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
AECOM COM 00766T100   7,983,964 96,146 SH   SOLE   96,146 0 0
ALAMO GROUP INC COM 011311107   3,975,780 23,000 SH   SOLE   23,000 0 0
ALIGHT INC COM CL A 01626W101   2,676,702 377,532 SH   SOLE   377,532 0 0
AMAZON COM INC COM 023135106   7,627,200 60,000 SH   SOLE   60,000 0 0
AMPHENOL CORP NEW CL A 032095101   8,393,373 99,933 SH   SOLE   99,933 0 0
ANALOG DEVICES INC COM 032654105   3,680,217 21,019 SH   SOLE   21,019 0 0
API GROUP CORP COM STK 00187Y100   6,482,500 250,000 SH   SOLE   250,000 0 0
ARCOSA INC COM 039653100   3,172,875 44,129 SH   SOLE   44,129 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,773,750 125,000 SH   SOLE   125,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   12,744,934 55,916 SH   SOLE   55,916 0 0
BEACON ROOFING SUPPLY INC COM 073685109   1,891,823 24,515 SH   SOLE   24,515 0 0
BELDEN INC COM 077454106   7,115,735 73,700 SH   SOLE   73,700 0 0
BRINKS CO COM 109696104   3,268,800 450 SH Put SOLE   450 0 0
BRINKS CO COM 109696104   7,123,078 98,060 SH   SOLE   98,060 0 0
CACI INTL INC CL A 127190304   2,302,990 7,336 SH   SOLE   7,336 0 0
CASELLA WASTE SYS INC CL A 147448104   2,618,616 34,320 SH   SOLE   34,320 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,067,785 10,551 SH   SOLE   10,551 0 0
CHARLES RIV LABS INTL INC COM 159864107   979,900 50 SH Put SOLE   50 0 0
CHARLES RIV LABS INTL INC COM 159864107   979,900 50 SH Put SOLE   50 0 0
CHURCHILL DOWNS INC COM 171484108   4,894,915 42,183 SH   SOLE   42,183 0 0
CLEAN HARBORS INC COM 184496107   4,102,161 24,511 SH   SOLE   24,511 0 0
COOPER COS INC COM NEW 216648402   8,667,681 27,256 SH   SOLE   27,256 0 0
CORTEVA INC COM 22052L104   1,003,350 19,612 SH   SOLE   19,612 0 0
CORTEVA INC COM 22052L104   4,092,800 800 SH Call SOLE   800 0 0
COTY INC COM CL A 222070203   1,864,900 170,000 SH   SOLE   170,000 0 0
CRANE COMPANY COMMON STOCK 224408104   2,213,537 24,916 SH   SOLE   24,916 0 0
CROWN HLDGS INC COM 228368106   3,046,012 34,426 SH   SOLE   34,426 0 0
DARDEN RESTAURANTS INC COM 237194105   1,432,200 100 SH Call SOLE   100 0 0
DENTSPLY SIRONA INC COM 24906P109   1,653,993 48,419 SH   SOLE   48,419 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   9,427,920 241,000 SH   SOLE   241,000 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   844,992 216 SH Put SOLE   216 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   1,956,000 500 SH Put SOLE   500 0 0
DIREXION DAILY S&P OIL & GAS OIL GAS BL 2X SH 25460G500   719,808 184 SH Put SOLE   184 0 0
ELECTRONIC ARTS INC COM 285512109   837,262 6,954 SH   SOLE   6,954 0 0
EQUINIX INC COM 29444U700   4,066,330 5,599 SH   SOLE   5,599 0 0
EVERI HLDGS INC COM 30034T103   324,075 24,514 SH   SOLE   24,514 0 0
FISERV INC COM 337738108   12,370,927 109,516 SH   SOLE   109,516 0 0
FIVE9 INC COM 338307101   4,822,500 75,000 SH   SOLE   75,000 0 0
FLEX LTD ORD Y2573F102   7,700,632 285,420 SH   SOLE   285,420 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   9,435,651 138,678 SH   SOLE   138,678 0 0
GLOBAL PMTS INC COM 37940X102   12,920,334 111,971 SH   SOLE   111,971 0 0
GLOBAL PMTS INC COM 37940X102   3,461,700 300 SH Put SOLE   300 0 0
HASBRO INC COM 418056107   1,984,200 300 SH Call SOLE   300 0 0
HASBRO INC COM 418056107   1,322,800 200 SH Call SOLE   200 0 0
HCA HEALTHCARE INC COM 40412C101   8,354,465 33,964 SH   SOLE   33,964 0 0
HCA HEALTHCARE INC COM 40412C101   4,919,600 200 SH Put SOLE   200 0 0
HUB GROUP INC CL A 443320106   1,493,281 19,013 SH   SOLE   19,013 0 0
ICON PLC SHS G4705A100   11,920,963 48,410 SH   SOLE   48,410 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   17,674,000 1,000 SH Call SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   26,511,000 1,500 SH Call SOLE   1,500 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   35,348,000 2,000 SH Call SOLE   2,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   8,837,000 500 SH Call SOLE   500 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   8,837,000 500 SH Call SOLE   500 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   17,674,000 1,000 SH Put SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   17,674,000 1,000 SH Put SOLE   1,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   53,022,000 3,000 SH Put SOLE   3,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   35,348,000 2,000 SH Put SOLE   2,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   17,674,000 1,000 SH Put SOLE   1,000 0 0
LAMB WESTON HLDGS INC COM 513272104   924,600 100 SH Put SOLE   100 0 0
LANTHEUS HLDGS INC COM 516544103   2,561,311 36,864 SH   SOLE   36,864 0 0
LPL FINL HLDGS INC COM 50212V100   8,900,705 37,453 SH   SOLE   37,453 0 0
MASCO CORP COM 574599106   5,051,613 94,511 SH   SOLE   94,511 0 0
MODINE MFG CO COM 607828100   4,375,576 95,641 SH   SOLE   95,641 0 0
MYR GROUP INC DEL COM 55405W104   2,292,268 17,010 SH   SOLE   17,010 0 0
NICE LTD SPONSORED ADR 653656108   8,181,930 48,129 SH   SOLE   48,129 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,706,572 88,820 SH   SOLE   88,820 0 0
NXP SEMICONDUCTORS NV COM N6596X109   10,755,496 53,799 SH   SOLE   53,799 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   15,097,982 16,612 SH   SOLE   16,612 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   6,362,020 70 SH Put SOLE   70 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   9,463,408 23,130 SH   SOLE   23,130 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,788,500 300 SH Put SOLE   300 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,859,000 200 SH Put SOLE   200 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,859,000 200 SH Put SOLE   200 0 0
ON SEMICONDUCTOR CORP COM 682189105   14,889,753 160,191 SH   SOLE   160,191 0 0
PAYCOM SOFTWARE INC COM 70432V102   5,185,400 20,000 SH   SOLE   20,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   11,052,966 187,784 SH   SOLE   187,784 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   1,600,992 272 SH Put SOLE   272 0 0
POOL CORP COM 73278L105   3,475,892 9,761 SH   SOLE   9,761 0 0
PTC INC COM 69370C100   7,641,369 53,934 SH   SOLE   53,934 0 0
REGAL REXNORD CORPORATION COM 758750103   5,867,081 41,063 SH   SOLE   41,063 0 0
REGAL REXNORD CORPORATION COM 758750103   871,568 61 SH Call SOLE   61 0 0
REGAL REXNORD CORPORATION COM 758750103   4,286,400 300 SH Call SOLE   300 0 0
REGAL REXNORD CORPORATION COM 758750103   2,857,600 200 SH Put SOLE   200 0 0
SAIA INC COM 78709Y105   14,187,954 35,590 SH   SOLE   35,590 0 0
SAIA INC COM 78709Y105   3,189,200 80 SH Put SOLE   80 0 0
SEAWORLD ENTMT INC COM 81282V100   4,683,599 101,267 SH   SOLE   101,267 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   4,160,200 110,000 SH   SOLE   110,000 0 0
SHERWIN WILLIAMS CO COM 824348106   5,296,368 20,766 SH   SOLE   20,766 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   64,122,000 1,500 SH Call SOLE   1,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   64,122,000 1,500 SH Call SOLE   1,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   12,824,400 300 SH Call SOLE   300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   42,748,000 1,000 SH Put SOLE   1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   21,374,000 500 SH Put SOLE   500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   59,847,200 1,400 SH Put SOLE   1,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   42,748,000 1,000 SH Put SOLE   1,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,267,262 17,355 SH   SOLE   17,355 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   36,531,200 800 SH Put SOLE   800 0 0
SPDR SER TR S&P REGL BKG 78464A698   3,686,370 88,254 SH   SOLE   88,254 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   9,963,227 151,210 SH   SOLE   151,210 0 0
TERADATA CORP DEL COM 88076W103   1,800,800 400 SH Call SOLE   400 0 0
TERADATA CORP DEL COM 88076W103   900,400 200 SH Put SOLE   200 0 0
TERADATA CORP DEL COM 88076W103   2,648,662 58,833 SH   SOLE   58,833 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,187,806 16,176 SH   SOLE   16,176 0 0
THERMON GROUP HLDGS INC COM 88362T103   3,587,582 130,600 SH   SOLE   130,600 0 0
TRACTOR SUPPLY CO COM 892356106   3,391,341 16,702 SH   SOLE   16,702 0 0
US FOODS HLDG CORP COM 912008109   5,060,877 127,478 SH   SOLE   127,478 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,013,954 107,902 SH   SOLE   107,902 0 0
VSE CORP COM 918284100   5,537,555 109,785 SH   SOLE   109,785 0 0
VSE CORP COM 918284100   2,522,000 500 SH Put SOLE   500 0 0
WASTE CONNECTIONS INC COM 94106B101   6,215,270 46,279 SH   SOLE   46,279 0 0
WESCO INTL INC COM 95082P105   1,438,200 100 SH Call SOLE   100 0 0
WESCO INTL INC COM 95082P105   719,100 50 SH Put SOLE   50 0 0
WESCO INTL INC COM 95082P105   6,284,934 43,700 SH   SOLE   43,700 0 0
WESTERN ALLIANCE BANCORP COM 957638109   1,838,800 400 SH Put SOLE   400 0 0
WESTERN ALLIANCE BANCORP COM 957638109   6,860,425 149,237 SH   SOLE   149,237 0 0
WINGSTOP INC COM 974155103   5,643,199 31,379 SH   SOLE   31,379 0 0
YUM BRANDS INC COM 988498101   5,112,420 40,919 SH   SOLE   40,919 0 0
ZOETIS INC CL A 98978V103   3,436,279 19,751 SH   SOLE   19,751 0 0