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
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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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
3M CO	COM	88579Y101	8,933	60,000	SH	Call	SOLE		60,000	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	13,790	350,000	SH	Call	SOLE		350,000	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	12,259	311,132	SH		SOLE		311,132	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	12,017	150,000	SH		SOLE		150,000	0	0
ADIENT PLC	ORD SHS	G0084W101	6,116	150,000	SH	Call	SOLE		150,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	5,941	50,000	SH	Call	SOLE		50,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	3,564	30,000	SH	Put	SOLE		30,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	13,058	109,904	SH		SOLE		109,904	0	0
ADVANSIX INC	COM	00773T101	12,773	250,000	SH		SOLE		250,000	0	0
AECOM	COM	00766T100	10,531	137,107	SH		SOLE		137,107	0	0
AERCAP HOLDINGS NV	SHS	N00985106	95	1,886	SH		SOLE		1,886	0	0
AERCAP HOLDINGS NV	SHS	N00985106	5,028	100,000	SH	Call	SOLE		100,000	0	0
AKZO NOBEL N.V.	COM	00BJ2KSG2	9,280	107,204	SH		SOLE		107,204	0	0
ALCOA CORP	COM	013872106	10,804	120,000	SH		SOLE		120,000	0	0
AMETEK INC	COM	031100100	6,659	50,000	SH	Call	SOLE		50,000	0	0
AMETEK INC	COM	031100100	22,062	165,656	SH		SOLE		165,656	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	03938L203	15,205	475,000	SH		SOLE		475,000	0	0
ARCH RESOURCES INC	CL A	03940R107	16,486	120,000	SH		SOLE		120,000	0	0
AVERY DENNISON CORP	COM	053611109	18,660	107,262	SH		SOLE		107,262	0	0
AVIENT CORPORATION	COM	05368V106	6,795	141,562	SH		SOLE		141,562	0	0
AZEK CO INC	CL A	05478C105	21,023	846,327	SH		SOLE		846,327	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	9,521	412,500	SH		SOLE		412,500	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	5,770	250,000	SH	Call	SOLE		250,000	0	0
BEST BUY INC	COM	086516101	13,635	150,000	SH	Put	SOLE		150,000	0	0
BEYOND MEAT INC	COM	08862E109	4,831	100,000	SH	Call	SOLE		100,000	0	0
BEYOND MEAT INC	COM	08862E109	6,039	125,000	SH	Put	SOLE		125,000	0	0
BIG LOTS INC	COM	089302103	14,705	425,000	SH	Put	SOLE		425,000	0	0
BOEING CO	COM	097023105	9,575	50,000	SH	Call	SOLE		50,000	0	0
BOEING CO	COM	097023105	24,895	130,000	SH		SOLE		130,000	0	0
BOOKING HOLDINGS INC	COM	09857L108	11,742	5,000	SH		SOLE		5,000	0	0
BOOT BARN HLDGS INC	COM	099406100	20,854	220,000	SH		SOLE		220,000	0	0
BUNGE LIMITED	COM	G16962105	14,959	135,000	SH		SOLE		135,000	0	0
BURLINGTON STORES INC	COM	122017106	20,494	112,500	SH	Call	SOLE		112,500	0	0
BURLINGTON STORES INC	COM	122017106	9,109	50,000	SH	Put	SOLE		50,000	0	0
BURLINGTON STORES INC	COM	122017106	15,940	87,500	SH		SOLE		87,500	0	0
CALLAWAY GOLF CO	COM	131193104	8,197	350,000	SH	Call	SOLE		350,000	0	0
CALLAWAY GOLF CO	COM	131193104	25,762	1,100,000	SH		SOLE		1,100,000	0	0
CAPRI HOLDINGS LTD	COM	G1890L107	3,854	75,000	SH		SOLE		75,000	0	0
CARGURUS INC	COM CL A	141788109	12,738	300,000	SH		SOLE		300,000	0	0
CARGURUS INC	COM CL A	141788109	8,492	200,000	SH	Call	SOLE		200,000	0	0
CARMAX INC	COM	143130102	25,326	262,500	SH	Put	SOLE		262,500	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	4,587	100,000	SH	Call	SOLE		100,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	11,468	250,000	SH		SOLE		250,000	0	0
CARVANA CO	CL A	146869102	5,965	50,000	SH	Call	SOLE		50,000	0	0
CARVANA CO	CL A	146869102	11,929	100,000	SH	Put	SOLE		100,000	0	0
CELANESE CORP DEL	COM	150870103	8,572	60,000	SH	Call	SOLE		60,000	0	0
CENTURY ALUM CO	COM	156431108	10,524	400,000	SH		SOLE		400,000	0	0
CF INDS HLDGS INC	COM	125269100	32,579	316,112	SH		SOLE		316,112	0	0
CF INDS HLDGS INC	COM	125269100	10,306	100,000	SH	Put	SOLE		100,000	0	0
CHEESECAKE FACTORY INC	COM	163072101	4,974	125,000	SH		SOLE		125,000	0	0
CHILDRENS PL INC NEW	COM	168905107	5,300	107,500	SH		SOLE		107,500	0	0
CLEAN HARBORS INC	COM	184496107	13,804	123,646	SH		SOLE		123,646	0	0
CLEAN HARBORS INC	COM	184496107	13,955	125,000	SH	Call	SOLE		125,000	0	0
CLOROX CO DEL	COM	189054109	13,271	95,457	SH		SOLE		95,457	0	0
COCA COLA CO	COM	191216100	40,300	650,000	SH		SOLE		650,000	0	0
COCA COLA CO	COM	191216100	8,525	137,500	SH	Call	SOLE		137,500	0	0
COCA-COLA EUROPACIFIC PARTNE	CALL	G25839904	4,861	100,000	SH	Call	SOLE		100,000	0	0
COCA-COLA EUROPACIFIC PARTNE	COM	G25839904	14,583	300,000	SH		SOLE		300,000	0	0
COLONNADE ACQUISITION CORP-A	COM	G2284B101	3,908	400,000	SH		SOLE		400,000	0	0
COMMERCIAL METALS CO	COM	201723103	48,904	1,175,000	SH		SOLE		1,175,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	46,064	200,000	SH	Put	SOLE		200,000	0	0
CONSTELLIUM SE	COM	N22035104	20,962	1,164,554	SH		SOLE		1,164,554	0	0
CROWN HLDGS INC	COM	228368106	17,012	136,000	SH		SOLE		136,000	0	0
CSX CORP	COM	126408103	7,490	200,000	SH		SOLE		200,000	0	0
DANAHER CORPORATION	COM	235851102	3,960	13,500	SH		SOLE		13,500	0	0
DANAHER CORPORATION	COM	235851102	14,667	50,000	SH	Call	SOLE		50,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	30,115	110,000	SH		SOLE		110,000	0	0
DEERE & CO	COM	244199105	2,297	5,528	SH		SOLE		5,528	0	0
DHC ACQUISITION CORP A -CW27	CALL	G2758T117	32	139,949	SH		SOLE		139,949	0	0
DHC ACQUISITION CORP-A	COM	G2758T109	4,900	500,000	SH		SOLE		500,000	0	0
DISCOVERY INC	COM SER A	25470F104	1,869	75,000	SH		SOLE		75,000	0	0
DISCOVERY INC	COM SER A	25470F104	19,936	800,000	SH	Call	SOLE		800,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	19,480	87,500	SH	Call	SOLE		87,500	0	0
DOLLAR GEN CORP NEW	COM	256677105	11,132	50,000	SH	Put	SOLE		50,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	19,480	87,500	SH		SOLE		87,500	0	0
DOVER CORP	COM	260003108	23,998	152,952	SH		SOLE		152,952	0	0
DOVER CORP	COM	260003108	7,845	50,000	SH	Call	SOLE		50,000	0	0
DOVER CORP	COM	260003108	4,707	30,000	SH	Put	SOLE		30,000	0	0
EATON CORP PLC	SHS	G29183103	7,588	50,000	SH		SOLE		50,000	0	0
ECOVYST INC	COM	27923Q109	867	75,000	SH		SOLE		75,000	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	32,536	1,485,673	SH		SOLE		1,485,673	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	3,833	175,000	SH	Call	SOLE		175,000	0	0
EMERSON ELEC CO	COM	291011104	9,805	100,000	SH	Call	SOLE		100,000	0	0
EMERSON ELEC CO	COM	291011104	6,864	70,000	SH		SOLE		70,000	0	0
EQUITY DISTR ACQUISITION COR	COM CL A	29465E106	4,945	500,000	SH		SOLE		500,000	0	0
EXELA TECHNOLOGIES INC-CW23	CALL	30162V110	5	199,405	SH		SOLE		199,405	0	0
FEDEX CORP	COM	31428X106	42,229	182,500	SH		SOLE		182,500	0	0
FERRARI NV	COM	N3167J106	35,440	162,500	SH		SOLE		162,500	0	0
FIVE BELOW INC	COM	33829M101	27,715	175,000	SH		SOLE		175,000	0	0
FIVE BELOW INC	COM	33829M101	19,796	125,000	SH	Call	SOLE		125,000	0	0
FORTISTAR SUSTAINABLE SOL CO	UNIT 01/14/2026	34962M205	2,676	270,000	SH		SOLE		270,000	0	0
FORTRESS TRANS INFRST INVS L	COM REP LTD LIAB	34960P101	2,575	100,000	SH	Call	SOLE		100,000	0	0
FREYR BATTERY SA	COM	L4135L100	2,203	179,726	SH		SOLE		179,726	0	0
GENERAC HLDGS INC	COM	368736104	5,945	20,000	SH	Call	SOLE		20,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	17,357	71,967	SH		SOLE		71,967	0	0
GENERAL MLS INC	COM	370334104	18,623	275,000	SH	Put	SOLE		275,000	0	0
GORES HOLDINGS VII INC	COM CL A	38286T101	979	100,000	SH		SOLE		100,000	0	0
HALLIBURTON CO	COM	406216101	4,370	115,399	SH		SOLE		115,399	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	19,430	1,000,000	SH		SOLE		1,000,000	0	0
HOWMET AEROSPACE INC	COM	443201108	3,594	100,000	SH	Put	SOLE		100,000	0	0
HOWMET AEROSPACE INC	COM	443201108	23,174	644,800	SH		SOLE		644,800	0	0
HUB GROUP INC	CL A	443320106	35,764	463,204	SH		SOLE		463,204	0	0
HUNT J B TRANS SVCS INC	COM	445658107	87,442	435,492	SH		SOLE		435,492	0	0
HUNT J B TRANS SVCS INC	COM	445658107	20,079	100,000	SH	Put	SOLE		100,000	0	0
INGERSOLL RAND INC	COM	45687V106	5,035	100,000	SH	Call	SOLE		100,000	0	0
INTERFOR CORP	COM	45868C109	21,512	773,677	SH		SOLE		773,677	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	25,378	70,000	SH	Call	SOLE		70,000	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	43,505	120,000	SH	Put	SOLE		120,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	148,821	725,000	SH	Put	SOLE		725,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	13,781	100,000	SH	Call	SOLE		100,000	0	0
JACOBS ENGR GROUP INC	COM	469814107	14,823	107,564	SH		SOLE		107,564	0	0
KELLOGG CO	COM	487836108	3,225	50,000	SH	Put	SOLE		50,000	0	0
KIMBERLY-CLARK CORP	COM	494368103	31,552	256,190	SH		SOLE		256,190	0	0
KIRBY CORP	COM	497266106	1,805	25,000	SH		SOLE		25,000	0	0
KLOECKNER & CO SE	COM	00B170DQ6	11,804	870,000	SH		SOLE		870,000	0	0
KROGER CO	COM	501044101	22,948	400,000	SH	Put	SOLE		400,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	47,435	174,188	SH		SOLE		174,188	0	0
LIBERTY MEDIA CORP DEL	COM C BRAVES GRP	531229888	3,349	120,000	SH		SOLE		120,000	0	0
LINDE PLC	SHS	G5494J103	43,252	135,405	SH		SOLE		135,405	0	0
LOCKHEED MARTIN CORP	COM	539830109	5,026	11,387	SH		SOLE		11,387	0	0
LOUISIANA PAC CORP	COM	546347105	45,805	737,356	SH		SOLE		737,356	0	0
LOWES COS INC	COM	548661107	26,790	132,500	SH	Put	SOLE		132,500	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	5,141	50,000	SH	Put	SOLE		50,000	0	0
MASCO CORP	COM	574599106	3,060	60,000	SH	Call	SOLE		60,000	0	0
MASTEC INC	COM	576323109	8,710	100,000	SH	Call	SOLE		100,000	0	0
MASTEC INC	COM	576323109	4,355	50,000	SH		SOLE		50,000	0	0
MATCH GROUP INC NEW	COM	57667L107	23,107	212,500	SH		SOLE		212,500	0	0
MATCH GROUP INC NEW	COM	57667L107	29,904	275,000	SH	Call	SOLE		275,000	0	0
MATCH GROUP INC NEW	COM	57667L107	8,156	75,000	SH	Put	SOLE		75,000	0	0
META PLATFORMS INC	CL A	30303M102	30,575	137,500	SH	Call	SOLE		137,500	0	0
META PLATFORMS INC	CL A	30303M102	13,898	62,500	SH		SOLE		62,500	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	20,970	500,000	SH	Put	SOLE		500,000	0	0
MIDDLEBY CORP	COM	596278101	4,918	30,000	SH		SOLE		30,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	47,940	600,000	SH		SOLE		600,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	15,980	200,000	SH	Call	SOLE		200,000	0	0
MOSAIC CO NEW	COM	61945C103	6,650	100,000	SH	Put	SOLE		100,000	0	0
MOSAIC CO NEW	COM	61945C103	27,729	416,981	SH		SOLE		416,981	0	0
NIKE INC	CL B	654106103	30,276	225,000	SH		SOLE		225,000	0	0
NORSK HYDRO ASA	COM	00B11HK39	10,391	1,061,066	SH		SOLE		1,061,066	0	0
NUTRIEN LTD	COM	67077M108	65,512	629,981	SH		SOLE		629,981	0	0
NUTRIEN LTD	COM	67077M108	5,200	50,000	SH	Put	SOLE		50,000	0	0
NXP Semiconductors NV	CALL	N6596X109	9,254	50,000	SH	Call	SOLE		50,000	0	0
OLAPLEX HLDGS INC	COM	679369108	13,481	862,500	SH		SOLE		862,500	0	0
OLIN CORP	COM PAR $1	680665205	25,283	483,615	SH		SOLE		483,615	0	0
PARKER-HANNIFIN CORP	COM	701094104	21,228	74,808	SH		SOLE		74,808	0	0
PARKER-HANNIFIN CORP	COM	701094104	17,026	60,000	SH	Call	SOLE		60,000	0	0
PATHFINDER ACQUISITION -CL A	COM	G04119106	930	95,000	SH		SOLE		95,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	12,722	110,000	SH		SOLE		110,000	0	0
PENTAIR PLC	SHS	G7S00T104	3,253	60,000	SH	Call	SOLE		60,000	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	5,091	100,000	SH		SOLE		100,000	0	0
PERIPHAS CAPITAL PARTNERING	*W EXP 12/10/202	713895118	13	17,890	SH		SOLE		17,890	0	0
PERIPHAS CAPITAL PARTNERING	COM CL A	713895100	8,586	350,000	SH		SOLE		350,000	0	0
PILGRIMS PRIDE CORP	COM	72147K108	7,530	300,000	SH	Call	SOLE		300,000	0	0
PLANET FITNESS INC	CL A	72703H101	67,584	800,000	SH		SOLE		800,000	0	0
POLARIS INC	COM	731068102	7,899	75,000	SH	Call	SOLE		75,000	0	0
POLARIS INC	COM	731068102	3,950	37,500	SH	Put	SOLE		37,500	0	0
PONTEM CORP-CLASS A	COM	G71707106	6,867	700,000	SH		SOLE		700,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	11,460	75,000	SH		SOLE		75,000	0	0
PROLOGIS INC.	COM	74340W103	8,881	55,000	SH		SOLE		55,000	0	0
PROSHARES TR II	VIX SH TRM FUTRS	74347Y854	1,905	114,942	SH		SOLE		114,942	0	0
PURECYCLE TECHNOLOGIES INC	COM	74623V103	4,087	510,903	SH		SOLE		510,903	0	0
PVH CORPORATION	COM	693656100	39,837	520,000	SH		SOLE		520,000	0	0
PVH CORPORATION	COM	693656100	43,093	562,500	SH	Call	SOLE		562,500	0	0
QUANTA SVCS INC	COM	74762E102	6,581	50,000	SH	Call	SOLE		50,000	0	0
QUANTA SVCS INC	COM	74762E102	13,202	100,312	SH		SOLE		100,312	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	45	7,357	SH		SOLE		7,357	0	0
RALPH LAUREN CORP	CL A	751212101	6,239	55,000	SH		SOLE		55,000	0	0
RALPH LAUREN CORP	CL A	751212101	34,032	300,000	SH	Call	SOLE		300,000	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	13,134	132,575	SH		SOLE		132,575	0	0
REGAL REXNORD CORPORATION	COM	758750103	18,692	125,633	SH		SOLE		125,633	0	0
REGAL REXNORD CORPORATION	COM	758750103	8,927	60,000	SH	Call	SOLE		60,000	0	0
REGAL REXNORD CORPORATION	COM	758750103	4,463	30,000	SH	Put	SOLE		30,000	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	9,168	50,000	SH	Put	SOLE		50,000	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	65,207	355,640	SH		SOLE		355,640	0	0
RENEW ENERGY GLOBAL -CW26	CALL	G7500M120	178	100,310	SH		SOLE		100,310	0	0
RENEW ENERGY GLOBAL PLC-A	COM	G7500M104	6,782	825,000	SH		SOLE		825,000	0	0
RUSH ENTERPRISES INC	CL A	781846209	28,606	561,900	SH		SOLE		561,900	0	0
RYMAN HOSPITALITY PPTYS INC	COM	78377T107	11,596	125,000	SH		SOLE		125,000	0	0
SAMSONITE INTERNATIONAL SA	COM	00B4Q1532	18,862	8,337,500	SH		SOLE		8,337,500	0	0
SCHNITZER STEEL INDS INC	CL A	806882106	6,916	133,145	SH		SOLE		133,145	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	20,596	200,000	SH	Call	SOLE		200,000	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	17,630	200,000	SH	Put	SOLE		200,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	12,481	50,000	SH	Put	SOLE		50,000	0	0
SIMPLY GOOD FOODS CO	COM	82900L102	50,284	1,325,000	SH		SOLE		1,325,000	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	32,625	750,000	SH		SOLE		750,000	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	10,875	250,000	SH	Call	SOLE		250,000	0	0
SKECHERS U S A INC	CL A	830566105	8,152	200,000	SH	Call	SOLE		200,000	0	0
SKECHERS U S A INC	CL A	830566105	16,304	400,000	SH		SOLE		400,000	0	0
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	833635105	10,700	125,000	SH	Put	SOLE		125,000	0	0
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	833635105	43,769	511,325	SH		SOLE		511,325	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	11,291	25,000	SH	Put	SOLE		25,000	0	0
SPDR SER TR	S&P METALS MNG	78464A755	12,258	200,000	SH	Put	SOLE		200,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	8,872	100,000	SH	Call	SOLE		100,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	35,488	400,000	SH		SOLE		400,000	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	4,889	100,000	SH	Call	SOLE		100,000	0	0
SPORTSTEK ACQUISITION CORP	*W EXP 02/16/202	849196118	19	100,000	SH		SOLE		100,000	0	0
SPORTSTEK ACQUISITION CORP	COM CL A	849196100	1,954	200,000	SH		SOLE		200,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	6,990	50,000	SH	Call	SOLE		50,000	0	0
STELCO HOLDINGS INC	PUT	858522105	2,079	50,000	SH	Put	SOLE		50,000	0	0
STELCO HOLDINGS INC	COM	858522105	23,968	576,498	SH		SOLE		576,498	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	11,531	75,000	SH	Call	SOLE		75,000	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	63,418	412,500	SH		SOLE		412,500	0	0
TAPESTRY INC	COM	876030107	5	133	SH		SOLE		133	0	0
TARGET CORP	COM	87612E106	42,398	199,784	SH		SOLE		199,784	0	0
TARGET CORP	COM	87612E106	26,528	125,000	SH	Call	SOLE		125,000	0	0
TE CONNECTIVITY LTD	SHS	H84989104	6,549	50,000	SH	Call	SOLE		50,000	0	0
TECK RESOURCES LTD	CL B	878742204	16,156	400,000	SH		SOLE		400,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	11,138	23,567	SH		SOLE		23,567	0	0
TEXAS ROADHOUSE INC	COM	882681109	10,466	125,000	SH	Call	SOLE		125,000	0	0
TEXAS ROADHOUSE INC	COM	882681109	36,632	437,500	SH		SOLE		437,500	0	0
TEXTRON INC	COM	883203101	14,992	201,559	SH		SOLE		201,559	0	0
TEXTRON INC	COM	883203101	7,438	100,000	SH	Call	SOLE		100,000	0	0
THOR INDS INC	COM	885160101	9,838	125,000	SH	Call	SOLE		125,000	0	0
THOR INDS INC	COM	885160101	5,903	75,000	SH	Put	SOLE		75,000	0	0
TIMKEN CO	COM	887389104	6,070	100,000	SH	Call	SOLE		100,000	0	0
TIMKENSTEEL CORPORATION	COM	887399103	5,530	252,756	SH		SOLE		252,756	0	0
TJX COS INC NEW	COM	872540109	3,029	50,000	SH	Call	SOLE		50,000	0	0
TJX COS INC NEW	COM	872540109	37,863	625,000	SH		SOLE		625,000	0	0
TRANSDIGM GROUP INC	COM	893641100	12,106	18,580	SH		SOLE		18,580	0	0
ULTA BEAUTY INC	COM	90384S303	56,746	142,500	SH		SOLE		142,500	0	0
UNDER ARMOUR INC	CL A	904311107	8,510	500,000	SH		SOLE		500,000	0	0
UNION PAC CORP	COM	907818108	68,303	250,000	SH	Put	SOLE		250,000	0	0
UNION PAC CORP	COM	907818108	54,072	197,915	SH		SOLE		197,915	0	0
UNITED RENTALS INC	COM	911363109	15,209	42,816	SH		SOLE		42,816	0	0
UNITED RENTALS INC	COM	911363109	14,208	40,000	SH	Call	SOLE		40,000	0	0
UNITED RENTALS INC	COM	911363109	3,552	10,000	SH	Put	SOLE		10,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	3,774	100,000	SH	Put	SOLE		100,000	0	0
UNIVERSAL LOGISTICS HLDGS IN	COM	91388P105	3,043	151,000	SH		SOLE		151,000	0	0
URBAN OUTFITTERS INC	COM	917047102	2,511	100,000	SH		SOLE		100,000	0	0
VALVOLINE INC	COM	92047W101	13,279	420,759	SH		SOLE		420,759	0	0
VANECK ETF TRUST	OIL SERVICES ETF	92189H607	3,108	11,000	SH		SOLE		11,000	0	0
VECTOIQ ACQUISITION CORP II	COM CL A	92244F109	2,458	250,000	SH		SOLE		250,000	0	0
VISA INC	COM CL A	92826C839	27,721	125,000	SH		SOLE		125,000	0	0
WABASH NATL CORP	COM	929566107	4,571	308,000	SH		SOLE		308,000	0	0
WABTEC	COM	929740108	3,847	40,000	SH		SOLE		40,000	0	0
WARNER MUSIC GROUP CORP	COM CL A	934550203	15,140	400,000	SH		SOLE		400,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	5,588	40,000	SH		SOLE		40,000	0	0
WATSCO INC	COM	942622200	914	3,000	SH		SOLE		3,000	0	0
WESCO INTL INC	COM	95082P105	10,358	79,592	SH		SOLE		79,592	0	0
WEST FRASER TIMBER CO LTD	COM	952845105	56,971	692,612	SH		SOLE		692,612	0	0
WESTLAKE CORPORATION	COM	960413102	2,468	20,000	SH	Put	SOLE		20,000	0	0
WESTLAKE CORPORATION	COM	960413102	27,981	226,750	SH		SOLE		226,750	0	0
WESTROCK CO	COM	96145D105	9,406	200,000	SH		SOLE		200,000	0	0
WINNEBAGO INDS INC	COM	974637100	4,728	87,500	SH		SOLE		87,500	0	0
WOODWARD INC	COM	980745103	12,491	100,000	SH	Call	SOLE		100,000	0	0
XPO LOGISTICS INC	COM	983793100	14,560	200,000	SH	Call	SOLE		200,000	0	0
XPO LOGISTICS INC	COM	983793100	5,460	75,000	SH		SOLE		75,000	0	0
YUM BRANDS INC	COM	988498101	17,780	150,000	SH		SOLE		150,000	0	0