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
ALPHABET INC CAP STK CL C 02079k107 128,000 164,675 SH   SOLE   164,675 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 55,389 421,500 SH   SOLE   421,500 0 0
BALL CORP COM 058498106 121,884 1,487,300 SH   SOLE   1,487,300 0 0
BIOGEN INC COM 09062x103 76,285 243,700 SH Call SOLE   243,700 0 0
BOYD GAMING CORP COM 103304101 82,251 4,158,300 SH   SOLE   4,158,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 116,072 429,944 SH   SOLE   429,944 0 0
CIGNA CORPORATION COM 125509109 77,566 595,200 SH   SOLE   595,200 0 0
CIT GROUP INC COM NEW 125581801 31,508 868,000 SH Call SOLE   868,000 0 0
CIT GROUP INC COM NEW 125581801 75,722 2,086,000 SH   SOLE   2,086,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 160,663 965,000 SH   SOLE   965,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 34,047 361,400 SH Call SOLE   361,400 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 184,176 1,954,947 SH   SOLE   1,954,947 0 0
DOLLAR TREE INC COM 256746108 120,692 1,529,100 SH   SOLE   1,529,100 0 0
DOLLAR TREE INC COM 256746108 31,880 403,900 SH Call SOLE   403,900 0 0
HORMEL FOODS CORP COM 440452100 4,741 125,000 SH   SOLE   125,000 0 0
IMS HEALTH HLDGS INC COM 44970B109 72,026 2,298,200 SH   SOLE   2,298,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 164,337 610,100 SH   SOLE   610,100 0 0
ISHARES TR IBOXX HI YD ETF 464288513 59,773 685,000 SH Put SOLE   685,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 83,170 1,787,452 SH   SOLE   1,787,452 0 0
KITE PHARMA INC COM 49803L109 28,232 505,400 SH   SOLE   505,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 33,665 500,000 SH   SOLE   500,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 36,061 1,383,249 SH   SOLE   1,383,249 0 0
MGM RESORTS INTERNATIONAL COM 552953101 67,142 2,579,400 SH   SOLE   2,579,400 0 0
MOHAWK INDS INC COM 608190104 5,650 28,200 SH   SOLE   28,200 0 0
MOLSON COORS BREWING CO CL B 60871R209 120,751 1,099,739 SH   SOLE   1,099,739 0 0
MOLSON COORS BREWING CO CL B 60871R209 26,879 244,800 SH Call SOLE   244,800 0 0
NOVOCURE LTD ORD SHS G6674U108 15,526 1,818,079 SH   SOLE   1,818,079 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 107,785 1,329,700 SH   SOLE   1,329,700 0 0
RED ROCK RESORTS INC CL A 75700L108 36,076 1,529,300 SH   SOLE   1,529,300 0 0
SHIRE PLC SPONSORED ADR 82481R106 192,716 994,100 SH   SOLE   994,100 0 0
STEEL DYNAMICS INC COM 858119100 70,494 2,820,872 SH   SOLE   2,820,872 0 0
TIME WARNER INC COM NEW 887317303 149,826 1,882,000 SH   SOLE   1,882,000 0 0
TIME WARNER INC COM NEW 887317303 23,883 300,000 SH Call SOLE   300,000 0 0
UNITED STATES STL CORP NEW COM 912909108 4,215 223,500 SH   SOLE   223,500 0 0
VISA INC COM CL A 92826C839 140,764 1,702,100 SH   SOLE   1,702,100 0 0
VISA INC COM CL A 92826C839 52,779 638,200 SH Call SOLE   638,200 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 117,515 885,100 SH   SOLE   885,100 0 0
ZYNGA INC CL A 98986T108 34,687 11,920,000 SH   SOLE   11,920,000 0 0