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 |
| ADVANCED DISP SVCS INC DEL | COM | 00790X101 | 26,736 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 51,131 | 49,300 | SH | SOLE | 49,300 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 33,620 | 471,200 | SH | SOLE | 471,200 | 0 | 0 | ||
| BRITISH AMER TOB PLC | SPONSORED ADR | 110448107 | 9,519 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 62,365 | 264,650 | SH | SOLE | 264,650 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 5,830 | 23,890 | SH | SOLE | 23,890 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 43,494 | 1,044,015 | SH | SOLE | 1,044,015 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 74,588 | 723,802 | SH | SOLE | 723,802 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 6,028 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 16,482 | 1,297,790 | SH | SOLE | 1,297,790 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 50,661 | 522,277 | SH | SOLE | 522,277 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 80,528 | 2,588,504 | SH | SOLE | 2,588,504 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | 59,012 | 813,730 | SH | SOLE | 813,730 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 63,175 | 643,924 | SH | SOLE | 643,924 | 0 | 0 | ||
| MARINUS PHARMACEUTICALS INC | COM | 56854Q101 | 3,607 | 944,300 | SH | SOLE | 944,300 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 57,134 | 1,734,492 | SH | SOLE | 1,734,492 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 48,757 | 733,193 | SH | SOLE | 733,193 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 515,619 | 3,220,000 | SH | Put | SOLE | 3,220,000 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 109,316 | 3,492,536 | SH | SOLE | 3,492,536 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 80,475 | 2,657,693 | SH | SOLE | 2,657,693 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 45,005 | 379,600 | SH | SOLE | 379,600 | 0 | 0 | ||