE VERNOVA INC COM 36828A101   6,374,500 25,000 SH Put SOLE   25,000 0 0
GE VERNOVA INC COM 36828A101   17,420,744 68,322 SH   SOLE   68,322 0 0
GLENCORE COM 00B4T3BWS   14,330,100 2,500,000 SH Put SOLE   2,500,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   9,454,000 200,000 SH Put SOLE   200,000 0 0
GRAYSCALE BITCOIN MINI TR BT SHS 389930108   227,660 40,437 SH   SOLE   40,437 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   2,019,243 39,985 SH   SOLE   39,985 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   49,351,529 947,792 SH   SOLE   947,792 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   26,035,000 500,000 SH Put SOLE   500,000 0 0
HEICO CORP NEW COM 422806109   10,459,200 40,000 SH Call SOLE   40,000 0 0
HEICO CORP NEW COM 422806109   7,439,106 28,450 SH   SOLE   28,450 0 0
HEIDELBERG MATERIALS AG COM 005120679   20,105,356 185,000 SH   SOLE   185,000 0 0
HOLCIM LTD COM 007110753   27,240,113 279,000 SH   SOLE   279,000 0 0
HOWMET AEROSPACE INC COM 443201108   6,516,250 65,000 SH   SOLE   65,000 0 0
HUB GROUP INC CL A 443320106   12,173,919 267,853 SH   SOLE   267,853 0 0
HUBBELL INC COM 443510607   18,095,646 42,245 SH   SOLE   42,245 0 0
HUBBELL INC COM 443510607   25,701,000 60,000 SH Call SOLE   60,000 0 0
HUBBELL INC COM 443510607   8,567,000 20,000 SH Put SOLE   20,000 0 0
INGERSOLL RAND INC COM 45687V106   24,540,000 250,000 SH Call SOLE   250,000 0 0
INGERSOLL RAND INC COM 45687V106   1,963,200 20,000 SH Put SOLE   20,000 0 0
INGERSOLL RAND INC COM 45687V106   7,382,221 75,206 SH   SOLE   75,206 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   51,469,850 619,000 SH   SOLE   619,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   16,060,000 200,000 SH Put SOLE   200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,089,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR US HOME CONS ETF 464288752   6,355,000 50,000 SH Put SOLE   50,000 0 0
ISHARES TR US TRSPRTION 464287192   20,673,000 300,000 SH Call SOLE   300,000 0 0
ITT INC COM 45073V108   22,426,500 150,000 SH Call SOLE   150,000 0 0
ITT INC COM 45073V108   4,485,300 30,000 SH Put SOLE   30,000 0 0
ITT INC COM 45073V108   11,537,537 77,169 SH   SOLE   77,169 0 0
JACOBS SOLUTIONS INC COM 46982L108   4,880,214 37,282 SH   SOLE   37,282 0 0
JACOBS SOLUTIONS INC COM 46982L108   15,708,000 120,000 SH Call SOLE   120,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   27,163,500 350,000 SH Call SOLE   350,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,204,905 41,295 SH   SOLE   41,295 0 0
KENVUE INC COM 49177J102   32,960,250 1,425,000 SH   SOLE   1,425,000 0 0
KEURIG DR PEPPER INC COM 49271V100   78,708,000 2,100,000 SH   SOLE   2,100,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   10,279,850 115,000 SH   SOLE   115,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   21,580,000 400,000 SH   SOLE   400,000 0 0
KOHLS CORP COM 500255104   42,200,000 2,000,000 SH Call SOLE   2,000,000 0 0
KOHLS CORP COM 500255104   6,330,000 300,000 SH Put SOLE   300,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   5,728,147 24,081 SH   SOLE   24,081 0 0
LAMB WESTON HLDGS INC COM 513272104   9,049,292 139,779 SH   SOLE   139,779 0 0
LANDSTAR SYS INC COM 515098101   58,273,950 308,540 SH   SOLE   308,540 0 0
LEGGETT & PLATT INC COM 524660107   23,494,500 1,725,000 SH   SOLE   1,725,000 0 0
LENNAR CORP CL A 526057104   3,341,831 17,825 SH   SOLE   17,825 0 0
LENNAR CORP CL A 526057104   7,499,200 40,000 SH Call SOLE   40,000 0 0
LENNOX INTL INC COM 526107107   30,214,500 50,000 SH Call SOLE   50,000 0 0
LENNOX INTL INC COM 526107107   6,042,900 10,000 SH Put SOLE   10,000 0 0
LENNOX INTL INC COM 526107107   12,216,931 20,217 SH   SOLE   20,217 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   10,900,000 500,000 SH Call SOLE   500,000 0 0
LINDE PLC COM G5494J103   11,957,265 25,075 SH   SOLE   25,075 0 0
LOAR HOLDINGS INC COM SHS 53947R105   2,197,048 29,455 SH   SOLE   29,455 0 0
LOCKHEED MARTIN CORP COM 539830109   11,691,200 20,000 SH   SOLE   20,000 0 0
LOUISIANA PAC CORP COM 546347105   5,373,000 50,000 SH Put SOLE   50,000 0 0
MARTEN TRANS LTD COM 573075108   3,186,000 180,000 SH   SOLE   180,000 0 0
MASCO CORP COM 574599106   14,077,913 167,714 SH   SOLE   167,714 0 0
MASCO CORP COM 574599106   8,394,000 100,000 SH Call SOLE   100,000 0 0
MASCO CORP COM 574599106   5,036,400 60,000 SH Put SOLE   60,000 0 0
MASTEC INC COM 576323109   9,848,000 80,000 SH Call SOLE   80,000 0 0
MASTEC INC COM 576323109   2,462,000 20,000 SH Put SOLE   20,000 0 0
MASTEC INC COM 576323109   5,754,186 46,744 SH   SOLE   46,744 0 0
MATSON INC COM 57686G105   11,409,600 80,000 SH   SOLE   80,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206   60,902,000 740,000 SH   SOLE   740,000 0 0
META PLATFORMS INC CL A 30303M102   88,585,090 154,750 SH   SOLE   154,750 0 0
MODINE MFG CO COM 607828100   4,601,837 34,655 SH   SOLE   34,655 0 0
MODINE MFG CO COM 607828100   13,279,000 100,000 SH Call SOLE   100,000 0 0
MOHAWK INDS INC COM 608190104   6,587,880 41,000 SH   SOLE   41,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   57,387,000 1,100,000 SH   SOLE   1,100,000 0 0
MSC INDL DIRECT INC CL A 553530106   8,606,000 100,000 SH Call SOLE   100,000 0 0
MURPHY USA INC COM 626755102   4,928,700 10,000 SH Put SOLE   10,000 0 0
MURPHY USA INC COM 626755102   32,984,832 66,924 SH   SOLE   66,924 0 0
NETFLIX INC COM 64110L106   48,939,630 69,000 SH   SOLE   69,000 0 0
NEW YORK TIMES CO CL A 650111107   11,134,000 200,000 SH   SOLE   200,000 0 0
NEXGEN ENERGY LTD COM 65340P106   12,534,136 1,922,043 SH   SOLE   1,922,043 0 0
NEXTERA ENERGY INC COM 65339F101   11,834,200 140,000 SH   SOLE   140,000 0 0
OKLO INC COM CL A 02156V109   3,033,750 375,000 SH   SOLE   375,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   23,141,560 116,500 SH   SOLE   116,500 0 0
OSHKOSH CORP COM 688239201   7,014,700 70,000 SH Call SOLE   70,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   27,633,715 1,492,000 SH   SOLE   1,492,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   10,394,000 100,000 SH Call SOLE   100,000 0 0
P A M TRANSN SVCS INC COM 693149106   6,258,365 338,290 SH   SOLE   338,290 0 0
PARKER-HANNIFIN CORP COM 701094104   36,495,187 57,762 SH   SOLE   57,762 0 0
PARKER-HANNIFIN CORP COM 701094104   56,863,800 90,000 SH Call SOLE   90,000 0 0
PARKER-HANNIFIN CORP COM 701094104   18,954,600 30,000 SH Put SOLE   30,000 0 0
PENTAIR PLC SHS G7S00T104   14,668,500 150,000 SH Call SOLE   150,000 0 0
PENTAIR PLC SHS G7S00T104   4,889,500 50,000 SH Put SOLE   50,000 0 0
PENTAIR PLC SHS G7S00T104   12,706,539 129,937 SH   SOLE   129,937 0 0
POOL CORP COM 73278L105   5,652,000 15,000 SH Call SOLE   15,000 0 0
POTLATCHDELTIC CORPORATION COM 737630103   4,505,000 100,000 SH Put SOLE   100,000 0 0
PPG INDS INC COM 693506107   9,934,500 75,000 SH Call SOLE   75,000 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104   8,755,852 617,479 SH   SOLE   617,479 0 0
QUAKER HOUGHTON COM 747316107   842,450 5,000 SH   SOLE   5,000 0 0
QUANTA SVCS INC COM 74762E102   15,834,448 53,109 SH   SOLE   53,109 0 0
QUANTA SVCS INC COM 74762E102   38,759,500 130,000 SH Call SOLE   130,000 0 0
QUANTA SVCS INC COM 74762E102   5,963,000 20,000 SH Put SOLE   20,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203   49,899 6,253 SH   SOLE   6,253 0 0
QXO INC COM NEW 82846H405   23,875,275 1,513,968 SH   SOLE   1,513,968 0 0
RADIANT LOGISTICS INC COM 75025X100   1,115,605 173,500 SH   SOLE   173,500 0 0
RALPH LAUREN CORP CL A 751212101   38,754,613 199,900 SH   SOLE   199,900 0 0
REGAL REXNORD CORPORATION COM 758750103   5,409,347 32,610 SH   SOLE   32,610 0 0
REGAL REXNORD CORPORATION COM 758750103   8,294,000 50,000 SH Call SOLE   50,000 0 0
REPUBLIC SVCS INC COM 760759100   20,316,171 101,156 SH   SOLE   101,156 0 0
RH COM 74967X103   15,718,210 47,000 SH   SOLE   47,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   8,053,800 30,000 SH Call SOLE   30,000 0 0
ROSS STORES INC COM 778296103   22,576,500 150,000 SH Put SOLE   150,000 0 0
ROSS STORES INC COM 778296103   22,576,500 150,000 SH   SOLE   150,000 0 0
RTX CORPORATION COM 75513E101   11,880,828 98,059 SH   SOLE   98,059 0 0
RTX CORPORATION COM 75513E101   15,750,800 130,000 SH Call SOLE   130,000 0 0
RTX CORPORATION COM 75513E101   3,634,800 30,000 SH Put SOLE   30,000 0 0
RYDER SYS INC COM 783549108   2,227,970 15,281 SH   SOLE   15,281 0 0
SAFRAN SA COM 00B058TZ6   3,525,898 15,000 SH Put SOLE   15,000 0 0
SAIA INC COM 78709Y105   56,085,591 128,266 SH   SOLE   128,266 0 0
SAIA INC COM 78709Y105   52,471,200 120,000 SH Put SOLE   120,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   81,264,000 600,000 SH Put SOLE   600,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,039,000 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   38,552,000 400,000 SH Put SOLE   400,000 0 0
SMITH A O CORP COM 831865209   8,983,000 100,000 SH Call SOLE   100,000 0 0
SMURFIT WESTROCK PLC COM 00BRK49M5   26,017,307 526,453 SH   SOLE   526,453 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   129,096,000 225,000 SH Put SOLE   225,000 0 0
SPDR SER TR S&P METALS MNG 78464A755   6,372,000 100,000 SH Call SOLE   100,000 0 0
SPDR SER TR S&P METALS MNG 78464A755   50,976,000 800,000 SH Put SOLE   800,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   48,645,960 132,000 SH Put SOLE   132,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   106,873,700 290,000 SH   SOLE   290,000 0 0
SPROTT PHYSICAL URANIUM TR COM 85210A104   10,638,659 549,400 SH   SOLE   549,400 0 0
SYENSQO SA COM 00BPSLYH4   2,216,143 25,000 SH   SOLE   25,000 0 0
TARGET CORP COM 87612E106   38,965,000 250,000 SH   SOLE   250,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   76,440,000 1,400,000 SH   SOLE   1,400,000 0 0
TEREX CORP NEW COM 880779103   7,936,500 150,000 SH Call SOLE   150,000 0 0
TIDEWATER INC NEW COM 88642R109   5,743,200 80,000 SH   SOLE   80,000 0 0
TIMKEN CO COM 887389104   8,429,000 100,000 SH Call SOLE   100,000 0 0
TJX COS INC NEW COM 872540109   102,259,800 870,000 SH   SOLE   870,000 0 0
TOLL BROTHERS INC COM 889478103   4,508,791 29,185 SH   SOLE   29,185 0 0
TOLL BROTHERS INC COM 889478103   10,814,300 70,000 SH Call SOLE   70,000 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96   19,436,500 50,000 SH Call SOLE   50,000 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96   5,830,950 15,000 SH Put SOLE   15,000 0 0
TRANE TECHNOLOGIES PLC COM 00BK9ZQ96   11,253,734 28,950 SH   SOLE   28,950 0 0
TRANSDIGM GROUP INC COM 893641100   17,625,056 12,350 SH   SOLE   12,350 0 0
TRANSDIGM GROUP INC COM 893641100   42,813,900 30,000 SH Call SOLE   30,000 0 0
TRANSDIGM GROUP INC COM 893641100   7,135,650 5,000 SH Put SOLE   5,000 0 0
TRINITY INDS INC COM 896522109   18,503,698 531,105 SH   SOLE   531,105 0 0
UNITED PARCEL SERVICE INC CL B 911312106   51,127,500 375,000 SH   SOLE   375,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   54,536,000 400,000 SH Call SOLE   400,000 0 0
UNITED RENTALS INC COM 911363109   44,535,150 55,000 SH Call SOLE   55,000 0 0
UNITED RENTALS INC COM 911363109   3,057,540 3,776 SH   SOLE   3,776 0 0
UNITED STATES STL CORP NEW COM 912909108   16,319,280 461,910 SH   SOLE   461,910 0 0
V F CORP COM 918204108   19,950,000 1,000,000 SH Put SOLE   1,000,000 0 0
VALERO ENERGY CORP COM 91913Y100   6,751,500 50,000 SH Call SOLE   50,000 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   30,837,950 522,500 SH   SOLE   522,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,093,071 21,038 SH   SOLE   21,038 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,949,000 100,000 SH Call SOLE   100,000 0 0
VIKING HOLDINGS LTD COM 00BRDXKH1   4,186,800 120,000 SH   SOLE   120,000 0 0
VISTEON CORP COM NEW 92839U206   2,404,429 25,246 SH   SOLE   25,246 0 0
VS TRUST 2X LONG VIX FUTU 92891H507   4,720,000 1,000,000 SH   SOLE   1,000,000 0 0
WABTEC COM 929740108   18,177,000 100,000 SH Put SOLE   100,000 0 0
WASTE CONNECTIONS INC COM 94106B101   8,941,000 50,000 SH Call SOLE   50,000 0 0
WASTE CONNECTIONS INC COM 94106B101   14,479,950 80,975 SH   SOLE   80,975 0 0
WATSCO INC COM 942622200   2,938,983 5,975 SH   SOLE   5,975 0 0
WAYFAIR INC CL A 94419L101   30,899,000 550,000 SH   SOLE   550,000 0 0
WEATHERFORD INTERNATIONAL PL COM 00BLNN369   8,492,000 100,000 SH Call SOLE   100,000 0 0
WEATHERFORD INTERNATIONAL PL COM 00BLNN369   24,626,800 290,000 SH   SOLE   290,000 0 0
WESCO INTL INC COM 95082P105   8,399,000 50,000 SH Call SOLE   50,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   4,871,349 50,000 SH   SOLE   50,000 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,590,863 70,989 SH   SOLE   70,989 0 0
WESTLAKE CORPORATION COM 960413102   41,593,509 276,755 SH   SOLE   276,755 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   6,772,000 200,000 SH Put SOLE   200,000 0 0
XYLEM INC COM 98419M100   9,452,100 70,000 SH Call SOLE   70,000 0 0
XYLEM INC COM 98419M100   4,050,900 30,000 SH Put SOLE   30,000 0 0
XYLEM INC COM 98419M100   10,561,101 78,213 SH   SOLE   78,213 0 0