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
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
AARONS INC COM PAR $0.50 002535300 37,930 1,050,400 SH   SOLE   1,050,400 0 0
ABBVIE INC COM 00287Y109 122,907 2,258,900 SH   SOLE   2,258,900 0 0
ALCOA INC COM 013817101 35,819 3,708,000 SH   SOLE   3,708,000 0 0
ALLERGAN PLC SHS G0177J108 77,901 286,600 SH   SOLE   286,600 0 0
AMERICAN EXPRESS CO COM 025816109 94,071 1,269,000 SH   SOLE   1,269,000 0 0
BALL CORP COM 058498106 67,052 1,078,000 SH   SOLE   1,078,000 0 0
BED BATH & BEYOND INC COM 075896100 19,450 341,100 SH Put SOLE   341,100 0 0
BOYD GAMING CORP COM 103304101 54,729 3,357,600 SH   SOLE   3,357,600 0 0
CARNIVAL CORP PAIRED CTF 143658300 70,823 1,425,000 SH   SOLE   1,425,000 0 0
CBS CORP NEW CL B 124857202 26,725 669,800 SH   SOLE   669,800 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 89,975 2,103,700 SH   SOLE   2,103,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 159,680 1,275,300 SH   SOLE   1,275,300 0 0
DOLLAR GEN CORP NEW COM 256677105 40,849 563,900 SH   SOLE   563,900 0 0
DOLLAR TREE INC COM 256746108 102,736 1,541,200 SH   SOLE   1,541,200 0 0
EBAY INC COM 278642103 34,221 1,400,200 SH Call SOLE   1,400,200 0 0
EBAY INC COM 278642103 21,996 900,000 SH   SOLE   900,000 0 0
GOOGLE INC CL C 38259P706 155,571 255,696 SH   SOLE   255,696 0 0
GSV CAP CORP COM 36191J101 1,252 159,500 SH   SOLE   159,500 0 0
HORIZON PHARMA PLC SHS G4617B105 40,928 2,065,000 SH   SOLE   2,065,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 125,496 534,050 SH   SOLE   534,050 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 127,557 1,168,100 SH Put SOLE   1,168,100 0 0
LAS VEGAS SANDS CORP COM 517834107 19,737 519,800 SH Put SOLE   519,800 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 59,225 1,033,600 SH   SOLE   1,033,600 0 0
PAYPAL HLDGS INC COM 70450Y103 18,624 600,000 SH   SOLE   600,000 0 0
PAYPAL HLDGS INC COM 70450Y103 43,462 1,400,200 SH Call SOLE   1,400,200 0 0
PENN NATL GAMING INC COM 707569109 52,149 3,107,800 SH   SOLE   3,107,800 0 0
ROYAL CARIBBEAN CRUISES LTD COM v7780t103 78,319 879,100 SH   SOLE   879,100 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 9,738 931,881 SH   SOLE   931,881 0 0
SIGNET JEWELERS LIMITED SHS G81276100 24,109 177,100 SH   SOLE   177,100 0 0
SIRIUS XM HLDGS INC COM 82968b103 107,190 28,660,376 SH   SOLE   28,660,376 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 159,053 830,000 SH Put SOLE   830,000 0 0
TIME WARNER CABLE INC COM 88732J207 61,972 345,500 SH   SOLE   345,500 0 0
VISA INC COM CL A 92826C839 79,412 1,140,000 SH   SOLE   1,140,000 0 0