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 |
| AMAZON COM INC | COM | 023135106 | 85,001 | 42,437 | SH | SOLE | 42,437 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 9,403 | 227,400 | SH | SOLE | 227,400 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061g101 | 124,796 | 1,286,950 | SH | SOLE | 1,286,950 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 86,656 | 2,560,000 | SH | SOLE | 2,560,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 110,108 | 1,602,500 | SH | SOLE | 1,602,500 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 129,898 | 12,672,934 | SH | SOLE | 12,672,934 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 47,578 | 1,132,000 | SH | SOLE | 1,132,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 63,009 | 193,350 | SH | SOLE | 193,350 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 52,971 | 2,581,417 | SH | SOLE | 2,581,417 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 121,743 | 5,406,000 | SH | SOLE | 5,406,000 | 0 | 0 | ||
| COREPOINT LODGING INC | COM | 21872L104 | 23,048 | 1,185,000 | SH | SOLE | 1,185,000 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 11,299 | 244,400 | SH | Put | SOLE | 244,400 | 0 | 0 | |
| ELDORADO RESORTS INC | COM | 28470R102 | 137,225 | 2,823,561 | SH | SOLE | 2,823,561 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444u700 | 170,364 | 393,550 | SH | SOLE | 393,550 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734w208 | 25,619 | 2,492,099 | SH | SOLE | 2,492,099 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 5,473 | 201,000 | SH | SOLE | 201,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164v305 | 56,610 | 1,110,000 | SH | SOLE | 1,110,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 85,749 | 1,145,000 | SH | SOLE | 1,145,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 188,811 | 1,455,300 | SH | SOLE | 1,455,300 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 28,420 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 20,903 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PLATINUM EAGLE ACQUISITIN CO | UNIT 01/09/2023 | G7126L126 | 5,195 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| REGENXBIO INC | COM | 75901B107 | 25,821 | 342,000 | SH | SOLE | 342,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | v7780t103 | 104,862 | 807,000 | SH | SOLE | 807,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 84,121 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| SOLID BIOSCIENCES INC | COM | 83422E105 | 2,595 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | l8681t102 | 104,233 | 576,413 | SH | SOLE | 576,413 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 134,774 | 1,045,000 | SH | SOLE | 1,045,000 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 32,683 | 428,120 | SH | SOLE | 428,120 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 15,676 | 331,900 | SH | SOLE | 331,900 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 48,753 | 2,255,000 | SH | SOLE | 2,255,000 | 0 | 0 | ||
| VOYAGER THERAPEUTICS INC | COM | 92915B106 | 18,955 | 1,001,870 | SH | SOLE | 1,001,870 | 0 | 0 | ||