| 1 |
LOWES COS INC |
567,000 |
43,115 |
9.14% |
|
|
| 2 |
EAGLE MATERIALS INC |
705,000 |
42,603 |
9.03% |
|
|
| 3 |
ROYAL CARIBBEAN GROUP |
355,000 |
35,930 |
7.61% |
|
|
| 4 |
GENERAL MTRS CO |
1,000,000 |
34,010 |
7.21% |
Put |
|
| 5 |
REALOGY HLDGS CORP |
872,500 |
31,995 |
6.78% |
|
|
| 6 |
BUFFALO WILD WINGS INC |
191,500 |
30,573 |
6.48% |
|
|
| 7 |
ALPHABET INC |
35,000 |
27,230 |
5.77% |
|
|
| 8 |
MARTIN MARIETTA MATLS INC |
185,000 |
25,267 |
5.35% |
|
|
| 9 |
ELECTRONIC ARTS INC |
325,000 |
22,334 |
4.73% |
|
|
| 10 |
DOW CHEM CO |
336,500 |
17,323 |
3.67% |
|
|
| 11 |
KIRBY CORP |
316,700 |
16,665 |
3.53% |
|
|
| 12 |
MANITOWOC INC COM |
1,000,000 |
15,350 |
3.25% |
Put |
|
| 13 |
EAGLE MATERIALS INC |
250,000 |
15,108 |
3.20% |
Call |
|
| 14 |
OSHKOSH CORP |
375,099 |
14,644 |
3.10% |
|
|
| 15 |
EOG RES INC |
200,000 |
14,158 |
3.00% |
Call |
|
| 16 |
UNITED RENTALS |
165,000 |
11,969 |
2.54% |
|
|
| 17 |
SUMMIT MATLS INC CL A |
590,094 |
11,825 |
2.51% |
|
|
| 18 |
AGCO |
250,000 |
11,348 |
2.40% |
|
|
| 19 |
SABRE CORP |
400,000 |
11,188 |
2.37% |
|
|
| 20 |
EOG RES INC |
155,000 |
10,972 |
2.33% |
|
|
| 21 |
DILLARDS INC |
160,000 |
10,514 |
2.23% |
|
|
| 22 |
TEXTRON INC COM |
250,000 |
10,503 |
2.23% |
Put |
|
| 23 |
ISHARES |
350,000 |
7,238 |
1.53% |
Call |
|
