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
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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 116,510 112,920 SH   SOLE   112,920 0 0
AMAZON COM INC COM 023135106 132,300 91,409 SH   SOLE   91,409 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938l203 98,302 3,090,300 SH   SOLE   3,090,300 0 0
BIOGEN INC COM 09062x103 98,972 361,450 SH   SOLE   361,450 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061g101 103,275 1,273,900 SH   SOLE   1,273,900 0 0
BOYD GAMING CORP COM 103304101 117,130 3,676,400 SH   SOLE   3,676,400 0 0
BOYD GAMING CORP COM 103304101 15,513 486,900 SH Call SOLE   486,900 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 82,064 1,422,500 SH   SOLE   1,422,500 0 0
BROADCOM LTD SHS Y09827109 93,553 397,000 SH   SOLE   397,000 0 0
CAESARS ENTMT CORP COM 127686103 110,634 9,834,100 SH   SOLE   9,834,100 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 59,373 34,783,389 PRN   SOLE   34,783,389 0 0
COMMERCIAL METALS CO COM 201723103 76,854 3,756,300 SH   SOLE   3,756,300 0 0
CONDUENT INC COM 206787103 110,461 5,926,000 SH   SOLE   5,926,000 0 0
ELDORADO RESORTS INC COM 28470R102 108,501 3,287,900 SH   SOLE   3,287,900 0 0
EQUINIX INC COM PAR $0.001 29444u700 96,517 230,825 SH   SOLE   230,825 0 0
EVERCORE INC CLASS A 29977A105 32,831 376,500 SH   SOLE   376,500 0 0
FACEBOOK INC CL A 30303M102 100,668 630,000 SH Call SOLE   630,000 0 0
FEDEX CORP COM 31428x106 87,928 366,200 SH   SOLE   366,200 0 0
GCI LIBERTY INC COM CLASS A 36164v305 114,595 2,167,900 SH   SOLE   2,167,900 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,140 400,000 SH   SOLE   400,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 82,675 1,921,770 SH   SOLE   1,921,770 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 210,047 2,896,400 SH   SOLE   2,896,400 0 0
IQVIA HLDGS INC COM 46266C105 186,370 1,899,600 SH   SOLE   1,899,600 0 0
LA QUINTA HLDGS INC COM 50420D108 3,782 200,000 SH   SOLE   200,000 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 158,845 5,220,000 SH   SOLE   5,220,000 0 0
NOVOCURE LTD ORD SHS G6674U108 22,452 1,029,910 SH   SOLE   1,029,910 0 0
NUCOR CORP COM 670346105 41,358 677,000 SH   SOLE   677,000 0 0
PHILIP MORRIS INTL INC COM 718172109 97,412 980,000 SH   SOLE   980,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 16,410 666,800 SH   SOLE   666,800 0 0
PLATINUM EAGLE ACQUISITIN CO UNIT 01/09/2023 G7126L126 5,075 500,000 SH   SOLE   500,000 0 0
TIME WARNER INC COM NEW 887317303 59,396 628,000 SH   SOLE   628,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 16,551 451,100 SH   SOLE   451,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 72,019 1,962,900 SH Call SOLE   1,962,900 0 0
UROGEN PHARMA LTD COM M96088105 18,724 376,823 SH   SOLE   376,823 0 0
VICI PPTYS INC COM 925652109 68,530 3,875,848 SH   SOLE   3,875,848 0 0
ZAYO GROUP HLDGS INC COM 98919V105 108,800 3,185,000 SH   SOLE   3,185,000 0 0