Scopus Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	62,752	2,325,000	SH		SOLE		2,325,000	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	8,097	300,000	SH	Call	SOLE		300,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	23,250	250,000	SH	Call	SOLE		250,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	93,000	1,000,000	SH		SOLE		1,000,000	0	0
ADIENT PLC	ORD SHS	G0084W101	8,923	201,875	SH		SOLE		201,875	0	0
ADIENT PLC	ORD SHS	G0084W101	2,652	60,000	SH	Put	SOLE		60,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	77,983	425,000	SH		SOLE		425,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	15,556	150,458	SH		SOLE		150,458	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	3,102	30,000	SH	Put	SOLE		30,000	0	0
AECOM	COM	00766T100	2,244	35,000	SH	Put	SOLE		35,000	0	0
AECOM	COM	00766T100	10,450	163,000	SH		SOLE		163,000	0	0
AERCAP HOLDINGS NV	COM	N00985106	11,443	194,800	SH		SOLE		194,800	0	0
AERCAP HOLDINGS NV	COM	N00985956	2,350	40,000	SH	Put	SOLE		40,000	0	0
AES CORP	COM	00130H105	2,011	75,000	SH		SOLE		75,000	0	0
AEVA TECHNOLOGIES INC	COM	00835Q103	3,480	300,000	SH		SOLE		300,000	0	0
AGCO CORP	COM	001084102	2,873	20,000	SH	Put	SOLE		20,000	0	0
AGCO CORP	COM	001084102	17,252	120,100	SH		SOLE		120,100	0	0
AIR CANADA	COM	008911877	2,186	105,000	SH		SOLE		105,000	0	0
AIRBUS SE	COM	004012250	14,835	131,000	SH		SOLE		131,000	0	0
AIRBUS SE	COM	004012250	2,831	25,000	SH	Put	SOLE		25,000	0	0
AKZO NOBEL N.V.	COM	00BJ2KSG2	13,083	117,057	SH		SOLE		117,057	0	0
ALLEGRO MICROSYSTEMS INC	COM	01749D105	5,510	217,362	SH		SOLE		217,362	0	0
ALLEGRO MICROSYSTEMS INC	COM	01749D105	1,521	60,000	SH	Put	SOLE		60,000	0	0
AMAZON COM INC	COM	023135106	170,174	55,000	SH		SOLE		55,000	0	0
AMETEK INC	COM	031100100	29,979	234,707	SH		SOLE		234,707	0	0
AMETEK INC	COM	031100100	5,109	40,000	SH	Put	SOLE		40,000	0	0
AMPHENOL CORP NEW	CL A	032095101	2,969	45,000	SH	Put	SOLE		45,000	0	0
AMPHENOL CORP NEW	CL A	032095101	9,539	144,600	SH		SOLE		144,600	0	0
APTIV PLC	SHS	G6095L109	1,655	12,000	SH	Put	SOLE		12,000	0	0
APTIV PLC	SHS	G6095L109	6,875	49,858	SH		SOLE		49,858	0	0
ARCELORMITTAL	COM	00BYPBS67	2,889	100,000	SH		SOLE		100,000	0	0
ARCELORMITTAL SA LUXEMBOURG	COM	03938L203	46,672	1,600,000	SH		SOLE		1,600,000	0	0
ARCELORMITTAL SA LUXEMBOURG	COM	03938L203	2,188	75,000	SH	Put	SOLE		75,000	0	0
AVERY DENNISON CORP	COM	053611109	18,920	103,022	SH		SOLE		103,022	0	0
AVIENT CORPORATION	COM	05368V106	42,235	893,486	SH		SOLE		893,486	0	0
AXALTA COATING SYS LTD	COM	G0750C108	4,437	150,000	SH	Call	SOLE		150,000	0	0
B & G FOODS INC NEW	COM	05508R106	15,530	500,000	SH	Call	SOLE		500,000	0	0
BED BATH & BEYOND INC	COM	075896100	11,660	400,000	SH	Put	SOLE		400,000	0	0
BEYOND MEAT INC	COM	08862E109	13,012	100,000	SH	Put	SOLE		100,000	0	0
BLOOMIN BRANDS INC	COM	094235108	52,748	1,950,000	SH		SOLE		1,950,000	0	0
BOEING CO	COM	097023105	3,566	14,000	SH	Put	SOLE		14,000	0	0
BOEING CO	COM	097023105	19,953	78,332	SH		SOLE		78,332	0	0
BRENNTAG SE	COM	00B4YVF56	2,989	35,000	SH		SOLE		35,000	0	0
BRINKER INTL INC	COM	109641100	11,965	168,382	SH		SOLE		168,382	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	15,244	328,750	SH		SOLE		328,750	0	0
BURLINGTON STORES INC	COM	122017106	126,990	425,000	SH		SOLE		425,000	0	0
BURLINGTON STORES INC	COM	122017106	14,940	50,000	SH	Call	SOLE		50,000	0	0
CAESARS ENTERTAINMENT INC NE	COM	12769G100	13,118	150,000	SH	Call	SOLE		150,000	0	0
CAESARS ENTERTAINMENT INC NE	COM	12769G100	26,235	300,000	SH	Put	SOLE		300,000	0	0
CAESARS ENTERTAINMENT INC NE	COM	12769G100	80,891	925,000	SH		SOLE		925,000	0	0
CALLAWAY GOLF CO	COM	131193104	33,438	1,250,000	SH		SOLE		1,250,000	0	0
CANADIAN NATL RY CO	COM	136375102	34,794	300,000	SH		SOLE		300,000	0	0
CAPRI HOLDINGS LTD	COM	G1890L107	68,850	1,350,000	SH		SOLE		1,350,000	0	0
CARLOTZ INC	COM CL A	142552108	7,130	1,000,000	SH		SOLE		1,000,000	0	0
CARMAX INC	COM	143130102	79,596	600,000	SH		SOLE		600,000	0	0
CARMAX INC	COM	143130102	33,165	250,000	SH	Put	SOLE		250,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	3,167	75,000	SH	Put	SOLE		75,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	13,373	316,743	SH		SOLE		316,743	0	0
CF INDS HLDGS INC	COM	125269100	23,779	524,007	SH		SOLE		524,007	0	0
CHEESECAKE FACTORY INC	COM	163072101	1,464	25,021	SH		SOLE		25,021	0	0
CLEAN HARBORS INC	COM	184496107	2,102	25,000	SH	Put	SOLE		25,000	0	0
CLEAN HARBORS INC	COM	184496107	10,157	120,835	SH		SOLE		120,835	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	15,585	775,000	SH		SOLE		775,000	0	0
COCA-COLA EUROPACIFIC PARTNE	COM	G25839104	39,120	750,000	SH		SOLE		750,000	0	0
COCA-COLA EUROPACIFIC PARTNE	COM	G25839904	15,648	300,000	SH	Call	SOLE		300,000	0	0
COGNEX CORP	COM	192422103	1,326	15,977	SH		SOLE		15,977	0	0
COLFAX CORP	COM	194014106	16,385	373,992	SH		SOLE		373,992	0	0
COLFAX CORP	COM	194014106	2,629	60,000	SH	Put	SOLE		60,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	85,500	375,000	SH		SOLE		375,000	0	0
CONSTELLIUM SE	COM	F21107101	20,298	1,380,821	SH		SOLE		1,380,821	0	0
COVENANT LOGISTICS GROUP INC	CL A	22284P105	4,588	222,806	SH		SOLE		222,806	0	0
CROWN HLDGS INC	COM	228368106	24,745	255,000	SH		SOLE		255,000	0	0
CUMMINS INC	COM	231021106	7,703	29,729	SH		SOLE		29,729	0	0
CURALEAF HOLDINGS INC	COM	23126M102	23,752	1,550,000	SH		SOLE		1,550,000	0	0
D R HORTON INC	COM	23331A109	11,984	134,468	SH		SOLE		134,468	0	0
D R HORTON INC	COM	23331A109	2,406	27,000	SH	Put	SOLE		27,000	0	0
DANAHER CORPORATION	COM	235851102	9,003	40,000	SH	Call	SOLE		40,000	0	0
DANAHER CORPORATION	COM	235851102	3,376	15,000	SH	Put	SOLE		15,000	0	0
DANAHER CORPORATION	COM	235851102	17,790	79,037	SH		SOLE		79,037	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	9,580	200,000	SH	Call	SOLE		200,000	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	21,555	450,000	SH	Put	SOLE		450,000	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	69,455	1,450,000	SH		SOLE		1,450,000	0	0
DEERE & CO	COM	244199105	3,367	9,000	SH	Put	SOLE		9,000	0	0
DEERE & CO	COM	244199105	19,715	52,695	SH		SOLE		52,695	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	4,892	101,318	SH		SOLE		101,318	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	966	20,000	SH	Put	SOLE		20,000	0	0
DHC ACQUISITION CORP	COM	G2758T125	4,995	500,000	SH		SOLE		500,000	0	0
DISNEY WALT CO	COM	254687106	46,130	250,000	SH	Call	SOLE		250,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	81,048	400,000	SH		SOLE		400,000	0	0
DOVER CORP	COM	260003108	31,291	228,182	SH		SOLE		228,182	0	0
DOVER CORP	COM	260003108	5,485	40,000	SH	Put	SOLE		40,000	0	0
DRAFTKINGS INC	COM CL A	26142R104	3,680	60,000	SH	Call	SOLE		60,000	0	0
DRAFTKINGS INC	COM CL A	26142R104	3,680	60,000	SH		SOLE		60,000	0	0
DRIVE SHACK INC	COM	262077100	7,223	2,250,000	SH		SOLE		2,250,000	0	0
DYCOM INDS INC	COM	267475101	5,661	60,973	SH		SOLE		60,973	0	0
DYCOM INDS INC	COM	267475101	929	10,000	SH	Put	SOLE		10,000	0	0
EASTMAN CHEM CO	COM	277432100	12,113	110,000	SH		SOLE		110,000	0	0
EATON CORP PLC	SHS	G29183103	27,211	196,784	SH		SOLE		196,784	0	0
EATON CORP PLC	SHS	G29183103	5,531	40,000	SH	Put	SOLE		40,000	0	0
EBAY INC.	COM	278642103	12,248	200,000	SH	Put	SOLE		200,000	0	0
ECP ENVIRONMENTAL GW OPT COR	UNIT 03/01/2026	26829T209	2,268	225,000	SH		SOLE		225,000	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	20,184	1,103,554	SH		SOLE		1,103,554	0	0
EMERSON ELEC CO	COM	291011104	14,571	161,500	SH		SOLE		161,500	0	0
EMERSON ELEC CO	COM	291011104	2,707	30,000	SH	Put	SOLE		30,000	0	0
EQUITY DISTR ACQUISITION COR	*W EXP 09/09/202	29465E114	180	166,666	SH		SOLE		166,666	0	0
EQUITY DISTR ACQUISITION COR	COM CL A	29465E106	4,955	500,000	SH		SOLE		500,000	0	0
FAST ACQUISITION CORP	COM CL A	311875108	23,475	1,875,000	SH		SOLE		1,875,000	0	0
FEDEX CORP	COM	31428X106	42,606	150,000	SH	Call	SOLE		150,000	0	0
FEDEX CORP	COM	31428X106	56,808	200,000	SH		SOLE		200,000	0	0
FERRARI NV	COM	N3167J106	26,160	125,000	SH		SOLE		125,000	0	0
FLEX LTD	COM	Y2573F952	1,282	70,000	SH	Put	SOLE		70,000	0	0
FLEX LTD	COM	Y2573F102	4,667	254,900	SH		SOLE		254,900	0	0
FORTISTAR SUSTAINABLE SOL CO	UNIT 01/14/2026	34962M205	2,676	270,000	SH		SOLE		270,000	0	0
FORTIVE CORP	COM	34959J108	8,830	125,000	SH		SOLE		125,000	0	0
FORTIVE CORP	COM	34959J108	1,413	20,000	SH	Put	SOLE		20,000	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	2,160	22,540	SH		SOLE		22,540	0	0
FORWARD AIR CORP	COM	349853101	4,697	52,893	SH		SOLE		52,893	0	0
GAP INC	COM	364760108	141,455	4,750,000	SH		SOLE		4,750,000	0	0
GAP INC	COM	364760108	18,613	625,000	SH	Call	SOLE		625,000	0	0
GATX CORP	COM	361448103	17,277	186,291	SH		SOLE		186,291	0	0
GENERAC HLDGS INC	COM	368736104	2,620	8,000	SH	Put	SOLE		8,000	0	0
GENERAC HLDGS INC	COM	368736104	13,741	41,964	SH		SOLE		41,964	0	0
GENERAL ELECTRIC CO	COM	369604103	16,964	1,292,000	SH		SOLE		1,292,000	0	0
GENERAL ELECTRIC CO	COM	369604103	2,626	200,000	SH	Put	SOLE		200,000	0	0
GENERAL MTRS CO	COM	37045V100	1,149	20,000	SH	Put	SOLE		20,000	0	0
GENERAL MTRS CO	COM	37045V100	6,826	118,800	SH		SOLE		118,800	0	0
GORES HOLDINGS VII INC	UNIT 02/12/2028	38286T200	996	100,000	SH		SOLE		100,000	0	0
GRAYSCALE BITCOIN TRUST BTC	COM	389637109	16,064	321,016	SH		SOLE		321,016	0	0
GS ACQUISITION HLDGS CORP II	*W EXP 06/30/202	36258Q113	220	100,000	SH		SOLE		100,000	0	0
GS ACQUISITION HLDGS CORP II	COM CL A	36258Q105	2,816	270,000	SH		SOLE		270,000	0	0
GUESS INC	COM	401617105	106	4,508	SH		SOLE		4,508	0	0
HARLEY DAVIDSON INC	COM	412822108	4,010	100,000	SH		SOLE		100,000	0	0
HARLEY DAVIDSON INC	COM	412822108	30,075	750,000	SH	Call	SOLE		750,000	0	0
HASBRO INC	COM	418056107	57,672	600,000	SH		SOLE		600,000	0	0
HAYWARD HLDGS INC	COM	421298100	1,688	100,000	SH	Put	SOLE		100,000	0	0
HAYWARD HLDGS INC	COM	421298100	8,524	505,000	SH		SOLE		505,000	0	0
HONEYWELL INTL INC	COM	438516106	5,427	25,000	SH	Put	SOLE		25,000	0	0
HONEYWELL INTL INC	COM	438516106	22,814	105,100	SH		SOLE		105,100	0	0
HOWMET AEROSPACE INC	COM	443201108	20,017	623,000	SH		SOLE		623,000	0	0
HUB GROUP INC	CL A	443320106	40,458	601,340	SH		SOLE		601,340	0	0
HUB GROUP INC	CL A	443320106	10,092	150,000	SH	Call	SOLE		150,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	75,632	450,000	SH	Put	SOLE		450,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	96,089	571,719	SH		SOLE		571,719	0	0
HYDROFARM HLDGS GROUP INC	COM	44888K209	3,738	61,967	SH		SOLE		61,967	0	0
IAA INC	COM	449253103	8,548	155,015	SH		SOLE		155,015	0	0
IAA INC	COM	449253103	1,103	20,000	SH	Put	SOLE		20,000	0	0
IAC INTERACTIVECORP NEW	COM	44891N109	113,563	525,000	SH	Call	SOLE		525,000	0	0
IAC INTERACTIVECORP NEW	COM	44891N109	118,971	550,000	SH		SOLE		550,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	2,215	10,000	SH	Put	SOLE		10,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	12,184	55,000	SH		SOLE		55,000	0	0
INGERSOLL RAND INC	COM	45687V106	1,968	40,000	SH	Put	SOLE		40,000	0	0
INGERSOLL RAND INC	COM	45687V106	10,285	209,000	SH		SOLE		209,000	0	0
INTERFOR CORP	COM	45868C109	11,316	502,292	SH		SOLE		502,292	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	23,935	75,000	SH	Put	SOLE		75,000	0	0
ISHARES INC	MSCI BRAZIL ETF	464286400	58,538	1,750,000	SH	Put	SOLE		1,750,000	0	0
ISHARES TR	GL CLEAN ENE ETF	464288224	9,720	400,000	SH	Call	SOLE		400,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	13,256	60,000	SH	Call	SOLE		60,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	59,654	270,000	SH	Put	SOLE		270,000	0	0
ISHARES TR	TRANS AVG ETF	464287192	38,645	150,000	SH	Put	SOLE		150,000	0	0
ITT INC	COM	45073V108	2,727	30,000	SH	Put	SOLE		30,000	0	0
ITT INC	COM	45073V108	14,382	158,200	SH		SOLE		158,200	0	0
IVANHOE CAPITAL ACQUISITION	COM	0G4008115	11,418	1,100,000	SH		SOLE		1,100,000	0	0
JACK IN THE BOX INC	COM	466367109	60,379	550,000	SH		SOLE		550,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	3,878	30,000	SH	Put	SOLE		30,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	19,311	149,386	SH		SOLE		149,386	0	0
JOANN INC	COM	47768J101	7,176	707,000	SH		SOLE		707,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	7,459	125,000	SH		SOLE		125,000	0	0
JUNIPER INDL HLDGS INC	COM CL A	48205G106	2,976	240,000	SH		SOLE		240,000	0	0
JUNIPER INDL HLDGS INC	*W EXP 11/13/202	48205G114	1,169	425,000	SH		SOLE		425,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	4,500	300,000	SH	Put	SOLE		300,000	0	0
KENSINGTON CAPITAL ACQUISITI	UNIT 99/99/9999	49006L203	2,052	200,000	SH		SOLE		200,000	0	0
KIMBERLY-CLARK CORP	COM	494368103	27,810	200,000	SH	Put	SOLE		200,000	0	0
KINS TECHNOLOGY GROUP INC	*W EXP 10/14/202	49714K117	147	225,000	SH		SOLE		225,000	0	0
KINS TECHNOLOGY GROUP INC	COM CL A	49714K109	3,434	350,000	SH		SOLE		350,000	0	0
KROGER CO	COM	501044101	39,589	1,100,000	SH	Call	SOLE		1,100,000	0	0
KROGER CO	COM	501044101	14,396	400,000	SH	Put	SOLE		400,000	0	0
L BRANDS INC	COM	501797104	64,953	1,050,000	SH		SOLE		1,050,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	1,216	6,000	SH	Put	SOLE		6,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	5,726	28,250	SH		SOLE		28,250	0	0
LAS VEGAS SANDS CORP	COM	517834107	22,785	375,000	SH	Call	SOLE		375,000	0	0
LAS VEGAS SANDS CORP	COM	517834107	129,115	2,125,000	SH		SOLE		2,125,000	0	0
LEGGETT & PLATT INC	COM	524660107	25,108	550,000	SH	Put	SOLE		550,000	0	0
LENNAR CORP	CL A	526057104	2,531	25,000	SH	Put	SOLE		25,000	0	0
LENNAR CORP	CL A	526057104	15,569	153,800	SH		SOLE		153,800	0	0
LESLIES INC	COM	527064109	1,469	60,000	SH	Put	SOLE		60,000	0	0
LESLIES INC	COM	527064109	7,152	292,045	SH		SOLE		292,045	0	0
LIBERTY MEDIA CORP DEL	COM C BRAVES GRP	531229888	2,921	105,000	SH		SOLE		105,000	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	1,844	15,000	SH		SOLE		15,000	0	0
LINDE PLC	SHS	G5494J103	13,979	49,900	SH		SOLE		49,900	0	0
LOCKHEED MARTIN CORP	COM	539830109	2,217	6,000	SH	Put	SOLE		6,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	9,816	26,565	SH		SOLE		26,565	0	0
LOUISIANA PAC CORP	COM	546347105	77,577	1,398,796	SH		SOLE		1,398,796	0	0
LOUISIANA PAC CORP	COM	546347105	2,773	50,000	SH	Put	SOLE		50,000	0	0
LOVESAC COMPANY	COM	54738L109	5,660	100,000	SH	Call	SOLE		100,000	0	0
LOVESAC COMPANY	COM	54738L109	47,403	837,500	SH		SOLE		837,500	0	0
LYFT INC	CL A COM	55087P104	67,919	1,075,000	SH		SOLE		1,075,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	4,682	45,000	SH		SOLE		45,000	0	0
MADDEN STEVEN LTD	COM	556269108	61,479	1,650,000	SH		SOLE		1,650,000	0	0
MAGNA INTL INC	COM	559222401	3,962	45,000	SH		SOLE		45,000	0	0
MASCO CORP	COM	574599106	10,084	168,349	SH		SOLE		168,349	0	0
MASCO CORP	COM	574599106	1,797	30,000	SH	Put	SOLE		30,000	0	0
MASTEC INC	COM	576323109	2,343	25,000	SH	Put	SOLE		25,000	0	0
MASTEC INC	COM	576323109	13,238	141,277	SH		SOLE		141,277	0	0
MATCH GROUP INC NEW	COM	57667L107	91,014	662,500	SH		SOLE		662,500	0	0
MATCH GROUP INC NEW	COM	57667L107	37,780	275,000	SH	Call	SOLE		275,000	0	0
MATCH GROUP INC NEW	COM	57667L107	13,738	100,000	SH	Put	SOLE		100,000	0	0
MCDONALDS CORP	COM	580135101	67,242	300,000	SH	Put	SOLE		300,000	0	0
MCDONALDS CORP	COM	580135101	134,484	600,000	SH		SOLE		600,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	107,031	1,175,000	SH		SOLE		1,175,000	0	0
MOSAIC CO NEW	COM	61945C103	57,058	1,805,046	SH		SOLE		1,805,046	0	0
MP MATERIALS CORP	COM CL A	553368101	5,572	155,000	SH		SOLE		155,000	0	0
NAUTILUS INC	COM	63910B102	11,730	750,000	SH	Call	SOLE		750,000	0	0
NEWHOLD INVESTMENT CORP	*W EXP 03/10/202	651448110	249	150,000	SH		SOLE		150,000	0	0
NEWHOLD INVESTMENT CORP	COM CL A	651448102	2,002	200,000	SH		SOLE		200,000	0	0
NEWS CORP NEW	CL A	65249B109	89,005	3,500,000	SH		SOLE		3,500,000	0	0
NORDSTROM INC	COM	655664100	9,468	250,000	SH	Call	SOLE		250,000	0	0
NORFOLK SOUTHN CORP	COM	655844108	53,704	200,000	SH	Put	SOLE		200,000	0	0
NORFOLK SOUTHN CORP	COM	655844108	63,129	235,100	SH		SOLE		235,100	0	0
NORSK HYDRO ASA	COM	00B11HK39	11,848	1,850,000	SH		SOLE		1,850,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	2,265	7,000	SH	Put	SOLE		7,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	10,195	31,500	SH		SOLE		31,500	0	0
NXP SEMICONDUCTORS NV	COM	N6596X959	2,013	10,000	SH	Put	SOLE		10,000	0	0
NXP SEMICONDUCTORS NV	COM	N6596X109	10,288	51,100	SH		SOLE		51,100	0	0
OCA ACQUISITION CORP	UNIT 01/14/2026	670865203	2,897	290,000	SH		SOLE		290,000	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	65,843	273,879	SH		SOLE		273,879	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	60,103	250,000	SH	Put	SOLE		250,000	0	0
OLIN CORP	COM PAR $1	680665205	3,797	100,000	SH		SOLE		100,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	1,664	40,000	SH	Put	SOLE		40,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	7,952	191,100	SH		SOLE		191,100	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	69,747	137,500	SH		SOLE		137,500	0	0
OTIS WORLDWIDE CORP	COM	68902V107	2,738	40,000	SH	Put	SOLE		40,000	0	0
OTIS WORLDWIDE CORP	COM	68902V107	13,305	194,377	SH		SOLE		194,377	0	0
OUSTER INC	*W EXP 03/11/202	68989M111	552	262,937	SH		SOLE		262,937	0	0
PARKER-HANNIFIN CORP	COM	701094104	6,309	20,000	SH	Put	SOLE		20,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	29,206	92,592	SH		SOLE		92,592	0	0
PATHFINDER ACQUISITION CORP	COM	00BM9JB75	941	95,000	SH		SOLE		95,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	54,639	225,000	SH	Call	SOLE		225,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	27,320	112,500	SH		SOLE		112,500	0	0
PENN NATL GAMING INC	COM	707569109	20,968	200,000	SH	Put	SOLE		200,000	0	0
PENTAIR PLC	SHS	G7S00T104	7,478	120,000	SH		SOLE		120,000	0	0
PEPSICO INC	COM	713448108	30,058	212,500	SH		SOLE		212,500	0	0
PERIDOT ACQUISITION CORP -A	COM	G7008A115	1,598	150,000	SH		SOLE		150,000	0	0
PERIPHAS CAPITAL PARTNERING	*W EXP 12/10/202	713895118	189	87,500	SH		SOLE		87,500	0	0
PERIPHAS CAPITAL PARTNERING	COM CL A	713895100	8,309	350,000	SH		SOLE		350,000	0	0
PONTEM CORP	COM	00BMBKL43	6,930	700,000	SH		SOLE		700,000	0	0
POOL CORP	COM	73278L105	9,869	28,586	SH		SOLE		28,586	0	0
POOL CORP	COM	73278L105	2,071	6,000	SH	Put	SOLE		6,000	0	0
PORCH GROUP INC	COM	733245104	14,160	800,000	SH	Call	SOLE		800,000	0	0
PORCH GROUP INC	COM	733245104	29,205	1,650,000	SH		SOLE		1,650,000	0	0
POST HLDGS INC	COM	737446104	23,787	225,000	SH		SOLE		225,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	40,629	300,000	SH		SOLE		300,000	0	0
PROSHARES TR II	VIX SH TRM FUTRS	74347W171	3,970	424,564	SH		SOLE		424,564	0	0
PURECYCLE TECHNOLOGIES INC	COM	74623V103	2,809	110,161	SH		SOLE		110,161	0	0
PVH CORPORATION	COM	693656100	10,570	100,000	SH	Call	SOLE		100,000	0	0
PVH CORPORATION	COM	693656100	42,280	400,000	SH	Put	SOLE		400,000	0	0
PVH CORPORATION	COM	693656100	84,560	800,000	SH		SOLE		800,000	0	0
QUANTA SVCS INC	COM	74762E102	2,375	27,000	SH	Put	SOLE		27,000	0	0
QUANTA SVCS INC	COM	74762E102	13,241	150,500	SH		SOLE		150,500	0	0
QUANTUMSCAPE CORP	COM CL A	74767V109	448	10,000	SH		SOLE		10,000	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	29	7,357	SH		SOLE		7,357	0	0
RALPH LAUREN CORP	CL A	751212101	56,962	462,500	SH		SOLE		462,500	0	0
RALPH LAUREN CORP	CL A	751212101	18,474	150,000	SH	Put	SOLE		150,000	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	4,636	60,000	SH	Put	SOLE		60,000	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	23,042	298,200	SH		SOLE		298,200	0	0
REGAL BELOIT CORP	COM	758750103	20,103	140,893	SH		SOLE		140,893	0	0
REGAL BELOIT CORP	COM	758750103	4,280	30,000	SH	Put	SOLE		30,000	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	3,807	25,000	SH	Put	SOLE		25,000	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	49,799	327,000	SH		SOLE		327,000	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	87,750	1,350,000	SH		SOLE		1,350,000	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	9,750	150,000	SH	Call	SOLE		150,000	0	0
REVOLVE GROUP INC	CL A	76156B107	17,972	400,000	SH	Call	SOLE		400,000	0	0
REXNORD CORP	COM	76169B102	2,355	50,000	SH	Put	SOLE		50,000	0	0
REXNORD CORP	COM	76169B102	12,469	264,800	SH		SOLE		264,800	0	0
RH	COM	74967X103	59,660	100,000	SH		SOLE		100,000	0	0
RH	COM	74967X103	14,915	25,000	SH	Call	SOLE		25,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	4,247	16,000	SH	Put	SOLE		16,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	15,396	58,000	SH		SOLE		58,000	0	0
SANDBRIDGE ACQUISITION CORP	COM CL A	799793104	9,167	925,000	SH		SOLE		925,000	0	0
SCHNEIDER NATIONAL INC	CL B	80689H102	4,867	194,915	SH		SOLE		194,915	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	61,243	250,000	SH		SOLE		250,000	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	12,249	50,000	SH	Call	SOLE		50,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	47,187	950,000	SH		SOLE		950,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	19,690	200,000	SH	Call	SOLE		200,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	68,915	700,000	SH	Put	SOLE		700,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	11,070	15,000	SH	Put	SOLE		15,000	0	0
SHOALS TECHNOLOGIES GROUP IN	CL A	82489W107	348	10,000	SH		SOLE		10,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	26,036	228,850	SH		SOLE		228,850	0	0
SIMPLY GOOD FOODS CO	COM	82900L102	72,248	2,375,000	SH		SOLE		2,375,000	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	822	4,812	SH		SOLE		4,812	0	0
SLAM CORP	COM	G8210L113	1,290	130,000	SH		SOLE		130,000	0	0
SNAP INC	CL A	83304A106	20,916	400,000	SH	Call	SOLE		400,000	0	0
SNAP INC	CL A	83304A106	13,073	250,000	SH		SOLE		250,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	1,221	20,000	SH		SOLE		20,000	0	0
SPARTAN ACQUISITION CORP III	UNIT 99/99/9999	84677R205	2,457	245,000	SH		SOLE		245,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	158,532	400,000	SH	Put	SOLE		400,000	0	0
SPDR SER TR	S&P OILGAS EXP	78468R556	2,847	35,000	SH		SOLE		35,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	106,250	1,250,000	SH		SOLE		1,250,000	0	0
SPORTSTEK ACQUISITION CORP	UNIT 02/16/2028	849196209	1,988	200,000	SH		SOLE		200,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	7,911	39,621	SH		SOLE		39,621	0	0
STANLEY BLACK & DECKER INC	COM	854502101	1,597	8,000	SH	Put	SOLE		8,000	0	0
STAR PEAK ENERGY TRANSITION	CL A	855185104	1,263	47,500	SH		SOLE		47,500	0	0
STARBOARD VALUE ACQUISITN CO	*W EXP 09/10/202	85521J117	125	83,333	SH		SOLE		83,333	0	0
STEEL DYNAMICS INC	COM	858119100	12,690	250,000	SH		SOLE		250,000	0	0
STELCO HOLDINGS INC	COM	858522105	27,178	1,211,945	SH		SOLE		1,211,945	0	0
SUN CTRY AIRLS HLDGS INC	COM	866683105	1,028	30,000	SH		SOLE		30,000	0	0
TAPESTRY INC	COM	876030107	11,333	275,000	SH	Call	SOLE		275,000	0	0
TAPESTRY INC	COM	876030107	46,361	1,125,000	SH		SOLE		1,125,000	0	0
TARGET CORP	COM	87612E106	61,897	312,500	SH		SOLE		312,500	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	11,039	85,500	SH		SOLE		85,500	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	2,582	20,000	SH	Put	SOLE		20,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	5,791	14,000	SH	Put	SOLE		14,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	29,057	70,246	SH		SOLE		70,246	0	0
TEMPUR SEALY INTL INC	COM	88023U101	61,695	1,687,500	SH		SOLE		1,687,500	0	0
TERNIUM SA	SPONSORED ADS	880890108	5,146	132,500	SH		SOLE		132,500	0	0
TESLA INC	COM	88160R101	1,900	2,845	SH		SOLE		2,845	0	0
TEXTAINER GROUP HOLDINGS LTD	SHS	G8766E109	1,433	50,000	SH		SOLE		50,000	0	0
TFI INTL INC	COM	87241L109	34,449	460,795	SH		SOLE		460,795	0	0
TFI INTL INC	COM	87241L109	14,998	200,000	SH	Put	SOLE		200,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	7,920	17,354	SH		SOLE		17,354	0	0
THOR INDS INC	COM	885160101	50,528	375,000	SH		SOLE		375,000	0	0
TIMKEN CO	COM	887389104	21,674	267,024	SH		SOLE		267,024	0	0
TIMKEN CO	COM	887389104	4,464	55,000	SH	Put	SOLE		55,000	0	0
TRANE TECHNOLOGIES PLC	COM	G8994E103	5,463	33,000	SH		SOLE		33,000	0	0
TRANSDIGM GROUP INC	COM	893641100	1,176	2,000	SH		SOLE		2,000	0	0
TRIMBLE INC	COM	896239100	1,556	20,000	SH		SOLE		20,000	0	0
TRINITY INDS INC	COM	896522109	1,425	50,000	SH		SOLE		50,000	0	0
TRITON INTL LTD	CL A	G9078F107	3,849	70,000	SH		SOLE		70,000	0	0
TYSON FOODS INC	CL A	902494103	3,715	50,000	SH	Put	SOLE		50,000	0	0
UNDER ARMOUR INC	CL A	904311107	93,626	4,225,000	SH		SOLE		4,225,000	0	0
UNILEVER PLC	COM	090476704	47,440	850,000	SH		SOLE		850,000	0	0
UNION PAC CORP	COM	907818108	28,653	130,000	SH		SOLE		130,000	0	0
UNION PAC CORP	COM	907818108	44,082	200,000	SH	Call	SOLE		200,000	0	0
UNITED AIRLS HLDGS INC	COM	910047109	575	10,000	SH	Put	SOLE		10,000	0	0
UNITED AIRLS HLDGS INC	COM	910047109	3,296	57,280	SH		SOLE		57,280	0	0
UNITED RENTALS INC	COM	911363109	14,557	44,206	SH		SOLE		44,206	0	0
UNITED RENTALS INC	COM	911363109	2,634	8,000	SH	Put	SOLE		8,000	0	0
UTZ BRANDS INC	COM CL A	918090101	19,729	795,852	SH		SOLE		795,852	0	0
V F CORP	COM	918204108	31,968	400,000	SH	Put	SOLE		400,000	0	0
VAIL RESORTS INC	COM	91879Q109	21,875	75,000	SH	Call	SOLE		75,000	0	0
VAIL RESORTS INC	COM	91879Q109	51,041	175,000	SH		SOLE		175,000	0	0
VALE S A	SPONSORED ADS	91912E105	28,890	1,662,250	SH		SOLE		1,662,250	0	0
VALE S A	SPONSORED ADS	91912E105	6,952	400,000	SH	Put	SOLE		400,000	0	0
VALVOLINE INC	COM	92047W101	13,091	502,164	SH		SOLE		502,164	0	0
VANECK VECTORS ETF TR	SEMICONDUCTOR ET	92189F676	9,742	40,000	SH	Call	SOLE		40,000	0	0
VECTOIQ ACQUISITION CORP II	UNIT 99/99/9999	92244F208	2,533	250,000	SH		SOLE		250,000	0	0
VEONEER INC	COM	92336X109	1,224	50,000	SH		SOLE		50,000	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	18,742	937,099	SH		SOLE		937,099	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	5,000	250,000	SH	Put	SOLE		250,000	0	0
VESTAS WIND SYSTEMS A/S	COM	00BN4MYF5	34,138	166,251	SH		SOLE		166,251	0	0
WASTE CONNECTIONS INC	COM	94106B101	7,236	67,011	SH		SOLE		67,011	0	0
WASTE CONNECTIONS INC	COM	94106B101	4,319	40,000	SH	Put	SOLE		40,000	0	0
WESCO INTL INC	COM	95082P105	1,731	20,000	SH	Put	SOLE		20,000	0	0
WESCO INTL INC	COM	95082P105	10,245	118,400	SH		SOLE		118,400	0	0
WEST FRASER TIMBER CO LTD	COM	952845105	56,864	790,100	SH		SOLE		790,100	0	0
WILLIAMS SONOMA INC	COM	969904101	53,760	300,000	SH	Put	SOLE		300,000	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	31,401	450,000	SH		SOLE		450,000	0	0
YELLOWSTONE ACQUISITION CO	*W EXP 10/21/202	98566K113	207	225,000	SH		SOLE		225,000	0	0
YELLOWSTONE ACQUISITION CO	COM CL A	98566K105	2,695	270,000	SH		SOLE		270,000	0	0
YUCAIPA ACQUISITION A -CW25	COM	G7008A115	297	212,278	SH		SOLE		212,278	0	0
YUCAIPA ACQUISITION CORP-A	COM	G9879L105	6,273	636,835	SH		SOLE		636,835	0	0
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	5,633	11,610	SH		SOLE		11,610	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	6,275	48,404	SH		SOLE		48,404	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	19,446	150,000	SH	Call	SOLE		150,000	0	0