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
ACTIVISION BLIZZARD INC	COM	00507V109	9,980	150,000	SH		SOLE		150,000	0	0
ADIENT PLC	COM	G0084W101	3,562	74,400	SH		SOLE		74,400	0	0
ADIENT PLC	CALL	G0084W101	4,788	100,000	SH	Call	SOLE		100,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	26,987	112,500	SH		SOLE		112,500	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	10,132	74,430	SH		SOLE		74,430	0	0
AECOM	COM	00766T100	4,641	60,000	SH	Put	SOLE		60,000	0	0
AECOM	COM	00766T100	22,379	289,323	SH		SOLE		289,323	0	0
AERCAP HOLDINGS NV	SHS	N00985106	1,963	30,000	SH	Put	SOLE		30,000	0	0
AGCO CORP	COM	001084102	5,801	50,000	SH	Call	SOLE		50,000	0	0
AIRBUS SE	PUT	004012250	5,110	40,000	SH	Put	SOLE		40,000	0	0
AKZO NOBEL N.V.	COM	00BJ2KSG2	10,117	92,204	SH		SOLE		92,204	0	0
ALTUS POWER INC	COM CL A	02217A102	6,256	598,690	SH		SOLE		598,690	0	0
AMC ENTMT HLDGS INC	CL A COM	00165C104	10,880	400,000	SH	Put	SOLE		400,000	0	0
AMETEK INC	COM	031100100	7,352	50,000	SH	Put	SOLE		50,000	0	0
AMETEK INC	COM	031100100	36,542	248,516	SH		SOLE		248,516	0	0
AMPHENOL CORP NEW	CL A	032095101	13,304	152,120	SH		SOLE		152,120	0	0
AMPHENOL CORP NEW	CL A	032095101	2,624	30,000	SH	Put	SOLE		30,000	0	0
APTIV PLC	SHS	G6095L109	9,897	60,000	SH	Call	SOLE		60,000	0	0
APTIV PLC	SHS	G6095L109	9,594	58,162	SH		SOLE		58,162	0	0
ARCBEST CORP	COM	03937C105	11,985	100,000	SH	Put	SOLE		100,000	0	0
ARCBEST CORP	COM	03937C105	11,985	100,000	SH		SOLE		100,000	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	03938L203	17,371	545,750	SH		SOLE		545,750	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	14,118	150,000	SH	Call	SOLE		150,000	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	23,034	244,729	SH		SOLE		244,729	0	0
AVERY DENNISON CORP	COM	053611109	40,958	189,121	SH		SOLE		189,121	0	0
AVIENT CORPORATION	COM	05368V106	10,998	196,562	SH		SOLE		196,562	0	0
AXALTA COATING SYS LTD	COM	G0750C108	14,548	439,250	SH		SOLE		439,250	0	0
AZEK CO INC	CL A	05478C105	41,446	896,327	SH		SOLE		896,327	0	0
BATH & BODY WORKS INC	COM	070830104	106,430	1,525,000	SH		SOLE		1,525,000	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	12,266	166,250	SH		SOLE		166,250	0	0
BIG LOTS INC	COM	089302103	11,263	250,000	SH	Put	SOLE		250,000	0	0
BOEING CO	COM	097023105	20,132	100,000	SH	Call	SOLE		100,000	0	0
BOYD GAMING CORP	COM	103304101	6,557	100,000	SH	Call	SOLE		100,000	0	0
BOYD GAMING CORP	COM	103304101	14,753	225,000	SH		SOLE		225,000	0	0
BURLINGTON STORES INC	COM	122017106	36,438	125,000	SH		SOLE		125,000	0	0
CALLAWAY GOLF CO	COM	131193104	18,522	675,000	SH		SOLE		675,000	0	0
CALLAWAY GOLF CO	COM	131193104	10,976	400,000	SH	Call	SOLE		400,000	0	0
CAPRI HOLDINGS LTD	COM	00BJ1N1M9	63,287	975,000	SH		SOLE		975,000	0	0
CARGURUS INC	COM CL A	141788109	44,573	1,325,000	SH		SOLE		1,325,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	18,463	340,386	SH		SOLE		340,386	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	5,424	100,000	SH	Call	SOLE		100,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	3,797	70,000	SH	Put	SOLE		70,000	0	0
CATERPILLAR INC	COM	149123101	20,674	100,000	SH	Call	SOLE		100,000	0	0
CF INDS HLDGS INC	COM	125269100	7,078	100,000	SH	Put	SOLE		100,000	0	0
CF INDS HLDGS INC	COM	125269100	43,608	616,112	SH		SOLE		616,112	0	0
CHILDRENS PL INC NEW	COM	168905107	3,965	50,000	SH	Put	SOLE		50,000	0	0
CLEAN HARBORS INC	COM	184496107	2,993	30,000	SH	Call	SOLE		30,000	0	0
CLEAN HARBORS INC	COM	184496107	2,993	30,000	SH	Put	SOLE		30,000	0	0
CLEAN HARBORS INC	COM	184496107	6,075	60,890	SH		SOLE		60,890	0	0
CNH INDL N V	SHS	N20944109	7,772	400,000	SH	Call	SOLE		400,000	0	0
CNH INDL N V	SHS	N20944109	2,915	150,000	SH	Put	SOLE		150,000	0	0
CNH INDL N V	SHS	N20944109	11,185	575,670	SH		SOLE		575,670	0	0
COCA COLA CO	COM	191216100	44,408	750,000	SH		SOLE		750,000	0	0
COLONNADE ACQUISITION CORP I	COM	00BMZ4JX6	3,952	400,000	SH		SOLE		400,000	0	0
COMMERCIAL METALS CO	COM	201723103	9,617	265,000	SH		SOLE		265,000	0	0
CONAGRA BRANDS INC	COM	205887102	15,368	450,000	SH	Put	SOLE		450,000	0	0
CONSTELLIUM SE	COM	N22035104	18,529	1,034,554	SH		SOLE		1,034,554	0	0
COVENANT LOGISTICS GROUP INC	CL A	22284P105	1,876	70,987	SH		SOLE		70,987	0	0
CROWN HLDGS INC	COM	228368106	37,168	336,000	SH		SOLE		336,000	0	0
CSX CORP	COM	126408103	3,760	100,000	SH		SOLE		100,000	0	0
CYXTERA TECHNOLOGIES INC	*W EXP 09/10/202	23284C110	278	83,333	SH		SOLE		83,333	0	0
D R HORTON INC	COM	23331A109	10,845	100,000	SH	Call	SOLE		100,000	0	0
D R HORTON INC	COM	23331A109	4,445	40,983	SH		SOLE		40,983	0	0
DANAHER CORPORATION	COM	235851102	25,499	77,502	SH		SOLE		77,502	0	0
DANAHER CORPORATION	COM	235851102	3,290	10,000	SH	Put	SOLE		10,000	0	0
DEERE & CO	COM	244199105	2,743	8,000	SH	Put	SOLE		8,000	0	0
DEERE & CO	COM	244199105	11,687	34,084	SH		SOLE		34,084	0	0
DHC ACQUISITION CORP	COM	00BM8FHV0	4,890	500,000	SH		SOLE		500,000	0	0
DOVER CORP	COM	260003108	9,080	50,000	SH	Call	SOLE		50,000	0	0
DOVER CORP	COM	260003108	7,264	40,000	SH	Put	SOLE		40,000	0	0
DOVER CORP	COM	260003108	30,319	166,956	SH		SOLE		166,956	0	0
EATON CORP PLC	SHS	G29183103	31,171	180,365	SH		SOLE		180,365	0	0
ECOVYST INC	COM	27923Q109	3,891	380,000	SH		SOLE		380,000	0	0
ECP ENVIRONMENTAL GW OPT COR	*W EXP 03/01/202	26829T118	40	56,250	SH		SOLE		56,250	0	0
ECP ENVIRONMENTAL GW OPT COR	COM CL A	26829T100	2,219	225,000	SH		SOLE		225,000	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	34,250	1,410,626	SH		SOLE		1,410,626	0	0
EMERSON ELEC CO	COM	291011104	9,297	100,000	SH	Call	SOLE		100,000	0	0
ENTAIN PLC	COM	00B5VQMV6	46,050	2,022,000	SH		SOLE		2,022,000	0	0
EQUITY DISTR ACQUISITION COR	*W EXP 09/09/202	29465E114	123	166,666	SH		SOLE		166,666	0	0
EQUITY DISTR ACQUISITION COR	COM CL A	29465E106	4,910	500,000	SH		SOLE		500,000	0	0
EVOLV TECHNOLOGIES HLDNGS IN	*W EXP 03/10/202	30049H110	116	150,000	SH		SOLE		150,000	0	0
EVOLV TECHNOLOGIES HLDNGS IN	COM CL A	30049H102	890	200,000	SH		SOLE		200,000	0	0
EXELA TECHNOLOGIES INC-CW23	CALL	30162V110	6	199,405	SH		SOLE		199,405	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	24,849	137,500	SH		SOLE		137,500	0	0
FERRARI NV	COM	N3167J106	11,000	42,500	SH		SOLE		42,500	0	0
FORTISTAR SUSTAINABLE SOL CO	UNIT 01/14/2026	34962M205	2,703	270,000	SH		SOLE		270,000	0	0
FORTIVE CORP	COM	34959J108	17,339	227,274	SH		SOLE		227,274	0	0
FREYR BATTERY SA	COM	00BMFBLD1	3,753	335,666	SH		SOLE		335,666	0	0
GENERAL DYNAMICS CORP	COM	369550108	3,127	15,000	SH	Put	SOLE		15,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	21,472	102,998	SH		SOLE		102,998	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	9,447	100,000	SH	Call	SOLE		100,000	0	0
GENERAL MTRS CO	COM	37045V100	11,726	200,000	SH	Call	SOLE		200,000	0	0
GENERAL MTRS CO	COM	37045V100	7,987	136,227	SH		SOLE		136,227	0	0
GORES HOLDINGS VII INC	UNIT 02/12/2028	38286T200	994	100,000	SH		SOLE		100,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	5,850	300,000	SH		SOLE		300,000	0	0
GRAYSCALE BITCOIN TRUST BTC	COM	389637109	1,368	39,933	SH		SOLE		39,933	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	18,166	200,000	SH		SOLE		200,000	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	13,625	150,000	SH	Call	SOLE		150,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	12,783	300,000	SH	Call	SOLE		300,000	0	0
HARLEY DAVIDSON INC	COM	412822108	9,423	250,000	SH		SOLE		250,000	0	0
HASBRO INC	COM	418056107	86,513	850,000	SH		SOLE		850,000	0	0
HASBRO INC	COM	418056107	7,634	75,000	SH	Put	SOLE		75,000	0	0
HEICO CORP NEW	COM	422806109	6,660	46,180	SH		SOLE		46,180	0	0
HOME DEPOT INC	COM	437076102	22,826	55,000	SH		SOLE		55,000	0	0
HONEYWELL INTL INC	COM	438516106	3,646	17,484	SH		SOLE		17,484	0	0
HONEYWELL INTL INC	COM	438516106	8,340	40,000	SH	Call	SOLE		40,000	0	0
HOSTESS BRANDS INC	CL A	44109J106	28,588	1,400,000	SH		SOLE		1,400,000	0	0
HOWMET AEROSPACE INC	COM	443201108	26,890	844,800	SH		SOLE		844,800	0	0
HOWMET AEROSPACE INC	COM	443201108	3,183	100,000	SH	Put	SOLE		100,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	10,220	50,000	SH	Put	SOLE		50,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	48,588	237,709	SH		SOLE		237,709	0	0
INGERSOLL RAND INC	COM	45687V106	9,281	150,000	SH	Call	SOLE		150,000	0	0
INGERSOLL RAND INC	COM	45687V106	4,331	70,000	SH	Put	SOLE		70,000	0	0
INGERSOLL RAND INC	COM	45687V106	21,594	349,020	SH		SOLE		349,020	0	0
INTERFOR CORP	COM	45868C109	26,565	828,677	SH		SOLE		828,677	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	15,914	40,000	SH	Call	SOLE		40,000	0	0
ISHARES TR	20 YR TR BD ETF	464287432	37,048	250,000	SH	Put	SOLE		250,000	0	0
ISHARES TR	RUS 2000 VAL ETF	464287630	16,605	100,000	SH	Call	SOLE		100,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	22,245	100,000	SH	Call	SOLE		100,000	0	0
ISHARES TR	US HOME CONS ETF	464288752	33,168	400,000	SH		SOLE		400,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	22,245	100,000	SH	Put	SOLE		100,000	0	0
ISHARES TR	US TRSPRTION	464287192	55,295	200,000	SH	Put	SOLE		200,000	0	0
ITT INC	COM	45073V108	10,219	100,000	SH	Call	SOLE		100,000	0	0
ITT INC	COM	45073V108	10,261	100,414	SH		SOLE		100,414	0	0
JACK IN THE BOX INC	COM	466367109	129	1,470	SH		SOLE		1,470	0	0
JACOBS ENGR GROUP INC	COM	469814107	13,923	100,000	SH	Call	SOLE		100,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	5,569	40,000	SH	Put	SOLE		40,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	22,064	158,470	SH		SOLE		158,470	0	0
JANUS INTERNATIONAL GROUP IN	COMMON STOCK	47103N106	2,313	184,743	SH		SOLE		184,743	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	18,999	233,662	SH		SOLE		233,662	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	4,879	60,000	SH	Put	SOLE		60,000	0	0
KIMBERLY-CLARK CORP	COM	494368103	43,591	305,000	SH		SOLE		305,000	0	0
KINS TECHNOLOGY GROUP INC	*W EXP 10/14/202	49714K117	105	225,000	SH		SOLE		225,000	0	0
KINS TECHNOLOGY GROUP INC	COM CL A	49714K109	3,497	350,000	SH		SOLE		350,000	0	0
KROGER CO	COM	501044101	9,052	200,000	SH	Put	SOLE		200,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	15,845	250,000	SH	Call	SOLE		250,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	1,585	25,000	SH		SOLE		25,000	0	0
LENNAR CORP	CL A	526057104	5,808	50,000	SH	Call	SOLE		50,000	0	0
LENNAR CORP	CL A	526057104	4,677	40,263	SH		SOLE		40,263	0	0
LESLIES INC	COM	527064109	495	20,942	SH		SOLE		20,942	0	0
LIBERTY MEDIA CORP DEL	COM C BRAVES GRP	531229888	3,372	120,000	SH		SOLE		120,000	0	0
LINDE PLC	SHS	G5494J103	27,855	80,405	SH		SOLE		80,405	0	0
LOUISIANA PAC CORP	COM	546347105	63,256	807,356	SH		SOLE		807,356	0	0
MACYS INC	COM	55616P104	19,635	750,000	SH	Call	SOLE		750,000	0	0
MAGNA INTL INC	COM	559222401	4,047	50,000	SH	Call	SOLE		50,000	0	0
MAGNA INTL INC	COM	559222401	6,474	79,980	SH		SOLE		79,980	0	0
MASCO CORP	COM	574599106	15,257	217,272	SH		SOLE		217,272	0	0
MASCO CORP	COM	574599106	7,022	100,000	SH	Call	SOLE		100,000	0	0
MASCO CORP	COM	574599106	2,809	40,000	SH	Put	SOLE		40,000	0	0
MASTEC INC	COM	576323109	2,768	30,000	SH	Put	SOLE		30,000	0	0
MASTEC INC	COM	576323109	9,155	99,206	SH		SOLE		99,206	0	0
MATTEL INC	COM	577081102	28,028	1,300,000	SH		SOLE		1,300,000	0	0
MIRION TECHNOLOGIES INC	*W EXP 06/30/202	60471A119	250	100,000	SH		SOLE		100,000	0	0
MONTROSE ENVIRONMENTAL GROUP	COM	615111101	6,413	90,954	SH		SOLE		90,954	0	0
MONTROSE ENVIRONMENTAL GROUP	COM	615111101	1,410	20,000	SH	Put	SOLE		20,000	0	0
MOSAIC CO NEW	COM	61945C103	35,832	911,981	SH		SOLE		911,981	0	0
NORSK HYDRO ASA	COM	00B11HK39	3,264	413,997	SH		SOLE		413,997	0	0
NORTHROP GRUMMAN CORP	COM	666807102	12,599	32,550	SH		SOLE		32,550	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	2	80	SH		SOLE		80	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	15,037	725,000	SH	Call	SOLE		725,000	0	0
NUTRIEN LTD	COM	67077M108	27,447	364,981	SH		SOLE		364,981	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	5,301	139,500	SH		SOLE		139,500	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	3,800	100,000	SH	Call	SOLE		100,000	0	0
OCA ACQUISITION CORP	UNIT 01/14/2026	670865203	2,938	290,000	SH		SOLE		290,000	0	0
OLIN CORP	COM PAR $1	680665205	28,680	498,615	SH		SOLE		498,615	0	0
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	8,318	162,500	SH	Put	SOLE		162,500	0	0
OSHKOSH CORP	COM	688239201	8,453	75,000	SH	Call	SOLE		75,000	0	0
OTIS WORLDWIDE CORP	COM	68902V107	3,047	35,000	SH	Put	SOLE		35,000	0	0
OTIS WORLDWIDE CORP	COM	68902V107	13,183	151,411	SH		SOLE		151,411	0	0
OUSTER INC	*W EXP 03/11/202	68989M111	77	72,937	SH		SOLE		72,937	0	0
P A M TRANSN SVCS INC	COM	693149106	5,808	81,790	SH		SOLE		81,790	0	0
PARKER-HANNIFIN CORP	COM	701094104	31,518	99,077	SH		SOLE		99,077	0	0
PARKER-HANNIFIN CORP	COM	701094104	12,725	40,000	SH	Call	SOLE		40,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	9,544	30,000	SH	Put	SOLE		30,000	0	0
PATHFINDER ACQ CL A -CW27	CALL	00BM9JB75	11	19,000	SH	Call	SOLE		19,000	0	0
PATHFINDER ACQUISITION -CL A	COM	00BM9JB75	922	95,000	SH		SOLE		95,000	0	0
PERIPHAS CAPITAL PARTNERING	*W EXP 12/10/202	713895118	143	87,500	SH		SOLE		87,500	0	0
PERIPHAS CAPITAL PARTNERING	COM CL A	713895100	8,530	350,000	SH		SOLE		350,000	0	0
PLANET FITNESS INC	CL A	72703H101	90,580	1,000,000	SH		SOLE		1,000,000	0	0
PLBY GROUP INC	COM	72814P109	6,660	250,000	SH	Call	SOLE		250,000	0	0
PONTEM CORP	COM	00BMBKL43	7,056	700,000	SH		SOLE		700,000	0	0
POOL CORP	COM	73278L105	3,741	6,610	SH		SOLE		6,610	0	0
PORTILLOS INC	COM CL A	73642K106	2,816	75,000	SH	Put	SOLE		75,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	32,716	200,000	SH		SOLE		200,000	0	0
PROLOGIS INC.	COM	74340W103	21,887	130,000	SH		SOLE		130,000	0	0
PURECYCLE TECHNOLOGIES INC	COM	74623V103	2,393	250,000	SH	Call	SOLE		250,000	0	0
PVH CORPORATION	COM	693656100	13,065	122,500	SH	Call	SOLE		122,500	0	0
PVH CORPORATION	COM	693656100	72,255	677,500	SH		SOLE		677,500	0	0
QUANTA SVCS INC	COM	74762E102	22,630	197,369	SH		SOLE		197,369	0	0
QUANTA SVCS INC	COM	74762E102	4,586	40,000	SH	Call	SOLE		40,000	0	0
QUANTA SVCS INC	COM	74762E102	5,733	50,000	SH	Put	SOLE		50,000	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	51	7,357	SH		SOLE		7,357	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	11,107	129,063	SH		SOLE		129,063	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	8,606	100,000	SH	Call	SOLE		100,000	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	2,582	30,000	SH	Put	SOLE		30,000	0	0
REGAL REXNORD CORPORATION	COM	758750103	17,018	100,000	SH	Call	SOLE		100,000	0	0
REGAL REXNORD CORPORATION	COM	758750103	4,255	25,000	SH	Put	SOLE		25,000	0	0
REGAL REXNORD CORPORATION	COM	758750103	19,233	113,015	SH		SOLE		113,015	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	63,370	390,640	SH		SOLE		390,640	0	0
RENEW ENERGY GLOBAL -CW26	CALL	00BNQMPP0	158	100,310	SH		SOLE		100,310	0	0
RENEW ENERGY GLOBAL PLC-A	COM	00BNQMPN8	11,087	1,425,000	SH		SOLE		1,425,000	0	0
REPUBLIC SVCS INC	COM	760759100	19,729	141,474	SH		SOLE		141,474	0	0
REPUBLIC SVCS INC	COM	760759100	4,184	30,000	SH	Put	SOLE		30,000	0	0
RH	COM	74967X103	21,438	40,000	SH	Call	SOLE		40,000	0	0
RH	COM	74967X103	33,496	62,500	SH		SOLE		62,500	0	0
ROPER TECHNOLOGIES INC	COM	776696106	11,893	24,180	SH		SOLE		24,180	0	0
RUSH ENTERPRISES INC	CL A	781846209	10,888	195,692	SH		SOLE		195,692	0	0
SAIA INC	COM	78709Y105	43,486	129,026	SH		SOLE		129,026	0	0
SAIA INC	COM	78709Y105	25,277	75,000	SH	Put	SOLE		75,000	0	0
SAMSONITE INTERNATIONAL SA	COM	00B4Q1532	40,946	20,154,200	SH		SOLE		20,154,200	0	0
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	42,411	550,000	SH	Put	SOLE		550,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	63,486	600,000	SH		SOLE		600,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	63,486	600,000	SH	Put	SOLE		600,000	0	0
SIMPLY GOOD FOODS CO	COM	82900L102	48,845	1,175,000	SH		SOLE		1,175,000	0	0
SLAM CORP-A -CW27	CALL	00BMXDBW8	20	32,500	SH		SOLE		32,500	0	0
SNAP ONE HOLDINGS CORP	COM	83303Y105	1,529	72,518	SH		SOLE		72,518	0	0
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	833635105	26,038	516,325	SH		SOLE		516,325	0	0
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	833635105	6,556	130,000	SH	Put	SOLE		130,000	0	0
SPARTAN ACQUISITION CORP III	UNIT 99/99/9999	84677R205	2,501	245,000	SH		SOLE		245,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	23,748	50,000	SH	Call	SOLE		50,000	0	0
SPDR SER TR	S&P OILGAS EXP	78468R556	9,587	100,000	SH	Call	SOLE		100,000	0	0
SPDR SER TR	S&P RETAIL ETF	78464A714	24,830	275,000	SH	Put	SOLE		275,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	110,621	1,087,500	SH		SOLE		1,087,500	0	0
SPORTSTEK ACQUISITION CORP	UNIT 02/16/2028	849196209	1,994	200,000	SH		SOLE		200,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	8,776	37,500	SH		SOLE		37,500	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	23,403	100,000	SH	Call	SOLE		100,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	7,149	37,900	SH		SOLE		37,900	0	0
STEEL DYNAMICS INC	COM	858119100	7,759	125,000	SH	Put	SOLE		125,000	0	0
STELCO HOLDINGS INC	PUT	858522105	2,446	75,000	SH	Put	SOLE		75,000	0	0
STELCO HOLDINGS INC	COM	858522105	39,853	1,221,798	SH		SOLE		1,221,798	0	0
STEM INC	COM	85859N102	3,604	190,000	SH		SOLE		190,000	0	0
TE CONNECTIVITY LTD	SHS	H84989104	19,958	123,701	SH		SOLE		123,701	0	0
TE CONNECTIVITY LTD	SHS	H84989104	4,840	30,000	SH	Put	SOLE		30,000	0	0
TECK RESOURCES LTD	CL B	878742204	10,808	375,000	SH		SOLE		375,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	34,338	78,597	SH		SOLE		78,597	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	8,738	20,000	SH	Call	SOLE		20,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	6,553	15,000	SH	Put	SOLE		15,000	0	0
TEMPUR SEALY INTL INC	COM	88023U101	78,775	1,675,000	SH		SOLE		1,675,000	0	0
TEXTRON INC	COM	883203101	16,370	212,050	SH		SOLE		212,050	0	0
TEXTRON INC	COM	883203101	15,440	200,000	SH	Call	SOLE		200,000	0	0
TEXTRON INC	COM	883203101	3,860	50,000	SH	Put	SOLE		50,000	0	0
THOR INDS INC	COM	885160101	18,160	175,000	SH	Put	SOLE		175,000	0	0
TOLL BROTHERS INC	COM	889478103	5,067	70,000	SH	Call	SOLE		70,000	0	0
TOLL BROTHERS INC	COM	889478103	3,312	45,756	SH		SOLE		45,756	0	0
TRANSDIGM GROUP INC	COM	893641100	4,287	6,738	SH		SOLE		6,738	0	0
TRANSDIGM GROUP INC	COM	893641100	6,363	10,000	SH	Call	SOLE		10,000	0	0
TRANSDIGM GROUP INC	COM	893641100	3,181	5,000	SH	Put	SOLE		5,000	0	0
UBER TECHNOLOGIES INC	COM	90353T100	8,386	200,000	SH	Call	SOLE		200,000	0	0
UBER TECHNOLOGIES INC	COM	90353T100	45,075	1,075,000	SH		SOLE		1,075,000	0	0
UNDER ARMOUR INC	CL A	904311107	90,058	4,250,000	SH		SOLE		4,250,000	0	0
UNION PAC CORP	COM	907818108	10,077	40,000	SH		SOLE		40,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	87,194	406,800	SH		SOLE		406,800	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	42,868	200,000	SH	Call	SOLE		200,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	32,151	150,000	SH	Put	SOLE		150,000	0	0
UNITED RENTALS INC	COM	911363109	6,646	20,000	SH	Call	SOLE		20,000	0	0
UNITED RENTALS INC	COM	911363109	3,323	10,000	SH	Put	SOLE		10,000	0	0
UNITED RENTALS INC	COM	911363109	9,813	29,532	SH		SOLE		29,532	0	0
UNITED STATES STL CORP NEW	COM	912909108	8,334	350,000	SH	Put	SOLE		350,000	0	0
UNIVERSAL LOGISTICS HLDGS IN	COM	91388P105	4,429	234,862	SH		SOLE		234,862	0	0
V F CORP	COM	918204108	21,966	300,000	SH	Put	SOLE		300,000	0	0
VAIL RESORTS INC	COM	91879Q109	24,593	75,000	SH		SOLE		75,000	0	0
VALVOLINE INC	COM	92047W101	29,487	790,759	SH		SOLE		790,759	0	0
VECTOIQ ACQUISITION CORP II	UNIT 99/99/9999	92244F208	2,481	250,000	SH		SOLE		250,000	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	10,613	425,037	SH		SOLE		425,037	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	1,748	70,000	SH	Put	SOLE		70,000	0	0
VONTIER CORPORATION	COM	928881101	2,383	77,562	SH		SOLE		77,562	0	0
WABASH NATL CORP	COM	929566107	9,553	489,383	SH		SOLE		489,383	0	0
WASTE CONNECTIONS INC	COM	94106B101	24,231	177,816	SH		SOLE		177,816	0	0
WASTE CONNECTIONS INC	COM	94106B101	4,088	30,000	SH	Put	SOLE		30,000	0	0
WASTE MGMT INC DEL	COM	94106L109	4,173	25,000	SH	Put	SOLE		25,000	0	0
WASTE MGMT INC DEL	COM	94106L109	20,318	121,737	SH		SOLE		121,737	0	0
WESCO INTL INC	COM	95082P105	17,167	130,460	SH		SOLE		130,460	0	0
WESCO INTL INC	COM	95082P105	6,580	50,000	SH	Call	SOLE		50,000	0	0
WESCO INTL INC	COM	95082P105	3,948	30,000	SH	Put	SOLE		30,000	0	0
WEST FRASER TIMBER CO LTD	COM	952845105	73,849	773,312	SH		SOLE		773,312	0	0
WESTLAKE CHEM CORP	COM	960413102	23,481	241,750	SH		SOLE		241,750	0	0
WILLIAMS SONOMA INC	COM	969904101	8,457	50,000	SH	Call	SOLE		50,000	0	0
XPO LOGISTICS INC	COM	983793100	36,534	471,839	SH		SOLE		471,839	0	0
YELLOWSTONE ACQUISITION CO	*W EXP 10/21/202	98566K113	185	225,000	SH		SOLE		225,000	0	0
YELLOWSTONE ACQUISITION CO	COM CL A	98566K105	2,492	245,000	SH		SOLE		245,000	0	0
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	11,374	19,109	SH		SOLE		19,109	0	0
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	2,976	5,000	SH	Put	SOLE		5,000	0	0
ZURN WATER SOLUTIONS CORP	COM	98983L108	3,640	100,000	SH	Call	SOLE		100,000	0	0
ZURN WATER SOLUTIONS CORP	COM	98983L108	3,640	100,000	SH	Put	SOLE		100,000	0	0
ZURN WATER SOLUTIONS CORP	COM	98983L108	14,940	410,430	SH		SOLE		410,430	0	0