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
AECOM COM 00766T100 2,834,006 33,412 SH SOLE 33,412 0 0
AFFILAITED MANAGERS GROUP COM 008252108 2,114,541 7,642 SH SOLE 7,642 0 0
AFFILAITED MANAGERS GROUP COM 008252108 2,213,600 80 SH Put SOLE 80 0 0
ALPHABET INC CAP STK CL A 02079K305 856,354 2,978 SH SOLE 2,978 0 0
ALPHABET INC CAP STK CL C 02079K107 7,387,219 25,752 SH SOLE 25,752 0 0
ALPHABET INC CAP STK CL C 02079K107 2,868,600 100 SH Put SOLE 100 0 0
ALPHABET INC CAP STK CL C 02079K107 4,302,900 150 SH Put SOLE 150 0 0
AMAZON COM INC COM 023135106 9,005,178 43,238 SH SOLE 43,238 0 0
AMAZON COM INC COM 023135106 3,124,050 150 SH Put SOLE 150 0 0
AMPHENOL CORP NEW CL A 032095101 15,662,599 123,962 SH SOLE 123,962 0 0
AMPHENOL CORP NEW CL A 032095101 1,895,250 150 SH Put SOLE 150 0 0
AMPHENOL CORP NEW CL A 032095101 1,263,500 100 SH Put SOLE 100 0 0
AMPHENOL CORP NEW CL A 032095101 1,263,500 100 SH Put SOLE 100 0 0
AMPHENOL CORP NEW CL A 032095101 3,790,500 300 SH Put SOLE 300 0 0
ANALOG DEVICES INC COM 032654105 4,255,524 13,375 SH SOLE 13,375 0 0
AON PLC SHS CL A G0403H108 3,227,800 100 SH Call SOLE 100 0 0
API GROUP CORP COM STK 00187Y100 1,119,973 27,640 SH SOLE 27,640 0 0
BRINKS CO COM 109696104 1,421,078 13,713 SH SOLE 13,713 0 0
CACI INTL INC CL A 127190304 1,111,126 2,043 SH SOLE 2,043 0 0
CARDINAL INFRASTRUCTURE GROUP CL A 14154A102 967,387 24,392 SH SOLE 24,392 0 0
CARNIVAL CORP COMMON STOCK 143658300 1,035,200 400 SH Call SOLE 400 0 0
CASELLA WASTE SYS INC CL A 147448104 4,129,092 52,043 SH SOLE 52,043 0 0
CELESTICA INC COM 15101Q207 4,208,299 14,940 SH SOLE 14,940 0 0
CHAMPION HOMES INC COM 830830105 1,972,441 26,522 SH SOLE 26,522 0 0
CHURCHILL DOWNS INC COM 171484108 793,379 8,832 SH SOLE 8,832 0 0
CLEAN HARBORS INC COM 184496107 5,776,176 20,145 SH SOLE 20,145 0 0
COHERENT CORP COM 19247G107 5,717,040 24,000 SH SOLE 24,000 0 0
COHERENT CORP COM 19247G107 476,420 20 SH Put SOLE 20 0 0
COHERENT CORP COM 19247G107 3,096,730 130 SH Put SOLE 130 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 7,203,189 335,813 SH SOLE 335,813 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 3,040,577 27,363 SH SOLE 27,363 0 0
COOPER COS INC COM NEW 216648402 1,430,000 200 SH Put SOLE 200 0 0
COOPER COS INC COM NEW 216648402 4,029,955 56,363 SH SOLE 56,363 0 0
CORNING INC COM 219350105 6,292,692 46,280 SH SOLE 46,280 0 0
CORNING INC COM 219350105 4,079,100 300 SH Put SOLE 300 0 0
CRANE COMPANY COMMON STOCK 224408104 34,200 2 SH Put SOLE 2 0 0
CRANE COMPANY COMMON STOCK 224408104 4,138,200 242 SH Put SOLE 242 0 0
CRANE COMPANY COMMON STOCK 224408104 6,240,474 36,494 SH SOLE 36,494 0 0
CRH PLC ORD G25508105 3,957,242 37,645 SH SOLE 37,645 0 0
CRH PLC ORD G25508105 1,576,800 150 SH Call SOLE 150 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 1,621,960 215 SH Put SOLE 215 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 4,423,123 58,631 SH SOLE 58,631 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 3,542,906 80,120 SH SOLE 80,120 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 663,300 150 SH Call SOLE 150 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 442,200 100 SH Call SOLE 100 0 0
DOXIMITY INC CL A 26622P107 1,398,047 60,002 SH SOLE 60,002 0 0
ECHOSTAR CORP CL A 278768106 1,170,700 100 SH Call SOLE 100 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,232,643 176,876 SH SOLE 176,876 0 0
EQUINIX INC COM 29444U700 3,920,960 40 SH Put SOLE 40 0 0
EQUINIX INC COM 29444U700 4,909,042 5,008 SH SOLE 5,008 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 2,080,596 11,067 SH SOLE 11,067 0 0
FLEX LTD ORD Y2573F102 11,911,756 181,970 SH SOLE 181,970 0 0
FRONTDOOR INC COM 35905A109 3,319,608 62,800 SH SOLE 62,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 5,710,565 26,367 SH SOLE 26,367 0 0
GLOBAL PMTS INC COM 37940X102 1,406,234 20,895 SH SOLE 20,895 0 0
GLOBAL PMTS INC COM 37940X102 673,000 100 SH Call SOLE 100 0 0
GLOBAL PMTS INC COM 37940X102 1,346,000 200 SH Call SOLE 200 0 0
HCA HEALTHCARE INC COM 40412C101 3,984,208 8,419 SH SOLE 8,419 0 0
HEICO CORP NEW COM 422806109 2,742,000 100 SH Call SOLE 100 0 0
HEICO CORP NEW COM 422806109 822,600 3,000 SH SOLE 3,000 0 0
HOME DEPOT COM 437076102 3,230,029 9,821 SH SOLE 9,821 0 0
IDEXX LABS INC COM 45168D104 5,299,185 9,431 SH SOLE 9,431 0 0
IDEXX LABS INC COM 45168D104 1,629,481 29 SH Put SOLE 29 0 0
IDEXX LABS INC COM 45168D104 1,629,481 29 SH Put SOLE 29 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,400,000 500 SH Put SOLE 500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 17,360,000 700 SH Put SOLE 700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 17,360,000 700 SH Put SOLE 700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,400,000 500 SH Put SOLE 500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,400,000 500 SH Put SOLE 500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 19,840,000 800 SH Put SOLE 800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,440,000 300 SH Put SOLE 300 0 0
ITRON INC COM 465741106 1,345,200 150 SH Call SOLE 150 0 0
ITRON INC COM 465741106 3,296,099 36,754 SH SOLE 36,754 0 0
KINSALE CAP GROUP INC COM 49714P108 1,689,850 4,946 SH SOLE 4,946 0 0
KODIAK GAS SVCS INC COM 50012A108 1,749,600 300 SH Call SOLE 300 0 0
LITTLEFUSE INC COM 537008104 1,696,750 50 SH Call SOLE 50 0 0
LITTLEFUSE INC COM 537008104 1,696,750 50 SH Put SOLE 50 0 0
LITTLEFUSE INC COM 537008104 5,578,235 16,438 SH SOLE 16,438 0 0
LPL FINL HLDGS INC COM 50212V100 5,404,110 17,964 SH SOLE 17,964 0 0
LPL FINL HLDGS INC COM 50212V100 1,353,735 45 SH Put SOLE 45 0 0
MASCO CORP COM 574599106 4,219,320 69,891 SH SOLE 69,891 0 0
META PLATFORMS INC CL A 30303M102 8,869,159 15,502 SH SOLE 15,502 0 0
META PLATFORMS INC CL A 30303M102 2,860,650 50 SH Call SOLE 50 0 0
META PLATFORMS INC CL A 30303M102 5,721,300 100 SH Put SOLE 100 0 0
META PLATFORMS INC CL A 30303M102 5,149,170 90 SH Put SOLE 90 0 0
MODINE MFG CO COM 607828100 8,421,784 38,862 SH SOLE 38,862 0 0
MODINE MFG CO COM 607828100 3,250,650 150 SH Put SOLE 150 0 0
NICE LTD SPONSORED ADR 653656108 530,792 4,814 SH SOLE 4,814 0 0
NVENT ELECTRIC PLC SHS G6700G107 5,522,966 46,694 SH SOLE 46,694 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,182,800 100 SH Put SOLE 100 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,182,800 100 SH Put SOLE 100 0 0
NXP SEMICONDUCTORS NV COM N6596X109 5,110,155 25,957 SH SOLE 25,957 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 3,493,835 17,885 SH SOLE 17,885 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,153,911 83,235 SH SOLE 83,235 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,717,087 137,765 SH SOLE 137,765 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,692,400 400 SH Put SOLE 400 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 5,538,600 600 SH Put SOLE 600 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 8,355,962 97,548 SH SOLE 97,548 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,139,600 600 SH Put SOLE 600 0 0
POOL CORP COM 73278L105 955,605 4,723 SH SOLE 4,723 0 0
PTC INC COM 69370C100 3,803,343 26,692 SH SOLE 26,692 0 0
PTC INC COM 69370C100 1,082,924 76 SH Put SOLE 76 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 1,258,450 10,907 SH SOLE 10,907 0 0
RBC BEARINGS INC COM 75524B104 4,882,649 8,990 SH SOLE 8,990 0 0
RBC BEARINGS INC COM 75524B104 2,715,600 50 SH Put SOLE 50 0 0
REGAL REXNORD CORPORATION COM 758750103 5,416,308 28,924 SH SOLE 28,924 0 0
REGAL REXNORD CORPORATION COM 758750103 299,616 16 SH Put SOLE 16 0 0
REGAL REXNORD CORPORATION COM 758750103 936,300 50 SH Put SOLE 50 0 0
REGAL REXNORD CORPORATION COM 758750103 1,872,600 100 SH Call SOLE 100 0 0
REGAL REXNORD CORPORATION COM 758750103 2,415,654 129 SH Put SOLE 129 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,011,300 30,000 SH SOLE 30,000 0 0
SAIA INC COM 78709Y105 4,830,159 13,758 SH SOLE 13,758 0 0
SAIA INC COM 78709Y105 3,510,800 100 SH Put SOLE 100 0 0
SCHWAB CHARLES CORP COM 808513105 1,983,824 21,109 SH SOLE 21,109 0 0
SHARKNINJA INC COM SHS G8068L108 1,059,000 100 SH Call SOLE 100 0 0
SHERWIN WILLIAMS CO COM 824348106 5,260,867 16,412 SH SOLE 16,412 0 0
SHERWIN WILLIAMS CO COM 824348106 4,006,875 125 SH Put SOLE 125 0 0
SHERWIN WILLIAMS CO COM 824348106 1,602,750 50 SH Put SOLE 50 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,269,600 150 SH Call SOLE 150 0 0
SOUTHSTATE BK CORP COM 84472E102 3,807,476 41,153 SH SOLE 41,153 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 52,027,200 800 SH Put SOLE 800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 71,537,400 1,100 SH Put SOLE 1,100 0 0
SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870 4,325,704 33,866 SH SOLE 33,866 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 37,005,600 600 SH Put SOLE 600 0 0
SPDR S&P REGIONAL BANKING S&P REGL BKG 78464A698 4,030,049 61,858 SH SOLE 61,858 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 830,165 12,286 SH SOLE 12,286 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,027,100 300 SH Call SOLE 300 0 0
STANDARDAERO INC COM 85423L103 1,073,598 41,564 SH SOLE 41,564 0 0
TAPESTRY INC COM 876030107 1,103,057 7,817 SH SOLE 7,817 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 9,494,000 50,310 SH SOLE 50,310 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 3,774,200 200 SH Put SOLE 200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,808,937 15,887 SH SOLE 15,887 0 0
TRACTOR SUPPLY CO COM 892356106 2,823,277 62,324 SH SOLE 62,324 0 0
TTM TECHNOLOGIES INC COM 87305R109 7,598,760 78,000 SH SOLE 78,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,948,400 200 SH Put SOLE 200 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,948,400 200 SH Put SOLE 200 0 0
UMB FINL CORP COM 902788108 4,894,409 43,394 SH SOLE 43,394 0 0
UMB FINL CORP COM 902788108 2,255,800 200 SH Call SOLE 200 0 0
US FOODS HLDG CORP COM 912008109 11,557,601 125,340 SH SOLE 125,340 0 0
US FOODS HLDG CORP COM 912008109 1,844,200 200 SH Put SOLE 200 0 0
US FOODS HLDG CORP COM 912008109 5,532,600 600 SH Put SOLE 600 0 0
US FOODS HLDG CORP COM 912008109 1,844,200 200 SH Put SOLE 200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,119,293 32,402 SH SOLE 32,402 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,505,800 100 SH Put SOLE 100 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,505,800 100 SH Put SOLE 100 0 0
VONTEIR CORPORATION COM 928881101 2,482,900 70,000 SH SOLE 70,000 0 0
VSE CORP COM 918284100 6,388,610 34,636 SH SOLE 34,636 0 0
VSE CORP COM 918284100 922,250 50 SH Put SOLE 50 0 0
VSE CORP COM 918284100 2,766,750 150 SH Put SOLE 150 0 0
WASTE CONNECTIONS INC COM 94106B101 4,656,180 28,664 SH SOLE 28,664 0 0
WELLTOWER INC COM 95040Q104 3,954,200 200 SH Put SOLE 200 0 0
WELLTOWER INC COM 95040Q104 4,846,663 24,514 SH SOLE 24,514 0 0
WESBANCO INC COM 950810101 4,073,786 118,115 SH SOLE 118,115 0 0
WESCO INTL INC COM 95082P105 3,751,877 13,712 SH SOLE 13,712 0 0
XPO INC COM 983793100 1,759,121 9,042 SH SOLE 9,042 0 0
YUM BRANDS INC COM 988498101 2,763,968 17,777 SH SOLE 17,777 0 0
ZOETIS INC CL A 98978V103 1,781,188 15,068 SH SOLE 15,068 0 0