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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 95,734 | 1,614,133 | SH | SOLE | 1,614,133 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 62,712 | 69,011 | SH | SOLE | 69,011 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 75,155 | 77,639 | SH | SOLE | 77,639 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 77,172 | 699,278 | SH | SOLE | 699,278 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 99,333 | 985,251 | SH | SOLE | 985,251 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 122,106 | 5,033,226 | SH | SOLE | 5,033,226 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 509 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 47,998 | 1,934,623 | SH | SOLE | 1,934,623 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 86,653 | 447,288 | SH | SOLE | 447,288 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 88,831 | 588,360 | SH | SOLE | 588,360 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 32,190 | 653,200 | SH | Call | SOLE | 653,200 | 0 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 68,927 | 5,001,977 | SH | SOLE | 5,001,977 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 65,822 | 1,064,226 | SH | SOLE | 1,064,226 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 109,342 | 3,494,463 | SH | SOLE | 3,494,463 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 107,078 | 1,553,427 | SH | SOLE | 1,553,427 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 18,892 | 320,200 | SH | Call | SOLE | 320,200 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 77,958 | 1,321,320 | SH | SOLE | 1,321,320 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 60,620 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| SEALED AIR CORP NEW | COM | 81211K100 | 83,569 | 1,867,044 | SH | SOLE | 1,867,044 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 72,569 | 684,617 | SH | SOLE | 684,617 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 84,526 | 2,360,416 | SH | SOLE | 2,360,416 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 7,101 | 255,906 | SH | SOLE | 255,906 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 34,953 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| UNITED STATES CELLULAR CORP | COM | 911684108 | 435 | 11,355 | SH | SOLE | 11,355 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 144,624 | 2,610,069 | SH | SOLE | 2,610,069 | 0 | 0 | ||