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 | 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 |