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 |
| ALTRIA GROUP INC | COM | 02209S103 | 12,682 | 170,300 | SH | SOLE | 170,300 | 0 | 0 | ||
| AMBEV SA | SPONSORED ADR | 02319V103 | 1,640 | 298,800 | SH | SOLE | 298,800 | 0 | 0 | ||
| AMERICAN OUTDOOR BRANDS CORP COM | COM | 02874P103 | 8,532 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 4,865 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 1,322 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 3,580 | 144,300 | SH | SOLE | 144,300 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 6,854 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637209 | 5,832 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 4,216 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 9,687 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 5,992 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,355 | 35,967 | SH | SOLE | 35,967 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 7,330 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 7,331 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 2,506 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 11,404 | 178,500 | SH | SOLE | 178,500 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 5,552 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MELCO RESORTS AND ENTERTAINMENT LTD | ADR | 585464100 | 5,969 | 265,900 | SH | SOLE | 265,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,481 | 303,000 | SH | SOLE | 303,000 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 6,044 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 7,060 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,241 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 12,039 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 9,689 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| REYNOLDS AMERICAN INC | COM | 761713106 | 11,382 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| STURM RUGER & CO INC | COM | 864159108 | 1,305 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 4,274 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| UNIVERSAL CORP VA | COM | 913456109 | 679 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| VECTOR GROUP LTD | COM | 92240M108 | 271 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 10,730 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||