| 1 |
NVR INC |
38,576 |
64,383 |
8.21% |
|
|
| 2 |
MARTIN MARIETTA MATLS INC |
274,900 |
60,899 |
7.77% |
|
|
| 3 |
IHS MARKIT LTD SHS |
1,425,000 |
50,459 |
6.44% |
|
|
| 4 |
LOWES COS INC |
683,000 |
48,575 |
6.20% |
|
|
| 5 |
WABCO |
395,000 |
41,929 |
5.35% |
|
|
| 6 |
EAGLE MATERIALS INC |
384,800 |
37,914 |
4.84% |
|
|
| 7 |
RELIANCE STEEL & ALUMINUM CO |
443,500 |
35,276 |
4.50% |
|
|
| 8 |
HEXCEL CORP NEW COM |
680,000 |
34,979 |
4.46% |
Put |
|
| 9 |
DILLARDS INC |
535,000 |
33,539 |
4.28% |
Call |
|
| 10 |
DILLARDS INC |
533,000 |
33,414 |
4.26% |
|
|
| 11 |
PTC |
678,500 |
31,394 |
4.00% |
|
|
| 12 |
ACTIVISION BLIZZARD INC |
823,500 |
29,737 |
3.79% |
|
|
| 13 |
COLFAX CORP |
803,000 |
28,852 |
3.68% |
|
|
| 14 |
BIO RAD LABS INC CL A |
154,500 |
28,162 |
3.59% |
|
|
| 15 |
TRIMBLE INC |
752,500 |
22,688 |
2.89% |
|
|
| 16 |
MACYS INC |
598,000 |
21,414 |
2.73% |
|
|
| 17 |
C.H. ROBINSON WORLDW |
290,000 |
21,245 |
2.71% |
Put |
|
| 18 |
U S SILICA HLDGS INC COM |
348,000 |
19,725 |
2.52% |
|
|
| 19 |
IHS MARKIT LTD SHS |
535,000 |
18,944 |
2.42% |
Call |
|
| 20 |
WORTHINGTON INDS INC |
387,500 |
18,383 |
2.35% |
Put |
|
| 21 |
LIBERTY GLOBAL PLC |
583,000 |
17,834 |
2.28% |
|
|
| 22 |
BALL CORP |
179,900 |
13,505 |
1.72% |
|
|
| 23 |
TAKE-TWO INTERACTIVE SOFTWARE COM |
247,500 |
12,199 |
1.56% |
|
|
| 24 |
LENNAR |
267,500 |
11,484 |
1.47% |
|
|
| 25 |
VERSUM MATLS INC |
338,000 |
9,488 |
1.21% |
|
|
| 26 |
TOLL BROTHERS INC |
290,500 |
9,006 |
1.15% |
|
|
| 27 |
LAMB WESTON HLDGS INC COM |
204,500 |
7,740 |
0.99% |
|
|
| 28 |
STERIS PLC SHS USD |
112,500 |
7,581 |
0.97% |
|
|
| 29 |
LAMB WESTON HLDGS INC COM |
179,000 |
6,775 |
0.86% |
Call |
|
| 30 |
URBAN OUTFITTERS INC COM |
223,000 |
6,351 |
0.81% |
|
|
