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 116,906 121,890 SH   SOLE   121,890 0 0
AMAZON COM INC COM 023135106 94,116 97,900 SH   SOLE   97,900 0 0
BOYD GAMING CORP COM 103304101 110,978 4,260,200 SH   SOLE   4,260,200 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 33,249 532,410 SH   SOLE   532,410 0 0
BRUNSWICK CORP COM 117043109 90,117 1,610,100 SH   SOLE   1,610,100 0 0
CAESARS ENTMT CORP COM 127686103 3,071 230,000 SH   SOLE   230,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 136,428 375,400 SH   SOLE   375,400 0 0
COMMERCIAL METALS CO COM 201723103 55,006 2,890,500 SH   SOLE   2,890,500 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 14,725 1,917,300 SH   SOLE   1,917,300 0 0
CONDUENT INC COM 206787103 161,251 10,290,425 SH   SOLE   10,290,425 0 0
CONSTELLATION BRANDS INC CL A 21036P108 150,286 753,500 SH Call SOLE   753,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 149,120 1,491,500 SH   SOLE   1,491,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 34,743 347,500 SH Call SOLE   347,500 0 0
ELDORADO RESORTS INC COM 28470R102 85,817 3,345,700 SH   SOLE   3,345,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 76,288 530,000 SH   SOLE   530,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 68,832 478,200 SH Call SOLE   478,200 0 0
FEDEX CORP COM 31428x106 35,867 159,000 SH   SOLE   159,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 154,566 4,001,200 SH   SOLE   4,001,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 170,445 2,481,000 SH   SOLE   2,481,000 0 0
KROGER CO COM 501044101 20,060 1,000,000 SH Put SOLE   1,000,000 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 179,706 5,495,600 SH   SOLE   5,495,600 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071m856 38,800 674,200 SH   SOLE   674,200 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 137,897 3,620,300 SH   SOLE   3,620,300 0 0
MARRIOTT INTL INC NEW CL A 571903202 100,741 913,668 SH   SOLE   913,668 0 0
MGM RESORTS INTERNATIONAL COM 552953101 86,644 2,658,600 SH   SOLE   2,658,600 0 0
MOHAWK INDS INC COM 608190104 67,768 273,800 SH   SOLE   273,800 0 0
NOVOCURE LTD ORD SHS G6674U108 30,053 1,514,010 SH   SOLE   1,514,010 0 0
PANDORA MEDIA INC COM 698354107 68,338 8,875,000 SH   SOLE   8,875,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935a104 72,565 498,900 SH Put SOLE   498,900 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 199,825 2,101,868 SH   SOLE   2,101,868 0 0
SHIRE PLC SPONSORED ADR 82481R106 70,598 461,000 SH   SOLE   461,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 374,333 1,490,000 SH Put SOLE   1,490,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 17,952 956,400 SH Call SOLE   956,400 0 0
UNITI GROUP INC COM 91325V108 16,764 1,143,500 SH   SOLE   1,143,500 0 0
UROGEN PHARMA LTD COM M96088105 12,923 410,000 SH   SOLE   410,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 182,763 1,185,000 SH   SOLE   1,185,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 105,842 3,075,000 SH   SOLE   3,075,000 0 0