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: July 31, 2015
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
AERCAP HOLDINGS NV SHS N00985106 6,145,664 44,800 SH SOLE 44,800 0 0
ANALOG DEVICES INC COM 032654105 7,167,694 22,530 SH SOLE 22,530 0 0
ATI INC COM 01741R102 4,654,720 32,000 SH SOLE 32,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 4,038,957 29,810 SH SOLE 29,810 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,044,900 10,000 SH SOLE 10,000 0 0
CAMECO CORP COM 13321L108 2,172,200 20,000 SH SOLE 20,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 7,709,574 19,560 SH SOLE 19,560 0 0
CATERPILLAR INC COM 149123101 8,168,544 11,530 SH SOLE 11,530 0 0
CINTAS CORP COM 172908105 4,052,594 23,960 SH SOLE 23,960 0 0
CORE & MAIN INC CL A 21874C102 2,964,000 60,000 SH SOLE 60,000 0 0
CORNING INC COM 219350105 9,517,900 70,000 SH Call SOLE 70,000 0 0
CSX CORP COM 126408103 10,668,895 259,900 SH SOLE 259,900 0 0
CURTISS WRIGHT CORP COM 231561101 4,086,720 6,000 SH SOLE 6,000 0 0
ECOLAB INC COM 278865100 8,148,193 30,630 SH SOLE 30,630 0 0
FEDEX CORP COM 31428X106 9,210,815 25,860 SH SOLE 25,860 0 0
FTAI AVIATION LTD SHS G3730V105 5,390,000 22,000 SH SOLE 22,000 0 0
GE VERNOVA INC COM 36828A101 5,507,999 6,310 SH SOLE 6,310 0 0
GENUINE PARTS CO COM 372460105 4,050,225 38,300 SH SOLE 38,300 0 0
ISHARES TR EXPANDED TECH 464287515 12,007,500 150,000 SH Call SOLE 150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 62,000,000 250,000 SH Put SOLE 250,000 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 10,155,173 77,550 SH SOLE 77,550 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,250,679 31,920 SH SOLE 31,920 0 0
LINDE PLC SHS G54950103 8,427,920 17,000 SH SOLE 17,000 0 0
MASTEC INC COM 576323109 9,330,460 29,000 SH SOLE 29,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 1,208,350 65,000 SH SOLE 65,000 0 0
PARKER-HANNIFIN CORP COM 701094104 9,990,878 11,160 SH SOLE 11,160 0 0
ROCKET COS INC COM CL A 77311W101 9,120,000 640,000 SH Call SOLE 640,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 19,510,200 30,000 SH Put SOLE 30,000 0 0
UNION PAC CORP COM 907818108 4,219,162 17,390 SH SOLE 17,390 0 0
WILLIAMS COS INC COM 969457100 7,162,280 98,410 SH SOLE 98,410 0 0