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
3M CO	COM	88579Y101	25,567,938	250,200	SH		SOLE		250,200	0	0
3M CO	COM	88579Y101	20,438,000	200,000	SH	Call	SOLE		200,000	0	0
3M CO	COM	88579Y101	7,664,250	75,000	SH	Put	SOLE		75,000	0	0
ABERCROMBIE & FITCH CO	CL A	002896207	49,825,788	280,172	SH		SOLE		280,172	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	5,807,882	36,211	SH		SOLE		36,211	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	32,078,000	200,000	SH	Call	SOLE		200,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	6,990,000	75,000	SH	Put	SOLE		75,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	24,232,000	260,000	SH		SOLE		260,000	0	0
ALCOA CORP	COM	013872106	7,956,000	200,000	SH	Put	SOLE		200,000	0	0
AMAZON COM INC	COM	023135106	126,578,750	655,000	SH		SOLE		655,000	0	0
AMETEK INC	COM	031100100	1,943,672	11,659	SH		SOLE		11,659	0	0
AMPHENOL CORP NEW	CL A	032095101	18,324,640	272,000	SH		SOLE		272,000	0	0
AMPHENOL CORP NEW	CL A	032095101	13,474,000	200,000	SH	Call	SOLE		200,000	0	0
AMPHENOL CORP NEW	CL A	032095101	4,715,900	70,000	SH	Put	SOLE		70,000	0	0
ARHAUS INC	COM CL A	04035M102	15,669,500	925,000	SH		SOLE		925,000	0	0
ATLANTA BRAVES HLDGS INC	COM SER C	047726302	7,966,880	202,000	SH		SOLE		202,000	0	0
AZEK CO INC	CL A	05478C105	17,694,600	420,000	SH		SOLE		420,000	0	0
AZEK CO INC	CL A	05478C105	8,426,000	200,000	SH	Put	SOLE		200,000	0	0
BATH & BODY WORKS INC	COM	070830104	11,715,000	300,000	SH	Call	SOLE		300,000	0	0
BATH & BODY WORKS INC	COM	070830104	56,232,000	1,440,000	SH		SOLE		1,440,000	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	53,568,750	937,500	SH		SOLE		937,500	0	0
BIRKENSTOCK HOLDING PLC	COM	00BS44BN3	78,894,500	1,450,000	SH		SOLE		1,450,000	0	0
BURLINGTON STORES INC	COM	122017106	67,200,000	280,000	SH		SOLE		280,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	49,347,200	560,000	SH		SOLE		560,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	44,060,000	500,000	SH	Call	SOLE		500,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	22,030,000	250,000	SH	Put	SOLE		250,000	0	0
CANADIAN PACIFIC KANSAS CITY	COM	13646K108	58,260,279	740,001	SH		SOLE		740,001	0	0
CAPSTONE COPPER CORP	COM	14071L108	22,686,742	3,200,000	SH		SOLE		3,200,000	0	0
CAPSTONE COPPER CORP	COM	14071L108	1,417,921	200,000	SH	Put	SOLE		200,000	0	0
CARLISLE COS INC	COM	142339100	4,497,831	11,100	SH		SOLE		11,100	0	0
CARLISLE COS INC	COM	142339100	16,208,400	40,000	SH	Call	SOLE		40,000	0	0
CASEYS GEN STORES INC	COM	147528103	7,631,200	20,000	SH	Put	SOLE		20,000	0	0
CASEYS GEN STORES INC	COM	147528103	21,273,496	55,754	SH		SOLE		55,754	0	0
CLEAN HARBORS INC	COM	184496107	10,448,130	46,200	SH		SOLE		46,200	0	0
CLEAN HARBORS INC	COM	184496107	16,961,250	75,000	SH	Call	SOLE		75,000	0	0
COCA COLA CO	COM	191216100	76,380,000	1,200,000	SH		SOLE		1,200,000	0	0
CONSOL ENERGY INC NEW	COM	20854L108	20,406,000	200,000	SH		SOLE		200,000	0	0
CONSTELLIUM SE	COM	N22035104	30,952,718	1,642,054	SH		SOLE		1,642,054	0	0
CONSTELLIUM SE	COM	N22035104	12,252,500	650,000	SH	Put	SOLE		650,000	0	0
COVENANT LOGISTICS GROUP INC	CL A	22284P105	25,602,902	519,434	SH		SOLE		519,434	0	0
CRANE COMPANY	COMMON STOCK	224408104	25,645,077	176,887	SH		SOLE		176,887	0	0
CRANE COMPANY	COMMON STOCK	224408104	7,249,000	50,000	SH	Call	SOLE		50,000	0	0
CRANE COMPANY	COMMON STOCK	224408104	7,249,000	50,000	SH	Put	SOLE		50,000	0	0
CRH PLC	COM	12626K203	53,867,806	718,429	SH		SOLE		718,429	0	0
CRH PLC	PUT	12626K203	7,498,000	100,000	SH	Put	SOLE		100,000	0	0
CROCS INC	COM	227046109	4,378,200	30,000	SH	Call	SOLE		30,000	0	0
CROCS INC	COM	227046109	71,875,450	492,500	SH		SOLE		492,500	0	0
D R HORTON INC	COM	23331A109	3,241,390	23,000	SH		SOLE		23,000	0	0
D R HORTON INC	COM	23331A109	7,046,500	50,000	SH	Call	SOLE		50,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	2,903,850	3,000	SH	Call	SOLE		3,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	87,115,500	90,000	SH		SOLE		90,000	0	0
DENISON MINES CORP	COM	248356107	11,815,524	5,900,000	SH		SOLE		5,900,000	0	0
DOORDASH INC	CL A	25809K105	86,208,150	792,500	SH		SOLE		792,500	0	0
DOVER CORP	COM	260003108	15,545,768	86,150	SH		SOLE		86,150	0	0
DOVER CORP	COM	260003108	18,045,000	100,000	SH	Call	SOLE		100,000	0	0
DOVER CORP	COM	260003108	5,413,500	30,000	SH	Put	SOLE		30,000	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	15,268,000	400,000	SH	Call	SOLE		400,000	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	79,500,476	2,082,800	SH		SOLE		2,082,800	0	0
E L F BEAUTY INC	COM	26856L103	28,447,200	135,000	SH		SOLE		135,000	0	0
EATON CORP PLC	SHS	G29183103	116,013,500	370,000	SH	Call	SOLE		370,000	0	0
EATON CORP PLC	SHS	G29183103	9,406,500	30,000	SH	Put	SOLE		30,000	0	0
EATON CORP PLC	SHS	G29183103	19,504,691	62,206	SH		SOLE		62,206	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	47,265,739	1,742,837	SH		SOLE		1,742,837	0	0
EMERSON ELEC CO	COM	291011104	8,570,448	77,800	SH		SOLE		77,800	0	0
EMERSON ELEC CO	COM	291011104	11,016,000	100,000	SH	Call	SOLE		100,000	0	0
EMERSON ELEC CO	COM	291011104	4,406,400	40,000	SH	Put	SOLE		40,000	0	0
ENERSYS	COM	29275Y102	15,528,000	150,000	SH	Put	SOLE		150,000	0	0
EXPEDITORS INTL WASH INC	COM	302130109	31,197,500	250,000	SH	Put	SOLE		250,000	0	0
EXPEDITORS INTL WASH INC	COM	302130109	62,973,651	504,637	SH		SOLE		504,637	0	0
FASTENAL CO	COM	311900104	6,284,000	100,000	SH	Put	SOLE		100,000	0	0
FERRARI NV	COM	N3167J106	13,067,840	32,000	SH		SOLE		32,000	0	0
FERRARI NV	COM	N3167J106	16,334,800	40,000	SH	Call	SOLE		40,000	0	0
FLUTTER ENTERTAINMENT PLC-DI	COM	G3643J108	43,766,400	240,000	SH		SOLE		240,000	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	9,720,000	200,000	SH	Call	SOLE		200,000	0	0
FTAI AVIATION LTD	COM	34960P101	12,387,600	120,000	SH		SOLE		120,000	0	0
FTAI AVIATION LTD	COM	34960P101	10,323,000	100,000	SH	Call	SOLE		100,000	0	0
FTAI INFRASTRUCTURE INC	COMMON STOCK	35953C106	1,812,300	210,000	SH		SOLE		210,000	0	0
GE AEROSPACE	COM NEW	369604301	47,691,000	300,000	SH	Call	SOLE		300,000	0	0
GE AEROSPACE	COM NEW	369604301	6,358,800	40,000	SH	Put	SOLE		40,000	0	0
GE AEROSPACE	COM NEW	369604301	25,677,470	161,524	SH		SOLE		161,524	0	0
GE VERNOVA INC	COM	36828A101	29,156,700	170,000	SH	Call	SOLE		170,000	0	0
GE VERNOVA INC	COM	36828A101	6,860,400	40,000	SH	Put	SOLE		40,000	0	0
GE VERNOVA INC	COM	36828A101	14,857,740	86,629	SH		SOLE		86,629	0	0
GENERAL DYNAMICS CORP	COM	369550108	14,507,000	50,000	SH	Call	SOLE		50,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	12,687,242	43,728	SH		SOLE		43,728	0	0
GRAYSCALE BITCOIN TR BTC	SHS REP COM UT	389637109	10,648,000	200,000	SH		SOLE		200,000	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	23,492,600	465,200	SH		SOLE		465,200	0	0
HALLIBURTON CO	COM	406216101	1,013,400	30,000	SH		SOLE		30,000	0	0
HEICO CORP NEW	COM	422806109	7,826,350	35,000	SH		SOLE		35,000	0	0
HEIDELBERG MATERIALS AG	COM	5120679DE	14,518,546	140,000	SH		SOLE		140,000	0	0
HEXCEL CORP NEW	COM	428291108	18,735,000	300,000	SH	Call	SOLE		300,000	0	0
HOLCIM LTD	COM	007110753	26,498,642	299,000	SH		SOLE		299,000	0	0
HOWMET AEROSPACE INC	COM	443201108	4,611,222	59,400	SH		SOLE		59,400	0	0
HUB GROUP INC	CL A	443320106	11,611,016	269,710	SH		SOLE		269,710	0	0
HUBBELL INC	COM	443510607	5,189,816	14,200	SH		SOLE		14,200	0	0
HUBBELL INC	COM	443510607	32,893,200	90,000	SH	Call	SOLE		90,000	0	0
INGERSOLL RAND INC	COM	45687V106	18,168,000	200,000	SH	Call	SOLE		200,000	0	0
INGERSOLL RAND INC	COM	45687V106	2,725,200	30,000	SH	Put	SOLE		30,000	0	0
INGERSOLL RAND INC	COM	45687V106	9,501,864	104,600	SH		SOLE		104,600	0	0
ISHARES TR	1 3 YR TREAS BD	464287457	50,541,350	619,000	SH		SOLE		619,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	30,433,500	150,000	SH	Put	SOLE		150,000	0	0
ITT INC	COM	45073V108	38,754,000	300,000	SH	Call	SOLE		300,000	0	0
ITT INC	COM	45073V108	6,459,000	50,000	SH	Put	SOLE		50,000	0	0
ITT INC	COM	45073V108	21,042,259	162,891	SH		SOLE		162,891	0	0
JACOBS SOLUTIONS INC	COM	46982L108	41,913,000	300,000	SH	Call	SOLE		300,000	0	0
JACOBS SOLUTIONS INC	COM	46982L108	950,028	6,800	SH		SOLE		6,800	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	16,617,500	250,000	SH	Call	SOLE		250,000	0	0
KIMBERLY-CLARK CORP	COM	494368103	49,752,000	360,000	SH		SOLE		360,000	0	0
KOHLS CORP	COM	500255104	11,495,000	500,000	SH	Call	SOLE		500,000	0	0
KUEHNE PLUS NAGEL INTL AG-REG	COM	482377108	46,307,213	161,000	SH		SOLE		161,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	12,576,480	56,000	SH		SOLE		56,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	69,155,800	822,500	SH		SOLE		822,500	0	0
LANDSTAR SYS INC	COM	515098101	22,137,600	120,000	SH	Put	SOLE		120,000	0	0
LANDSTAR SYS INC	COM	515098101	81,396,266	441,220	SH		SOLE		441,220	0	0
LAUDER ESTEE COS INC	CL A	518439104	20,216,000	190,000	SH		SOLE		190,000	0	0
LENNAR CORP	CL A	526057104	674,415	4,500	SH		SOLE		4,500	0	0
LENNAR CORP	CL A	526057104	14,987,000	100,000	SH	Call	SOLE		100,000	0	0
LENNOX INTL INC	COM	526107107	26,749,000	50,000	SH	Call	SOLE		50,000	0	0
LENNOX INTL INC	COM	526107107	10,712,440	20,024	SH		SOLE		20,024	0	0
LINDE PLC	COM	G5494J103	15,285,946	34,835	SH		SOLE		34,835	0	0
LOAR HOLDINGS INC	COM SHS	53947R105	1,869,350	35,000	SH		SOLE		35,000	0	0
MARTEN TRANS LTD	COM	573075108	15,141,694	820,688	SH		SOLE		820,688	0	0
MASCO CORP	COM	574599106	9,119,723	136,789	SH		SOLE		136,789	0	0
MASCO CORP	COM	574599106	6,667,000	100,000	SH	Put	SOLE		100,000	0	0
MASTEC INC	COM	576323109	32,097,000	300,000	SH	Call	SOLE		300,000	0	0
MASTEC INC	COM	576323109	6,419,400	60,000	SH	Put	SOLE		60,000	0	0
MASTEC INC	COM	576323109	10,971,183	102,544	SH		SOLE		102,544	0	0
MATSON INC	COM	57686G105	35,117,510	268,134	SH		SOLE		268,134	0	0
MATSON INC	COM	57686G105	32,663,918	249,400	SH	Put	SOLE		249,400	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	2,808,500	100,000	SH	Call	SOLE		100,000	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	1,341,733	47,774	SH		SOLE		47,774	0	0
MODINE MFG CO	COM	607828100	2,775,063	27,698	SH		SOLE		27,698	0	0
MODINE MFG CO	COM	607828100	27,051,300	270,000	SH	Call	SOLE		270,000	0	0
MODINE MFG CO	COM	607828100	2,003,800	20,000	SH	Put	SOLE		20,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	7,492,500	150,000	SH		SOLE		150,000	0	0
MURPHY USA INC	COM	626755102	9,389,200	20,000	SH	Put	SOLE		20,000	0	0
MURPHY USA INC	COM	626755102	38,460,041	81,924	SH		SOLE		81,924	0	0
NEXGEN ENERGY LTD	COM	65340P106	21,244,336	3,050,000	SH		SOLE		3,050,000	0	0
NEXGEN ENERGY LTD	COM	65340P106	8,358,427	1,200,000	SH	Put	SOLE		1,200,000	0	0
NORDSTROM INC	COM	655664100	2,334,200	110,000	SH		SOLE		110,000	0	0
NORFOLK SOUTHN CORP	COM	655844108	12,762,462	59,446	SH		SOLE		59,446	0	0
NORFOLK SOUTHN CORP	COM	655844108	21,469,000	100,000	SH	Put	SOLE		100,000	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	15,322,000	200,000	SH	Call	SOLE		200,000	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	14,326,070	187,000	SH		SOLE		187,000	0	0
OKLO INC	COM CL A	02156V109	3,176,250	375,000	SH		SOLE		375,000	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	8,830,000	50,000	SH	Call	SOLE		50,000	0	0
OSISKO GOLD ROYALTIES LTD	COM	68827L101	23,249,116	1,492,000	SH		SOLE		1,492,000	0	0
P A M TRANSN SVCS INC	COM	693149106	2,376,563	136,820	SH		SOLE		136,820	0	0
PACCAR INC	COM	693718108	10,294,000	100,000	SH	Call	SOLE		100,000	0	0
PAN AMERN SILVER CORP	COM	697900108	10,934,000	550,000	SH		SOLE		550,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	55,639,100	110,000	SH	Call	SOLE		110,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	15,174,300	30,000	SH	Put	SOLE		30,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	19,199,030	37,957	SH		SOLE		37,957	0	0
PENTAIR PLC	SHS	G7S00T104	11,837,848	154,400	SH		SOLE		154,400	0	0
PENTAIR PLC	SHS	G7S00T104	23,001,000	300,000	SH	Call	SOLE		300,000	0	0
PENTAIR PLC	SHS	G7S00T104	3,066,800	40,000	SH	Put	SOLE		40,000	0	0
PEPSICO INC	COM	713448108	65,559,675	397,500	SH		SOLE		397,500	0	0
PROFICIENT AUTO LOGISTICS IN	COM	74317M104	10,601,688	660,130	SH		SOLE		660,130	0	0
PROG HOLDINGS INC	COM NPV	74319R101	23,929,200	690,000	SH		SOLE		690,000	0	0
PVH CORPORATION	COM	693656100	65,354,716	617,311	SH		SOLE		617,311	0	0
QUAKER HOUGHTON	COM	747316107	7,636,500	45,000	SH		SOLE		45,000	0	0
QUANTA SVCS INC	COM	74762E102	23,141,501	91,076	SH		SOLE		91,076	0	0
QUANTA SVCS INC	COM	74762E102	43,195,300	170,000	SH	Call	SOLE		170,000	0	0
QUANTA SVCS INC	COM	74762E102	10,163,600	40,000	SH	Put	SOLE		40,000	0	0
RADIANT LOGISTICS INC	COM	75025X100	532,015	93,500	SH		SOLE		93,500	0	0
REGAL REXNORD CORPORATION	COM	758750103	2,271,696	16,800	SH		SOLE		16,800	0	0
REGAL REXNORD CORPORATION	COM	758750103	8,113,200	60,000	SH	Call	SOLE		60,000	0	0
REPUBLIC SVCS INC	COM	760759100	9,717,000	50,000	SH	Call	SOLE		50,000	0	0
REPUBLIC SVCS INC	COM	760759100	19,045,320	98,000	SH		SOLE		98,000	0	0
RH	COM	74967X103	53,776,800	220,000	SH		SOLE		220,000	0	0
RTX CORPORATION	COM	75513E101	20,078,000	200,000	SH	Call	SOLE		200,000	0	0
RTX CORPORATION	COM	75513E101	3,577,699	35,638	SH		SOLE		35,638	0	0
SAFRAN SA	COM	00B058T26	21,143,514	100,000	SH	Call	SOLE		100,000	0	0
SAIA INC	COM	78709Y105	47,429,000	100,000	SH	Put	SOLE		100,000	0	0
SAIA INC	COM	78709Y105	65,055,039	137,163	SH		SOLE		137,163	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	2,071,510	31,840	SH		SOLE		31,840	0	0
SELECT SECTOR SPDR TR	ENERGY	81369Y506	9,115,000	100,000	SH	Put	SOLE		100,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	12,144,000	80,000	SH		SOLE		80,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	54,422,000	100,000	SH	Put	SOLE		100,000	0	0
SPDR SER TR	S&P OILGAS EXP	78468R556	40,004,250	275,000	SH	Put	SOLE		275,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	15,689,500	50,000	SH	Call	SOLE		50,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	87,861,200	280,000	SH		SOLE		280,000	0	0
SPROTT PHYSICAL URANIUM TR	COM	85210A104	23,827,131	1,285,500	SH		SOLE		1,285,500	0	0
STELCO HOLDINGS INC	COM	858522105	3,993,561	147,000	SH		SOLE		147,000	0	0
SYMBOTIC INC	CLASS A COM	87151X101	3,780,895	107,534	SH		SOLE		107,534	0	0
TEMPUR SEALY INTL INC	COM	88023U101	76,690,800	1,620,000	SH		SOLE		1,620,000	0	0
TIDEWATER INC NEW	COM	88642R109	14,281,500	150,000	SH	Put	SOLE		150,000	0	0
TIDEWATER INC NEW	COM	88642R109	34,275,600	360,000	SH		SOLE		360,000	0	0
TOLL BROTHERS INC	COM	889478103	5,759,000	50,000	SH	Call	SOLE		50,000	0	0
TOLL BROTHERS INC	COM	889478103	403,130	3,500	SH		SOLE		3,500	0	0
TRANE TECHNOLOGIES PLC	COM	G8994E103	11,709,908	35,600	SH		SOLE		35,600	0	0
TRANE TECHNOLOGIES PLC	COM	G8994E103	19,735,800	60,000	SH	Call	SOLE		60,000	0	0
TRANSDIGM GROUP INC	COM	893641100	41,618,146	32,575	SH		SOLE		32,575	0	0
TRANSDIGM GROUP INC	COM	893641100	89,432,700	70,000	SH	Call	SOLE		70,000	0	0
TRANSDIGM GROUP INC	COM	893641100	12,776,100	10,000	SH	Put	SOLE		10,000	0	0
UBER TECHNOLOGIES INC	COM	90353T100	78,131,000	1,075,000	SH		SOLE		1,075,000	0	0
UNION PAC CORP	COM	907818108	33,939,000	150,000	SH	Call	SOLE		150,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	18,474,750	135,000	SH		SOLE		135,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	27,370,000	200,000	SH	Put	SOLE		200,000	0	0
UNITED RENTALS INC	COM	911363109	19,401,900	30,000	SH	Call	SOLE		30,000	0	0
UNITED RENTALS INC	COM	911363109	323,365	500	SH		SOLE		500	0	0
VALE S A	SPONSORED ADS	91912E105	5,585,000	500,000	SH		SOLE		500,000	0	0
VALE S A	SPONSORED ADS	91912E105	22,340,000	2,000,000	SH	Call	SOLE		2,000,000	0	0
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	30,299,775	522,500	SH		SOLE		522,500	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	15,149,750	175,000	SH	Call	SOLE		175,000	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	2,164,250	25,000	SH		SOLE		25,000	0	0
VIKING HOLDINGS LTD	COM	G93A5A101	11,030,500	325,000	SH		SOLE		325,000	0	0
VISTEON CORP	COM NEW	92839U206	2,134,000	20,000	SH		SOLE		20,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	12,976,640	74,000	SH		SOLE		74,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	8,768,000	50,000	SH	Call	SOLE		50,000	0	0
WEATHERFORD INTERNATIONAL PL	COM	00BLNN369	11,632,750	95,000	SH		SOLE		95,000	0	0
WESTLAKE CHEM PARTNERS LP	COM UNIT RP LP	960417103	1,602,932	70,989	SH		SOLE		70,989	0	0
WESTLAKE CORPORATION	COM	960413102	27,045,859	186,755	SH		SOLE		186,755	0	0
WOODWARD INC	COM	980745103	1,743,800	10,000	SH		SOLE		10,000	0	0
XYLEM INC	COM	98419M100	13,969,890	103,000	SH		SOLE		103,000	0	0
XYLEM INC	COM	98419M100	13,563,000	100,000	SH	Call	SOLE		100,000	0	0
XYLEM INC	COM	98419M100	4,068,900	30,000	SH	Put	SOLE		30,000	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	5,476,154	118,046	SH		SOLE		118,046	0	0