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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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
ACTIVISION BLIZZARD INC COM 00507V109   81,771,000 970,000 SH Call SOLE   970,000 0 0
AMAZON COM INC COM 023135106   35,849,000 275,000 SH   SOLE   275,000 0 0
AUTOZONE INC COM 053332102   19,448,208 7,800 SH   SOLE   7,800 0 0
BERRY GLOBAL GROUP INC COM 08579W103   41,821,000 650,000 SH   SOLE   650,000 0 0
BLACKBERRY LTD COM 09228F103   6,636,000 1,200,000 SH   SOLE   1,200,000 0 0
BOEING CO COM 097023105   8,446,400 40,000 SH   SOLE   40,000 0 0
CARLISLE COS INC COM 142339100   7,695,900 30,000 SH   SOLE   30,000 0 0
EATON CORP PLC SHS G29183103   13,071,500 65,000 SH   SOLE   65,000 0 0
ELECTRONIC ARTS INC COM 285512109   1,945,500 15,000 SH   SOLE   15,000 0 0
FEDEX CORP COM 31428X106   47,101,000 190,000 SH   SOLE   190,000 0 0
FIRST SOLAR INC COM 336433107   26,137,375 137,500 SH   SOLE   137,500 0 0
FLUOR CORP NEW COM 343412102   34,780,000 1,175,000 SH   SOLE   1,175,000 0 0
FRONTDOOR INC COM 35905A109   28,710,000 900,000 SH   SOLE   900,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   13,577,250 75,000 SH   SOLE   75,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101   10,512,000 75,000 SH   SOLE   75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   102,998,500 550,000 SH Put SOLE   550,000 0 0
KBR INC COM 48242W106   40,337,200 620,000 SH   SOLE   620,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   13,753,151 510,700 SH Call SOLE   510,700 0 0
LENNOX INTL INC COM 526107107   26,085,600 80,000 SH   SOLE   80,000 0 0
LOUISIANA PAC CORP COM 546347105   16,495,600 220,000 SH   SOLE   220,000 0 0
MACYS INC COM 55616P104   8,025,000 500,000 SH   SOLE   500,000 0 0
MASTEC INC COM 576323109   6,193,425 52,500 SH   SOLE   52,500 0 0
MICROSOFT CORP COM 594918104   20,432,400 60,000 SH   SOLE   60,000 0 0
PARKER-HANNIFIN CORP COM 701094104   30,228,100 77,500 SH   SOLE   77,500 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   3,863,200 880,000 SH   SOLE   880,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   37,224,800 380,000 SH   SOLE   380,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   123,418,000 1,150,000 SH Put SOLE   1,150,000 0 0
SHERWIN WILLIAMS CO COM 824348106   21,241,600 80,000 SH   SOLE   80,000 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   25,661,400 285,000 SH   SOLE   285,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   221,640,000 500,000 SH Put SOLE   500,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   33,846,800 230,000 SH   SOLE   230,000 0 0
TOPBUILD CORP COM 89055F103   10,640,800 40,000 SH   SOLE   40,000 0 0
TRANSDIGM GROUP INC COM 893641100   18,777,570 21,000 SH   SOLE   21,000 0 0
ULTA BEAUTY INC COM 90384S303   4,705,950 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108   22,508,200 110,000 SH   SOLE   110,000 0 0
UNITED RENTALS INC COM 911363109   11,134,250 25,000 SH   SOLE   25,000 0 0
VISTEON CORP COM NEW 92839U206   28,003,950 195,000 SH   SOLE   195,000 0 0
XPO INC COM 983793100   9,440,000 160,000 SH   SOLE   160,000 0 0
YUM BRANDS INC COM 988498101   32,559,250 235,000 SH   SOLE   235,000 0 0