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
ABERCROMBIE & FITCH CO CL A 002896207   6,300,250 275,000 SH   SOLE   275,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   32,533,750 425,000 SH   SOLE   425,000 0 0
AECOM COM 00766T100   8,114,637 95,545 SH   SOLE   95,545 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   26,427,000 300,000 SH Call SOLE   300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,213,500 150,000 SH   SOLE   150,000 0 0
AMETEK INC COM 031100100   27,509,331 196,889 SH   SOLE   196,889 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   15,010,000 250,000 SH   SOLE   250,000 0 0
ARCH RESOURCES INC CL A 03940R107   7,139,500 50,000 SH Call SOLE   50,000 0 0
ARCH RESOURCES INC CL A 03940R107   13,422,260 94,000 SH   SOLE   94,000 0 0
AUTONATION INC COM 05329W102   18,777,500 175,000 SH Put SOLE   175,000 0 0
AVERY DENNISON CORP COM 053611109   9,750,108 53,868 SH   SOLE   53,868 0 0
BATH & BODY WORKS INC COM 070830104   12,642,000 300,000 SH Call SOLE   300,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   38,460,000 1,500,000 SH   SOLE   1,500,000 0 0
BIG LOTS INC COM 089302103   6,615,000 450,000 SH Put SOLE   450,000 0 0
BOOT BARN HLDGS INC COM 099406100   12,504,000 200,000 SH Put SOLE   200,000 0 0
BOOT BARN HLDGS INC COM 099406100   12,504,000 200,000 SH   SOLE   200,000 0 0
BRINKER INTL INC COM 109641100   4,786,500 150,000 SH Call SOLE   150,000 0 0
BRINKER INTL INC COM 109641100   4,786,500 150,000 SH   SOLE   150,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   17,842,000 275,000 SH   SOLE   275,000 0 0
BUNGE LIMITED COM G16962105   16,462,050 165,000 SH   SOLE   165,000 0 0
BURLINGTON STORES INC COM 122017106   70,966,000 350,000 SH   SOLE   350,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   41,202,000 450,000 SH Put SOLE   450,000 0 0
CABOT CORP COM 127055101   6,015,600 90,000 SH   SOLE   90,000 0 0
CAPRI HOLDINGS LTD COM G1890L107   28,660,000 500,000 SH   SOLE   500,000 0 0
CAPRI HOLDINGS LTD COM G1890L107   8,598,000 150,000 SH Call SOLE   150,000 0 0
CARGURUS INC COM CL A 141788109   2,451,750 175,000 SH Put SOLE   175,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   31,212,000 300,000 SH   SOLE   300,000 0 0
CF INDS HLDGS INC COM 125269100   21,517,771 252,556 SH   SOLE   252,556 0 0
CHEESECAKE FACTORY INC COM 163072101   19,818,750 625,000 SH   SOLE   625,000 0 0
CHEESECAKE FACTORY INC COM 163072101   11,098,500 350,000 SH Call SOLE   350,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   38,289,750 475,000 SH   SOLE   475,000 0 0
COCA COLA CO COM 191216100   31,009,875 487,500 SH   SOLE   487,500 0 0
COLGATE PALMOLIVE CO COM 194162103   69,926,125 887,500 SH   SOLE   887,500 0 0
COLONNADE ACQUISITION CORP-A COM G2284B101   4,028,000 400,000 SH   SOLE   400,000 0 0
COMMERCIAL METALS CO COM 201723103   21,735,000 450,000 SH Put SOLE   450,000 0 0
COMMERCIAL METALS CO COM 201723103   58,986,375 1,221,250 SH   SOLE   1,221,250 0 0
CONSOL ENERGY INC NEW COM 20854L108   13,000,000 200,000 SH Put SOLE   200,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   39,000,000 600,000 SH   SOLE   600,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   5,793,750 25,000 SH Call SOLE   25,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   11,587,500 50,000 SH Put SOLE   50,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   11,587,500 50,000 SH   SOLE   50,000 0 0
COVESTRO AG COM 00BYTBWY9   2,934,508 75,000 SH   SOLE   75,000 0 0
CROCS INC COM 227046109   16,264,500 150,000 SH   SOLE   150,000 0 0
CROCS INC COM 227046109   13,553,750 125,000 SH Call SOLE   125,000 0 0
CSX CORP COM 126408103   6,822,261 220,215 SH   SOLE   220,215 0 0
CULLEN FROST BANKERS INC COM 229899109   54,859,600 423,000 SH   SOLE   423,000 0 0
D R HORTON INC COM 23331A109   30,485,880 342,000 SH   SOLE   342,000 0 0
DECKERS OUTDOOR CORP COM 243537107   39,916,000 100,000 SH   SOLE   100,000 0 0
DECKERS OUTDOOR CORP COM 243537107   4,989,500 12,500 SH Call SOLE   12,500 0 0
DECKERS OUTDOOR CORP COM 243537107   14,968,500 37,500 SH Put SOLE   37,500 0 0
DEERE & CO COM 244199105   12,313,130 28,718 SH   SOLE   28,718 0 0
DHC ACQUISITION CORP-A COM G2758T125   5,035,050 500,000 SH   SOLE   500,000 0 0
DICKS SPORTING GOODS INC COM 253393102   9,021,750 75,000 SH Put SOLE   75,000 0 0
DICKS SPORTING GOODS INC COM 253393102   30,072,500 250,000 SH   SOLE   250,000 0 0
DILLARDS INC CL A 254067101   21,816,000 67,500 SH Put SOLE   67,500 0 0
DOLLAR GEN CORP NEW COM 256677105   30,781,250 125,000 SH   SOLE   125,000 0 0
DOVER CORP COM 260003108   15,322,589 113,157 SH   SOLE   113,157 0 0
DOVER CORP COM 260003108   6,770,500 50,000 SH Put SOLE   50,000 0 0
EATON CORP PLC SHS G29183103   6,278,000 40,000 SH Put SOLE   40,000 0 0
EATON CORP PLC SHS G29183103   13,495,817 85,988 SH   SOLE   85,988 0 0
ECOVYST INC COM 27923Q109   2,215,000 250,000 SH   SOLE   250,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   6,391,766 351,389 SH   SOLE   351,389 0 0
FEDEX CORP COM 31428X106   25,114,000 145,000 SH   SOLE   145,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   29,202,961 419,402 SH   SOLE   419,402 0 0
GATX CORP COM 361448103   3,530,488 33,200 SH   SOLE   33,200 0 0
GENERAL DYNAMICS CORP COM 369550108   23,199,526 93,505 SH   SOLE   93,505 0 0
GENERAL ELECTRIC CO COM NEW 369604301   36,222,417 432,300 SH   SOLE   432,300 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   15,575,000 700,000 SH   SOLE   700,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   31,296,039 733,100 SH   SOLE   733,100 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   12,807,000 300,000 SH Put SOLE   300,000 0 0
HANESBRANDS INC COM 410345102   9,540,000 1,500,000 SH Put SOLE   1,500,000 0 0
HARLEY DAVIDSON INC COM 412822108   8,320,000 200,000 SH Call SOLE   200,000 0 0
HARLEY DAVIDSON INC COM 412822108   17,680,000 425,000 SH Put SOLE   425,000 0 0
HARLEY DAVIDSON INC COM 412822108   38,480,000 925,000 SH   SOLE   925,000 0 0
HASBRO INC COM 418056107   24,404,000 400,000 SH Put SOLE   400,000 0 0
HEICO CORP NEW COM 422806109   23,409,820 152,368 SH   SOLE   152,368 0 0
HELEN OF TROY LTD COM G4388N106   6,931,875 62,500 SH Put SOLE   62,500 0 0
HOME DEPOT INC COM 437076102   15,793,000 50,000 SH Put SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106   25,384,907 118,455 SH   SOLE   118,455 0 0
HOWMET AEROSPACE INC COM 443201108   2,758,700 70,000 SH   SOLE   70,000 0 0
HUB GROUP INC CL A 443320106   15,898,000 200,000 SH Put SOLE   200,000 0 0
HUB GROUP INC CL A 443320106   38,677,926 486,576 SH   SOLE   486,576 0 0
HUBBELL INC COM 443510607   15,037,825 64,078 SH   SOLE   64,078 0 0
IMAX CORP COM 45245E109   14,293,500 975,000 SH Call SOLE   975,000 0 0
INGERSOLL RAND INC COM 45687V106   8,041,275 153,900 SH   SOLE   153,900 0 0
INGREDION INC COM 457187102   3,917,200 40,000 SH   SOLE   40,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   133,140,000 500,000 SH Call SOLE   500,000 0 0
ISHARES INC MSCI FRONTIER 464286145   1,043,603 50,000 SH   SOLE   50,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   11,200,500 112,500 SH Call SOLE   112,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   69,744,000 400,000 SH Call SOLE   400,000 0 0
ISHARES TR US HOME CONS ETF 464288752   3,030,250 50,000 SH Put SOLE   50,000 0 0
ISHARES TR US HOME CONS ETF 464288752   20,784,485 342,950 SH   SOLE   342,950 0 0
ITT INC COM 45073V108   12,003,611 148,010 SH   SOLE   148,010 0 0
JD.COM INC SPON ADR CL A 47215P106   16,839,000 300,000 SH Call SOLE   300,000 0 0
KOHLS CORP COM 500255104   7,575,000 300,000 SH Call SOLE   300,000 0 0
KOHLS CORP COM 500255104   6,312,500 250,000 SH Put SOLE   250,000 0 0
LAMB WESTON HLDGS INC COM 513272104   26,808,000 300,000 SH Put SOLE   300,000 0 0
LAMB WESTON HLDGS INC COM 513272104   31,276,000 350,000 SH   SOLE   350,000 0 0
LAS VEGAS SANDS CORP COM 517834107   12,017,500 250,000 SH Call SOLE   250,000 0 0
LAS VEGAS SANDS CORP COM 517834107   37,254,250 775,000 SH   SOLE   775,000 0 0
LAUDER ESTEE COS INC CL A 518439104   48,138,302 194,020 SH   SOLE   194,020 0 0
LEGGETT & PLATT INC COM 524660107   6,446,000 200,000 SH Put SOLE   200,000 0 0
LENNAR CORP CL A 526057104   10,660,900 117,800 SH   SOLE   117,800 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   3,287,460 102,000 SH   SOLE   102,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   28,395,500 475,000 SH   SOLE   475,000 0 0
LINDE PLC SHS G5494J103   35,597,654 109,135 SH   SOLE   109,135 0 0
LOCKHEED MARTIN CORP COM 539830109   11,785,220 24,225 SH   SOLE   24,225 0 0
LOUISIANA PAC CORP COM 546347105   5,430,890 91,738 SH   SOLE   91,738 0 0
LOWES COS INC COM 548661107   19,924,000 100,000 SH Put SOLE   100,000 0 0
LULULEMON ATHLETICA INC COM 550021109   16,019,000 50,000 SH Call SOLE   50,000 0 0
LULULEMON ATHLETICA INC COM 550021109   25,630,400 80,000 SH Put SOLE   80,000 0 0
LULULEMON ATHLETICA INC COM 550021109   25,630,400 80,000 SH   SOLE   80,000 0 0
MACYS INC COM 55616P104   26,845,000 1,300,000 SH   SOLE   1,300,000 0 0
MACYS INC COM 55616P104   18,585,000 900,000 SH Call SOLE   900,000 0 0
MASTEC INC COM 576323109   12,831,755 150,378 SH   SOLE   150,378 0 0
MASTEC INC COM 576323109   2,559,900 30,000 SH Put SOLE   30,000 0 0
MATTEL INC COM 577081102   8,920,000 500,000 SH Call SOLE   500,000 0 0
MCDONALDS CORP COM 580135101   29,647,125 112,500 SH   SOLE   112,500 0 0
META PLATFORMS INC CL A 30303M102   27,076,500 225,000 SH Call SOLE   225,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   1,322,000 200,000 SH   SOLE   200,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   6,594,786 188,100 SH   SOLE   188,100 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   40,612,000 400,000 SH   SOLE   400,000 0 0
NEWELL BRANDS INC COM 651229106   2,616,000 200,000 SH Put SOLE   200,000 0 0
NIKE INC CL B 654106103   11,701,000 100,000 SH Put SOLE   100,000 0 0
NIKE INC CL B 654106103   29,171,178 249,305 SH   SOLE   249,305 0 0
NORDSTROM INC COM 655664100   4,035,000 250,000 SH Put SOLE   250,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   20,138,465 36,910 SH   SOLE   36,910 0 0
NUCOR CORP COM 670346105   26,362,000 200,000 SH Put SOLE   200,000 0 0
NUTRIEN LTD COM 67077M108   9,711,675 132,982 SH   SOLE   132,982 0 0
O-I GLASS INC COM 67098H104   7,622,200 460,000 SH   SOLE   460,000 0 0
OLIN CORP COM PAR $1 680665205   2,647,000 50,000 SH   SOLE   50,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   5,343,000 300,000 SH   SOLE   300,000 0 0
PARKER-HANNIFIN CORP COM 701094104   11,640,000 40,000 SH Put SOLE   40,000 0 0
PARKER-HANNIFIN CORP COM 701094104   36,656,106 125,966 SH   SOLE   125,966 0 0
PATHFINDER ACQUISITION -CL A COM 00BLFBP21   956,650 95,000 SH   SOLE   95,000 0 0
POLARIS INC COM 731068102   7,575,000 75,000 SH Put SOLE   75,000 0 0
PONTEM CORP-CLASS A COM 00BNNF187   7,077,000 700,000 SH   SOLE   700,000 0 0
POOL CORP COM 73278L105   25,178,345 83,281 SH   SOLE   83,281 0 0
POOL CORP COM 73278L105   6,046,600 20,000 SH Put SOLE   20,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   2,943,020 435,358 SH   SOLE   435,358 0 0
PVH CORPORATION COM 693656100   35,859,720 508,000 SH   SOLE   508,000 0 0
QUANTA SVCS INC COM 74762E102   19,009,500 133,400 SH   SOLE   133,400 0 0
QUANTA SVCS INC COM 74762E102   14,250,000 100,000 SH Call SOLE   100,000 0 0
QUANTA SVCS INC COM 74762E102   4,275,000 30,000 SH Put SOLE   30,000 0 0
RALPH LAUREN CORP CL A 751212101   9,246,125 87,500 SH Put SOLE   87,500 0 0
RALPH LAUREN CORP CL A 751212101   11,887,875 112,500 SH   SOLE   112,500 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   28,332,079 280,738 SH   SOLE   280,738 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,055,200 60,000 SH Put SOLE   60,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   10,122,000 50,000 SH Put SOLE   50,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   76,645,404 378,608 SH   SOLE   378,608 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   8,083,750 125,000 SH Call SOLE   125,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   16,167,500 250,000 SH Put SOLE   250,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   64,670,000 1,000,000 SH   SOLE   1,000,000 0 0
RUSH ENTERPRISES INC CL A 781846209   16,817,221 321,676 SH   SOLE   321,676 0 0
RXO INC COMMON STOCK 74982T103   11,930,384 693,627 SH   SOLE   693,627 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   9,390,000 750,000 SH Put SOLE   750,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   19,642,000 200,000 SH Put SOLE   200,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   7,943,488 116,816 SH   SOLE   116,816 0 0
SIMPLY GOOD FOODS CO COM 82900L102   16,638,125 437,500 SH   SOLE   437,500 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,197,600 15,000 SH   SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,648,600 20,000 SH Put SOLE   20,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   18,135,000 300,000 SH Put SOLE   300,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   17,514,500 287,500 SH Call SOLE   287,500 0 0
STARBUCKS CORP COM 855244109   19,840,000 200,000 SH Put SOLE   200,000 0 0
STARBUCKS CORP COM 855244109   66,960,000 675,000 SH   SOLE   675,000 0 0
STELCO HOLDINGS INC COM 858522105   1,633,835 50,000 SH   SOLE   50,000 0 0
TAPESTRY INC COM 876030107   5,712,000 150,000 SH Put SOLE   150,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   7,998,200 20,000 SH Put SOLE   20,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   39,688,668 99,244 SH   SOLE   99,244 0 0
TEMPUR SEALY INTL INC COM 88023U101   42,912,500 1,250,000 SH   SOLE   1,250,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   15,448,500 450,000 SH Call SOLE   450,000 0 0
TENARIS S A SPONSORED ADS 88031M109   12,657,600 360,000 SH   SOLE   360,000 0 0
TEXTRON INC COM 883203101   16,484,152 232,827 SH   SOLE   232,827 0 0
THOR INDS INC COM 885160101   7,549,000 100,000 SH Put SOLE   100,000 0 0
TIMKEN CO COM 887389104   2,826,800 40,000 SH Put SOLE   40,000 0 0
TIMKEN CO COM 887389104   9,818,324 138,932 SH   SOLE   138,932 0 0
TJX COS INC NEW COM 872540109   23,880,000 300,000 SH   SOLE   300,000 0 0
TJX COS INC NEW COM 872540109   11,940,000 150,000 SH Call SOLE   150,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   3,950,000 200,000 SH Call SOLE   200,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   25,181,250 1,275,000 SH   SOLE   1,275,000 0 0
TRANE TECHNOLOGIES PLC COM G8994E103   2,874,339 17,100 SH   SOLE   17,100 0 0
TRANSDIGM GROUP INC COM 893641100   32,536,534 51,674 SH   SOLE   51,674 0 0
TRANSDIGM GROUP INC COM 893641100   6,296,500 10,000 SH Put SOLE   10,000 0 0
TRITON INTL LTD CL A G9078F107   6,878,000 100,000 SH Put SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109   17,771,000 50,000 SH Call SOLE   50,000 0 0
UNITED RENTALS INC COM 911363109   5,686,720 16,000 SH Put SOLE   16,000 0 0
UNITED RENTALS INC COM 911363109   21,602,783 60,781 SH   SOLE   60,781 0 0
UNITED STATES STL CORP NEW COM 912909108   2,505,000 100,000 SH Put SOLE   100,000 0 0
UTZ BRANDS INC COM CL A 918090101   18,635,500 1,175,000 SH   SOLE   1,175,000 0 0
V F CORP COM 918204108   6,902,500 250,000 SH Put SOLE   250,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   11,820,000 300,000 SH Call SOLE   300,000 0 0
VISTEON CORP COM NEW 92839U206   8,467,841 64,724 SH   SOLE   64,724 0 0
WASTE CONNECTIONS INC COM 94106B101   14,812,254 111,740 SH   SOLE   111,740 0 0
WESCO INTL INC COM 95082P105   5,265,787 42,059 SH   SOLE   42,059 0 0
WEST FRASER TIMBER CO LTD COM 952845105   35,199,869 487,981 SH   SOLE   487,981 0 0
WILLIAMS SONOMA INC COM 969904101   8,619,000 75,000 SH Put SOLE   75,000 0 0
WYNN RESORTS LTD COM 983134107   27,833,625 337,500 SH Call SOLE   337,500 0 0
YUM BRANDS INC COM 988498101   6,404,000 50,000 SH Put SOLE   50,000 0 0
YUM BRANDS INC COM 988498101   28,818,000 225,000 SH   SOLE   225,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   4,026,250 125,000 SH   SOLE   125,000 0 0