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 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 4,791 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BJS RESTAURANTS INC | COM | 09180C106 | 2,355 | 75,805 | SH | SOLE | 75,805 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 5,697 | 505,934 | SH | SOLE | 505,934 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,072 | 86,280 | SH | SOLE | 86,280 | 0 | 0 | ||
| DOMINION DIAMOND CORP | COM | 257287102 | 7,429 | 517,350 | SH | SOLE | 517,350 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 4,797 | 209,100 | SH | SOLE | 209,100 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 3,551 | 135,243 | SH | SOLE | 135,243 | 0 | 0 | ||
| FELCOR LODGING TR INC | COM | 31430F101 | 8,106 | 993,349 | SH | SOLE | 993,349 | 0 | 0 | ||
| FIFTH & PAC COS INC | COM | 316645100 | 5,348 | 166,770 | SH | SOLE | 166,770 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 2,992 | 60,736 | SH | SOLE | 60,736 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 12,583 | 247,650 | SH | SOLE | 247,650 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 9,424 | 230,591 | SH | SOLE | 230,591 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 6,566 | 229,420 | SH | SOLE | 229,420 | 0 | 0 | ||
| HORMEL FOODS CORP | COM | 440452100 | 3,230 | 71,506 | SH | SOLE | 71,506 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 8,490 | 124,017 | SH | SOLE | 124,017 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 6,471 | 82,044 | SH | SOLE | 82,044 | 0 | 0 | ||
| MULTIMEDIA GAMES HLDG CO INC | COM | 625453105 | 9,036 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| MULTIMEDIA GAMES HLDG CO INC | COM | 625453105 | 753 | 24,000 | SH | Call | SOLE | 24,000 | 0 | 0 | |
| MORGANS HOTEL GROUP CO | COM | 61748W108 | 3,201 | 393,770 | SH | SOLE | 393,770 | 0 | 0 | ||
| MONSTER BEVERAGE CORP | COM | 611740101 | 2,662 | 39,280 | SH | SOLE | 39,280 | 0 | 0 | ||
| ORIENT-EXPRESS HOTELS LTD | CL A | G67743107 | 3,824 | 253,076 | SH | SOLE | 253,076 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 10,492 | 59,421 | SH | SOLE | 59,421 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 5,641 | 333,200 | SH | SOLE | 333,200 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 2,954 | 31,844 | SH | SOLE | 31,844 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 6,639 | 198,404 | SH | SOLE | 198,404 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 4,547 | 144,037 | SH | SOLE | 144,037 | 0 | 0 | ||