The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
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 |