The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 186,196,500 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| 3M CO | CALL | 88579Y901 | 48,573,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| ALLEGION PLC | ORD SHS | G0176J109 | 56,196,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 80,408,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 116,786,600 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| AMAZON COM INC | CALL | 023135906 | 35,751,000 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| AMETEK INC | COM | 031100100 | 157,261,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| AMETEK INC | CALL | 031100900 | 24,194,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| AMPHENOL CORP | CL A | 032095101 | 108,436,800 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 152,910,450 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 137,370,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ARK ETF TR | PUT | 00214Q954 | 68,697,000 | 850,000 | SH | Put | SOLE | 850,000 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 65,516,770 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | CALL | G1890L907 | 18,570,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| CRANE COMPANY | COMMON STOCK | 224408104 | 66,921,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 40,447,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 57,331,450 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 44,381,750 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 37,373,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 120,987,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 96,959,050 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| ISHARES TR | PUT | 464287955 | 300,450,000 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| KARMAN HLDGS INC | CALL | 485924904 | 9,235,200 | 185,000 | SH | Call | SOLE | 185,000 | 0 | 0 | |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 | 12,480,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 113,772,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 149,498,850 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 78,325,450 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | CALL | 620076907 | 44,020,740 | 106,000 | SH | Call | SOLE | 106,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 120,434,100 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| NVIDIA CORPORATION | CALL | 67066G904 | 110,049,500 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 32,231,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | CALL | 67103H907 | 18,418,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| PLEXUS CORP | COM | 729132100 | 79,677,550 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | PUT | 81369Y954 | 351,937,000 | 1,900,000 | SH | Put | SOLE | 1,900,000 | 0 | 0 | |
| SHARKNINJA INC | COM SHS | G8068L108 | 38,067,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 105,840,000 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| SOMNIGROUP INTERNATIONAL INC | CALL | 88023U901 | 43,120,000 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 8,543,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPDR SERIES TRUST | PUT | 78464A958 | 261,975,000 | 3,500,000 | SH | Put | SOLE | 3,500,000 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 73,460,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 47,007,400 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| TERAWULF INC | COM | 88080T104 | 30,875,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 25,431,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| VANECK ETF TRUST | PUT | 92189F956 | 163,972,500 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| WALMART INC | COM | 931142103 | 33,978,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 74,375,500 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | 51,948,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| WW GRAINGER INC | COM | 384802104 | 71,421,000 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| XPO INC | COM | 983793100 | 28,740,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||