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
ADIENT PLC ORD SHS G0084W101 19,095 292,058 SH   SOLE   292,058 0 0
ALPHABET INC CAP STK CL C 02079k107 108,766 119,690 SH   SOLE   119,690 0 0
BOYD GAMING CORP COM 103304101 104,671 4,218,900 SH   SOLE   4,218,900 0 0
BRUNSWICK CORP COM 117043109 130,842 2,085,800 SH   SOLE   2,085,800 0 0
CAESARS ENTMT CORP COM 127686103 2,760 230,000 SH   SOLE   230,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 132,753 394,100 SH   SOLE   394,100 0 0
CIGNA CORPORATION COM 125509109 57,113 341,200 SH   SOLE   341,200 0 0
CITIZENS FINL GROUP INC COM 174610105 96,479 2,704,000 SH   SOLE   2,704,000 0 0
COMMERCIAL METALS CO COM 201723103 36,917 1,900,000 SH   SOLE   1,900,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 18,343 1,841,700 SH   SOLE   1,841,700 0 0
CONDUENT INC COM 206787103 124,658 7,820,425 SH   SOLE   7,820,425 0 0
CONSTELLATION BRANDS INC CL A 21036P108 153,028 789,900 SH Call SOLE   789,900 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 153,000 1,527,247 SH   SOLE   1,527,247 0 0
ELDORADO RESORTS INC COM 28470R102 65,814 3,290,700 SH   SOLE   3,290,700 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 34,447 1,548,200 SH Call SOLE   1,548,200 0 0
HILTON GRAND VACATIONS INC COM 43283X105 120,570 3,343,600 SH   SOLE   3,343,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 171,524 2,602,000 SH   SOLE   2,602,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 113,441 805,000 SH Put SOLE   805,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 81,307 1,875,164 SH   SOLE   1,875,164 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 179,706 5,763,500 SH   SOLE   5,763,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 120,934 3,302,400 SH   SOLE   3,302,400 0 0
LIVANOVA PLC SHS G5509L101 15,033 245,600 SH   SOLE   245,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 132,730 1,323,200 SH   SOLE   1,323,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 84,427 2,698,200 SH   SOLE   2,698,200 0 0
MOHAWK INDS INC COM 608190104 126,174 522,050 SH   SOLE   522,050 0 0
NOBLE ENERGY INC COM 655044105 74,055 2,616,800 SH   SOLE   2,616,800 0 0
NOVOCURE LTD ORD SHS G6674U108 30,030 1,735,810 SH   SOLE   1,735,810 0 0
PANDORA MEDIA INC COM 698354107 24,530 2,750,000 SH   SOLE   2,750,000 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 199,260 2,226,368 SH   SOLE   2,226,368 0 0
RINGCENTRAL INC CL A 76680R206 21,711 594,000 SH   SOLE   594,000 0 0
SEALED AIR CORP NEW COM 81211k100 36,869 823,700 SH   SOLE   823,700 0 0
SHIRE PLC SPONSORED ADR 82481R106 137,521 832,100 SH   SOLE   832,100 0 0
UNITI GROUP INC COM 91325V108 86,607 3,445,000 SH   SOLE   3,445,000 0 0
UROGEN PHARMA LTD COM M96088105 7,681 425,300 SH   SOLE   425,300 0 0
VULCAN MATLS CO COM 929160109 65,342 515,800 SH   SOLE   515,800 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 90,011 618,800 SH   SOLE   618,800 0 0