The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 17,172 | 225,000 | SH | Call | SOLE | 225,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 45,792 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 112,765 | 101,076 | SH | SOLE | 101,076 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 121,211 | 71,309 | SH | SOLE | 71,309 | 0 | 0 | ||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938l203 | 9,161 | 318,297 | SH | SOLE | 318,297 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 8,357 | 227,400 | SH | SOLE | 227,400 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061g101 | 124,292 | 1,319,450 | SH | SOLE | 1,319,450 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 111,065 | 3,204,400 | SH | SOLE | 3,204,400 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 131,193 | 12,261,013 | SH | SOLE | 12,261,013 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 50,753 | 1,529,160 | SH | SOLE | 1,529,160 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 73,613 | 3,487,100 | SH | SOLE | 3,487,100 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 127,190 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 44,289 | 1,709,999 | SH | SOLE | 1,709,999 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 121,611 | 3,110,258 | SH | SOLE | 3,110,258 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 68,578 | 486,300 | SH | SOLE | 486,300 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 64,869 | 460,000 | SH | Call | SOLE | 460,000 | 0 | 0 | |
| EQUINIX INC | COM PAR $0.001 | 29444u700 | 200,329 | 466,000 | SH | SOLE | 466,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 69,956 | 360,000 | SH | Call | SOLE | 360,000 | 0 | 0 | |
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734w208 | 27,870 | 2,735,010 | SH | SOLE | 2,735,010 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164v305 | 68,125 | 1,511,200 | SH | SOLE | 1,511,200 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 17,821 | 513,560 | SH | SOLE | 513,560 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 172,198 | 2,341,240 | SH | SOLE | 2,341,240 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 197,460 | 1,978,159 | SH | SOLE | 1,978,159 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 99,073 | 3,723,160 | SH | SOLE | 3,723,160 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 51,274 | 2,492,660 | SH | SOLE | 2,492,660 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 24,255 | 774,910 | SH | SOLE | 774,910 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 116,920 | 617,840 | SH | SOLE | 617,840 | 0 | 0 | ||
| PLATINUM EAGLE ACQUISITIN CO | UNIT 01/09/2023 | G7126L126 | 5,090 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| REGENXBIO INC | COM | 75901B107 | 25,113 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SOLID BIOSCIENCES INC | COM | 83422E105 | 1,868 | 52,415 | SH | SOLE | 52,415 | 0 | 0 | ||
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 78467X109 | 86,363 | 355,800 | SH | Put | SOLE | 355,800 | 0 | 0 | |
| TERADYNE INC | COM | 880770102 | 79,414 | 2,086,000 | SH | SOLE | 2,086,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 47,847 | 962,900 | SH | SOLE | 962,900 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 97,537 | 1,962,900 | SH | Call | SOLE | 1,962,900 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384s303 | 79,026 | 338,500 | SH | SOLE | 338,500 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 31,517 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 16,515 | 331,900 | SH | SOLE | 331,900 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 70,355 | 3,476,263 | SH | SOLE | 3,476,263 | 0 | 0 | ||
| VIRTU FINL INC | CL A | 928254101 | 51,773 | 1,950,000 | SH | SOLE | 1,950,000 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 99,058 | 674,000 | SH | SOLE | 674,000 | 0 | 0 | ||
| VOYAGER THERAPEUTICS INC | COM | 92915B106 | 16,427 | 840,670 | SH | SOLE | 840,670 | 0 | 0 | ||